The latest Investing Matters Podcast episode featuring Jeremy Skillington, CEO of Poolbeg Pharma has just been released. Listen here.
Huge news today with the offtake agreement today with fujax
50k tonnes to 2026 with no upper limit so that’s approx 50m dollars in pocket
80% cash on delivery at South Africa port
Only lithium ore so by product and tantalum can be sold elsewhere
Can extend deal to 2029
Company now worth significantly more than current market cap
Still got more news on listings, managalese offtake , copper offtake etc
Giant day today
Look at the posts by the company and quotes from cecilia Yu
Cecilia Yu:
"We thank Mr Page & wish him the best for his future.
Our strategy remains committed to delivering significant SH value, growth & stability.
We are currently assessing exciting opportunities for #GBP & look forward to updating SHs in due course"
Cecilia Yu:
"Please note to all shareholders, we are well capitalised and have a bright and long future ahead.
We thank long term shareholders for their on going support"
Fully capitalised
lots of opportunities
want to maximise shareholder value
long future ahead
at 1m market cap value this is bargain territory here - should be significantly higher here.
cecilia has built out a billion dollar hedge fund and has vast experience building out companies. imo shes the brains of the operation and now has abilty to shape the GBP in her own way which i feel will be massive from here
Wow this is big news
Cynergy are looking acquiring assets from chevron in the east med and this of course would be worth in the billions
Chevron are like the top tier one can get to and what’s pertinent is that Daniel said in his energy voice interview that cynergy need him and Cecilia for their execution power and skill set
So like I saw on Twitter - connecting the dots means that we will work with cynergy to execute these deals using Cecilia and Daniel’s skills and take a cut which means it’s very low cost and high revenue opportunities here
Big big news
https://www.energyintel.com/0000018d-d64c-d813-a5df-d64d81c00000
Anytime RP :) happy to share info that I find from other sources
Yes I see this as an early bird entry for maximum gains especially after the Friday rns where we see the partner they’ve got.
Those guys wouldn’t put their names to gbp unless it was something massive for them and given their backgrounds and the articles on cynergy they want billions level revenues etc
And to that I say gbp could transform lives
Copied and pasted from htrader64 on Twitter
Board of cynergy looks immense
#gbp
Now for those who are wondering how strong this partnership with cynergy are then look at the key members are of each board and you’ll realise the scale level #gbp is working with
Cynergy
Mike germanos - founder and highly connected in the $oil space including gulf sovereign wealth funds aka royal families
Richard Luddington - senior advisor to Rothschild, clients are governments and institutions
Nick Cochrane-Dyet - senior advisor to BP Chief Representative in Abu Dhabi and chairs the Middle East Advisory Board of the Energy Industry Council
Sir Graham Hugh Boyce - former advisor to Lehman brothers in Middle East, now current advisor to Namora. Former diplomat
Yaacov Amidror - former security adviser to government
#gbp
Daniel page - former head of asset management kpmg
Cecilia Yu - credit trader and founder of billion dollar hedge fund
Azib khan - actuary and equities research
This is a mega team forming here
political connections
sovereign wealth fund connections,
senior advisors to TIER 1 $oil and gas companies
connections to Middle East $oil and gas
News Articles showing cynergy looking at multi billion dollar projects
Daniel and Cecilia expertise and connections using #gbp imo to be part of this
Something really incredible is being here and now I think Daniel page was being prudent when saying 250m market
And lookey what we have here mcfly - look at the board of cynergy, my oh my has page and yu got some mighty mighty connections
as the tweet says - tier 1 advisors , advisors to investment banks, sovereign wealth funds connections .
another tweeter showed an article that cynergy are looking to do 5-10bn level projects and imo based on the above then it looks like it could be institutional or government level projects
going to be a special ride up here imo
twitter.com/HTrader64/status/1751737054348579101
Did you see the board of directors of cynergy - special advisor to bp, global advisor to Rothschild to name a few
They wouldn’t get into bed with gbp unless they knew and did full dd. Daniel page has done an incredible deal here and he wants profit in gbp
Let the journey begin
Wow that’s a good way to start their new leadership with the partnership agreement today
I saw a tweet and they read into cynergy (as did I to verify) and yes they have an incredibly impressive BOD.
Connections to governments, special advisors to BP and tier 1. All Of them aren’t the sort that are in it for small gains. They want to unlock something big in the eastern Mediterranean
Daniel page and Cecilia Yu like they said wanted to use their network and asset diversification to get to their goal of 250m and this is start of the road map to get there
I can envisage something big coming out of this partnership espically as Daniel said he wants profit
Feels like a brand new day at gbp and I’m in it for long term now
Big day
Good interview with Naheed with zak mir our late last night
Showing we’ve got big potential and she wants to listen to shareholder concerns and maximise shareholder value
Think we’re at a turning point here and really can see this start to move soon
Won’t take much as hardly any stock at these levels
Going to be a massive story here and we’re at the bottom at these levels. Tiny market cap and todays results show that we are set for imo massive copper gold mineralisation
As I saw on x that Sam Garrett is the main guy behind Havieron and so he knows his geology and he’s very bullish on chile and given we are next to bhp and chile in general is the worlds copper hub we are in for soemthing massive here
Can’t wait for assays and this is just the start of something big and I mean £ not pennies SP
Wow just saw it on X about this and here a long term investor as written the high lights or as he calls them buylights of the interview
x.com/htrader64/status/1744279020164796508?s=46&t=lp0fSLi-2BOtGI8_L4N_qw
First interview and it’s on bbc, he has massive aspirations here
I wasn’t there just that the Twitter guy (who I’ve seen post some gems for ages such as dgi ggp etc) posted about it as he attended
My best thoughts are that the board are very astute they know what to do and how to get There. Interesting about asset diversification as that seems like they’ve got something lined up and using their network to do it - imo as their networks includes institutional and major tier oil and gas links based off their histories then we in for something incredible here
Versus the previous board , the new board we are in for a major winner here
Just saw on Twitter one of the shareholders attended the agm and spoke super highly of the new management
They said they want to make revenue and get profit as soon as possible and have an inital market cap target of 250m
This is massive. They’ve def got some plans here to get the company moving.
This could be the move of the year coming
I saw this on x and it’s true
Wait until the American market wakes up and sees the news. Factoring the times article and the fact anything Tesla gets huge eyeballs on it stateside
I can for see huge surge of interest and buying here when we only tiny market cap
1p by new year and way beyond that thereafter imo
This is going to be huge now with the new board and money coming in.
These guys are EV experts having been top end at Tesla. I liked how one was an advisor to elon musk aka the EV maestro
Align have said 10 bag into new year - it should propel past that in the new year imo
Theyve already for over 300k in the bank per financials + this new amount so that def was not keep the lights on imo nor would the nomad have allowed him to print an rns without being clear on that
peter hill and his band of muppets were the cause for the financial issues and now they are gone and they took into account the some of biggest costs of the company
this money will keep them going for a long time esp as cost cutting is underway and the directors arent taking salaries