RE: False start? Base to build on.4 Sep 2025 16:26
That’s the big positive here. Once this gets rolling (especially bearing in mind the massive, massive platform we’ve built over two months at 0.34) there is potential surprise announcement after surprise announcement (hopefully not beginning with pla and ending in cing).
We’ve got:
Diamond parcel news – already cleaned, sorted, and confirmed, just waiting on the auction/sales process.
Diamond JV angle – long-running talks in the background, NDAs in play.
Tajikistan updates – multiple fronts, from Aprelevka progress to Bay Square involvement.
BP whispers – no confirmation but the fact it keeps surfacing speaks volumes.
Manaila/Baita Plai – asset reviews, feasibility studies, and crucially confirmed due diligence ongoing for potential JV/third-party investment.
Asset sales / new JVs / fresh projects – the company itself has flagged these possibilities in recent RNS.
And don’t forget:
A management team that’s been actively travelling, meeting, and negotiating worldwide.
Feasibility studies and technical reviews underway that often precede fresh financing or partnership announcements.
A price base that’s been consolidating at historic lows, meaning any substantial news could trigger an outsized move.
In short: the quiet period has been the loading phase. If even half of these strands deliver, the rerate potential is enormous.