Utilico Insights - Jacqueline Broers assesses why Vietnam could be the darling of Asia for investors. Watch the full video here.
Based upon the results so far it is a bit bold to say "We made the right call in 2018 to invest in Vardar". IMO
Suzy sounds like you need some Ketamin to stop you dreaming too much and get your feet back on your camomile lawn.
Forget 14 months, the one I am worried about is in 6 months and dilution time. If Kurt is doing such a good job then where are his director's buys? Oh wait he doesn't need to he just awards himself loads of options with ever extending expiration dates. If the SP was consistently at 30p then fair play, but it is not. Kurt's personal gravy train chugs on whatever and shareholders are funding his ego ride.
I'd like to see board penalties for non performance of SP rather than shareholders footing the bill all the time. He hasn't put his money where his mouth is and it speaks volumes for the faith he has in himself, his board and their ability to deliver. Woeful!
That's part of the problem Suzy - the biggest Kallak rabbit hasn't done anything meaningful to the SP. Fighting a mining war on two fronts in Sweden and Finland doesn't work without the cash or people resources. Resources that have been spent to the tune of 1.2million in the recent past on neither rabbit but a speculative wild rabbit punt in disputed Balkans territory regardless of what eventually comes out in the drill results.
True, but at his rate of dilution and the amount of options he will have more voting rights than both of us and then some. BEM eing in hock to nordic investors may well bring about disapproval and votes against him if he can't pull the rabbit out of a hat by march and or by the next AGM.
You like the job *he is*doing -
Nope - wrong again Suzy. I'll spell it out to you,if you want to take the condescending route. It is no reference to those supporting or not supporting Kurt, but to levels of expectation we have after 8 years under his tenure. You like the job doing - that is fine if that is what you believe and I respect that. I am purely concerned with the expectation of the SP performance and the actual SP performance under Kurt. It is lower than it was 14/15 years ago - fact! I don't see it changing either with the current level of information flow either and hence my disapproval of his current strategy.
In fact Suzy you are the only one on here today that has said somebody shouldn't post or have an opinion(in reference to ibjj going somewhere else and something about a supermarket).
Lets have a look at my post I think you are referring to
Unfortunately Ibjj this is why the Budge is still in post. - In my opinion I believe this is true!
Poor performance for 8 years in terms of the SP. - is this untrue or is the SP rocketing?
Money for old rope for him. Trot out a few well worn lines every few months - Cut and pasting old information - not untrue either!
take some more options and then message like mad when he wants more cash. - Not untrue either - more options only the other month and a plethora of RNS' when it is cash call time!
Where is the reference to old boy or any gender? I suspect you are in fact drawing conclusions, inferences and are, dare I say it, guilty of unintended gender misrepresentation and opportunism.
Suzy - just sinking to your level.
Exactly Suzy you are catching on - my dad's garage has nothing to do with anything as does something about who has the most number of shares.
What old boy post? Again stop making things up. I have dared agree with ibjj - is ibjj male or female? I don't know or don't care!
Also Suzy - what are you talking about number of shares. I have enough thanks and TBH I don't care how many you have or if I have more than you. Besides I bet my dad's garage is bigger than your dad's garage. ;-)
In fact Suzy I haven't even referred to you in quite a while, or did I dare agree with ibjj and you are not happy about that?
There you go again about not entitled to an opinion - never stated it Suzy. Stop making things up!
Unfortunately Ibjj this is why the Budge is still in post. Poor performance for 8 years in terms of the SP. Money for old rope for him. Trot out a few well worn lines every few months, take some more options and then message like mad when he wants more cash.
3 share trades all day on AIM - how is that for momentum and exciting times ahead?
From back in May
The Company has many opportunities to grow, each business area displaying strong prospects, with near-term and longer-term value-inflection points. - RINSED AND REPEATED
"We are busy and I look forward to providing regular updates on our progress and the momentum we are building."
How regular Kurt and where is the momentum, because the SP is not reflecting it?
Completely agree Pocko - the SP is less than what it was 14/15 years ago. 8 years of Kurt has not changed that and 'interesting future' can be read in different ways. Time for some sustainable SP delivery now Kurt - how much longer do you need, as the only person that is sitting pretty at this point in time seems to be you with your never ending share options for non delivery and the never reached 'jam tomorrow' exiting times ahead?
I think the point is Suzy we, as shareholders, deserve better than we are getting In terms of communication, and it is partly why the sp is lower than it was 14/15 years ago. Kurt seems a decent chap but he is treating us like chumps by his complete inability to improve communication, follow up in a timely manner and realise the value by doing this effectively.
No news from Finland since January Suzy.
Eric - if Kurt has delusions of a diversified company then if there is news about Kosovo while he is away in Finland then Sven or someone else is paid enough to release the info surely. Mid August and more info about the company from scraping around the internet again than from the actual company. To be fair Eric, Suzy, JTG to Pocko et al., nothing since Jan from Finland is shambolic. Next month is Kurt's 8th year anniversary and the share price is lower than it was 14/15 years ago. Something has to change and if Kurt is incapable of upping his Comms then it is time for someone else to take over that responsibility and for him to just do mining stuff.