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and this is not a "takeout" valuation. its an earnings based valuation. big diff b/w the two.

https://www.genedrive.com/documents/ID-COV2-IFU-07-U_DRAFT.pdf have a look

K - Mama, all good. tnks for your insights. company's success in bringing brands that were in a comatose state back to life requires oodles of patience and management skill. outgrowing unilever and the big boys shows this company has developed management bench strength. marketing master minded by ex P & G young gun. paying down debt, reducing pension deficits, buyback, sale of hovis can only add to this. 39% grocery growth is a blowout and kudos to the management team. brands endure. brand strength at fuller display now...more to come. brands brands brands

SHG getting VAT adjustment of £1/- mn per quarter against their corporate tax dues in TZ., being 30% of profits. thats what been going on last 2 quarters. rare for a country to do that. second project in TZ commencing H2 2021. But HUM looks a deal with 30% higher prod than SHG.

most haven't K - Mamma. its just that the announcements on the vaccine front have been encouraging (and that's great). ppl thinking no need for stay at home food stocks. destocking story will play next, imo.

Aye Aye, Col. Quick Question - when do you expect Singidia to start pouring gold? And what would be the capex? (sorry missed the concall). your help appreciated

meet on 20 july only for the quarterly production nos?

Trigger has been there for a while, Tiger. see this https://north-africa.com/2020/05/sahel-more-election-violence-in-mali/ tnks for the further heads - up.

perfect. we got enough going. don't need more propellants

looks like Pasafino values the 49% of Dugbe @ 25 - 50 million USD (Ash will be able to work the math better, than I can). That places HUM for a massive Monday opening as HUM has over the years assigned not too much (if anything at all) to the 51% of Dugbe.

Yup, HUM is beginning to find its strides!

Sprott bought a fair bit of GGP. Maybe that's the name

Ash: read in Bloomberg that Odey has serious issues. Unverified

have a look at this https://www.investi.com.au/api/announcements/pdi/6ab1a169-9f1.pdf major discovery in the tenement next to HUM's Guinea target.

touche, Ash.

Col: think Sprott.

Possibly HUM and SHG both have a VV large shareholder who is selling. Same shareholder in both, possibly owning similar percentage of shareholding in both. SHG is East Africa focused. HUM is West Africa. Both in the process of High - Grade acquisition. SHG is 85K miner. HUM PPT compares itself with SHG. Today SHG up 7%

True that, Ash. Especially coz AIMS will hold 9% of HUM post closing and approvals + the NSR. Big vote of confidence from David, who is a veteran and has seen it all. Thanks for this 2017 news article, Ash

top 6 brands are 58% of sales (branded sales, i assume). they should look at selling out a couple of bottom performing brands if retailers are indeed rationalizing strategy. that would boost profit margins overall much further.

True that, Trucky. My bad.