The latest Investing Matters Podcast episode with London Stock Exchange Group's Chris Mayo has just been released. Listen here.
Good morning all fellow shipmates
This is an exciting time to be a shareholder in EUA of that there is no doubt. Will we get some more info this week? I hope so. Friday rockets all round!
Gla keep those tickets safe!
Good morning shipmates
Hope you are all enjoying the weekend! There will be fireworks this week, I’ve bought some for the kids as well, mind you, theirs will typically be a disappointment! I’m hoping the EUA fireworks are going to be spectacular !!
Good luck all keep those tickets safe!
Micky simple answer
1) a lot of the “selling” is manufactured, to look like offloading
A lot of people aren’t cut out to trade and get it wrong
2) who knows, a lot of people don’t like aim shares and therefore steer clear. I actually think a lot of new investors will climb on board. The mms do not want pi s invested and detest us. They much prefer the instis
That’s my take
for those of you who have partaken in the guess the date comp, some of you will note my luck in that comp is such that I'm always a day or two out for the rns. for those of you that want to use this as a marker for an accurate guess, I have tabled the 5th of nov with Ian so winning entries should look for the 3rd and the 4th or 8th of nov..!
good luck all have a good weekend and keep those tickets safe!
Nice post from Excellance on ADVF yesterday
Yes NN must be favourites to acquire our assets because it's on their doorstep and their smelter would be useful.
However, I think some South African miners, particularly Anglo, are very keen to have geographical diversity.
Then there's former Anglo CEO Griffith's who is looking for a job.
Add to that competition from autos manufacturers, Tesla definitely, but can the Japanese or Chinese ignore this?
So, a consortium, creating a new global company, not encumbered with old mature assets with depleted resources and large pension obligations...
We may still retain 15% of the new company, and we'll find out within weeks.
excellance28 Oct '21 - 23:20 - 68837 of 68886
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Look at GGP. Brilliant company, excellent assets in Australia, JV with a major. Mkt cap £700m
Their assets are deep mine gold on a vast scale. Who knows maybe they'll end up with 15m Oz, and they own 30% of their primary license. They do have other prospects.
Eurasia now have nearly 150m Oz shallow open pit, open at depth if we choose to deep mine, with a smelter. roads, railway, port, labour, power line, all within a few miles.
We own 80% of our primary asset, fully permitted, licensed, and JORC and DFS days away. Our assets are TEN times bigger than those of GGP, and we own three times the percentage.
Our mkt cap is only £625m
Using GGP as a yard stick, our mkt cap should be £6 billion.