Member Info for SlurmsMckenzie

"Is it significant that some the Directors and Management may have been invited on JPM’s Golf Day or just wishful thinking,"

I have no idea where you get your info from sometimes Tony.

I'd say it's only significant if they attend!

"Here we go" is exactly what i thought when i read your post rooster, but possible not the way you meant it.

'just had a look at ADVFN, jeez that's a toxic place'

It's the forum equivalent of watching chimps throw sh1_t at each other, and is a reason for trying to extend respect to some of the more erudite bearish posters we have on here.

No not really, I'm invested here because it's a different product, there'll be lot's of MOP coming onto the market to worry about, but Poly4 should prove itself to be a superior product.

Not sure what's caused the rise in KP2 today though.

IN MY OPINION.

Only if that cocktail is a turbo shandy.

The poly4 website has a great faq, links to studies and compounding guidelines.

Fees, maybe it's not about ownership it's about fees, that's my take on it anyway

Surprised there's not more commentary on this, doesn't it rule out wealth funds? Was it published after market close?

"The other day who stated with what he knew the the sp would be 40-50p. This is clear case of ramping but no one said a word.
There's being optimistic then there's sticking your head in the sand."

Another poster questioned where he had got his information from and asked said poster why he wasn't putting all his money into it (i.e how come you're commenting on other shares if you're that sure funding is in the bag), a rather subtle way of challenging it, for those that like to read between the lines (which admittedly is not everyone).

Unfortunately it's from 2017

Jpm get fees, they've invested a lot of time in this, they'd likely package up the debt and sell it on, not put it all onto their own balance sheet, of course this is hypothetical.

This it Alan?

https://www.thisismoney.co.uk/money/markets/article-6904995/MARKET-REPORT-Sirius-Minerals-soars-hopes-securing-2-5bn-funding-deal.html

No Jimbo you weren't wrong, or at least I don't think you were. Short tracker shows shorts > .5% so any shorters under .5% fall under the radar there.

https://www.ft.com/content/535efa60-5abc-11e9-9dde-7aedca0a081a

Not negative, which is like the most positive thing ever.

reiterates the fact that JP Morgan is the likely funding source "According to people familiar with the situation"

Now where's the popcorn?

Here's an article about them throwing the towel in.

If there plan was just selling 100% polyhalite I'd be more inclined to believe them.

https://www.proactiveinvestors.co.uk/companies/amp/news/209765

I seem to remember them talking about needing to be the lowest cost producer in a proactive investors article not so long ago, I call think there's an element of gamesmanship there though regarding government funding, as long as they can mine it cheaper than they can buy it, they will.

Alan, it's more than one person, I think a few people have tried explaining this before. They don't all hold the same view.

Chriskies, Jpm and Credit Suisse provided $4.5 billion to Fortescue in 2012, granted that's two lenders but it's a huge chunk. You could expect a large part of the debt to be syndicated as it's a huge amount.

I personally don't think it's a coincidence that Chris Fraser who was at Fortescue was with Jpm in New York earlier in the year doing an investor presentation for third parties

I concur, for what it's worth to speculate the odds are it's them. Don't they have a history of doing this with CF at Fortescue and didn't CF go over to see them in New York recently?

Outside chance of it being a sovereign wealth fund.

Just an opinion mind.

https://www.proactiveinvestors.co.uk/companies/news/217518/city-analyst-hits-back-at-claims-sirius-minerals-woodsmith-mine-could-run-another-us530mln-over-budget-217518.html

Can't see this elsewhere, enjoy your beers / fruit based drinks.

isn't the price of the MTS tunnel fixed (barring hand of god etc , thus rendering the article obsolete?