George Frangeskides, Chairman at ALBA, explains why the Pilbara Lithium option ‘was too good to miss’. Watch the video here.
Mikey, I am curious whether there was any promise of RNSs re Roan before January at the AGM. I assume build is almost complete and we will be going into commissioning over the next few weeks? Just thinking that the SP is not going anywhere without news?
So, having read the AGM output on the one side we have Bushy with the modules will fail therefore all money will be wasted and 3p will be on the horizon, and on the other is Leon with they will be successful, be a potential company maker and take the SP back to much higher levels! Place your bets!
Mikie, Good you can make the AGM. Can’t myself. I think the key point with the current SP weakness is PGMs are pretty much break even, there is little Copper so we are reliant on Chrome, and this didn’t show a widening margin, even though promised. This wasn’t positive either! Unless the Board can address this issue in an RNS I’m not sure how they change the SP sentiment, in which case we have to wait until the next financials which are months away.
It’s quite evident that these interviews are irrelevant as they have no effect on the ever declining SP. The only thing that will are quarterly numbers to prove the supposed improving margin from the new Chrome deals?
August21, if you’re looking at nominee listings it’s difficult to know who owns what. In reality the only major shareholder I know is Slater who owns around 10% of the shares. Aside from that fundamentally the real issue here is whether the touted investment case, as outlined on the website, still stands. The problem for me is that the case seems strong, it would just be good if JLP could actually deliver, on time and as promised. Major issues historically with over promising and under delivering!