The latest Investing Matters Podcast episode featuring Jeremy Skillington, CEO of Poolbeg Pharma has just been released. Listen here.
3rd time lucky…
Zaza (not Zara or Zaze)
I’m starting to worry about myself. I think I’ve got FRRfever!
Zara (not Zaze)
Yes, if there had been no corruption, and we actually have the oil & particularly gas that was touted by Zaze then us lucky old shareholders would have been VERY well rewarded.
ALAS… we got done over!
Still only a 1 in 10 chance (at best) of seeing a single penny back to SH’s in my opinion. Only time will tell.
There’s got to be good reasoning behind the cancellation.
Lots going on in the background, a critical time for GGP, Shaun needs to focus on the job in hand. SH’s will benefit from his unadulterated attention within the business.
I’m quietly confident…
Good on Shaun,
Newcrest should not have started to play unfairly.
Shaun gets my FULL SUPPORT, otherwise we will get walked all over!
All SH’s want is a fair price for a world class resource, nothing more, nothing less!
RNS OUT
RHUM minimum 2 week shutdown likely
Thanks Looed
Progress…
What would I do?
I would drive a REAL hard bargain with NCM over the 5%. As it seems a win/win scenario!
Let me explain my thoughts…
Scenario 1.
If NCM agree with GGP around the 5% at a very fair had driven value, then great we have a spring board of finances and it sends a message to the market that NCM actually value Havieron very highly as they are willing to put their money where there mouth is. This should make the SP rerate significantly and hopefully attract the big boys/more ii’s.
Scenario 2.
Both parties don’t come to an agreement on the 5% it goes to the independent expert evaluation. This process will likely take months, which while frustrating for all involved will ultimately lead to a HIGHER valuation, as all this extra time the drill bits will be turning, proving up more resource. Surely this is a big positive for GGP.
My conclusion is that the ball is definitely in GGP’s court, a WIN-WIN in my opinion (eventually).
As a LTH here I want nothing more than a FAIR slice of the potential here.
GLA & Stay safe…
Well done Cameron, you have put your money we’re your mouth is!
I’m sure some will misconstrue this into negativity, as always!
I must say it make me feel a lot happier with my holdings.
Good luck for 2022
Now that would be a show of confidence…
Thanks Coggy,
You too
With gas prices currently over £4 a therm, more than 10x when we were all gushing over the prospect of hundreds of TCF of gas being within FRR’s a few years ago.
Makes me even sadder to be where we are now, it could have been life changing for many of us and our families.
On that note, I’ve just finished work for Xmas, having worked the last 3 Xmas’s I’m looking forward to a good festive break for a change.
Have a great Xmas everyone & stay safe…
Thanks for the response Bigmj
Fingers crossed for 2022
Thanks Mike,
I for one appreciate you taking the time to post here, as I am sure many others do.
Like I say, any tid bits going forward are most welcome.
From a fellow ‘patient’ shareholder (with fingers crossed!)
Good to see you are in GGP, A great prospect in Havieron. Been in since sub 1p myself on HAV005 drill hole results.
Nice to hear from you bigmj
Do you have any comforting words for us fellow SH’s?