Roundtable Discussion; The Future of Mineral Sands. Watch the video here.
Jay displays Zen- like calm all through this .. no sense of panic
There's some not very convincing takeover talk on Twitter but i guess it comes from somewhere originally.. although i wish someone would tell the shareprice. C'mon Jay let us know you haven't drown!
Even if Mr Beetham bought them all down here then we are still talking> 2m? Right?
"At least 60%...." It couldn't be clearer .
By Christ boys ... you've been busy!! ... i too , would love to hear Lurkers top end estimates as reading between the lines he does actually seem a very happy holder and i do value his opinion..
A nice surprise actually...i didn't expect us to come out the traps that quick and it's certainly helped clear some of the churn too , clearing the chamber for our forthcoming newsflow....well held and well played boys ..Shandies and Cigars will be ours soon enough and will be well deserved.
Thats what i call a good day at the office...Onwards and upwards...ignore the noise...gla.
Flying now into close... keep talking Nickel but ffs DON'T buy in ..because i reckon that's possibly the only thing that could stop us
Christ my dog could pick one winner mate.... your record is frikkin lamentable.....got some more gems here
He reckoned the bottom was in at SML... and yep he was wrong ...again ..;)))... ... 3 times in ONE week!!.... ... SML 1 May '18 Bottom in today , me thinks (based on volume, higher lows and higher highs than yesterday). Should be a strong mover tomorrow. Finals at end of month should be good too ?
NCCL Not so sticky holders11 May '18 Shame to see but Everyone knew that anyway. Maybe some motivation to buy below the placing price but certainly not above. These guys clip their positions on tiny %s unfortunately . Crumbs better than loses !
CEYRE: Pushing up the Oil price8 May '18 Going well since entry. Hopefully, gold near lows and about to pick up again. Dollar surely can't keep this up!
Shall we have a look at Nickels previous calls?...ok then..... first one is CEY from a 2 weeks ago (til it fell of a cliff...)
Plenty lucre floating about when you have Trillion dollar partners... x2 ;)) on on on on on on on on.....and keeping 40%?? Lololololololololololol...
End of July is only a contingency date ... a margin provided for delays...it could easy be brought forward after tarriff acceptance..
Lots of options.. Otago was right...... but it only confirms how much the deal is on. Contractor warrants??!! = O.N
They pick winners simple as that .. https://en.m.wikipedia.org/wiki/Africa_Finance_Corporation
Yes .. very soon and even if not, we have our interims at June end which actually coincide with the tariff acceptance and the END of due dil!....at which point i am quite sure final percentages will be thrashed out.. I'm sure we'll get a little taster before that though... I feel as though we almost ignore CMEC sometimes and their almost infinite warchest as the other key player in this deal because if we are talking available funds or mega influence then they really are the biggest in town.. Some baby 49ers dream of having Rio taking a look and some no doubt dream of a bidding war with Rio and Newmont :)) but here we currently have the equivalent of a JV consisting of both companies taking a 60% share which then leaves us the junior miner with 40% .... We have an RNS and an interview both suggesting the 40% is primed for 'review' and remember that CMEC alone could probably buy RIO and Newmont.. So given that's just one of our heavily loaded Partners and seeing as there's only 40% left (ours) then i can only point to what looks likely here.. In a week where thanks to CF, we have seen GE take it up a step now , by buying into ,at the tune of 300m a mere 20% stake in another project albeit bigger than ours .....but does it signify a real acceleration,along with it's real stake in our project towards the paydirt beyond mere equipment supply?.. GE only supplied THAR in Pakistan but took an equity stake here... Why?.. Did THAR make them think they were missing out on a cashcow? (Fastforward 1 year later GE annual meeting straight to Bejing with a Silkroad theme!!! Because if it does represent another landgrab by GE in light of Ekstoms woes and gradual downfall.. and if us holding onto 40% was at best only a mere fantasy anyway.. ..then GE wanting to not only build but OWN power plants in Africa just ends our involvement right after due dil and we may as well kiss it goodbye and await the cheque.. Regardless of percentages or indeed ownership the next Rns lights this up..fact. GLA.