Busellrepeat, I dont believe it is a siriustuff and im invested here but it looks it is not the imminent stuff one used to think. It is a challenge also for the management to change from a looking for a deal approach to a project team mindset.
It wasnt blue and it wasnt a comforting RNS. One need to change the mindset/expectations and similarly Solg management should prepare for the potential to be on the ground for a long time.
Strange and somehow concerning to keep hearing top CEOs in the mining industry talking about the need for new discoveries as the right driver for the useful M&A and seen the supposedly massively undervalued solg as it is. It is ven stranger when you hear info like 14 nations and the Europen commission are forming a Minerals Security Partnership against Chinese ambitions in the field ( in FT).
RE: S&P Global Market Intelligence29 Aug 2024 11:50
Reading those things, you get the impression that resources like those owned by Solg would end up being bought at a lot higher than the current prices.
Reading posts here and looking at the real SP, you just hope to break even.