The latest Investing Matters Podcast episode featuring Jeremy Skillington, CEO of Poolbeg Pharma has just been released. Listen here.
looks like slowly bouncing up. ask rising.
why sold? RHA we all know wont be production anytime soon. most miners in AIM are years away from any revenue. so prem is not different = though we may get JV news sooon!
but the main reason bought in is LITHIUM! Zulu drilling on going
not to mention, circume news still coming.
if anything, now is time to buy back in
been watching and placing was 1p?? now we have gone down too much oversold.
i have been buying and happy to buy at these cheap level.
once we confirmed US listing, expect sp to rerate as US is crazy bout anything green at the moment
lately many shares will drop and stay for sometimes below placing price. so wont surprised even if this has dead cat bounce tomorrow, it may drop back again to 3p and stay there for longer.
after all, production will only be next year and many will be bored waiting
talking about timeline, i wont put much hope to get licence anytime soon. i will be happy for ACP to get it by dec 2021.
dont forget, there are more stressing and urgent to do by the govrn ie vaccine rollout. so, this licence will be low priority for them
apparently the main reason is for Ganfeng to buy and consolidate Sonoro lithium assets for latin EV operations. i dont think they are keen for EU assets.
https://www.mining-journal.com/energy-minerals-news/news/1409667/ganfeng-considers-bacanora-take-out
apparently the main reason is for Ganfeng to buy and consolidate Sonoro lithium assets for latin EV operations. they are not keen for EU assets.
https://www.mining-journal.com/energy-minerals-news/news/1409667/ganfeng-considers-bacanora-take-out
saw this tweet and the article. apparently Ganfeng planning to control Sonoro assets, incl KDNC stake (maybe that will be next stage once BCN takeover is successful ?). i dont have access to the website, you have to register.
https://twitter.com/DavidMlondon/status/1390625215164653568
Ganfeng to consolidate its assets in Sonora #BCN and will include Sonoro assets which is owned by #KDNC.
I see #ZNWD rising since yesterday yet KDNC not yet moving up.
excellent news for BCN with the offer from Ganfeng.
what will Ganfeng do with lithium JV partner KDNC? will Ganfeng buy out that asset too from KDNC?
Ganfeng is after lithium assets. wont surprise me if Ganfeng starting to make move to KDNC soon or at least buy out our lithium JV asset.
that itself is massive news for KDNC !!