focusIR May 2024 Investor Webinar: Blue Whale, Kavango, Taseko Mines & CQS Natural Resources. Catch up with the webinar here.
Razmun...........I have no reason to or indeed have pushed false information about Giles Clarke or Martin Eales........You are totally wrong on both accounts......regarding Rainbow rare Earth minerals for ease of writing I had dropped the the Rainbow ...... Further, I have never suggested that Giles Clarke was still at Barkby post reverse takeover, if you would care to read my years of writing about Barkby on their website you would not write such utter rubbish........For certain without Giles Clarke , there would be no Dickson Barkby Group.......................
Hedgehog100..........whilst I concur with what you argue for Kazera I have to take you to task over certain points......firstly like Kazera ,Iron has three products namely HPI, totally different to bog standard iron ore,hugely more purity and commanding much higher prices. Vanadium , of course is the other major product ,much in demand as can be seen from bushveld ,the nextdoor farm. Bushvelds 150M cap is largely based on vanadium potential......lastly there’s titanium ,smaller but still useful. ......yes Ironveld is a three product company with a potential for growth......finally it should be remembered we are dealing with an open cast mine, significantly cheaper to mine from the surface......what you say about Barkby is correct, we have here a simple masterclass in how to grow a business.....the recent launch of sleep hub two months ago will disrupt the insomnia market in its track.......finally Iron will get there but concede it’s been way too long coming............
This has been a bitter bill to swallow and for those like myself who have been here since mid 2014 a huge disappointment......In a nutshell the toxic mixture of South Africa and being in the mining industry has to be the overwhelming reason for this inordinate time frame to get to production.......Anyone who watched the speed the GC turned Sovereign Mines cap 500k into an English company cap 30 M in just on one year can be left in no doubt that the same is possible at Iron........On the plus side we have bought ourselves 18 months to do a deal with two proven negotiators with good track records......I admit this has come at a heavy price but when stacked against whats in the ground has to be a good trade off.........I still believe a deal is possible and it could just be we don't have to wait too long...........
Mr Cautious.............Yet again I respect your views re Lithium but no surprise I disagree .....LJ has always said it was Tantalum first and anything else a bonus......
The company is set for growth now......this company like Iron was written off 18 months ago
Regarding Ironveld I have been a shareholder since mid 2014 and have not altered my holding ....I have deja vu here, the company had the same outcome when PC was supplying samples to unknown end user, .deal was aborted after 100 tons supplied. The current deal clearly was not in the interests of the company. To sum up we have in Martin Eales and Giles Clarke two very able negotiators both very estute , the other point here is we have bought 18 months of time to find the right deal but at huge cost......Yes im frustrated but GCs reputation is squarely on the line here..........
Puckered ...... There can be little doubt that this is the case as there is already an offer on the table......I cannot stress enough the roll being played by the new CEO Martin Eales and it should not be underestimated his negotiating abilities proven at Rare Earth Minerals, couple this with Giles Clarkes negotiating skills and we will have a deal that adds up and accommodates the new world price for HPI.......Disappointing as it was the last RNS it will be worth the wait, once struck the company will never look back....................
Ismailia........good to talk again dont go away..........Yes this has been a criticism of the makeup of the company but there are many examples of companies where this formula has been highly successful.......Charles Dickson and family have a track record of getting this formula to work.........I would refer you to the prospectus for the reverse takeover......The hospitality, coffee, life sciences and commercial property square with me......the car business I believe using the on line medium is the odd ball but I think it will be highly profitable once the dreaded C abates......Will be interested to see what C1 has to say here..................
C1 ......Yes if you asked me to guess your holding I would not be far out but don't.....good to see sleep hub tentacles spreading in UK. .......Obviously, accross the pond is the glittering prize .......Dont like pushing companies but just love Kazera Global.....Massive potential ,have been writing about it for years................
At last some are seeing the light , others more to do with the AIM market remain sceptical but this will change as we gather pace....As I have said, I expect to see further acquisitions through Global Trading as we turn into a more mature company......I have been banging on about where this company is heading for over five years now and the next few months will see the company start to see confidence being built up in the management.....Larry Johnson has everything necessary to get the job done, four years is not long in terms of start up mining companies.....We have the management ,we have the products, very bright future ahead.........................
C1 Absolutely agree, this is what they call a very thin market. Any game changing news and the price will move quickly. The sleep hub is such an example This is a very rare share to have the chance to be in but then I don't have to tell you that............
Sharegar..........good post and agree with your points.....I would add to this that Martin Eales is one of the best when it comes to complex negotiating and agree with strength of asset there is no chance of not securing a deal, just needs to be the right one...............
DTD.............I have to say this wasn't the news I was expecting whilst eating my cornflakes this morning but other discussions with financiers are in progress, .....I still believe in Martin Eales to fix this not least as been there before , It was the same at Rare Earth Minerals ,endless delays but got there in the end......I agree with you about GC......... He could fund this with no problem........
D T D......... about ten posts ago Ismailia picked me up for posting 15 days notice and said AGMs need three weeks notice.......I looked it up and found that three weeks is indeed the AGM minimum requirement....who is right.?...
We have exactly three weeks till the 30th November....If a deal was not possible by then surely we would have been told by now for a further extension.....The last delay was notified to the market on the 3rd of the month,this has gone well past that....From this I am assuming that an announcement will be made within the next three weeks and the end date adjusted by both parties past the 30th. Is this feasible ?.........