The latest Investing Matters Podcast episode featuring Jeremy Skillington, CEO of Poolbeg Pharma has just been released. Listen here.
Thank you for your comments - GH gave us the impression that there would be a lot of news flow. So we go through Feb with him being very quiet and then thinking some news in March but still nothing - I suppose that unsettles investors and if you do not have contact with a forum like this then you will come to your own conclusion. I hope there is a jv for Scally and then we can move onto Pat East. If we get the land south of Hav then there will be that to work on as well.
gla Matt
I suppose i am slightly disappointed that we have not heard from GH yet. Is he having trouble sourcing drilling equipment contracts? was he negotiating with NC and they chose Antipa instead? Is he going to let NC move on to Scally when they have finished drilling at Hav? Has he got a JV/sold their other assets? etc etc It may be fairly disappointing when we do get news/rns.
gla
Matt
It is quite fun hearing NC news because you hear it at approx 10pm at night by email(if you have registered on NC site). Therefore news can come at any night! Drilling results, funding Scally, buying GPP etc
gla
Matt
This may have been mentioned before but the interview on the 30th Jan
https://www.proactiveinvestors.co.uk/companies/news/911846/greatland-gold-s-gervaise-heddle-delighted-as--true-scale-of-havieron-begins-to-emerge--911846.html
Interesting that they have cut the recording at 5mins 55secs when GH was going to say 'very very.......'
So they obviously thought he was revealing something he shouldn't!!
imho, gla
Matt
NC has declared that they are spending an extra 25m dollars to explore Havieron.
They do not say this is stage 3 of the agreement though. Stage 3 is to deliver a Pre-Feasibility Study.
What if NC end up spending more than agreed?
Any thoughts?
gla Matt
Do you think that the sp is being kept at a price which represents a MC of approx £200m? This is roughly what Numis are saying.
If any news gives the distinct possibility that the MC possible is higher than this then the share price will reflect this. If not then i see the sp hanging around this level.
imho, gla,Matt
GH did not do an interview after Tasmania news. I wonder when he will do his next - the main problem is that they will have to get a wide angle lens to film his smile!
Some big news I feel is brewing as he has not gone this long without an interview before.
As said yesterday I feel this will be 8p by Friday if not higher. Call it ramping if you like but just a gut feeling!
imho, gla, Matt
I do not see the rise stopping this week as I do not believe the Institutions have started buying significantly yet. A TR1 on Tuesday, a bit of news on Wed night/thurs morning from NC, an RNS about drilling plans, an interview with GH about them. We could even see a big spike to 8p+ before the end of the week. An RNS about Tasmania and more boom!. No evidence for any of this just a gut feeling so call it ramping if you like!
imho, gla, Matt
What a brilliant day!
This does not look like Institutions have started investing yet. If they have been to the lunch meetings then they have to go back and clear it with the team/board before investing. So this is likely to be next week.
The director investment RNS today can only be done when they do not have any advantage over other investors - so they do not know any other results yet of drilling etc.
imho, gla
Matt
I feel SB and GH have a respectful way of doing business and there is no way there will be an unexpected takeover.
The following article tells you a lot about the man.
https://www.ausimmbulletin.com/feature/profile-sandeep-biswas-building-trust-respect-action/
imho
gla, Matt
Had a look at HAD23 as GH suggested. If the high grade zone continues to go in a NW direction, in 2 bands, and for how far we do not know, then there is a lot in fill drilling to do between the bands. Then the resource and the area is significantly increased, which will be another game changer as GH realises. Paddy are we seeing more black dots there!
imho
gla
Matt