Roundtable Discussion; The Future of Mineral Sands. Watch the video here.
I'd argument that rocket science is far simpler than share movement prediction. There have been a long line of companies with a great product/service proposition whose market capitalisation was near to or below their cash in the bank. Content with my limited exposure here though obviously hoping that it eventually does welll
That is a curt RNS on the failure of the Offer and the right of LIO to the repayment of the £8.9m contingent support that it provided to GAM. Let us see if it exercises that right immediately. But more importantly, it would be good to hear what Plan B and Plan C is in consideration to fulfil LIO's strategic ambitions.
It felt like the market was marking down the deal over the past months, so not surprised at the rise today. Pretty stark failure by LIO to convince GAM shareholders. Let's see what other options to build asset size and investment options LIO now explores and what happens with inflows/outflows in the remainder of the year.
So, we know that the six-hole drill has been completed and MILA await the assay results. We also know that a fundraise is being planned soon.
We know nothing of the schedule of a possible drilling campaign by Liontown but it certainly won't be imminent.
I'd love to see 6p but what percentage of times is Zak right? At the mo, I'd be more happy with MILA detailing it's own plans and results for the previously announced more cautious drilling programme
Let us see the scale og hits they take from losses related to fire-and weather-related events in North America and Europe. The pricing on catastrophy and cyber-related risks is surely going to have to rise from now into the long-term
Do we know what is behind the statement in the final results on how the Board operates and the resignation of the two directors? Any views/analysis on the value of LIO, given its fall from the lofty sp heights of £20+ ?