Roundtable Discussion; The Future of Mineral Sands. Watch the video here.
Could get interesting now (finally!).
Hilarious if an RNS lands before the end of the month and you’re not in :-)
I do understand some people want ‘mid December’ to mean a specific date (give or take) but investment milestones aren’t always predictable. My rationale for investment doesn’t change simply because of a couple of weeks (and I guess it doesn’t for the Sheikh either). GLA.
It wasn’t the slickest presentation I’ve witnessed but in fairness to her the organisers seemed absolutely shambolic and you really need the host to facilitate you. I’ve seen school plays better organised and conducted.
Anyway… it did make me think - we need a really slick 5 minute video to tell ‘our story’ and to reveal the market impact and size….
Only the beginning, there are so many areas of development here it is exciting.
Dedicating being over 50% up to @abudhazzler69 on Twitter. This saddo was really bashing this share when we were down. Well… here’s to success.
Sounding positive on the call. So glad they’ve accelerated the conversations.
Thank you Rob. Hope so too. GLA.
Is there an interim update expected tomorrow (8th)? Can’t see anything in the financial calendar.
It’s my biggest holding so I’m watching this keenly. Superb interview from the CEO and she’s doing well in the short time she’s been there. She also hinted at possibly raising her stake which is encouraging. Even if she doesn’t, she’s a major shareholder. I hope us investors meet her one day - I’m happy to meet as a representative of PIs ;-)
Thanks for the company all. Wishing you and yours health and prosperity and a glorious weekend.
GLA.
Good interview. I like the comment at the end about having many eggs in one basket to de-risk the balance sheet but also have projects at different stages of development. In simple terms if you buy Oracle, you buy the basket.
Tempted to add a bit more if this falls any further (a blessing).
Agreed Burleigh. I can’t abide senseless rampers even when it’s a share I hold because it diminishes all credibility. I’m in GCG and there is a character by the name of JonesRichard there and this chameleon actually have over 2,000 followers on Twitter but has zero financial knowledge - shows all that is wrong with the way this new world works I guess.
I’m with you Burleigh - think they have their ducks lined up. Patience needed before it gets super exciting and the details unfold. There is no way a sub £10 market cap attempts this. The CEO wouldn’t risk her own cash and her reputation without a plan.
Loving everything I see here.
Wish I had bought more but not much stock available. The last presentation was strong and the RNS today backs up the growth potential. GLA.
Any figure would be speculation and will draw out the three categories of holders/posters you get on any board:
- Crazy rampers - literally every share they touch should be a 10 bagger in the next 24 hours;
- Deep skeptics - literally have no life (not even a pet goldfish to feed) but would rather turn up and bash a share. There’s a real saddo on Twitter who does this for ORCP - check out @abudhazzler69 ; I raise a glass to him every half % point this share rises and smile;
- Balanced investors who will are in this for the potential and are not trying to ramp it for a 20% profit.
Can’t give you a specific figure on the value of THAR but bet my last pound coin it’s a multiple of the current market cap. GLA.
Agreed Burleigh. They may raise some cash when this has climbed a lot higher, but can’t see it happening at these levels. Investors should remember its not just the Sheikh, but the CEO has a decent stake and has said repeatedly in interviews of the multiple values growth potential here. She’s highly connected politically (ex Chair of the Sindh Board of Investment) and I can see her getting the Government and/or the Chinese to part fund this. Hugely exciting here. One big take away from today’s RNS is the ‘neighbouring countries’ bit - suspect this is what excites the Sheikh: ORCP help ****stan become self sufficient from a clean energy perspective and then become a net exporter. Total game changer for the region. I’m reading some targeting 1p - suspect that will happen pretty soon. I plan to hold this longer term. GLA.