Ryan Mee, CEO of Fulcrum Metals, reviews FY23 and progress on the Gold Tailings Hub in Canada. Watch the video here.
I think navitas movement on Sea lion was dependent on freeing up capacity in their team that were working on Shennadoah field - I have not been following closely this progress here as I am very happy with my position in the stock but probably would be an interesting follow up data point
Is it realistic to assume that probably another partner will have to come in on Sea lion? not from a financing or cost perspective but from a risk for the operator perspective when you look at other projects there are often 3 plus operators....Perhaps navitas will look to come down to 50% by bringing in another operator? just wondering peoples thoughts
pretty funny that these are the people lecturing the future generations in universities...no consideration for the case or law at hand in that lecture just left wing tree hugging stuff....wonder how the discussion would be different if the oil rigs were replaced with wind turbines in the case
Big investors just need around 500k GBP volume daily for a while to get involved...without liquidity they cant take a 1% posiition in a 100mn fund unless they can get in and out in a reasonable time frame say 10 days... we are at that volume now so just need it to be consistent
If daily volume stays around 500k GBP for a reasonable amount of time so many big funds can sstart to invest.....we all know the opportunity...if they collect the cash you could be buying the entire company for 100mn getting a free 190mn EUR and their share of 1.8bn barrels of oil at a breakeven of 43USD in the falklands....theres a long way to go yet