The latest Investing Matters Podcast episode featuring Jeremy Skillington, CEO of Poolbeg Pharma has just been released. Listen here.
https://spongeshare.com/2021/01/19/tertiary-minerals-tym-nano-cap-speculative-metals-play/
A good blog for newbies as interest builds here
https://spongeshare.com/2020/11/14/goldstone-drilling-rewards-with-a-247-resource-increase/
Good read
https://spongeshare.com/2020/11/14/goldstone-drilling-rewards-with-a-247-resource-increase/
https://twitter.com/GoldstoneRes/status/1326804380444745728?s=20
from twitter
Drill results confirm a 257% resource increase and grade increase at the Homase South Pit (1 of 3 Phase 1 pits)
Will allow them to substantially increase annual production
I'd suggest 30-50koz pa possible now
https://twitter.com/TheMoneySponge/status/1323242912889638912?s=20
from twitter...
#CGO an interesting angle
It's highly likely we could move to a coke battery on our site following coal testing i progress now
This would be end coke consumers
Margins will be significantly higher and long term contracts
spread will close on volume - early days here once the market wakes up to two near term producing assets with actual cashflow the Sp will catch up
ground floor entry here imo
New blog out from Sponge
https://spongeshare.com/2020/10/19/contango-venture-into-gold/
Great stuff hopefully get results in soon and due permit anyway too
Great company and project locations
For CGO holders who want more detail on the LUBU coal project and the impressive projected EBITDA this has some good detail along with some commentary on coking coal
https://spongeshare.com/research/contango-holdings-plc-research-note/
https://spongeshare.com/2020/07/20/spongecast-goldstone-resources/
https://spongeshare.com/research/goldstone-resources-research-note/
Posted on ADVFN
https://spongeshare.com/research/goldstone-resources-research-note/
wow i expect this massive increase in annual production to significantly impactt the project NPV and FCF over LOM
turning into an amazing project
WKT actually hit that pre finance on ML award and binding off takes
hold on to your hats
Two excellent summaries of ACP and where its going from Money Sponge £40m/10p valuation looks very achievable pre financing - post financing and significantly more
Research Note
https://bit.ly/2WxJKtt
Latest Video
https://youtu.be/h2bmIvPEqKA
Great research and links thanks a lot I think Fab is well under the radar at the minute - seem to have a unique angle too in that they are earlier in the antibody development/discovery process and assuming they find a relevant candidate could license on to big pharma under JV
CV19 only one angle on their business though
yep if Fab find the anti-body and license it to large pharma will be a game changer
Recent RNS said existing clients are already using their services and their clients are out of the 10 large pharma by revenue including the largest Johnsen and Johnson