Roundtable Discussion; The Future of Mineral Sands. Watch the video here.
MC
I guess the difference is that there is existing oil flows and free cash with SAVE, so much easier to support from a finance point of view. PRD has fabulous and potentially, extremely valuable assets which are, as yet, unproven. A raise would be fine by me, as would an arrangement with proposed end users. Exciting times.
I have a position with SAVE and can see them further developing by acquisitions. It's under valued right now, post suspension, but will continue to track upwards and then find a more realistic CV once Chad and Camaroon assests are confirmed as 'done deals'. Exon and Petronas trust Knott and will do more upstream deals. Whilst there is also the a huge possibility with the Green agenda.
In my humble opinion, of course.
FAM.....that.
10.81 buy now MEM.
Forecasting is a very difficult game. Best that people make their own calls.
Possible. Likely.
What value, from where we are now?
Given that we do not feature in highest risers list on LSE, nice to see us topping this list. The word will out.
Oil & Gas Tracker on Twitter .... #oilandgastracker. Top weekly riser and top YTD riser.
Hotel La Mamounia. Very nice.
Looked to book a week in Al Mamoun Suite in March - £33,592.57.
Share price will need to carry on up for a fair while, methinks!!
Morning Graham
"If there is a deal, it will manifest itself as a clear blue sky moment..."
Purely speculation, but what sort of deals do you consider MIGHT be progressing?
From what you know and if you were PG..... what MIGHT you be progressing and how confident MIGHT you be of closing the deals in a timely manner?
Hope you are well.
I know it is only a bit of fun.......
But at £2.00, market cap would be £72,000,000,000
Royal Bank of Scotland is currently $18,590,000,000
Just saying.....
Have to say, AK presentation is pretty impressive. Fully in control of the numbers which point to a very cash rich future.
Need to start accumilating here, myself.
Is the meeting being presented live anywhere?
Irritatingly, owning shares via IG, means I do not receive formal notification / detail.
Anyone?
"Maybe PRD HQ might wish to think about that?"
After the fateful MOU1 RNS, I was staggered at the lack of communication nous of PG. Subsequent interviews and explanations of the complexities and restraints (Morocco) and political complexities (IRE), leave me a lot more relaxed that he has full understanding of how best to get us to "land" safely.
Here's to an exciting 2022........
Funnily enough, having been an excited shareholder in Open Orphan, cashed in yesterday to free up more funds for PRD.
Cathal is at least enthusiastic and open, but to date, the sum of OO and Poolbeg prices remain below the price before splitting.
Some things simply do not work in straight lines.
He hasn't made a profit.....just got 5,662 more numbers.
I am hugely excited by the opportunities being progressed in Morocco and pour over all the in-depth observations from the likes of GRH, Mick, MEM et al. I am bright enough, but if I am honest, much of it goes over my head. Happy to understand the general direction of travel.
So a general, if naive question. In such cases where a minnow un-earths a valuable asset, at what point is the potential 'proved'? At what point does a would-be buyer j/v partner step in? If PG wants early monetization, how does he progress it? General timeframe? If the 10 year value is calculated, what would the incoming party expect to pay up-front?
Said they were naive!
Fiisch......leave the guy alone. Stop bullying and enjoy the morning.....
....... it's about proving the model. Numbers will look after themselves.
......what have you smelled, GRH?
Thanks both.
So the list is as much use as a chocolate fire guard.......
....arrh.
That makes sense. As usual.