Roundtable Discussion; The Future of Mineral Sands. Watch the video here.
Aminex believe so as do their cornerstone Omani backers, having already spent $10's of millions on the project and ready to spend in the $100's million on farmout and development.
Seems very likely no?
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@joel The market has priced the licence at less than 50% probability at this current price.
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@barnet "What do they have left"
A $20 million asset or about 3 times the current SP.
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Strange starting point by the MM's and panicked sellers as a result. Less than a 50% chance of the licence being issued according to the market & price. In country news reports and Aminex RNS say the opposite.
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Malcy is a pundit on the most speculative end of O&G stocks. Take the information and opinion and make your own mind up. No one can predict the future and in the case of Sound the Geology and drill bit told the truth in the end as it always will.
I don't have much truck for punters that blame others for their own investment decisions.
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100% with you on that MAX P
It is important to take all the information available from the RNS and the indications in country from the various publications that people have posted both here and on the solo BB & when taken together and in light of the fact they corroborate and point in the same direction, mainly that the PSA's are due to be issued to the Operators within the next days/weeks and the green light for drilling the next well in terms of a licence appears very close.
Very positive update.
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"They challenged me, and failed to challenge the rampers" is now your criteria, so just some personal beef as I was pointing out.
Neil, dip your dummy in some whisky?
Yes Neil, after a look at your posting history I do say.
So your criteria for deciding who is a ramper is based on some guess the share price post by fjones. and yet you don't name any of the people with the very high guesses just a couple of posters you don't like. The very same posters that appear to post links to useful information.
Says it all .
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Neil Hannon, ramping some shares and deramping/trolling other shares and posters to make a little profit with no regard for others whilst pretending to be a good guy and posting lie after lie.
Probably the very worst kind you come across on these boards.
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You get a lot of backseat drivers on these BB Kejoglo, some who fantasize and speculate wildly both ways and others who post so vehemently on a subject they appear to know nothing about.
PS I do believe the company made money on it's old model when it sold HH and the IOW assets, but not very relevant to the new boards vision anyway.
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A normal frustrated reaction for something you are not aware of and or don't understand.
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Those are huge numbers perks. 20 BCM = over 700 Billion Cubic feet of gas but most of that export gas to 2040 will be the Shell/Equinor LNG trains due for completion around 2028/30
The 1 BCF per day in the next 4 years will require major onshore gas from the current licence discoveries and I would agree must include the Ntorya discovery.
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Kejoglo, the statement at the end of the RNS is exactly the same as the previous RNS with the exception of "The Board reiterates" as in as they said it before.
The deal might happen it might not and your point is?
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Safe, I was not being sarcastic, other people get replies & you don't. So either they mails don't get to them or they ignore only yours. Mind you, if you get as quickly upset in your emails and jump to accusations then it is not surprising you don't get any response.
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Strange safe? I was just pointing out that could be the reason that only you don't get replies, hardly my fault nor my problem.
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