Roundtable Discussion; The Future of Mineral Sands. Watch the video here.
Dream on....
So if ggp have first refusal on 70% do ncm have first refusal on ggp 30%,is there a termination of jv clause if one party ceases to exist?
If newmont buy ncm ,ncm ceases to exist,Hav isn't being sold individually so no first refusal then exists
Shirley it's not too difficult to see what's been/is going on?
Newmont take over ncm,ggp's agreement was with ncm,so no first,equal bid opportunity to buy Hav70%
Wyloo,AF came in just after ncm refused the 5%,AF has since got his people on board ggp,why do you think he got involved here through private,not Fortescue public company?He wants the mine at Hav n processing plant at Telfer private,he can then starve ggp out,his investment here is nothing compared to what he stands to gain,hold for gold,or disappointment,or remove the rose tinted glasses,n join the dots ?
Btw SD average time in post over 9 positions,2.8 years,hrs a corporate man,already looking for next move
Sand.....SD didn't 'retsin' the 5% ncm didn't take it up,after taking every other farm in opportunity?
Him being blindsided by that move led to the current 8p or less SP range,soon after the pb 14.5% placing,so if you think that's good management,I beg to differ,just another example of the man out of depth
Kevin0541, regarding the SD grew Northern Star into a multi billion company?I posed that question recently to one of the faithful on here,no answer was forthcoming,SD 'left' northern star Feb 2019 when turnover was just under a billion,so let's put that idea to bed,interestingly I can't remember at his appointment if it was mentioned what he did in the intervening two years between 'leaving' northern star and popping up here to replace a hastily departed GH?
Drops sp a bit more should say
AMC dividend hit the accounts today,might put it in here,after SD does his thing n dtos do a bit more?
Can't think of a single negative outcome for ggp? Don't have much experience on aim then, regular for pi's to get stiffed?
SD allows in Wyloo,then mostly AF related people are appointed,SP continues to decline despite the continued cheers on here for the new people,Hav/Telfer get sold by newmont to twiggy,taken private, remember the views on this board are a minority of shareholders in general,indeed it's frequently the case those that post most often about sitting on hands,hold for gold blah blah... are actually sellers
Lassonde curve,lassonde curve,lassonde curve blah blah blah,lassonde cliff,lassonde ski jump,lassonde toilet flush,IF it predicted this continuous fall,you'll have done well out of it?
SD is supposedly running this firm,or following AF's instructions?so yes,he's to blame
A big rabbit pulled out of the hat?
Yeah a big mixy infected rabbit staring into the headlights as SD continues to errode British pi's 'shareholder value'?
Not like we have much manufacturing left?doubt they will be bothered,sell to the east them we buy finished goods at inflated prices
Maybe Primorus had the right idea,on ggp at least
Set by SD in a desperation move after the 14.5 p primary bid placing,when he didn't forsee ncm not taking up the 5%
Really,when did SD leave northern star,and when did it aquire the Kalgoorlie stake?
Yawn,just back on the house,but I'll bite,Ace after the news this week where's the SP,all well n good saying it's not a concern,but seriously this is more fishy than a rolmop, nothing good is coming for British pi's,have a good evening
Eye watering indeed,would be funny if it wasn't for the fact SD has cost so many so much,and continues to do so
Incredible....or rather not credible SD continues to drop the SP,thought all the big time bod members were here to do 'stuff' not give management responsibilities away?
Calm down at least one was eom reconciliation
Should be safe with 8p range,after all it was SD who crashed it here after 14.5p raise on pb ?