Cobus Loots, CEO of Pan African Resources, on delivering sector-leading returns for shareholders. Watch the video here.
Candybelle you are not the only one who believes this will be a good year for MTR.
Great value for investors at this share price. Investors Chronicle bargain share tip for 2020 and also Rick Rule (Warren Buffet of mining sector) has invested personally and also via Sprott. These investments made at much higher share prices than current sp.
This article highlights the hidden value in Metal Tiger.
https://twitter.com/neil_greetham/status/1253630925516279808?s=21
When I say hidden, it’s easy to establish if you look for it.
We just need to wait to be rewarded.
https://twitter.com/neil_greetham/status/1252887347219365888
MTR are invested in companies operating in the following countries:
South Korea
Canada
Australia
Botswana
USA
Thailand
Ireland
Mexico
Argentina
Chile
Investments include:
Southern Gold 17.1%
Aurelius Minerals 2m shares
Greatland Gold 9m shares
Sandfire Resources 3.64%
iMetals 670k shares
Thor 96.35 m shares
Pan Asia Metals 7.62%
Cobra Resources 19.99%
Ankle Resources 9.67m shares
Sable Resources 1m shares
Beta Resources 9.99%
Just one of these investments could be a game changer for MTR and its shareholders.
Investing in MTR is the equivalent of investing in numerous companies, maximising the opportunity for a share price rerate.
Few comments on MTR.
1. Investors Chronicle had MTR as a share to watch in 2020 as share price didn’t and still doesn’t reflect assets of the business. For that reason alone MTR is a good investment. You then have for free the opportunity associated with the drilling programmes etc associated with MTRs other investments.
2. A4 was known about when SFR bought MOD. The smelter royalty MTR negotiated with SFR was done whilst knowing about the potential of A4. MOD needed to sell as finances desperate. MTR held the ace card during the negotiations as MTR weren’t desperate to sell their stake in MOD. SFR had depleting copper assets and needed to buy assets. MTR therefore were able to negotiate the 2% smelter royalties.
3. SFR have the funds to develop T3, T4 etc. This makes MTR’s investment in SFR much more valuable.
4. SFR success will obviously be good for MTR. Are investors going to start investing in MTR rather than SFR as they then have exposure to all MTRs other investments as well as the SFR ? For example their investment in adjacent tenements.
5. The CEO of MTR recently bought on market shares in MTR. Clearly he believes 2020 is the year for MTR. The recent Proactive Investors interview gives a good indication as to why.
6. SFR could put in an offer for MTR’s 2% NSR. During the negotiations for MOD, SFR didn’t agree a financial settlement with MTR, they agreed the 2% NSR. If they wouldn’t or couldn’t agree an alternative with MTR, why could they now? The 2% NSR becomes more valuable with every discovery by SFR. Are MTR holding onto the NSR and not interested in selling? With significant funds and dividends from SFR that are sufficient to cover overheads why would they sell now? You would wait until SFR stop drilling and discovering. At that point you can maximise the value of your NSR asset.
MTR have the funds, the investments, an astute BOD and a revenue. Perfect at a time when most companies in the sector are on their knees. MTR can pick and choose the best investments at bargain prices. I believe MTR are going to deliver for investors. The building blocks are all in place it is now for investors a waiting game.
The USP of the app is the restaurants are in full control. Restaurants only use when they want to put bums on seats.
If a restaurant has problems getting the required covers on a Friday or Saturday evening they are in trouble.
The whole idea of the app is it helps to fill restaurants during slack periods. The revenues will come from that, not putting bums in seats at peak periods.
If you ran a business that is geared around putting bums on seats in restaurants across the UK and realised you could significantly enhance your offering by buying a business that had cornered the market for putting bums on seats during slack periods. What would you do?
Would you buy Bigdish or let a competitor buy and dominate the market? To keep market share you would need to act.
Bigdish will shock us all, just when you least expect it.
Why?
1. has OpenTable’s highest achieving sales person for the UK and Europe joined BigDish? Obviously sees the potential.
