The latest Investing Matters Podcast episode featuring Jeremy Skillington, CEO of Poolbeg Pharma has just been released. Listen here.
Whilst I remain guarded about ratification, it is positive to see the purchases
There are glimmers of positive in the wider market imo, but its not clear cut and varying narratives abound
The opposition appear to have 'quietened' of late, I sense some US embassy influence in that regard, but only opinion no hard proof. Personably I'd keep it sensible here. thewse purchases are fubnded by high renemeration funded by youGL
Just drifting down yet again giving back all those recent gains
sad to see
I think it was Bankrupt has said hes reduced his position here, one couldn't argue for anyone doing that presently
difficult decision for many what to do. Personally I'm not topping up anymore until I see some clouds part - spot price / market outlook, ratification, 2 central factors, plus renumeration I said my bit. Good luck all whatever you choose
Totally agree, Mr Junipor recognises that investment has no borders, it will settle where it sees the best and safest return
Th Ghanian opposing benches should take careful note
If they don't play straight, they may end up with years to 'repent at leisure' ... and the prised resource will stay firmly where its always been
One thing that doesn't really stack up with raising what is relatively small amounts of money, is that remuneration.
We are a relatively small company, pre revenue.
NH is on 945k I believe. Be honest, doesn't stack does it?
Post revenue, different storey. I stay and thats my cross to bear, but the remuneration doesn't sit right with me, and raising tends to 'amplify' the issue of how much is just going on the wage bill not drilling.
It seems to me we are treated viciously by the market
We receive an immediate SP hair cut due to a small raise
Conversely, we add feldspar, clearly value accreditive, and next to no rerate
We're as good as fully funded, one wouldn't think so looking at SP; saw BO off, never got back to 36 since, fell on ML day, it goes on and on.
Like us all, I know I could sell or stay and I stay, but its hard to fathom sometimes.
I happen to think floor is somewhere in, its a lo floor though, which does us no harm actually we are splendidly lo cost
Its the politicians that concern (me) right now. They keep 'dabbling' round the edges
All those old fables spring to mind .. kill the goose, bite the hand, bird in hand ..
Its a terrific deal for GH, why even the 'debate' ? 'Nefarious' reasons as stated below, maybe, who knows
Yep. Significant. The US have learnt to get in early and keep China out. On a worldwide critical minerals level level some would say belatedly. This is catch up.
Tis clear they want want in on Ghana, they want a secure national supply. They do not want to rely in China.
A particularly well timed news release given the current lo price spod climate we find ourselves in.
With spod price down here, costs will be furiously pressured, and those who cannot make the numbers stack will stop and exit. High cost producers will already have read the writing on the wall.
Market takes no prisoners. As for us, simply keep going and execute the plan.
PS looks to me like theres 2 spod prices might emerge given the China supply grade and quality is becoming questionable - 'ESG SC6 grade' and 'SC6 ESG IRA inadmissible to western OEMs grade'. Just my thoughts on that
Keep an eye on that new Renault 5 EV, its a bit retro, bit of a head turner, it's what the market needs, add Tesla2 soon. I think these smaller cheaper offerings could be transformative. Big EQ mercs, Taycañs and the like are great, but they are niche, BYD Seagull another