The latest Investing Matters Podcast episode featuring Jeremy Skillington, CEO of Poolbeg Pharma has just been released. Listen here.
Maybe an RNS tomorrow or Wednesday ahead
Selling the blue sky dream of Queensland & honing in on the geology of Victoria…. The mood music will change over the next few months so maybe it’s the prudent thing….. just to the detriment of LTH
Going down
Hi, would it be fair to say that it is a major concern that we are not shipping ore and waiting for freight costs to come down …. But with recession mooted then ore prices risk coming down but we need to get a good return on stockpiles to clear creditors. What happens if we don’t?
It seems to me that Cadence MO is like buying run down houses, doing them up & flipping them. Or sitting on them and selling into a rising market.
For Amapa then it strikes me as unsurprising that they are opting to take a longer path to production & to maximise mine life. Does this also go down the path of taking from private investment to public by flipping it in the next few years
Cadence are not sitting on their hands. Liking the updates over the last week
However decent grades and further good results will hopefully attract attention of potential JV partners and reignite those discussions and I think the pressure of delivering something tangible could lead to a deal mindset.
Not sure you can count the ore stockpiles as will be used to pay creditors. The main issues are time and costs before the mine is printing money so holds this back for now
This is not an explorer. There is a real asset here that needs to be taken through its paces, moved through the gears, and valuation will come.
Well we need some strong results now.
The next Blue Moon is August 2023 so hoping we don’t have to wait for that
Ok been watching for a while… great news flow, lowish point on price so I’m in.
Avacta is basically a race now between cash burn and licensing contracts…. This race looks pretty good odds
Sounds like you’re worrying too much
My bold prediction is video released with Adam this week, and then they start blasting the market with RNS news every couple days in a predictably co-ordinated PR strategy, starting with CEO appointment into a risking gold market. Concerted effort to turn the tide of sentiment. Hits 2p within 10 working days
It was a different company
I think a trigger will be first published results including Amapa asset. Price to book ratio will be interesting metric and may start turning heads. The other is the milestone developments for Amapa & shipping of ore… will start seeing feeling more real & will lead to more positive RNSs
More like intrinsic fck up at the moment
Tend to agree —- if you move from Acton to Holland Park you need more capital. The upside is and value will come….
When do we think the offer will be?
My theory on Trevor is that Craig brought him in at a time when maybe he knew he was ill. Someone to confide in to carry things forward. An old trusted mate who wasn’t motivated by options etc.