Member Info for JDwag

Haha, I’ll throw in a pickled onion and some five star red ketchup.

JD

Between $7.6/$8.4b I think it was.

JD

I may have to go into the attic and look out the invites for the £1 a share Party. Hawksmoor Guildhall wasn’t it lol?

JD

All roads lead to SAPP/EAPP/TANESCO.

JD

“...look forward to updating shareholders as we continue to successfully advance its development."

No need to put “successfully” in there. He usually wouldn’t.

Something big coming IMHO.

JD

Ducks in a row, I guess. Probably asked for as one of many preconditions of agreeing any offtakes. Looks good though, for a country seen as putting up so many obstacles in front of MCPP in the past they seem now to be taking them away in a hurry.

JD

Was it, Wimbo? Didn’t know that, was it David Archer he worked for?

JD

Bullish signs out of Moz for Savannah Resources I see, a country that wants to do business it seems. Huge mine in the offing that will require huge power requirements. Although, a long old way from the Tete Province and us:

https://www.mining-technology.com/projects/mutambajangamo-mineral-sands-project/

https://www.proactiveinvestors.co.uk/companies/news/902364/savannah-resources-lands-mining-concessions-for-mutamba-heavy-minerals-project-902364.html

JD

As per the last proactive investor interview we are engaged with them in clearing up observations, we have to be close on the MCIPP ML. Minergy took 9 months we are now 10 months, can’t be far off.

JD

Finally got the formality of your title, SGB.

Anyone catch his interview on BBC Radio 4? Boycott at his best lol.

JD

Good news on Mozambique restructuring its debts. Might not seem that big a deal to us but will allow Mozambique access to much better quality debt going forward as a result and makes their big infrastructure projects more investable as a result.

Presidential election there in mid October, which the incumbent should hose to be fair.

https://uk.reuters.com/article/us-mozambique-debt-restructuring/mozambique-gets-green-light-for-eurobond-debt-swap-plan-idUKKCN1VU1WB

JD

I’ll see What’s down the sofa

JD

Given what Sanderson, Shumba and our MED Partners (as of today) have been issued shares at there is no mass dilution coming IMHO. This will be managed on a shoestring until a suitable funding solution transpires.

JD

MCIPP ML Maybe? 10 Months since it was applied for, has to be close.

JD

Aye, bonanza or bust!

JD

P.s. I full expect the next cash to be from Sanderson (further drawdown) which will take us to Bordersly revenue and beyond to the ‘MED 100Mw’. Things look great here in the medium term IMHO.

JD

Spot on, the hysterics here about the ‘placing’ that never seems to come has always been baffling to me. Not that it matters, it’s more important what the cash is ultimately used for.

JD

Here's a thought. Would Vale also provide Equity for the Benga SPV (assuming the loans comes via Wimmer).

JD

Issuing and being accepted shares at a 700% premium to the current SP. These boys are either going to be very, very right or very, very wrong.

JD

That’s how I read that too, fella.

As I said Friday, me thinks it could be a good Autumn for us long suffering PIs.

JD