focusIR May 2024 Investor Webinar: Blue Whale, Kavango, Taseko Mines & CQS Natural Resources. Catch up with the webinar here.
I would've thought the ability to fund (proof) should have been the 1st criteria on due diligence before entering negotiations with FO partners!
Thanks, Toney interesting indeed.
Tony- Has the question been answered- It says it's for a written response?
Am with ii and got mine (divi).
If Serenity comes up as expected could be a monster.
Yoyo- disagree, I think both came across well, anything Majid was more succinct.
Tony-If I can butt in, I thought it was similar to the previous presentation. They responded to questions fairly and clearly. It again explained why they didn't/ couldn't take the debt route to the previous acquisitions. Going into the future they do not intend to go the equity route for any further acquisitions but have established themselves with sufficient reputation to be able to muster appropriate debt. Simonette, I think they have a major drilling campaign next year and that could be a company maker in it's own right. Just a few of the points that stick in my mind.