Member Info for Stebol

Nice to have you back CF.
Forgive me for being somewhat dubious as to your motives though.
Now, it seems, news is on a VERY near horizon (I certainly hope so). A few months back you were adamant, based on your research and contacts, that news was very soon. Then it became very, very soon. Then it didn't happen and you disappeared.
I certainly hope that the value of our assets and potential will start to bear fruit - it's been quite some wait.
I also hope that you will give your fellow investors the courtesy of not ramping the hell out of this to suit your own ends.
What goes around does have a nasty habit of coming around.
Wishing all investors the best of luck

AJ Bell do for sure. Minimum investment is £10k on ASX though

Likewise Paddy - but up North West coast for me

Another thing that stood out for me in the NC quarterly was the implication in their wording and headlines that Hav was 'their' asset. In actual fact they don't have 40% yet.
It does make you wonder......

Just my tuppence worth.

I don't think NC can afford to risk an early offer as that may invite counter bids from the likes of Rio and any number of others.
As things stand, they can earn in 70% with an option on a further 5%. They also have right of first refusal on our other tenements.
Think they need to be very careful how they play this as it could mean feed for Telfer or nothing at all.

We're in a very strong position, just my view

Very positive that Newcrest are now expecting an additional 25Mil exploration expenditure 2020 for Hav
Happy days

I think we're awaiting metallurgical testwork as well.
Slowly, slowly .......

Yep, terrific news for us. Slowly, slowly, its finally beginning to kick off I hope.
Many thanks newtofo

yes

Many thanks

Irrelevant - the appeal WAS successful

Agreed, although I do take some confidence from the Talaxis MOU with Chinalco. It was interesting that they mentioned assisting with construction at Songwe when there was no need to mention any specific projects.
IF it goes ahead following BFS then the implied value for Mkango will be in excess of 100M. With a current market cap of just 10M and other potential projects (plus the new license area granted last last year), then I quite like those odds.
Hopefully we'll get an update in the not too distant future. The 60 tonne bulk sample was shipped last August so there must have been significant progress on the various workstreams by now.
Good luck and lets hope for an exciting year. Sub 8p seems a bargain to me but hey, what do I know!!

Rock mechanics, Reserves estimate, Metallurgical test work and Environmental assessment reports have all been received by the company and are being reviewed. When we might see this information is anyone's guess but I would hope at least some of it within the next month.
Finance I have no idea but I don't get the impression its something they are particularly stressed about.
It's certainly a tight ship. Hopefully we'll be pleasantly surprised at some point but I wouldn't like to guess when.
FAQ and Events pages on the website is slack and does little for investor confidence. One can only hope they're simply too busy working on a deal!!
Good luck

Enjoy jf - shouldn't be too long now

Er, yes

I guess because it doesn't directly relate to Mkango at this moment in time. Should Talaxis opt to arrange finance post BFS then it may become very relevent.

THEMAN - interesting that you're looking for advice thats useful on a message board. You want to re-think your investment strategy

Ches. I don't see any possibility of Sandfire acquiring MTR. KML maybe, depending on results.
We have a very valuable 2% NSR and early doors results from further drilling at A4 could be crucial if this becomes a feed to the proposed mine. There's one hell of a lot of exploration to be done still so I don't see any near term triggers in Bots unless they hit a real hot spot.
For now I'm more interested in Cobre, MM said in his interview that they would be drilling the day after IPO with results expected March. There does seem to be some excitement around this so fingers crossed.
Am also looking forward to hearing about the other investments that he hinted at. It's all looking pretty good

Agreed GloucesterR. Very bullish

I'd like to add my thanks as well. Terrific summary and such a lot to look forward to