Roundtable Discussion; The Future of Mineral Sands. Watch the video here.
Apologies: my wording was hopelessly ambiguous.
I really meant the prices and volume at which Mangrove short position was taken out.
Trying to get a handle of where they stand and so at what point the rising price starts yo hurt them.
Is there a known value to the Mangrove short position?
Always interesting to watch these....same around 7.45am
Bump
105p??
But Kever said.....🤪🤪🤡🤡🤡🤡
Good luck....and good riddance.
What was that song about green posts?
Silence is Golden?
Another green post.....the block button is great!
....and she probably knows "a little bit" about SOX compliance. Just in case.
15m not 50m.
The price please.
My top up is sat there waiting. Still.🙄
004 at the end.
I think my limit order may fill: should take me just over 1m shares: this latest webinar was a tipping point for me.
No problem at all: that's exactly what they said on the call.
But it's nothing more than helpful background until it turns into specific outcomes.
I feel sure they will report what they are required to: every RNS goes through lawyers (in my world) and every RNS has a cost to release.
As they are looking at US listing too, they will be laser-focused on anything which may impact future SOX compliance too.
@seahawk : almost right.
But not with whom or content. They spoke about NDAs purely in the context that discussions are happening. Nothing more. Until there is detail its nothing more than helpful background that work of that nature has been initiated.
Helpful response to a question asked.
Silence on NDAs?
In my personal direct experience of NDAs relating to technology R&D discussions, its perfectly normal to include wording which specifically excludes public acknowledgement or reference to the EXISTENCE of the NDA.
So you're off the hook with Mrs PB then!😂
Oh dear.
Have Peel Hunt been naughty boys?
I hear little memory bells ringing!!
Agreed:
10yrs drilling up to 100 /Yr
Fund initial development from revenue: with 6 finance NDAs already in place : this let's us negotiate from strength not desperation.
Diluted risk with oil AND gas: LPG badly required by Alaskan industry and SoA very happy to get potential lower cost LPG from us
No Interest in a major partner/farm in UNLESS they add serious value
No interest in sp hype: just delivery
Oilman Dim: laugh. Polite way of saying "Oilman Who?"
We know what we have...and we know more than we've told you.
We've been super conservative: and the upside is clear. Prove us wrong.
If you want a slice.....then put your Big Boy hat on.
Very very good presentation to FINANCERS
Dammit...my post has been slashed
What a great bunch of professionals: I would have loved to have worked with such pragmatists.
My personal "green flags" as a non-industry investor:
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