The latest Investing Matters Podcast episode featuring Jeremy Skillington, CEO of Poolbeg Pharma has just been released. Listen here.
Extrader - Interesting post... If the UAE are involved they will be looking long term and will finance Zanaga in anticipation of the next cycle or the next cycle after that... Assuming 4-5years... Their hunger for Steel would be enough to corner the demand anyway.
Great research MM… thank you.
November 2017... Wow... A lot of dosh to have tied up for that long...
Good idea Shrewd... The WhatsApp & Twitter group from a loooonnnggg time ago used to float ideas of a drink in London to a 3 or 4 day ****** in the Caribbean... Clearly a long way to go but I'm up for either or both.
For once I have no exit target....
Quality research MM. I for one have always appreciated your input.
Thanks for sharing LLP. Spring is here and the wheels are turning. Cheers fella.
Evening Drago. What makes you think an update or news is imminent? Genuine question as I’ve been out of the Zioc loop for a while.
Whilst we're talking about the teeniest of things MM... Our mcap is circa £62m... I'll leave that there for people to think about. What's in the ground? Well that we know of anyway?
Why are Glencore still here? They will be in pole position to broker the asset for the next 20years +. I wouldn't be surprised if the numerous contacts within Glencore haven't help broker a deal, or in the very least, provided introductions.
I recall mixing was discussed amongst Australian parties years back… the problem is the logistics to move a greater ‘tonnage’ of ore is just a waste of money. Margins are less and in turn decreases the ‘green’ incentives.
No the only way is to buy higher grade ore.
Not many opportunities, well green untapped ones.
I’ve been out of the loop here for a while.
I’ll spend some time this week looking into the latest logistic plans.
Guess who… what a plonka… seriously you are completely off the chart. Sad doesn’t even begin to describe what the entire BB think of you. Just wow!!!
Hey ATG
Yeah… it’s surprising how deep into the bottom draw I put Zioc… I think it maybe time to leave the draw open and see if it moves north.
As I’ve said for years it’s a fabulous opportunity which just needs some deep pockets. The Chinese in my opinion fooked about for too long.
When I met AT after Covid his frustration was evident… being strung along.
Anyway let’s see how long it takes.
Thanks for sharing the research all... Some good articles.
The size of the asset has never been questioned. It 's all about the strategic direction for extraction... It seems the world is waking up to the need for higher grade. CO2 targets will hit everyone everywhere...
Glencore have now been in the chair for almost 6 months... Maybe it's taken that long to work it's way around the development and investment teams. Interesting times ahead.
Knw… just don’t believe a single word you say!!! Really simple…
Knw… give it a rest… sooo boring reading your absolute drivel. Bashing constantly…
EF… nonsense…
Firstly - I just cannot see how any reputable legal entity would be paid in shares. It just does not happen. Favours for a bit of Conveyancing? yes… not £2m worth for M&A, JV etc…
Secondly - Even with a top London practice with a marching army of Barristers you still would not rack up a £2m bill.
Law firm with strong links to Exxon… watch this space folks.
Yay someone guessed. Panama… I thought I’d have to give some more clues away…
Smish… you may have heard the phrase… ‘me thinks he doth protest too much’… as I said… you smell fishy…. Clown fish me thinks.
P.s I have a Nigerian mate who’s also interested in all of you details. 1 gazillion dollars up for grabs…
Bond buy back has always been the long game... Mentioned in a previous interview...