Just for the record29 May 2020 11:08
.... I’m not here to preach and persuade. Cajole or ramp. No one likes to see a 30% drop. I didn’t look at my portfolio last night... way too painful.
I do however believe this is an amazing asset that will be developed. Everyone involved, including us, the Congolese gov, Andrew Trahar and the rest of the Jum, Zioc BOD... want this to happen. Clifford owns 28%. If I held that much would I want to give it away. No. I’d be busting Trahar’s balls to get the best possible deal... (not that he needs any encouragement as he has bonuses and payouts linked to success) yes it might be a few more weeks. (Although there will be info out before the annuals)... whatever they could be. Enjoy the day.
S