Roundtable Discussion; The Future of Mineral Sands. Watch the video here.
Well any news is good news at this stage.
Woke up saw 18 posts and thought’’ wow this is the shipping news”
Then saw it was not but look at those figures. Lots more poss revenue. Now it’s starting to feel like that ggp mine. Just keeps giving. Of course ggp haven’t extracted their gold so it’s very good news today. On and on. Only difference is ggp have new rest as a partner. We get one of ziagra and we are in ggp land. I know it’s years away but just loving all the good news.
Still nail biting for the production shipment and refinance , good luck all.
Be nice to get the runs around lunchtime
Anharry.
Can’t help but agree with your point but I assure you it’s just so touch and go it’s got me a bit left and right to be honest.
Four years and we are here, but could still go wrong judging on previous promises.
Still mega positive but planning for worst hoping for the best. I’m heavy in here , that’s all
I guess I’m saying that if I’m the possible event that the finance doesn’t appear but does in day May after full production then
Say five months of production less atlas being reduced chunk by chunk would be still seen by the markets to suggest that this company is still going places with big revenue and are reducing debt as fast as possible , rather than keep saying ‘term sheet’
I’m not saying in any way I don’t believe it won’t appear but as many posters say uncertainty is what kills a share, be upfront when you have to be
Anharry
So sorry I meant a write up from proactive.
Can’t think of what he would say after the crux.
To be honest Re my post earlier I’m wondering if there is a bank Re finance now, hence I’m thinking vast have to plan to pay this off with some kind of atlas stand off at start of year.
I just don’t think cast can rely on this. Furthermore perhaps the quicker investors possibly plan for the other solution or, can atlas be paid off over the next year in order for vast to be totally debt free thennits a possibility no?
No doubt production will come but third time unlucky.
Bergen, atlas, .......
The stakes are mega here.
My thing to ap is. If there is a sniff of no refinance come out and be honest as the day is long. People forgive the truth and bull**** doesn’t work anymore.
Then we will be able to adapt, well I will as if we are first in Romania and with bp only 5% jorc with copper soon ruling the world then vast will reign supreme.
I’m just cautious shall I say to refinance just not happeneing soon. Maybe after full production.
Thoughts?
Is anyone thinking that this proactive interview was put out ahead of delays ?
Oh my another proactive piece and the price starts falling. Am I on a bad bloody nightmare and will wake up and see vast higher. How much more of this positivity and no movement. Lol. Got to say keeps my heart beating faster though.
On that point look at solo.
Farm in or whatever on their project.
Doubled and now back down and same old. You couldn’t write the script on what happens in aim.
Focus on mid tier ap and then we will all be ok.
He also mentioned nobody is in Romania like us, big boys failed? Really? Maybe because of the paperwork and he is a good negotiator so if he is correct and vast have ‘ first dibs’ on most mines then we are in for some serious growth here.
Xcoder. , starvest
Interesting that you mentioned ggp. I remember now something about delays and no movement. I had £15k if ggp andnit went from 50/60 to 80 or sometning 2017/18 and had waited so long so took the 35%. Now look. However that’s one in fifty that multi bags like that eeh.
I thought, shall I hold, then thought,’ no vastbis a better bet.........’
Anyway that’s history. Yes refinance is key.
Now always looking at the risk/derisk my main interest so for me we are in theory covered if the bank don’t come through.
Oh yes the share would drop a bit then recover but as long as we can pay off atlas with production revenue then even without the bank we can have a debt free company by end of next year.
That’s the key for me. The consequences of no bank. We are at that crucial point if the bank says no.
Yes anotherbyear of waiting by then and at end 2021 would be imagine as follows
Atlas paid.
Production double bringing in 14m min per year
Starting other projects.
Then it’s like ggp after two years of waiting as younsaid Xcoder.
Well it’s now or in another year perhaps.
Whatever it is I’m in and going nowhere. Just thenold bumpy ride a bit longer.
Can’t believe I never follows the thread, lol.
Always learn in the end.
Anharry. Trust me been there and done that , maybe on this one we will all see the true value soon. Feels like we are in a horror movie with vast thennyou come out of it then go back in then come out.......
Easy to look back but wish I had just traded vast over years . Can’t look back.
Interestingly the crux interview was direct and that guy knows how to work his way in and his timing is excellent.
My concern is when he said’ youve put out all this positive info but the market is not interested’ even ap couldn’t come up with an answer really.
My question to the wise on here pleaee if anyone has a spare moment.
Does anyone know of a similar company where there has been a negative picture, loads of raised. No faith , then gets wonderful news like vast, stability possibly but the market will not react accordingly whatever a ceo Puts out.
Probably better asking this question after production ifnit doesn’t move, just interested to know really if anyone has any of their own history of this
Baits
Are you sure you haven’t read a text of mine a week ago. I said very similar to you, so many are arm chair ceos here.
Vast are ready to move to another level.
Good luck all.
Baits you might now drag fantasy into this board now you have been so nice about ap !!
No offence fantasy.
Understood.
Very targeted interview. So much better than proactive.
I took a few things from listening twice.
He answers everything in a very positive way, surprised he didn’t mention the 20% of bp.
Most importantly I think if and when the big boys invest this will go much much higher and consistently. Can only get better. More production. Only 5% jorc
The question and one I mentioned earlier was whether this share will spike now.
And for all the boys out there who say’ I’m so hopeful’ I am but I don’t believe this will change much with initial production news.
Re poss finance agreement I think Itbwill go but still suspect the bank will want three months production so jan this will be agreed.
I so hope I’m wrong Re big jump on production and we all get rewarded???
Did anyone notice he said hopefully by end of next week. So 20th.
So will we get news before the meeting as I stated in previous text. Ummmmmmmmm
Good luck all.
Anharry.
Lol
No jump. Arrrrrrrrrr, it’s knife edge stuff.
Interview after interview and announcement after announcement.
It’s stomach churning this
The pen made me chuckle. Lol
Infact I wish I hadn’t written that. Maybe it’s four years of waiting and feels like so close so far, in the end 20% rise ifnits steady is still 20%.
And me over the first cliff I could find !!!
Good luck all.
Sandy.
Coming from me I find myself asking though’ yes Itbwill be soon no doubt but will it just jump to 19/20. ‘
That would send shareholders into a tail spin ifnthat was the case.
Always on the go and never read back.....
Well I guess you’ve noticed that on many occasions.
Come on guys , I think I’ve done it at last.
Been to the porshe garage this morning. Shut of course, so sent enquiry and said
‘ I will hopefully, , maybe, be buying soon, or in very near future, and that the purchase is imminent and very close.....
They said, ‘ you must be a vast shareholder’