RE: Use of any proceeds5 Jan 2025 09:43
Hi Raharh,
If you are intetrsted for similar (arbitrations) stoties with extremely huge potential,
besides Zrenith, I recommend you to look at Marcin Michalek on X.
Literally at this moment he is holding a teams discussion with the CEO of Panthera Resources (PAT), they have an arbitrstion in process against India, backed by a strong litigation financier, have one of the best mining law firm with them (they won te prize 15 times), and the phase is waiting for SOC (sum of claim) which may be between -2 bn usd . Mc cap is 16m gbp. Thats my favourite case for the bsckground, and the timing.
There is another case at the really early stage, Emmerson (EML) against Marocco. Marcin wrote and posted an 80 page analyses on that, but really worth a read, as there are reference to other cases, and many useful info and ststistics about these, so anyone start to deal with this kind of investments, may widen his knowledge.
And there is a real lottery ticket kind, Energy Transfer Mineral (Old name Greenland Minerals), against Greenland and Denmark, with Burford Capital finance, 11 bn claim, 50m marcrt cap (20m was recently), with Trump their case may be in the crosshair of geopolitocal plays
Br