Roundtable Discussion; The Future of Mineral Sands. Watch the video here.
Ducati - that is almost a word for word response I got from Sarah last night (omitting the Shell/Repsol comment!)
It seems as if information releases have been standardised as the question I asked was not specifically regards mobilisation times.
I wonder why such a tight rein......?
Definite sense that we are waiting on something external - thinking back to 6/7/8 there was a different feel about those drills......
I think we are awaiting a trigger, be it GSA/seismic/drill or whatever - and I think that there is the possibility of an agreement already in place based on a list or requirements that we as PI's are not privy to that will be actioned once said 'trigger' is pulled.
Surely the data room is in place now? I wonder if a company will stick their head above the parapet?
Agreed Chartist - RNS also states that Mr Farrier is an 'existing substantial holder'......
Add this 'substantial' holding to the new acquisition and quite possibly he is holding a much larger amount of shares than NT.
Would be interested to know what this mystery buyer knows......
mk - received this from Sarah:
"With regards to partner approval for TE-9 and the GSA. At this stage I can only say that we are making good progress and will update the market in due course as appropriate.
We will drill soon enough ;)
Best regards,
Sarah"
Don't normally expect a smiley face in reply to a serious query - or am I reading too much into this......?
Too many conspiracy theories.....
Eric - I think the issue is context as in, there is none. We are on the cusp of a (potentially) country changing discovery, which should be viewed on its own merit. People are struggling to find comparisons/context and the only data that is vaguely relevant is previous estimates that are even more mind blowing, and this is what PI's are focused on, not the reality that we have now. Even current low ball estimates are mouth watering, and that does not include SIdi. If we didn't have previous exploration data would be more enthused with what we have now? We have to just sit tight and let the drama unfold. The reality is that no one has the inside track on this and this drawn out period of no news is making all of us edgy, myself included. But at some point the proverbial dam has to burst - I just hope it doesn't leak beforehand.
250 - what the hell do you want us to do? There are three choices - buy/sell/hold. You have laboured the point about JP’s trading plan ad nauseum - Thank god you are letting it go - for your own sanity at the very least. Talking of transparency you too, it could be suggested, have been a touch cryptic over your many posts relating to windows etc It is done now and we can’t change it - so either look forward to the next few weeks/months and focus on that, or sell up and move on.