The latest Investing Matters Podcast episode featuring Jeremy Skillington, CEO of Poolbeg Pharma has just been released. Listen here.
Check the date MO, looks like a sell at the time and date, however appears there were some buys around the a similar time
DonkeyHotay, I like the name.
If you’re 100% sure Harry is announcing another placing then I don’t think your love of gambling fits that well here. I hope you’re wrong about the placing but slow completion and Harry’s track record plays a big element here. Getting the money from warrants to help complete Kefi’s part of KSA mining could be affected. However Harry has said that 80 million investment will be counted towards Ethiopia funding and with that in mind plus KSA mining makes £32 million value low. We’ll see. GLA
Agreed dusterhater,
Was NT to sell for me for last couple of hours of trading today so was expecting Canada to be low.
However I find it hard to understand mentality of the gleeful nature of gold telling people that their paper loss has increased
Tiburn, I think risks are low but it’s worth considering previous statements Arthur has said, as well time scales changing when previously stated. Hopefully he’s trying to change that. Risks of CUDA not going through or not having good refinance is still possible although I think very low risk on the former and a low risk on the latter. I think these 2 are the main hurdles. The RS report is interesting but when finance in place and profitability is shown the SP should rise significantly
Thanks also for the analysis WoF. Interesting.
I think consideration of oil in place and recoverable amounts is useful on potential effect on share price.
I do think that ability to extract oil and rate of oil extraction plus finance in place to do so will have the biggest bearing on Sp improvements. We could have a million trillion barrels of oil under our ground but unless we can extract it at a fast rate (which we won’t know until August it seems), within a short time then it’s not as important. Refinancing and having the money to do this, be it through a JV perhaps I think is key.
All the best
I am disappointed with the SP and turns out I have been wrong on my SP predictions. However I am still surprised that Cadence can predict about £94 million a year profit in a couple of years for just 27% ownership when fully operational and the SP now can be a third of a years profit. And that’s assuming every other asset we have is worthless.
Kieran has given long term holders that are down to massively balance out their SP average. Like it says pro-rata opportunity to buy at 20p. Even with 10% dilution at 27% of Amapa the SP mid feb should be 60p plus.
I think the deferral refers to accounting term of paying back owed money in the future as set out already in planned financing. This doesn’t look like a delay just that progressing . I think lot of pressure to meet deadline and cadence will want to meet it
Topped up again today, small amount listed as a sell. It’s a reassuring reply degsie. In addition I look at page 10 of the January 2022 presentation with the ticks for the 20% and only awaiting signatures and the 27% requirements with both points ticked. GLA
Jolanta and mr James. I’m surprised with low sp predictions after 20% considering as evb stated leads to 27% and hopefully 49%. If I had thought that low an sp I would’ve probably sold up in June and reinvested elsewhere. I hope you’re both wrong in the nicest possible way rather than me. All the best.