focusIR May 2024 Investor Webinar: Blue Whale, Kavango, Taseko Mines & CQS Natural Resources. Catch up with the webinar here.
I try and see companies from a technical perspective. Resource companies are essential. Big Resource companies own the game..but they do not focus on the ground...thats where the likes of EEE, KOD, SAV, ZNW, Zion etc. sit...they are geological entrepreneurs looking for the undiscovered in the inevitable myopia of the majors.
They make it (they certainly have to take it) or they dont. We, small shareholders, remain in hope...it does not work like that. More important, how much will the major pay, and will there be competition...
By my understanding, and I am not a Spanish speaker- a mere Glaswegian...Que is `what'...like What! (really), What (explain), What (what an assh*le). I suppose it has multiple meanings-to be interpreted in context. There will be more...my immediate reaction
thx for the question...made me think
Whats it Got to do with EEE?
Good night. You take it easy...lets hope our `punts' come off...for me, I want to be away from AIM...thankfully KOD and Hainan/Fosun have saved me ...the FCA have been, like AIM regulation, not interested in dealing with the London Gamblers/short sellers/CFD brokers etc..
London provides money on the basis of insider knowledge/dealing...oh and money laundering...
I have been in and our of PREM- thought their assets were brilliant. They have gone from one (sexy) asset to another...in the ongoing journey PREM (the vehicle) has been diluted- verging on Homeopathic quantities. This has been also enabled by PREM borrowing from George Roach (at good interest rates etc....he does not lose).
It seems to me the same is happening again. Tell me when George Roach has delivered to anybody but himself?
We, hopefully, all want the same thing. I was in Kod early- rode ups and downs, now run on mostly free shares. At a time I lost trust in Bernard Ayling, and Perth (Aus) miners etc. But, on reflection, AUS/US/Americas/Africa companies have a lot of knowledge in the life-cycle of mining (finding/financing/building/producing/refining/selling etc.).
I like EEE's team...I dont like the Mustache and beard of Bunn