focusIR May 2024 Investor Webinar: Blue Whale, Kavango, Taseko Mines & CQS Natural Resources. Catch up with the webinar here.
Sorry to further add, but it just occurred to me. George Roach cannot escape his history/outlook I work/volunteer with a lovely White Zimbabwean man-he fought against Mugabe, and led a troupe of black Zimbabwean fighters...he is so affected by the history....not easy to be an insider.
George has done a great job continuing to hang around Zimbabwe- a country blessed with an abundance of natural resources. What intrigues me is why, after the fall of Mugabe, and a more stable regime; has George been unable to progress his projects...He is clearly an `outsider'....who would want to partner with Prem/George Roach
Is George Roach a master of walking up, then down, then up...Grand Old Duke of York- casualties are of no consequence.
Prems/his projects have never delivered, or have been hived of to mates. Is this going to be the moment of revelation? More info on Zimbabwean government support, sunk investment into the supply side by some reasonably `big hitters'
would inspire confidence beyond George Roach.
KOD are Debt Free /Cash Positive. Fully Funded to production/significantly funded for further investigation of Bougouni.
KOD has a major partnet that is part of the Fosun group ("...one of the largest privately owned conglomerates in China. It was ranked 371st on the Forbes Global 2000 ranking in 2020.." https://en.wikipedia.org/wiki/Fosun_International.
There are risks...but seems to me that `all systems are go'- I would not expect that if the `Majors' saw risk
I sincerely wish the best outcome for PREM and Zimbabweans...Prems success would be Zimbabwe's success...Contributions towards jobs, and economic growth for Zimbabweans is always to be welcomed. So best of luck to George Roach
Over the last 20 years I have been looking at AIM, GR/PREM have promised so much, but delivered little/nothing of acclaimed resource value. I do hope something is going to change...the track record does not support it.
Shares in London are undervalued, further AIM is a game for financing/financiers and insiders. Alleged, Odey's sexual advances would have not led to the closure of the fund if there were not some real and devastating stuff (I am not convinced we have been informed of all) . Patels have used the distressed sell accompanied with the sorry state of London markets to offer to take the company private...who can blame their opportunism?
Lithium build and further exploration funded and progressing. No worries there for me. I look forward to exploration news on gold mines and other developments from the money kod has to pursue and widen its interests from bougini.
Seems to me that if the Patels of Africa lose the SHG vote, they have many other avenues...nobody seems to be bidding....who would bid against an entity with state capture
I don't blame the Patels...The UK stock market is undervalued, SHG is undervalued...so take it it out of the UK....good profit for the opportunist privateers.....Thought marketeers/Thatcherites/Haykenians would understand that
People in the `know' have known the impending oversupply of lithium (esp. given the geo-politics). I think all lithium exposed companies are being shorted.
Immediate term ZNWD, possibly stung some of the shorters.
Long term, are ZNWD a critical part of the European supply chain..."Zinnwald Lithium Project established as the second largest hard rock lithium project in the EU"...hey that is so far...
I also Look at European located resources- Savannah Resources and European Metals...I believe that the EU will support them all in its need to be legitimate to the European electorate.
Will be interesting to see how the EC supports the development of lithium resources within the EU. Of course, Lithium could be passe, but a lot of investment has been sunk into lithium battery energized commodities (cars, tools, computers etc)...Seems as if there is a Societal sunk investment in Lithium