Member Info for Tardis

How do we know the BFS is only delayed ‘a couple of weeks or so’? Is it in the podcast?

Where is the BFS? Why no update?

Iran just isn't viable at the present time on any level.

Quite Jimzi, what does that mean? Management jargon of the highest order.

Not enjoying the sinking feeling.

Some noise from the management wouldn't go amiss. How I miss Steve Hughes...

Fingers crossed for announcement next week.

Core business is progressing pretty well, but transformational contract remains elusive.

Think that is a a fair summary.

The standard line is 'We continue to make progress with...'

Neither Iran nor African projects are priced in so difficult to see how price can go down. Not expecting any significant developments though.

Not sure what they’ll do if they’ve run out of cash...

Suggests already a significant nickel deficit. When will the price respond?

According to the CEO’s interviews ‘lots of interest’ - but never had more detail than that.

He has also mentioned several funding options for the BKM project. I think most people here think partnership likely. Hopefully they agree something in the next few weeks.

I agree on both points below. Firstly that the delay had a lot to do with copper prices last October, and secondly that the bfs was basically complete last October so no excuse for further delay.

It is unfortunate that copper prices remain soft due to geopolitical circumstances, but at some point management will have to accept the current prices and take the plunge with the BKM project with a less favourable deal than they might have hoped for. There’s no point having all these assets if they are sitting in the ground. They have to start production at BKM and then prove up their other abundant assets. Preferably before we are grey and old...

It will be inexplicable if it’s delayed again (other than by a few days). Time to deliver.

Interesting interview. Limited appetite from financiers for exploration risk. The beauty of Asiamet is it is massively de-risked. Partners must surely come...

That guy builds skyscrapers when he’s not buying £600k in Asiamet.

The irritating thing with this company is that in some respects it is making progress eg with the large stand alone tech contracts it has secured in the last 18 months, but unfortunately this is marred by announcements about large recurring service contracts which never materialise.

Perhaps we will hear the African airport security contract is secured, but I suspect this will join the long list of contracts which quietly disappear.

Results and update coming this month.

Should be getting the 2018 financial results this month

Think you’re overly hung up about this...

If Indo central government give the green light - which they already have - the mine will go ahead.

Got to play big to win big. Like it.

Over what time period have you built that stake?