The latest Investing Matters Podcast episode featuring Jeremy Skillington, CEO of Poolbeg Pharma has just been released. Listen here.
Marula has not yet launched its listing on the AIM market, but it may as well have already been welcomed into the dysfunctional family — with a listing almost a certainty in the near future.
For clarity, the miner is moving from the AQSE market, so there should be no dilution or other unwanted side effects from the listing.
https://twitter.com/Share_Talk/status/1640652862052003842?s=20
But Brewer hopes MARU will have ‘very quickly another producing mine at our Kinusi Copper Project’ in Tanzania. And there’s also graphite and REE projects in the development pipeline.
Looking at the constant updates on social media, Brewer seems to be onsite at multiple projects simultaneously. Shares have risen dramatically in recent months, but the AIM listing could see further rises soon.
https://www.share-talk.com/the-aim-market-has-not-been-a-pleasant-place-in-2023-can-prem-pow-mka-angs-maru-change-things-for-the-better/
Angus Energy may be the marmite of FTSE AIM picks, but those who timed their trade right are up 20% in the past month. And jam tomorrow may soon be jam today.
https://twitter.com/Share_Talk/status/1640652862052003842?s=20
Then 8 March, the company announced that the second compressor was fully commissioned, and that ‘well completion continues on the sidetrack well SF7V with clean-up work awaiting coiled tubing due late March.’
Investors wait with bated breath as the coiled tubing mobile unit is now on site. https://www.share-talk.com/the-aim-market-has-not-been-a-pleasant-place-in-2023-can-prem-pow-mka-angs-maru-change-things-for-the-better/
Songwe has already received approval of its Environment, Social and Health Impact Assessment, and awaits approval of the mine development agreement, the last key step toward project financing and development.
https://twitter.com/Share_Talk/status/1640652862052003842?s=20
The most probable scenario in my view is that Songwe will be sold — likely for multiples of MKA’s entire current market cap — with the profits fed into MKA’s recycling and refining portfolio across the UK, Germany, Poland, and the US.
https://www.share-talk.com/the-aim-market-has-not-been-a-pleasant-place-in-2023-can-prem-pow-mka-angs-maru-change-things-for-the-better/
Premier African Minerals is tantalisingly close to production. I have been invested in the lithium explorer — soon to be a producer — since September 2019, speculating based purely on respect for CEO George Roach’s ability to bounce back from adversity.
Those in the stock long enough have certainly earned the rewards of 2023. True to its AIM roots, PREM has enjoyed a volatile few years on the rollercoaster up the mountain.
https://twitter.com/Share_Talk/status/1640652862052003842?s=20
I have previously predicted a buyout of 3p per share and continue to hold this view. Short-term lithium price headwinds are nothing to Chinese long-term supply gap issues.
But if they want this bargain price, they need to make an offer soon https://www.share-talk.com/the-aim-market-has-not-been-a-pleasant-place-in-2023-can-prem-pow-mka-angs-maru-change-things-for-the-better/
Power Metal shares are down by 39% year-to-date to 0.87p. I haven’t covered the stock before as I considered that its popularity left it overvalued compared to fundamentals. Ironically, the opposite now seems true — and now could be an excellent entry point for investors with a reasonable risk appetite.
https://twitter.com/Share_Talk/status/1640652862052003842?s=20
CEO Sean Wade enthuses that ‘the company has an excellent resource asset set that is yet to be recognised by the wider market…there has been particular interest in a well-planned, well communicated and well-executed expansion of the company’s uranium exploration activities.’
POW now has direct and indirect exposure to multiple strategic resources across North America, Africa, and Australia, but there are two projects to keep an eye on for near-term catalysts.
https://www.share-talk.com/the-aim-market-has-not-been-a-pleasant-place-in-2023-can-prem-pow-mka-angs-maru-change-things-for-the-better/
https://twitter.com/Share_Talk/status/1638840839525769222?s=20
#MKA holders, pay attention @Times360Malawi In an interview, Nyirenda says all the paperwork for the agreements have now been finalized. He says he is just working on getting the documents signed and the agreements will be ready by the "end of the week". https://twitter.com/Share_Talk/status/1638580633533394945?s=20
@NewmontCorp has gained partial access to the corporate books of Australian rival @NewcrestMining
according to people familiar with the matter, a sign a revised offer to seal what would be the world’s largest gold takeover (Bloomberg) #GGP holders looking https://twitter.com/Share_Talk/status/1638547236282937345?s=20
(Bloomberg) -- Newmont Corp. has gained partial access to the corporate books of Australian rival Newcrest Mining Ltd., according to people familiar with the matter, a sign that the US company could make a revised offer to seal what would be the world’s largest gold takeover.
Newmont is undertaking limited due diligence on Newcrest weeks after management of the Melbourne-based miner dismissed a $17 billion proposal from the world’s top bullion producer, according to people who asked not to be named because the information isn’t public.
https://twitter.com/Share_Talk/status/1638121621230690304?s=20
The Webinar will provide a high level overview of Pantheon’s projects and the significant advancements made over the past 18 months, with a focus on the learnings from Alkaid #2. Pantheon’s soon to be appointed independent director, Mr David Hobbs, a Petroleum Engineer with over 40 years’ experience in upstream oil and gas and energy policy, will also contribute to the webinar.
The presentation includes certain information not previously disclosed as follows:
https://www.share-talk.com/pantheon-resources-agm-webinar-corporate-update-video/
https://twitter.com/Share_Talk/status/1636100935737851904?s=20
The Icewine East area has been renamed Project Phoenix to reflect #88E refreshed exploration strategy for this acreage. Rig-2 is a single-module, self-propelled drilling rig that incorporates a 464k lbs triple mast with a 600HP AC top drive. $EEENF
https://twitter.com/Share_Talk/status/1635944082424885248?s=20
https://twitter.com/Share_Talk/status/1635903247029248001?s=20
https://twitter.com/Share_Talk/status/1635744015592112135?s=20
Pantheon Resources AGM Shareholder Presentation and Q&A March 2023 https://www.bigmarker.com/share-talk/Pantheon-Resources-AGM-Shareholder-Presentation-and-Q-A-March-2023
Big year ahead for @MkangoResources as Songwa Hill #RareEarths Project in #Malawi MDA nears & recycling gathers pace #MKA https://twitter.com/Share_Talk/status/1633742613936320512?s=20
@ZaksTradersCafe talk to Colin Bird, Executive Chairman @ResourcesXtract about today's market announcement #XTR Update on Open Pit Mining Study for Bushranger Copper-Gold Project in central New South Wales, Australia
https://twitter.com/Share_Talk/status/1633032173686083584?s=20
Zak Mir talks to Colin Bird, Executive Chairman, Xtract Resources, in the wake of the mining study by independent consultants Optimal Mining Solutions (Pty) Ltd to examine the economics of a 20Mpta and 25Mpta open pit operation on the Bushranger Copper-Gold Project in central New South Wales, Australia.
https://www.share-talk.com/zakstraderscafe-interview-colin-bird-executive-chairman-xtract-resources-interview/
https://twitter.com/Share_Talk/status/1632692828160638976?s=20
Another stock where I was mentioned badly in dispatches was Greatland Gold (GGP). That said, I was as disappointed as everyone else when the shares fell back from 35p plus at the beginning of 2021, to recent lows near 7p.
https://twitter.com/Share_Talk/status/1632382817412829185?s=20
This should have been / should be a great driver for the stock. https://www.share-talk.com/traders-cafe-with-zak-mir-the-week-in-small-caps-sunday-5th-march-2023/