focusIR May 2024 Investor Webinar: Blue Whale, Kavango, Taseko Mines & CQS Natural Resources. Catch up with the webinar here.
Time to takeover UK listed companies and escape London
Remove the Board. How could this be done, and would there be any chance?
Patels' offer gone,; the Independent directors embarrassed; external advocates shown complicit, an ex CFO (and dad) exited before the shenanigans (intimating long planning), and the CEO shamed.
Is somebody accumulating to make an offer with that will succeed....but still get it cheap....I cant see competitive bidding...I can see the Patels ...hey ho...
Purpose of listing on AIM is to raise money for start ups/juniors. The directors and staff want to advance their vision...they dont care if Private Investors are diluted to high heaven. The city firms get great discounts/warrants and forward sell. Ultimately the directors and their financiers feed of the retail investor (staying institutions get the opportunity to subscribe for shares to protect their investment from dilution- most have made forward selling, and other profits and have left)
I pulled out of aim mostly (still in KOD). I said to myself not to be enticed by the promises/anticipations of Aim companies anjd directors...remember Peter Landau of Range, What about Leni of Lenigas...the list goes on and on...and on....
The ex Rio hires, Australia, and the titanium entice me...but such a gamble.
Kod are doing great...but there are risks, although Bernard Ayling seems to have mitigated them (Hainan are not going to get kod cheap; kods other assets have funding). Hainan/Fosun would need to take Kod over. Kods gold assets are not insignificant.
Given the geo-politics and the uncertainties created by civilization competition gold is not only a save haven asset, but could replace the dollar...requires moving from the dollar standard to the gold (or Bitcoin) standard. We Know the dollar is under threat like never before.
Just my thoughts
I found the below interesting
https://www.globalminingreview.com/mining/15062023/giant-copper-and-titanium-mineral-system-confirmed-at-pitfield-project-australia/
on a more negative note, the wars ongoing/ militarization being proposed I expect an increase in demand for titanium.
new to this, but caught my eye...
Gold price increasing (above 2080), anybody know about shantas silver?