Ryan Mee, CEO of Fulcrum Metals, reviews FY23 and progress on the Gold Tailings Hub in Canada. Watch the video here.
I would be very interested to see what you guys make of this RNS? Thanks in advance
I am a long term PANR shareholder. I know from the other site's Guild that the vast majority of PANR shareholders wish 88e well. It is in our interests that 88e succeeds. A strong 88e story is a positive for us. Let's all work together so that one day we can both be snapped up by majors. Good luck
I know management read these boards. If it was up to me I would have DH do the whole presentation but I'm sure he doesn't want to seem to be sidelining the management team. Bob is a great guy and an excellent asset to the team but his presentational skills are very poor. I would have him take a back seat.
Olderwiser, re your excellent post at 11.21, you hit the nail on the head. The message was excellent but the delivery and structure was poor. They should have said "this is what we projected previously, and this is what we think now. Look at the huge uplift!" As an ex-broker, I would have structured it exactly like that. Lead the market by the hand. Maybe you should have done the webinar :)
Q224 CATALYSTS
88e's flow test results from Hickory 1st test (Upper SFS). POSITIVE
IER on Kodiak inc. new acreage. POSITIVE (1208bn +25%)
Webinar on 10th April
88e's flow test results from Hickory 2nd test (SMD-B)
LKA report on Alkaid deeper.
CGA report on SMD / topsets.
SLB modelling.
Further news on vendor agreements / financing, hopefully to lead to confirmation of next drilling programme.
AGDC news on financing of their FEED.
Megrez funding announcement and drill summer/winter 2024
From a chart perspective it looks positive. We've broken out from a 9 month flag formation which points to the share price all things being equal going to close to 60p. Of course, it's all news dependent but given the slate of catalysts lined up this quarter it's not impossible to see the share price reaching those levels
88e's flow test results from Hickory 1st test (Upper SFS). POSITIVE
IER on Kodiak inc. new acreage.
Webinar on 10th April
88e's flow test results from Hickory 2nd test (SMD-B)
LKA report on Alkaid deeper.
CGA report on SMD / topsets.
SLB modelling.
Further news on vendor agreements / financing, hopefully to lead to confirmation of next drilling programme.
AGDC news on financing of their FEED.
Megrez funding announcement and drill summer/winter 2024
Borrowed from another person whose name I can't remember. A lot of catalysts on the horizon with the the 88e SFS news the first and positive. I don't see this stock being 29p by the end of the quarter
Parsing DH's statement yesterday re funding
"with minimum dilution of shareholder value" (no big placing on the way?)
"It opened up avenues for engagement with potential vendors, offtakers and other industry participants" (would he say this if there was no interest or interest had evaporated from third party funders?)
"We're working relentlessly to optimise a funding platform for the Ahpun development and we look forward to providing the promised preliminary update over the coming weeks, with a goal of finalising our strategy by the end of Q2 2024." (again would he say this if there was no interest from potential financing sources?)
Given there is going to be a webinar in early April, one would expect news on funding then, so only a slight delay in terms of timelines. I'm bullish and I think all is falling into place in terms of funding
As an ex-broker, trough snout, I learnt very quickly that the big money to be made on any stock is when EVERYBODY is negative on a stock (if what you say is true about the buy and sell side analysts). Institutional investors will have to sit up and take notice very soon when the pieces of this particular jigsaw start falling into place. Good luck with your short though
I wouldn't be surprised if we see another BoAML type contract the way things are shaping up at EPO and the great job Hank is doing...