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The interview is good, but the sound quality is awful.
As for Kabwe, it's interesting that LC refers to it as a "vanadium, zinc and lead project" (i.e. in order of the actual commercial value of the metals contained in the tailings). He also implies strongly that the vanadium and zinc will come out in the first processing pass, and the lead later. If that's borne out, that would add a lot of initial value.
He is also still talking about taking over an old zinc processing plant and converting it for this purpose (probably Sable); but talks are clearly still going on. So, wait and see.

If there is a lawsuit brewing then buying shares here could be a very shrewd purchase.
E.g.: a small investment now could lead to massive compensation payments later, if it can be proved in court that Virgin and Stobart exerted improper influence over Flybe's directors.
I have no inside info to offer, but it's the only explanation I can think of that explains today's SP rise. By all normal logic, the SP should have collapsed to 1p or just below by now.
IMO, the only person with enough means and motivation to fund such a law suit is Tinkler, so he may be behind it.

I do wonder what the "High Net Worth Individual" who bought shares in the placing four months ago at 0.64p makes of all that has transpired since then.
It must have been like buying a ticket for a first class cabin on the Titanic. I wonder if he still holds?

Market cap now less than 15 quid.
Pickstone Peerless made over $3m for Vast in the last six months - despite low gold prices and the mine still being in the oxide layer...

Even if you take the very worst case...
Vast should have enough money from Bergen and the additional headroom to get Baita Plai into operation - without counting on the T2 Mercuria money or any replacement offtake finance. Yes, the dilution involved would be horrible - another 2.3bn shares on top of the 5.9bn in issue. But Vast's mcap now is only 17m. Vast's mcap would only need to rise to 24m to keep the share price the same as today.
IMO, Vast's mcap would be far higher than that if they could get BP working - double, certainly.
Notable downside risks: Operational failure to put BP back into production; severe worldwide recession leading to collapse in copper prices (but in that case, the gold price would probably soar, making Pickstone Peerless super profitable).
Conclusion: Many things can happen along the way (some better, some worse), but looked at over a six month time horizon, Vast is a good bet. Yes, it's possible that selling now and buying back later on a dip might prove profitable; but it would be easy to get the timing wrong. So, each to their own on that one.
Important note: This deliberately doesn't consider the diamonds, as they are not certain yet. If Vast do get permission to mine the Heritage Concession in Marange, then (IMO) Vast is simply a screaming buy.

Yes, JLP quarterlies are very strong. Very good results and news from the 3 chrome / pgm projects in South Africa. Further improvements over next year from these 3 projects also likely.
Not a word about Kabwe. Clearly, news about that is being held back for a separate RNS.
IMO, it's crazy for BMR to be selling JLP shares now, at what could well be near a historic low. But I'm pretty confident that's exactly what is happening - matched block sales pop up at the end of each day. All in all, I expect JLP share price to remain near static until the market has chewed through BMR's remaining 30m shares, which they are now free to sell completely. Then I expect JLP will rerate, as (IMO) it is undervalued merely on the basis of the existing three chrome / ppm operations, without considering Kabwe / other new possibilities.

I should add that I'm not really expecting the SP to move up for a few more weeks.
BMR still have 30m shares to sell, and I guess these regular matched end-of-day sales at 2.30p will continue until BMR's shares are all gone.
So, IMO, all good here, but a little patience is required.

Just to say that you're quite right, Daisan. I'm one of those potential investors sitting on the sidelines until the VAT issue is resolved! SHG is attractive in many ways, but I need to see less jurisdictional risk.

Quarterlies entirely satisfactory. JLP seems to me to be undervalued, just based on the three existing chrome / PGM projects. So I've just added a few more shares today. However, I'm keeping a sizeable chunk of money back until I see a clear route to near term production at Kabwe.

Hi Sotolo!
I agree - if they do close down Arcata, then they produce fewer ounces, but they should make a bigger profit.
Oh well, I think we'll be back at 170p in a week, given silver holds where it is and sterling doesn't shoot up. If so, I'll take the quick 5% gain on offer.

Hi Carrefour!
The diamonds are all about that little but all-important word "if".
If Vast can do the deal, then I'm pretty confident that their investment would pay for itself in weeks. And, yes, Vast's share price would soar. But can Vast actually close the deal, and on sufficiently favourable terms?

Judging by the fact that AP has already made plans to raise the money required for the diamonds (approx. $10m loan made against security of 2 billion Vast shares), I'd say that the deal's details are currently being "thrashed out" (to quote Minster Winston Chitando). However, President Mnangagwe is abroad at the moment (Russia now, soon he will be at Davos), and this deal will need his nod. So I think so time after he returns home.

Some notes to this article which may help:
1. BOD (Vast's JV partner) and Alrosa operated a JV together called Sunland for some years, looking for diamonds in the Kalahari desert in Botswana. I believe relations are still good between them.
2. There have been rumours in the past of Alrosa partnering with ZCDC to supply them with desperately needed knowhow and capital. Certainly, ZCDC would benefit from this!
3. If De Beers have declined to be one of the four players permitted to mine diamonds in Zimbabwe (which from all appearances seems to be the case) then, logically, Alrosa would be the next candidate in line. They are powerful, expert, and not bothered in the least by Western sanctions...
So, I'm not sure what this means. But I wouldn't read it as "bad" news.

Hi Comeonvog!
I've got to disagree on that one. I know JLP is deathly dull at the moment, but it's undervalued, based only on the existing three chrome/PGM operations. If they manage to get Kabwe operational, then profits will soar. Give it three years and a bit of luck, and the share price could be ten times what it is now.
Happy to add here - but not at the expense of holding JLP!

Yep, at 164p and silver price $15.50 or so, it seems silly not to add.

Hi Eish!
There are some fairly substantial round number trades on the board at the end of each day. I think we're seeing a big player reducing their stake here, no matter that the results were good.
For me, it's a case of wait till the share price finds a bottom and then add some more.

I read the results this morning and thought they were strong.
What's the market seeing that I'm not seeing? Is it spooked by the uncertainty over Arcata's future? Or what?
I don't think the drop is anything to do with Brexit. Centamin is 1% up at the moment.

Because the current offer will almost certainly be voted down by the shareholders (the BoD need 75% to get it approved, they won't get it for such a derisory 1p offer).
So either the offer gets improved, or another buyer comes in, or Flybe goes into administration (and Virgin lose the very valuable Heathrow slots, which they really don't want to happen).
This ain't over. The fat lady hasn't sung yet.

I said that I believe the original Dugbe exploration licences have expired, not the MDA, which hasn't been signed and may never be.
My point is exactly that there should have been an RNS informing the market of this expiry. If I'm right, it's a serious breach of regulations, as HUM can be said to be trading in a false market.
I agree that the economics of Dugbe are questionable, at best. But HUM have invested $60m to $70m in Dugbe, and they seemingly have no legal hold over the project currently. That matters.

I said that I believe the original Dugbe exploration licences have expired, not the MDA, which hasn't been signed and may never be.
My point is exactly that there should have been an RNS informing the market of this expiry. If I'm right, it's a serious breach of regulations, as HUM can be said to be trading in a false market.
I agree that the economics of Dugbe are questionable, at best. But HUM have invested $60m to $70m in Dugbe, and they seemingly have no legal hold over the project currently. That matters.