The latest Investing Matters Podcast episode featuring Jeremy Skillington, CEO of Poolbeg Pharma has just been released. Listen here.
Hi Poppyseed
Thanks for your input which once again is considered,informative and well written.
The timescale here for many has been an eternity but DE has only 3 years tenure so for a mining company particularly in SA this is no time at all
I still believe patience will be rewarded. We’re see!……….
Poppyseed. Could I please
ask you for your present take on what’s going on behind closed doors ?
Maybe like me you have adopted an await and see policy !
I know there has to be an element of speculation here but a likely outcome in next RNS would be interesting here !
Well worth another listen to Dennis Edmond’s recent interview. Noteworthy are the above . Dennis did explain very carefully as to why there would be no buyout and I believe him. Much has already been said about the potential of HMS unlike AMS.which with the potential deals being put forward could catapult Kazera into a sizeable concern overnight. What has to happen now is that COULD is replaced by DONE
2024. Could just be the year. !………..
DTN……. Please get your facts correct ! I haven’t mentioned GC. for a number of years. I only mention him here as he is standing down !
As far as GC is concerned I have a Times article before me dated 2017 In which GC states ‘I have very little knowledge of mining ‘so he has been totally honest !
What is absolutely undeniable is his business acumen to find potential for company enhancement! He has a proven track record here. The tantalum/lithium venture took far too many years to develop. Our current CEO has specifically stated that he will only buy ready to go companies !
I write here as I know many on this board hold like me both Ironveld and Kazera.
We today have received a real shot in the arm by John Wardles appointment at Ironveld and a complete new refinancing package. Wardle was responsible for the Amerisur transformation selling out at a quarter of a billion.
A man to be reckoned with… ………..
OBNW ………
It is all just around the corner. ! once license obtained for HMS is granted the company will look very different…..
We have a very able CEO running this company. The Johnson years make this project look like an eternity.!
I am very happy to wait patiently in a company that has huge potential!
Let the herd leave ! It means nothing to a sound company………
Hi FB
In my last post I did point out that we have had far too many RNSs that in themselves were good but really lacked the impetus were received by the market like a damp squib. . What is really needed here is diamond production figures over a sustained period and cash generated figures to support them. The market is very hostile at the moment and only exceptional news is impressing it !
As I have said before there are companies growing well in the HMS sector. like Rainbow Rare Earth Minerals .
Whilst we are all frustrated by the delay on HMS radioactive issues , the prize once sorted will be impressive !……….
Mr C You must know me by now ! I never comment on prices ,timescales or personal share holdings.
Again , I respect yours and DTN s views which help to balance out the differences which we hold. !……….
As I have already pointed out the time lost here was under Johnson’s stewardship and not Dennis. The years spent and some might say wasted especially Dennis was the seeking of water supply as well as a double JORC application. The plain truth here is Dennis has not been long at the helm here , a couple of years !……….
If I were Dennis I would not release another RNS until I had significant production figures to impress We have had a lot of RNS s. That simply fall short. With luck the next one will make us sit up !
Regarding DTN comments it’s not the end of the year yet !
And yes I am still buying on this current malaise…………
Everything from the CEOs point of view looks good !
Dennis has shed his other two exec jobs to concentrate on Kazera. The board has been strengthened. The main shareholder looks sound. Dennis has increased his shareholding. Updates flow on regular basis. Unlike Ironveld this company under Dennis stewardship has been short barely 2 years !
Dennis has major plans to expand company and I have no doubt he will achieve his goal here !
Something to ponder on …..another HMS company making a very impressive performance is Rainbow Rare Earth minerals being run by a competent CEO and board
And yes I am still a buyer of Kazera .:…….
Re Am I going mad…..
No definitely not. !! It’s either a faux pas made by the company or dare we possibly hope for a full payment of loan ahead of 1 year deadline. The contents seem to suggest the latter If it is the latter then 13 m in the bank does alter the landscape. All speculation though…….