The latest Investing Matters Podcast episode featuring Jeremy Skillington, CEO of Poolbeg Pharma has just been released. Listen here.
I see.
Yes I'm aware of those companies. Not seen any evidence that Ganfeng or Rio Tinto are at the negotiation table. Was interested in why you suggest they might be. Can't imagine BA would be able to keep that quiet if they were...
PaperdD
That's my conclusion. Bernie referee to the agreement recently and it's my belief that says chin will be taking our product.
The questions are at what price and how's the mine being funded.
Yes, here it is:
https://discord.gg/pmMfx7bG
You are getting me all excited Laverda.
Can't be long now, it really can't be.
Interesting information regarding FFX, very interesting and probably goes some way to explain the re-emergence of old foes on ADVFN. This again is an indicator to me that the next update must be close.
Good Luck all.
Hi Dr Pineapple,
Slide 13 first bullet point - "Approaching fully permitted mining project."
The presentation is only 13 slides and for something worth shouting about (which differentiates the project from many peers) I think BA should not be making such errors.
Is BA going to the conference to 'market' the project or just take his pals from BRR media out on the lash?
Interesting maths mercedesman and on the face of it looks very promising.
You'll need to factor in the risks associated with where the resource is which will weight the share price down if comparing mcap/share price with ggp based on value of the resource. Then there's the rainy season and quality of workforce, I understand there will be plenty of training provided for the first few years.
Plenty of differences between the two projects.
It will be interesting to see where the share price lands but personally I'd be inclined to half the share price based on the Mali risk factors.
If you end up being on point with your loose predictions below then I'll get the beers in!
FFX have a well established operating gold mine and much larger declared lithium resource which makes comparing valuations a little tricky.
KOD getting to a £billion mcap feels to me like a long way off.. £250-£500M within the next 3 years seems a reasonable target to me.