Cobus Loots, CEO of Pan African Resources, on delivering sector-leading returns for shareholders. Watch the video here.
Every time you use IMHO it cracks me up.
I feel like we're in a waiting room and English is your second language.
Happy hump day holders. Put the pressure on - it's our company don't forget.
Good things coming
JM is hellishly bullish on gold.
I do worry his stubbornness will keep us all waiting for much longer than we ever anticipated.
Fluff piece - possibly even written by AI.
Seriously, was hard to finish the article.
Why? This doesn't indicate a material change in our position at all, just another non-update wrapped in different verbiage.
Mellon will persist in throwing down in the absence of a deal. The value of the project is simply too high.
He didn't get to where he is by not being shrewd.
I understand that the current SP is not acting as a base or consideration AT ALL for the sale process. The guys are only considering fair value/NPV as a benchmark/platform for negotiation - which is the absolute best approach.....IMHO. ;)
IMHO...
Again doesn't make any sense in the context you've used it there :D
We all will be.
And my SIPP will be all the better for it. Looking forward to the other side of this - I am very shocked at Hannam's lack of ability to bring anything to the table through this process I have to say.
One would think that the King of Mining would have had a bit more clout to get this steal of a project wrapped up.
The only blocker I believe is ?s over political stability of the region, which is overly priced into SP.
Also I do note Jim's been hands.off other than for financing, which does continue to be a surprise to me
And I'm massively pro CNR!!!
I've had some dialogue over mail, but the market comms I admit are really poor.
Hang in there!
You've got Mark and Verity's email.
Just email them.
Or chill out.
The frustration does indeed persist, but it's just a sale and will come good.
Sale will be made.
I don't think "imho" works after that sentence.
I think we're all confident that the passage of time is indeed fact. BUT, still admire the contribution!
Morning all. Another day in the waiting room.
Yea that's a deep cut! If it's any consolation, I have received similar feedback, and as such, am just being completely patient. As our late, significant investor would have said "current MCAP is completely irrelevant. Daily fluctuations are meaningless - everyone just needs to be patient".
This isn't a traditional value growth organisation any longer - it's the opportunity to get in on an asset sale, cheap. Therefore logically speaking if the sale price exceeds mcap - guess what happens to the price of your shares!
It's impossibly simple, the muddied by frustration.
I'm excited- as you should be.
Oh and by the way, my average is way above these levels. Big Investor's is much less, but he was and is still underwater at these levels, though in a much better position than I as he could average down at JM's 15p special price point.
Annoyingly for me, to the tune of about 5million shares.
That would be the non binding offer process.
We're beyond that stage.
Ding ding ding.
Do yourselves a favour and run for the hills
I got out ov VAL yeeaaars ago. I'm frankly really shocked it still exists - you do know this is just a rinse and repeat firm, by the way? It's a roulette table - the BOD know it.
Classic Dilly - at it again lol
This month formal offers closed. Early Feb, sold.
Latest tweet is poor turn of phrase.
I AM hoping this is the a faux pas on Adelaid Capitals part, and not a "well we told you so. " for when we're having the same discussion in September. ..
Slim take a day off, for your own sake.
Condor will come good. Everyone knows it - and the fact the investment is rooted (literally) in an asset we know to exist is the inherent derisk.
Remind yourself why you made the investment in the first place. Focus on NPV of the asset (many multiples of our current price), and be patient. Fluctuations in the SP are so inconsequential for Condor, it's almost not worth looking at.
I get the impatience, but hold off for a while longer, and Try to relax. As I've said before, our stake here is significant (single percents, still, but significant), and we have little concern.