The latest Investing Matters Podcast episode featuring Jeremy Skillington, CEO of Poolbeg Pharma has just been released. Listen here.
On the other hand 3bears, if they are going to undershoot even lower-end, which has been suggested on here, they only have around 10 working days left to invent a reason. - So no long to go. - If they are to pull a stroke, I would guess that for timing purposes, it will be announced after close-of-play on Friday 22nd, This will create the cushion of the Xmas break for the news to be absorbed. - If it doesn't happen by then, then I think we can breathe a sigh of relief.
The recent trading-update which gave the SP a boost has been lost now. - I'm thinking they possibly knew of the upcoming MS statement when they released it. - Could have done with it coming out now as a life-jacket. - Potentially, no more good news until end of Jan. interims, meanwhile, any additional bad news ala the clean-energy sector will only add to the woes - A dilemma faced by all industries relying on Gov. subsidies going forward. - Sadly, lip-service/words in abundance, unfortunately, no money in the coffers to back it all up - The situation has changed dramatically in the blink of an eye. - IMO
Hello everyone - A newbie here so bear with me please.- I think a big problem is that the clean-energy story has temporarily changed.- There's plenty of lip-service of course, but no real follow through with initiatives. - The renewal of North-Sea Oil permits provides an example.- A lack of infrastructure projects re EV's another. - For now the urgency appears to have diminished and along with this, investor's interests. - IMO
Hi Sotolo - There is no impediment to the taking over of Centamin. - Centamin is owned 100% by Centamin. - Are you confusing Centamins 50% stake in Pharoah, jointly owned with EMRA?. - A takeover would include this arrangement along with Centamin's assets in other ventures, including the new Egyptian licences.. - By all means come back at me if you think this is not the situation. - Always willing to learn.
Agree Razor - Absolutely - No matter how you try to dress it up, it was a failure to meet forecast and the market usually takes a dim view - Also agree, a surprise on the upside is usually well accepted and supported. - When was the last time CEY did that?
I sincerely hope that Siko will continue his contribution to this thread. - Again, down the years, he has performed outstanding service to this forum, providing an on the ground, as it is happening, Egyptian perspective, in a way that no other can. - A beautiful writer and widely respected. - Reading Cowichan's post today, and not wanting to put words into Cowichans mouth, I would say that is an apology as well as an appeal to not abandon .
Agree Sotolo - As indeed your posts are most enlightening with your number-crunching assessments that are so relevant. - Especially when exchange-rates and inflation are taken into consideration. Factors that are so often overlooked.
Not taking sides, but love him or hate him - Cowichan does support his comments with facts and figures and reasoned argument. - Those who seek to counter should do the same. - IMO
I would add that down the years he has been a prolific poster and provider of interpreted information relevant to Centamin and most useful to all here.
Price of Gold very close to $2000 now and likely to breach this over the coming days and yet Centamin sp is nowhere to be seen. - People can philosophise all they like and experts can expert all they like, but something doesn't add-up here.
Having just confirmed that they are in line to meet forecast of between 450 - 480 ounces for the year, all be it towards the lower-end, if M Henderson is right about Lies regarding meeting said targets/forecasts, then between now and the end of the year, they will have to fabricate a reason for this to be so. - A mine-incident - a roof fall - whatever. - So, watch this space.