The latest Investing Matters Podcast episode featuring Jeremy Skillington, CEO of Poolbeg Pharma has just been released. Listen here.
Norm there is no right answer . I guess if you go down contract route we need to borrow or get the capital upfront and that comes with risks. I think I lean more towards a good jv with a good miner who we can continue to work with on the other DSO sites and they cover the upfront costs
I am hoping AA werent the ones to have a deal on the table or the only ones. I would imagine if BHP put in offer for AA then they would stop all on-going takeovers JVs until that is concluded. Which would slow our plans down. Personally we would most likely get a better deal form one of the smaller majors.
I think good JVs across the board is what we need. JV it all. Yes we will give up large proportions of assets but at this stage I think a reality check is needed and we all just want active live projects bringing in profits. Massively de-risks us as a company. There is always another hannock out there we can buy ourselves in the future and go it alone but let's just get some income coming in monthly.
If Richard is who you say he is then it seems he loves money no 1 . What I can't understand is why he wouldnt want the SP to increase. This is counter to what your suggesting ... I can't see why keeping us down and drawing a little money is better than us seeing our full 2.7 fair value
Well the 40mill got adsorbed pretty well whoever it was. Let's see what tomorrow brings but I wouldn't be totally shocked if its Monday RNS. The important thing is we moving in right direction regardless of pace