The latest Investing Matters Podcast with Jean Roche, Co-Manager of Schroder UK Mid Cap Investment Trust has just been released. Listen here.
It's not like SD wrote it on a napkin or fag packet at lunch and pushed across the table. Both are aware of what's there, NCM have been downplaying for a long time given the excitement shown about what there. SB has told us wow... show us the money then...
Fun.
SB has said previously when asked what it's like to be working with GGP and he basically said it was fine until it didn't suit them anymore. I was surprised at the time nobody picked up on what he said but I was quite taken aback at the undercurrent of hostility to their probably unwanted thorn in their side.
GGP have been nothing more than a means to an ends, I think Shaun played a blinder yesterday and he's no stranger to corporate games. Our wider team aren't either, we have the smarts to lay the game. I just hope professionalism remains in our joint ventures because we have more than one together and at the moment NCM holds many of the purse strings but not all.
Next couple months going to be interesting.
GLA
Fun.
Were we not told we'd be getting drill results early November? Am a bit disappointed we haven't had that RNS yet and instead getting meeting invites for December. Don't mind things taking longer for whatever reasons but communicating further delays would be healthy.
What are folks thoughts on this?
GLA
Fun.
https://www.marketindex.com.au/asx/ncm
Red... for how long though :P