Cobus Loots, CEO of Pan African Resources, on delivering sector-leading returns for shareholders. Watch the video here.
If we were going to get a mention I expect it would be in the session at 11am. That one was far too high level. The 11am is focused on the following:
The objective of this session is to identify main strategies for decarbonization in place, identify relevant multilateral and regional policy, regulatory and data gaps and identify most promising technologies, sectoral, trade and investment incentives that could speed up a renewable energy transition, particularly in developing countries.
"Identify most promising technologies"
Probably going to get called a "ramper" or a "trader" now., though have never traded the stock. Wouldn't even know where to start with all that, and certainly wouldn't claim to understand a chart. Only stock I've ever sold was to move it into a tax-free account and am here because I believe in the product and have done for years. I am, however, excited!
I don't. I have no idea. Absolutely none. I was just pouring over any clues I could find to pass the time until the hopefully transformational news arrives. My "investigation" is probably fraught with confirmation bias, though it's all just a bit of fun really until we find out. I did say it was just my (probably rose-tinted) view, but I am excited nonetheless!
Have watched the latest interview back a few times and Jason looks very comfortable throughout the whole thing, apart from around 10:10 mins, where the interviewer says "it sounds like you've got plenty to be getting on with after Christmas", at which point he looks like he's physically holding back a smirk (pursing lips etc), which he finally lets out when he says "Happy Christmas to you and all our shareholders". I'm no expert in body language but I think he knows something is coming and that he has to keep it together. I do think it's going to be announced this weekend, based on the AGM confidence on it being December (of which there are only 2 useful weeks left), timing of COP28, together with the scale of the PR opportunity for our prospective partners. These people aren't stupid and it would be a serious missed opportunity to not drop the news this weekend in front of all their competitors on the biggest stage with all the guaranteed publicity. If it's going to be done in December anyway, they'd be fools not to. That's my view anyway.
Where can I purchase a few of those snazzy Quadrise gilets from to hand out as Christmas presents?
Perhaps instead of any further fund raise we could generate some profits by flogging the QED winter collection via the website?
Relax! It's barely been 24 hours since we had an absolutely brilliant RNS, with prospective news on MSC / Utah / Morocco report / strategic partner / some leftfield announcement possibly coming any time. It's clear they are very busy behind the scenes and if some traders take profits and move on then good riddance. No doubt they'll be back at the first sniff of the next big announcement.
I don't think many shareholders with a decent understanding of what we've got is going anywhere.
Can someone remind me at what point the permit approval (Jason mentioned at the AGM) is required in respect of the trial? Seem to remember this was related to getting the trial underway and wouldn't be a reason to hold up the signing of the trial agreement? I know he said he thought it should be a formality.
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I agree it would make a lot of sense and be the dream scenario to announce it there, plus the free publicity (and I will be watching at 7am tomorrow and Friday!), though I don't think it will matter a jot in the long run either way.
What I am really pleased about is that we seem to have turned a corner in terms of being able to state timelines and deliver. That is so reassuring and I think the wind is at our backs now. The ESG narrative is as strong as ever, inflation is coming down which should see money flowing back into risk assets and we have multiple projects in play, with potential new partners coming on board. We have a product (the thing we've always all really believed in) which only seems to get better and better, and I can only see more and more customers wanting a piece of the action. The technology "platform" (TM DoN) is genius (and hopefully well protected). We haven't even rolled it out yet. Once it is in use and we have a track record of implementing it, it should be easily replicable over and over and over again. The overheads are limited and the potential profits are mindboggling.
We've got something very valuable here and people are starting to take note.
By no means an expert in these matters so perhaps someone can enlighten me, but in this post-pandemic day and age do all parties actually need to be in the same room to sign a contract? Does it matter if JM is actually physically present at COP or not to get it done? Would have thought it would be Docusign and a quick congratulatory Zoom between the dignitaries before back to work or out for a long Christmas lunch.
Soren: "How's it all going over at Maersk, Vincent?"
Vincent: "Not bad, have ordered some shiny new ships, quite pricey, but have been promised they'll save the planet. Bit concerned about the price of the fuel, though."
Soren: "One of our partners have been doing a bit of work with Vertoro, who I think you know, and we've had some cracking test results this morning. The fuel's cheap as chips too."
Vincent: "Who are your partners?"
Soren: "You won't have heard of them." *fumbles around in his pocket*
Vincent: "What are you looking for?"
Soren: "Oh just my pen - got to sign this contract here."
Vincent: "Can I borrow your pen?"