The latest Investing Matters Podcast episode featuring Jeremy Skillington, CEO of Poolbeg Pharma has just been released. Listen here.
I saw all 12. Which episode was it !
Ever since we crossed swords so long ago can’t remember which decade. ! We have been at opposite ends of spectrum. The truth here is a clearer picture will emerge in autumn and we shall then see whos nearer the mark. !
I haven’t posted for a long while now as I’ve wanted the company to speak for its self. We have the finance in place and a good exit agreement should our finance deal falter. We should now be producing HMS. Which will allow samples to sent to potential buyers. The diamonds are the petty cash in till but have to be mined to allow HMS to be mined. Out of our 5 hectares we have 150 m ton reserve but this is irrelevant as it’s constantly being replenished. Our board of directors now looks very formidable , add to this our new major shareholder and the picture looks very impressive
While our company is on the verge of a major transformation this has to be tempered by the general malaise in world markets particularly the junior market
I am very comfortable with my position here and yes I am still buying………
After what has seemed an eternity , over 10 years for me the company now has all the hallmarks of a growth company. Not much has been said about the appointment of John Wardle, a highly competent ,proven director who raised Ameriser from a small company to a two hundred million company. His knowledge and expertise will be invaluable here. The products were always here at the surface so it really has always ever been when not if. My main concern here is the dilution aspect here which as sure as night follows day will happen with the vast quantity of shares in circulation Sovereign oil was similar Clarke vehicle………
Dennis Edmonds has played a master stroke here. Whilst Vanadium / Lithium are attractive the terrain/water supply make the project difficult to mine.
We are now in effect an HMS company with easy access open sands supplying rare minerals with secondary diamonds business. The mining license recently applied for will catapult this business beyond recognition
The HMS in Kenya is nothing short of mind boggling with estimates in ground of 1.5 BILLION dollars a master stroke if ever I have seen one
Finally we shall have by years end or sooner 13 million dollars in bank and this is sure fire ! ………..
Will remain bumpy largely due to world politics! I have not posted here for a while now wanting the company to speak for itself which is certainly the case now . I am steadily accumulating as the company under Dennis unravels. Still very good to read Poppyseeds posts………….
S49. Yes I do think ME will get the job done ! Crunch time for me is 19th August. ME is a deal maker and am sure he’ll fix this one way or another.!There is no way he would be buying 4 smelters if he was going to throw in the towel. We will see!…………….
The arrival to HMS board of two executives with vast experience should herald the long awaited HMS licence with the usual delays to production. What is crystal clear is what lies under the ground ,unimaginable value . I have little doubt that the licence once granted will be a major transformer for the company. For a guide just look at Rainbow Rare Earth……………….
S . 49. Don’t want to criticise you but you do tend to blow hot and cold ! Of course your decision. …..
Still have complete confidence in Martin Eyles who I know will get the job done It’s very slow and frustrating for all concerned but the smelter project looks a very smart move…! M E is not the sort to give up. further patients required……..
Well,well,well ! I must say I never thought that my good friend , Mr C. would call for me to speak on a platform here , must be a funny turn he’s having. In any event the two main platforms of this company are the Tantalum/Lithium and others and the HMS rare earth minerals. The former has had production target difficulties and continues with updating of plant. It seems water is not an issue. The latter now led by two eminent Drs M and N both South African and influential could be transformational . If and I believe we will get these two branches of the company sorted then there will be no holding growth. I once again highlight the growth from Rainbow Rare Earth minerals. Their share price at 15p capitalising at 75 million is impressive especially in these trying markets. My verdict… Kazera has everything to play for and success probably just around the corner…! !………
Only to be expected………..WHM new team will spread up licence …….. Tantalum/lithium whilst taking longer than expected to production have faced a massive up hill challenge not least with the water issue now solved . Diamond production had too many fat cats at the bowl hopefully resolved with own source for sorting . Interesting trial with X-ray sorting at final stage development may well be the future…..Again world prices for our products remain high ……….
MEs salary will be peanuts if he pulls this off. As I have said many times he did it at Rainbow and fully expect the same here. A slide rule across the the resources here with relatively easy open cast mining will produce mind boggling revenues once in full production . It’s also noteworthy that commodities are heading north on world markets as Covid is more controlled……..
For me and I emphasise for me the major game changer is the HMS license which when granted will give the company a major shot in the arm. Unfortunately it’s delay after delay on what we are told is 99.9% there. Couple this with diamond and tantalum/lithium fully in production and there will be no holding this company. Furthermore DE is keeping a good RNS flow now and should be given time to make his mark on the company……..
Will happen to the the other. As I have said many times Iron and Kazera are like twins . Martin Eales is very close to a game changing deal for Iron. This will be reflected in Kazera s share performance……….
Only been just over a month since last RNS on 15th February . I thought this to be a positive account of the growth potential going forward . For sure we will get an RNS before months end which should give a clearer picture of actual and expectations under Edmonds stewardship. I remain totally committed to all three companies that I have peddled for any amount of years and have not and do not intend to sell all or part of my holdings. I still never cease to be amazed by the volatility of opinion of posters here.up one minute down the next . Further, the world is in a very uncertain place at the moment, hardly conducive to investment in the stock exchange !………