Roundtable Discussion; The Future of Mineral Sands. Watch the video here.
End of March has come and gone, any news, rumours out there?
It's got to be said that these guys are not buying Sentiance out of sentiment and neither are the investors that will provide the dilution. It looks like AAA will provide the main dilution into AAqua with 125 million and AAqua will have the majority share of Sentiance. The investors are looking for multiple value returns on their investment. So hopefully the product(s) that are being developed will press the right buttons and we will all benefit from having our money tied up in Mesh for so long.
Late rise in ASLR as well I wonder if news tomorrow?
According to the RNS the MJF Structure is only 1% of the BNG Contract Area but provides 96% of oil produced.
This means 2 things in my befuddled mind:
1. The potential is massive if 1% of the area produces 96% of revenue.
2. The Kazakh authorities have a case in assessing CASP on the MJF structure
Any enlightenment out there?
Active is an investment company if they put all their cherries in the same basket they will make the same mistake as Mesh and have to delist without being in a position to takeover Sentience. Better they stay an investment company with a stake in Sentience
Not trying to be negative, just been in here a long time, should have sold at the start of covid and fed up with the lack of progress. If the deeps are the game changer why keep changing the game in other directions? Never been happy with 3A and CE.
1st RNS - Engines wouldn't start, wrong type of fuel
2nd RNS - Engines need replaced, spanner left in sump
3rd RNS - Unable to leave port as crew had wrong certificates
4th RNS - Unable to leave port until berthing charges paid
5th RNS - Caspian going to court over berthing charges
6th RNS - etc etc
Someone's knocking at the door, someone's ringing the bell?
"Will they/won't they"
Website down........Activity/No activity
Will I take a gamble/will I not?
We couldn't make AAOG work, sold the asset, turned the company into a cash shell and looking to buy something.
Are they trying to tell us that is the business plan? Would Riverfort entertain them? I don't think so.
Very difficult to know how this will go. I wondered if the ASLR sp was the market trying to put a value on Sentiance but that is not reflected in AAA. Just a question of waiting and hoping.
Weird price fluctuations and spread!
Is it an attempt to hold the sp at this level?