The latest Investing Matters Podcast episode featuring financial educator and author Jared Dillian has been released. Listen here.
Significantly
Are Stark (the correct one) even on Twitter?
No one will be bidding for his surname that's for sure
CH says shareholding changed on Thursday last week but extension RNS was the day after?
Are there more hurdles to overcome here?
100% he’s a shorter, on this share? Who knows but instinctively he’s a shorter
In reality (and taking any potential regulatory approval out of the equation) the length of time a deal takes is largely down to the appetite on all sides to get a deal done.
In '19, I was heavily involved in a 9-figure US acquisition (forced remedy) which was done at tremendous pace purely because the message from the CEO from both seller and our side said "get this done" - as an aside, we were getting the asset at a 40% discount hence the urgency. This deal took less than 3 weeks, prior to the regulatory side.
So it's about appetite IMO and clearly that exists on our side, and taking GR's word for the 'multiple potential off-takers' comment, i'd also expect it to be the case for potential suitors.
GR has done a good job to ensure we're not distressed sellers too, which is crucial in terms of deal leverage
Welcome to Twitter :)
Still holds his 1bn+ as per results today
I will truly never understand this 'zero sum' competition that shareholders create between both.
Absolutely bizarre
Live and let live, strive and let strive
FFS
I have an employer who would happily purchase the MICA from Prem once extracted (if indeed it is in 'those bags') due to it's role in TiO2 and Pigments
Recording has already happened (Mark referenced "...just finished" at the beginning of George's, so could be published at any point.
Personally i'm going to check again tonight as I think it'll be very interesting and more technical than George's as it'll purely be about the plant journey to date and next steps, rather than litigation and share price
Up - https://twitter.com/StockBoxMedia/status/1674798740803145733
But it also states the expectation of litigation in Singapore (assuming no reconciliation with Canmax) is likely c. 12 months. Forgetting the prospect of a fair and reasonable replacement to CanMax to pay them off
Lol
THEPUMA - i'll take a bet with you, £5k for a charity of the winners choice.
You said "...The shares will be suspended post close tonight. Chances are they’ll never be unsuspended."
I bet, if they are suspended, they will be unsuspended in due course.
Are we on?
Fingers crossed they turn me into an AI hybrid, maybe then i'll be able to work the telly remote
And after they've 'self-assembled'?
Oh
My
Word
WALOFS
Entirely plausible the IV is this morning but broadcast only made available after lunch rather than live.
So could be happening now or already be over