Member Info for HumanResources

AV really putting his neck on the line here. Let's hope he's got realistic timelines now in contrast to the multiple delays historically. Suspect the 5 year plan is a response to predatory interest as he did concede in the call that they were on the radar now.
Plenty of upside IMO if they can prove up the non tin potential.

Looking good. SRI a very strong partner. We now need some revenue projections for 2022 and beyond as Narf signs up utility grid customers.

This is very promising. Getting the first transaction over the line is never easy particularly for a UK company entering sensitive US government related sector. DARPA contracts, involvement of SRI, CIFIUS approval etc
Let’s see how the revenue pipeline plays out. Then there’s Polyswarm acquisition to come . Could be a multi bagger

HarChris it’s all about confidence in execution. I’m super bullish but acknowledge the misses on production volumes, operating costs and ongoing capex. Once we have some kind of steady state on the performance of the plants and a good feel for the true AISC then we can fly and attract more loyal institutions

What’s happening now is so reminiscent of 2018. Strategic seller overhang. V prices rising. Absence of institutional investor support. We need to get through the 2020 accounts/p&l which will look a little ugly and get some clarity on operational execution this year and beyond. Once the market is convinced, the Largo comparison shows you what can happen to the valuation

When Polyswarm gets done, people will sit up and take notice

Think this the start of a huge story

Cu price explosion is a big problem for Anglo. Should have done a deal much quicker. NvS is now obliged to ask for very good terms from any AA JV otherwise he is vulnerable to a global major popping up with a full takeover once any AA deal is announced

Listening to the Barrick Gold Q1 webinar the company says it plans to hold on to its copper mine in Zambia and look at other opportunities in the central Africa copper belt. They expect copper Ebitda to rise to 20% of group total next year on current owned assets and current prices. They also say they look at all opportunities and news flow. Watch this space

The contrast between the myriad announcements of future demand for our products and the stagnant BMN share price is quite staggering .

The implication of the 4th January rns was that 6-8p was not realistic. 4.5p was reasonable. What do they think now? Maybe we can all have our book cost rebased commensurately

Interesting that Sir Mick thinks that FARs Balausa project has the potential for “net negative cash production costs”. Is he mad or do we need a new Chairman too?!

This from the KIT circular 21 January
"In anticipation of the Proposals being implemented, the Board has instructed Invesco to commence the realisation of the less liquid quoted investments within the Company’s portfolio, the aggregate value of which represented approximately 40 per cent. of the Company’s portfolio at the time of the announcement of the Proposals. To date the realisation process has progressed as envisaged and it is expected that the exercise will be substantially complete in advance of Baillie Gifford’s appointment and the implementation of the New Investment Policy. "
Baillie Gifford took control 16th Feb.
Think KIT held 17m shares - might explain some of the selling despite V price strength.