Roundtable Discussion; The Future of Mineral Sands. Watch the video here.
Gordonbennnet1 - I bought through Halifax earlier this morning, no problem. Keep trying buddy.
I'm staying in for the real payout. Taking it in to production unless we are offered the mouthwatering sum demanded and expected by Shaun.
Welcome back Bamps. One of the good guys.
You think? Might keep him in red trousers for life though.
Artemis not in production either but they climbed 27% overnight on ASX. Our day will come.
And ISAs Zoros!
My mistake, all posts still visible, finger trouble.
I note that several of Lance's posts have just been removed?
Thanks for posting Lance. Most revealing.
Copper grades were very good. Early days with the drilling. Shaun will be watching closely I am sure of that.
Agreed, does seem odd to continue trading under ASX bookbuild scenario.
Could be a great opportunity for a close neighbor to take a major stake IMHO? Decisions decisions ......
Thank you Dip for the clarification. All good.
No Dip, I am not referring to any named contributor other than myself. I know you have issues with them but I wish not to be any part of that. I speak from a purely personal viewpoint.
I have every faith in Shaun, having met him and spoken to him face to face. But, I realise also that he has little control of the market at this present time and will have to act in the best interests of all shareholders. I do trust him and he himself has stated that he will only place any offer to the shareholders if it provides value. I think he will fight vehemently against any opportunistic, low offer.
Dip, this is not your forum alone. Although I am very grateful and appreciative of your efforts in providing excellent information and opinion I might remind you that everybody is entitled to an opinion and to voice it on this site and Telegram. I for one would appreciate it if you refrained from being so condescending, pointed and dismissive in your criticism of other long standing shareholders contributions.
I disagree Antigua. The longer we can maintain our 30% of Havieron the better. An early low ball offer would never include the full value of our resource without an updated MRE and DFS. It would put an incorrectly placed stick in the ground, against which future offers might be gauged. For me, I prefer to retain the 30% and go mining into production with Newcrest or Newmont. In our case, I believe time is money.
Scally - no results implying nothing much to see yet. Juri JV disappointing to date. Havieron - No MRE, no DFS, no DTM but of course world class potential. Very experienced but very expensive board. Extreme dilution. Finances in place. Its very difficult but if they offer current SP plus 50% premium it's around 12p. That would be ludicrous and I'm hopeful that any such offer would be laughed out of court. I used to like Micky's £1.44p acceptance figure but in reality I would accept 50p, and that is being conciliatory I think. I would certainly not vote for less than 50p.
Agreed Speedy. Its turned into a real pot mess. And where are Scally results? Shaun stated before Xmas or just after. Seems they are being held back. SP continues to drop. I am afraid a low ball offer is on the horizon. Who would have thought .....
This is the game changer. Expect the licence to be granted within a comparatively short period of time. Well worth the wait.
No more rabbits thank you Shaun, it will only fall even further.