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Bez are you thinking Mark Parker is running off with the placing money ! - I don't think so somehow
People leave companies for allsorts of reasons e.g. retirement, health, fed up with the rat race, can afford to take a break so might as well....................
Welcome Jack. When this one goes its fast and furious
Perhaps the new guy came in to replace him
I just. made 100 % in Vast and 193 % in Zibao last month I recon this could be next
I am adding small amounts to this again, just brought my average down to .53 will keep adding
Looking very promising
Other than the NOMAD issue which is almost certain to be resolved in the very near future nothing has changed with Zibao. It is a solid company with solid financials. It was trading beyond 4p recently - so I have been buying back in, buy low and sell high etc. Commodity prices are rising. When this one goes it really goes on very low volume.
Birimium (BGS) is now recovering very well on ASX - as investors realise the profitability of its lithium assets in Mali - which are right next to BNR's (via its investment vehicles)
I have bet quite a lot of money that BNR does, via Mansa and Nashwan have significant lithium resources in Mali. You are right to say nothing has yet been qualified but the liklihood is very high indeed given the proximity to other quantified resources ( Kod and BGS).
Thom if you compare Kod's market cap with BNR's then compare their assets BNR's potential looks enormous given BNR has large lithium resources in the same area as Kod + 30% ownership of IGS + lots of cash and oustanding warrants + Kalarari etc and no debt whatsoever
Thats the whole point Thom - 'Kodal have a Chinese investor on board ' . Investors are interested in the lithium assets in the area.
Thank you for posting this 1750mk1 its very helpful. I can see this could make people suspicious although I do feel the fundamentals are probably in place albeit with some blurring of the timescales. Do you feel the facts could be fundamentally different from those being reported or just lacking in fine detail ?
I can understand the reduction in share price which often accompanies a placing (i.e. the July 2017 placing) but I don't really understand why it has continued to come down. I notice on the BB a mis-trust of the BOD but can't find any tangible reason for this. Reading through the RNSs again it all seems to be positive on the face of it anyway. This is a genuine question - I am invested here so am not enjoying the negative sentiment - apart from the SP decline which understandably upsets people why are investors not taking a longer term view here ?
That point being that if BGS's Mali lithium assets could be perceived (as a knee jerk reaction to a conservative PFS) to be a bit overvalued - then its easy to see that BNR's Mali lithium assets could be drastically undervalued.
Despite the very conservative PFS , BGS is apparently still valued at $55, even after the (probably temporary) drop. My understanding is that BGS sp came down because some shareholders were disappointed with the cost of getting the lithium out of the ground not because of the lithium grades. Thats not to say the project is not expected tbe profitable. BGS mcap $55 million vs BNR mcp about £4 million. Obviously I'm not trying to give a like for like comparison between BGS and BNR but you get the point.
Everybody knows bnr has a 30 % share of IGS - does anyone know how BNR would extract value from IGS - other than sell the shares. Is there any kind of plan for some kind of revenue stream or is that just not how it works ?
Very helpful thank you for posting mrcautious
My understanding is that Cityfibre also offer GIgabit speeds
This drop, I don't understand the results look positive