Roundtable Discussion; The Future of Mineral Sands. Watch the video here.
Donkey. Any CEO on top of his game should be able to easily answer any question thrown at him. Poor show if he felt the need to first check any questions sent in, so I would be extremely disappointed in him if that was the case. That said I didnât waste my time listening in, having already studied all the data released so far.
D. If true you have to admire the legals for shoving in a Sunset Clause to ensure ongoing work for the next 20yrs. They obviously had in mind the likes of Red Mist Ed. floundering around at some point in time.
AS is a scientist, this is his hobby loves the work and as a bonus gets paid as well. He wonât get out if his âman caveâ just to pacify a few unknowns or should someone come along waving a few million to him, what would he do âŚretire, no far too young. His ambition wonât follow those of most investors, recent events told us that. This is a long haul for which none of us are currently getting paid ( dividends) for being on !
Given the inevitable delays you can expect in dealing with Tanzania bureaucracy and the pressure that will place on cash, itâs hardly surprising this will float lower over the next few months. Traders just need to be on the right side of the fence !
Problem with a higher OP is it plays into the hands of those demanding âa proper windfall taxâ so letâs be careful what we wish for. As soon as Forecourt Prices rise the call for stronger Energy Punishment Levies will grow, which will appeal to the uneducated !
Hi Romaron, yes I thought Dr Irfaan Ali was very articulate and absolutely right in highlighting the Westâs hypocrisy in wanting every other emerging Nation to now forego its own development plans on the back of its natural resources, given weâve already collectively benefitted from decades of O& G extraction. He was also magnanimous towards the likes of Exxon, having used their strength to negotiate highly advantageous terms for themselves, with little, I suspect, likely to flow back to help the Country ultimately transition. So in that regard refreshing to hear someone believe in the necessity of Profit and the sanctity of contracts and partnerships. Something seemingly now lost by our politicians.
Ps. no I donât believe JSO hold annual conferences, their ability is limited to disrupting others !
This guy needs to address JSOâs annual conference. Guyana President neatly turning the table on the BBCâs Hardtalk presenter ( Stephen Sackur ) when getting accused that his Country could cause significant bio diversity harm from their new found Oil reserves . Watch from 14.55 onwards.
https://youtu.be/uyOo7J18aXA?si=0qL5M-4vtcHokQmx
Agree Enq. are doing everything right but until we have long term Fiscal clarity and stability this Sector will I suspect largely be driven by Traders. Time to refocus our efforts on getting the message out there, that in terms of Energy Security weâre a valuable partner.
Do you really think that many Retail Investors holding a few grand shares each will be that bothered voting , and who would they prefer to take over ? . IIâs wonât be that concerned as theyâve already got what they wished for.
AB now has to provide a reason to invest to counter the high operational risks involved and constant volatile OP, otherwise weâre likely to remain in the doldrums. Little point exposing capital that could be safe earning good interest and that requires quite a positive pull from AB. Hope he delivers.