The latest Investing Matters Podcast episode featuring Jeremy Skillington, CEO of Poolbeg Pharma has just been released. Listen here.
FWIW I still happen to believe it will land this week, given comments predominately from NH
What I just don't know is that sp reaction. To me it should rerate with the very significant derisk event, but it may need to wait for institutions to come in. Joker in pack is free carry.
Jury out.
Many also do not see it is a problem and are relaxed, opinions respected.
I am not entirely relaxed about it, though I'm not in a 'panic Mr Mannering' either.
I work in construction, procurement is tough, spending money correctly is tough, construction very very often gets delayed.
We need to start, to have any chance of 2025. There's a lot to do, purchase orders, long leads, subbies, site set up the list is large. Keith needs to hear the firing gun.
Other than that, I agree with your summation, BOD expected it, and Ghana are dragging heals.
Put it this way, we do not want to be having this chat at Xmas. The relaxed number (if honest) I'd wager will be significantly depleted by the, and 2025 will be quietly smudged out. AIM punishes delay and surprises, ask HZM.
ALL is not HZM, and the above delays have not happened, and I'm in.
But let's not any of us kid ourselves..
There u go Teddy, with the confirm of another conference, its a 'soon' from me for ml, no more dates to predict after this week. We wait.
Looks like a possible mild bounce from a entirely different source in view the Li price has finally perked up
Yeah and all the talk was about running inventories down, hence the depressed prices, but even the most ardent bear would appreciate that situation has a shelf life.
The transition rumbles on and must be fed
2 weeks post q3 tomorrow, personally I was really anticipating ML by now, with my own milestone being tomorrow;
and its gone ever so subtly that bit quiet again, I no longer think it'll land tomorrow, we may drift a little bit thereafter.
I think Neil was a bit over enthused about 3 weeks ago with his remarks, not the crime of the century admittedly, we'll get there.. 'soon' - but after tomorrow, no more predictions from me, as we will have we missed 'q3 or jut slightly after'
For avoidance of doubt I'm in to production or T/O come what may- come too far now. GLA
You articulate something feasible, however mad it sounds. Logic dictates a significant rerate post the derisk event, but logic time and again takes a back seat. Sentiment is not great, the spot price remains low, I know spot is flawed, but it affects sentiment. Long term though, I do belive we're good, the transition, all those OEMs, they need this gear in huge amounts..
Agree. Seems to me this is sitting on a desk in the equivalent of Ghanian 'Whitehall' awaiting final ministerial review and sign off. Unfortunately these things take time, we're no doubt in amogst other important civil service type business. Beaurocratic wheels ..
To start moving power lines, have the wealth fund back the project unbinding or otherwise, then not proceed would ruin credibility to the extent that I now also have no practical doubt we will proceed.
Having said the good bit, feels like pulling teeth now, let's just issue it and move on. We didn't really want to be reading about moving a few power lines today, we need the lease/ license, come on GH.
I am sincerely hopeful next week brings us what we're waiting for.
If it doesn't, it's not a catastrophe, I won't be selling. But, I won't feel able to further predict a date, and my expectation will ebb to a looser simple 'it'll be soon'.
I don’t expect what I’m about to say to be universally accepted, which is fine and all views valid.
We do not want this running beyond mid month, the market is edgy, hzm happened. By mid month, whether something is up or not, it will appear something is up. Appearances matter.