Utilico Insights - Jacqueline Broers assesses why Vietnam could be the darling of Asia for investors. Watch the full video here.
It’s great to see Savannah is attending PDAC - with Lithium now possibly seeing green shoots and the understanding of the need to diversify and on shore supply as much as possible I think good things are cooking with all the work going on in the background
Exactly HC - but don’t let sense get in the way of the board troll.
Mhow - I saw the NMG deal it’s for anode material not flake graphite but a sign of increasing demand and urgency of supply diversification for ex-China sources across the supply chain
The company has always had an office in London, read the annual reports??? Do you also understand companies can be and are run from multiple locations - go and look at syrah or talga or NextSource just to name graphite companies - as the company and Pranagraf have the same founders I’m unsure how there can be such a surprise that there was ever overlap if there was (although not surprised it’s surprising given who it is surprising)? Also note their annual reports & statements are always audited each year, that includes transactions and customers etc….always with the personal attacks and libel against posters like HarChris, very unnecessary.
Boris, if you simply watch one of the investor meets company presentations you mention, or for that matter read a single RNS you would find the information you’re looking for about job titles. Also for the company’s London address I suggest you read companies house -again, it’s at “Eastcastle House, etc”
Croqman, great points.
Meanwhile the ex-China graphite train rolls on - the recent site visits tweeted about by the company look interesting, the new NED and the company broker went along it seems, and mentions customer visits which is interesting following all the information in the half year report on the market etc and also mentions “other workstreams” - VAT perhaps?
https://x.com/tirupatiuk/status/1756937782805606585?s=46&t=Kd9oN7lEXrwqvOg2hyHmPg
TGR remains well ahead of the curve imo despite its own challenges, just look at other would be producers like NextSource struggling to produce commercial volumes despite huge money thrown its way. Holding is made harder when there are clear protagonists trying to cause disruption but hey here we all are.
GLA, DYOR
Nice Cigam, thanks for adding that, it’s all readily accessible for investors to read.
Where is the link to this companies house data that is easily visible of which you are speaking joberalo? Please share it or direct readers to where you are looking???
GLA, DYOR
Tiring reading the continuous nonsense from below - this guy is either a very disgruntled ex holder who has a personal vendetta or a competitor slinging mud I reckon.
Just reading the raise RNS dispels the garbage - and reveals how disingenuous the poster is:
“ On completion of the Placing the Concert Party (as referred to in the Company's circular published on 29 September 2021) will hold 32,390,472 Ordinary Shares carrying 26.06 per cent. of the voting rights of the Company. Following the completion of the Subscription (and assuming no further issues of shares) the Concert Party will hold 36,935,926 Ordinary Shares carrying 28.67 per cent. of the voting rights of the Company”
So they hold 26% currently, and will hold 28% from April.
Lord give me strength.
GLA, DYOR
Agreed Binbin, if it signals a move by the company toward finally opening up and improving transparency then it positions the company better to realise its potential after a long period of clear issues with previous comings and goings. The board composition now looks better after this. Still there’s room to continue to enhance the BoD and I hope we hear more on this further. Governance is a major part of “ESG” - also critically important before ESG was even a thing, and is something which needs to be looked upon favourably by the market and partners for success of any company.
Corporate governance has been a key concern voiced by many over the past year+ on here and elsewhere and I hope the NEDs and management keep up their momentum in showing the company is on an improving track in this respect.
GLA, dyor