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marcusg71
Posted in: ZIOC
Posts: 2,335
Cheers guys, thanks for clearing that up.
From MM on the other board: I understand that ZIOC plan: An updated Corporate Presentation, Proactive interview, and A possible investor call to include Marty.
Intriguing how the Advisor to the Mozambican Minister for the Economy & Finance thinks Mitsubishi are specifically involved in the expansion of the Zanaga Iron Ore mine.
Great find nibj, I can’t recall Mitsubishi ever being linked with Zanaga. The article was written less than 3 weeks ago!!
That’s my thinking also nibj. They must be closer to deciding on strategic partners.
I don’t think you and shrewd count as everyone. I’d say the minority think that.
I’m still very optimistic that news will be with us soon that substantially lifts the sp.
You say that Shrewd, but BHP’s £31bn offer last week for Anglo American didn’t leak and there would have been a lot of parties involved.
Posted in: ZIOC.GB.PL
Good to see there is M&A activity in the mining sector. Could lead to a rush of activity in the sector.
“with the potential to become one of the largest producers of high grade premium pellet feed iron ore.''!!!! Great sentence.
But hasn’t been yet so no overhang
3rd Tranche hasn’t been taken
That Edison value of $4.3bn is c.£5 a share. That is what the project was worth in 2011. It should/could be argued that it’s worth more with the DRI capabilities of the mine. Saying that I’ll be happy with a fiver 🫣
A good start to the week!! Hoping for much more this and next week.
12 working days to updated FS and potential news on Strategic Investor(s). It could come any day!! This goes up next week, end of.
New tax year today, I’ve already put in my request for a bed and ISA. Should get some unusual trades over the next day around mid point of the SP. News should be forthcoming in the next few days & weeks.
Thanks for sharing MM, he’s certainly left a trail of breadcrumbs to follow.
Great post MM. Suggests an imminent conclusion to the EPC. April could get very interesting!!
The only shambles is you bd. Massive pusseo.
Has anybody had the chance to digest it??
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