Adam Davidson, CEO of Trident Royalties, discusses offtake milestones and catalysts to boost FY24. Watch the video here.
My principal worry is, we are now committed to a copper mine in the EU under it's jurisdiction which means extreme ESG which probably means it is unprofitable to mine unless we have ridiculous market prices for copper. I hope we can unwind our position somehow and why we did not go looking or a uranium mine in Kazakhstan or Africa instead - can we still do it? Copper or Uranium and copper was the choice!
Kicking myself at not selling out at the 5p mark and 5 bagged, I felt 8p to 10p was the target to sell out half of my holdings.
I have no idea what the Kosovan venture will bring to the table, everyone is out of patience.
'How many of the people contributing to the discussion around the future fuel for cars actually owns or drives an EV?'
No and I never will due to safety and costs!
Ferries are also banning hybrid and hydrogen cars, I read an article by a guy who had an hydrogen car and it took him ages to fill it up due to the nozzle freezing up, he got fed up of taking 60 mins to fill his car up with hyrdogen.
Whereas I believe fuels have to be cleaner to reduce air pollution, having been to Cuba and stood next to Russian diesel engines belching out smoke I would say that is undesirable.
As for climate change, sorry I am not convinced in that. For me as investment thesis I am abandoning it and I have made to many losses on it now and it requires so much government subsidy for measure people do not want intruding into their lives.
Do I agree with small electric vehicles in place like London, Manchester or Birmingham with petrol vehicles limited of course.
There are some totally moronic out of touch comments on this thread!
https://www.bloomberg.com/news/articles/2023-02-19/f1-will-never-switch-to-electric-ceo-tells-italian-newspaper?leadSource=uverify%20wall
Formula 1 is developing a zero-emission petrol for 2026
Domenicali criticizes dogmatic approach to energy transition
The get out clause will suddenly be zero-emission petrol engines that governments will fall back on.
Mind you that is if you believe in government!
https://www.bracknellnews.co.uk/news/national/24047829.electric-bus-fleet-temporarily-withdrawn-south-london-following-fire/
https://www.reuters.com/business/autos-transportation/hertz-sell-about-20000-evs-us-fleet-2024-01-11/
As said elsewhere ferry companies will not transport them, sea water and extreme fire risk.
If anyone believes that Luton Aiport was a diesel car fire I will leave them with that belief!
Electric batteries stored on car floors get damaged by speed ramps and just general driving, this may not cause a problem straight away but causes a reaction that can cause the battery to explode days later. Buses bouncing up and down with weight over a battery which needs stability does not work does it.
But if people want to be childish and moronic they are welcome to it.
Yes even more drilling, this share is a drillers dream.
Is there any rush whilst these green commie fossil fuel tax is in place?
'Why are you lot determined to have Trumpy back? I though we had it bad.'
These pair have to be the thickest 5h1ts I have ever encountered in my life!
Trump or Biden, now that is an easy choice!
As for lithium EV vehicles are a none runner, I said after the Luton airport fire getting insurance on an EV car will skyrocket and note how people are saying they cannot afford to insure them now, so EV vehicles are not happening. But anyone knew this years ago, green communism was not a profit making option.
You two really are dumb fks!
‘ Please someone (unfiltered) tell me why I should be happy? ’
Well what happens in The Man in Space stays in The Man in Space!
But yes you have a good point, selling out for Venus operating under EU jurisdiction has killed us.
‘ And here comes the boards twat’
I will remind you I was here before you turned up with your negative vibes and dreary attitude!
Member Info for PAUL1DEANO
Member Since
21st Jul 2015
Member Info for johnpwh
Member Since
13th Jun 2018
That was nearly three years of bliss until you appeared, so you best shut your mouth, or I will tell everyone what you and Commie Joe did in the Man in Space pub just before Christmas ya pair of fiends!
Their eyes got bigger than their bellies and they extended themselves to get a larger slice of the pie.
Copper is BS because EV cars are uninsurable, too expensive and not desired. So I doubt the Venus IPO will be worth doing for a quite a while, it at all.
We gave away our assets to cheaply and ESG is killing mining.
I will have another read of the RNS again but I don’t see this SP going anywhere for a few years, they fkd their strategy up and got blinded by green communism ‘copper’.
With the windfall tax in place there is no rush to start on the other sites but the board need to consider paying dividends this year.
Why should Heyco walk away at 30p, slightly below my entrance price, whilst I have been the bag man and they get all the profits.
I was hoping for a three bagger so anything less than £1 is derisory, they can go f themselves.
This is a make or break year, I thought the results were a little underwhelming,
SD is not working for us in my opinion.
@moniman, it is the worse deal I have ever seen considering the history, USA, Romania and Simwell. WN was the priority and they got involved with CS.
Their position is untenable and they are failing in their fiduciary duty to the shareholders, we have to get them removed.
It is glaringly evident there needs to be some serious consideration of dividend payments this year, even if it is a small amount.
Failing that are UJO saving up funds for a push on WN, doubt it, who would engage with the two bozos at RBD?
Any updates on the environmental application for the Italian job, if done under a previous application why not give that reference?
‘ why not spill the beans. That's what you usually do.’
Yeah come on who has the wider girth?
Have they even negotiated with any drilling contractors to start on WN, I remember in an interview of the lead times involved, I doubt they have.
Besides which if you had a drill rig and these two bozos came to you I would stick a d1khead tax on it and make them pay a premium for the reasons you have written above.
‘ I hope Stephen an Sachin's ears are burning...they are being discussed now in Italy.’
What is there to discuss, they got comprehensively beaten, AC and his son do not have a horse in this race like KS does.
KS will struggle with the due diligence argument put forward and not wanting to pay this so called premium.
The current board have a fiduciary duty and the CS investment is highly questionable, moniman explains it well. Is the proposition share price accretive or is it out of our reach considering the money spent in USA and Romania? I view the project as being beyond our fiscal clout and the two bozos should be removed off the board for even getting involved in it.
I’m guessing Heidi got banned?