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im not currently invested here, but have been in the past and was high on my list of potentials for when EUA sale was completed. I watched the LSE interview with Brad George and unless I got it wrong, the Anza project is still in its infancy, and any gold from it isnt imminent (i think he said about 7 years or so). Have I got that right?
now that we are getting more regular newsflow and we can read between the lines on timescales to a certain extent, as well as getting an idea of whats being sold and what is being retained Im a little less bothered about the SP
I will probably buy some gold, silver, platinum coins and palladium bars. I'll wait for bitcoin price to drop further, have a buy price in mind, and have a few other miners I like the look of both UK and US. Got a couple of speculative plays that are pretty much at their lows but have enough upside to provide free carrys on a small rise.
I'm expecting a massive dividend, and would love some of the 'out there's valuations to be on the money, but if we're only selling substantially all of out assets (70-80%?), have a similar or lower percentage ownership of some of those assets, and are getting 80% of the sale price as dividend, should we be raining our expectations in a little bit? I don't have to hand what are percentage ownership is of eg WK, but thinkmits about 60-70% and hopefully the recently acquired assets are wholly owned, but should we be maybe reviewing our expectations and slicing maybe 10/15/20% off?
Id still be disappointed with less than £1.30, and wouldn't be surprised at £3, just woke up this morning thinking about those percentages and wondering whether I was riding the wave of over expectation?
Not currently invested in BMN but have been previuosly and on my list as potential investments when and if EUA finally sells.
Might have been touched on at the time, but does the situation in China/Evengrande affect the demand for Vanadium in the short term? obviously theres suggestions we are heading for recessions world wide and this can affect the demand for Vanadium in a couple of ways.
1 negative, new projects mothballed demands drops
2. positive, govts invest in infrastructure projects to stimulate lagging economies.
Has anyone any views. Sorry if already disgussed previuosly.
Saxon, I'm someone that thinks you're an arrogant 9rick. Its none of your business how other shareholders react to whats going on. Your opinion isn't requested, it isn't valued. Everybody has the right to react in the way they see fit without you squeeling like a little 6itch "just sell then" ..."I'm a better investor than you" blah blah blah. You come across like a 14year old schoolgirl. Just grow up.
Saxondale, you can have issue with the boards communication and still believe in the endgame. Suggesting shareholders sell up,or shut up is a hugely immature and arrogant response by yourself. It is none of your business how other shareholders respond to how this is playing out. I'd say you were best served to keep your nose out.
Its a difficult one re. Boris. He lies through his teeth over and over again, is corrupt and coated in Teflon by the looks of it. On the face of it he should go with his head hanging in shame, but can you trust any of his party to run the country? In the longer term Labour are unelectable, Starmer is the limpest lettuce of all. There's a quote by Denis Healey saying debating with Geoffrey Howe was like being savaged by a dead sheep. Next to Starmer, Howe would look like he had the charisma of Winston Churchill. There literally is no answer.
Jonmo, I didn't clock that when I scanned/ read the RNS. Well that is an absolute turn up for the books. Numerous s/holders have contacted Keith over the last couple of years and got diddly. Could it be that everything is now agreed and nda's about to be relaxed/ deal announced?
I can't see the reasoning behind the board releasing dividend policy as a result of shareholder or large investor request. This is a board that regularly leaves us dangling with shortly. I'm no opinion, we ARE very near to the endgame, whether that's just the RNS to say sale agreed and at what price, or the documentation to vote the deal being in preparation. My hunch is that sometime in February at the latest we will at least know what the dividend will be, but God only knows how long it will take to land in our accounts.