2. if business is a fraud aren’t the BOD taking salaries?
3. would somebody post negative posts continually about a business they have no interest in? Do they have a short open or are being paid by others to post negatively? Or is it simply they thrive attention?
4. has Sanj Naha our CEO joined BigDish having previously worked for TripAdvisor and Bookatable? He obviously sees the opportunity for wealth generation.
5. has Aiden appointed Sanj who has sat on the Board of four technology startups, which were successfully bought out? What would you conclude?
6. have some astute investors put funds in the business when sp was much higher than current levels? Obviously their due diligence suggests they will get returns significantly higher than their entry point. I like several on this thread believe the sp will rise significantly.
7. have I invested? Is it because I read the comments made on this bulletin board or because I’ve done some research?
Good luck all. Those that have reached their intended investment levels just need to wait for the business model to deliver and the Bigdish strategy to reach its intended conclusion.
Now Andrew Bell has resigned, no point in posting endless drivel about AB.
What’s Zumore going to do with all his free time?
Magic,
1. Thanks for going to the trouble of finding out when the last annual reports issued. Really appreciate your research.
2. Thanks for letting us know it’s the 17th December. Great effort.
RGM isn’t a one trick pony.
Several viable routes could result in value enhancement.
The question is which will be the first to deliver shareholder value?
Why are some longterm holders significantly increasing their holding? Why has Mr Pearce hit another RNS declaration threshold?
We will all find out soon enough.
In the mean time if you want a Christmas laugh look at some of the posts on this thread by posters who have no idea what’s going on and whose purpose is to drive the share price down,
RGM one of only a few mining companies on AIM in the production phase.
Obviously you only go into production if going to be profitable. Suggesting a company will go into production to make a loss stretches credibility.
Timing of AGM. Easy to resolve if it’s keeping you up at night. Contact the company.
I await an announcementfrom the business. I don’t care if next week or month.
Looking at MTR liquid assets, no need for MTR to raise funds in 2019.
MTR will only I believe raise funds when the share price is at a much higher level than today.
Some hedge funds crystallise profits prior to end of year. Let’s see what happens.
MTR don’t need to raise funds.
Naked shorts aren’t going to be bailed out by a discounted MTR placing.
Why would Sprott be buying shares on market if a placing was going to happen? They wouldn’t they would take part in any fund raise. Obviously there isn’t going to be one.
Why are MTR turning away offers of funding?
Shorters will not hang around MTR when realise no chance of easily covering position using MTR placing.. They will move onto easier pickings.
LTH’s just need to sit tight and wait for the unravelling of positions.
Zumore - see you are still popping up on every investment Andrew Bell is involved in.
Why don’t you focus on trying to make money rather than ‘allegedly’ trying to protect us all from Andrew Bell inesrments.
Get a life rather than attempting to stick the knife into AB. Move on, life is too short.
I had forgotten the sequence of events and that you had contacted a journalist Zumore. Thanks for reminding me.
This is worth a read if you want to know about Regency Mines. https://twitter.com/neil_greetham/status/922156300611543041 Good blog Silky.
Bought more shares yesterday. Believe now is the time. The long awaited news is going to drop.
This is a bit of a long shot. Maybe I�ve got this wrong, but would I be correct in believing you don�t like Andrew Bell? Please post something new Z. Repeating the same information over and over again gets tedious after 9 months.
Using Zumore's logic, and he must believe this as he keeps going on about the historical value of HHL shares. If somebidy paid a �1 of a gallon of petrol yesterday the value of a gallon of petrol today is still �1. Z's argument is fundamentally flawed. Why would he make statements that attempt to significantly undervalue RGM assets?
Z - AB made it very clear at the presentation that UKOG are not one of several parties interested in the remaining 3.1%
Gleaned loads of information thanks Z. You will have to wait, RGM will tell you when they are ready. You have the Curzon news discussed on the night now. You will get the large project coal news detail discussed after the presentation very soon.