The latest Investing Matters Podcast episode featuring Jeremy Skillington, CEO of Poolbeg Pharma has just been released. Listen here.
I like the sound of all of that MM.
We’ve had a bit of a lull, but lots of things happening in the background and also plenty of news to come as per previous RNS.
Cheers MM.
Demand for high grade ore is definitely going to outstrip supply.
We are reading everyday about the need to utilise high grade iron ore for green steel emission targets.
Can only be a matter of time before a deal is done for Zanaga.
I’m going to rejig my guess due to the 10% RoC get. Just do we are singing off the same hymn sheet.
Manara 30%
Vale 20%
Chinese 35%
RoC 10%
Zanaga/Glencore 5%
Date: 10th January 2024 (during the Future Minerals Forum)
Nice little nugget reported after close.
215,714 at 7p
Nice find MM.
Things are starting to happen.
That’s a tricky question but I would hazard a guess at:
Manara 35%
Vale 25%
Chinese 35%
Zanaga/Glencore 5%
Date: 10th January 2024 (during the Future Minerals Forum)
Just had a good read through. You are right it is a cracker.
Can’t wait to see it all pan out over the next couple of months.
Thanks MM.
Particularly like this line “ However, MENA must act quickly and decisively to capitalise on the opportunity, amid growing competition from iron ore mining nations including Australia, Brazil and Canada.”
An exciting few CV months ahead.
Brilliant MM. This is going to force the Chinese and other possible partners to up their game and get assets secured.
Great find Alwayshoping
Top work MM
Ah the NPV is missing from this weeks investor presentation
What’s the omission??
From MM on the other board.
We've just seen 10.45m shares change hand in 2 minutes, all at 6.50p. Furthermore we have had over 1m of delayed reports today. So close on one whole 12m tranche of Shard's 3 tranches. By the back of my envelope I already reckoned we are close on completing Tranche 1 of 12m and, if so, this would mean that we have just seen tranche 2.
Clearly this was all a pre-packaged deal - the brokers stalled the positivity this morning just below 9.00p and then walked the SP down to 6.5p for these transfers.
(Incidentally the 10.45m would put $800,000 in ZIOC's coffers).
If all of this is the actual case then we would expect an RNS to confirm.(Tranche 3 is discretionary, AFAICR).
Finally, and if so again, then today's new Investor Presentation could well be considered a type of 'cleansing statement' and one which presages hard, development news. We shall see, of course.