Cobus Loots, CEO of Pan African Resources, on delivering sector-leading returns for shareholders. Watch the video here.
Greatly improved in both regularity and quality since Cannacord (broker) came on board, feels all far more professional. The fact that they approached us says it all really.
Loads of talk of exit points here , plenty an ramping and de-ramping, this board has gotten busy and will get worse now with excitement/greed.
FWIW I don't understand share movement/charting. I invested in and idea and will stay until the mine's commissioned, then re-evaluate. Too much going on imo. Upscaling the mine (adding the flotation system IIRC???) and further defining the lithium is exciting in itself, then I remember that the CEO has suggested in interview that one of the gold assets could be as big as the lithium!!
I'm a bit out of touch with this but IIRC there's various options that vest at various stages, production being one of the latter stages.
I assume (haven't checked) the recent options we're linked to a milestone already achieved such as mining licence being granted or funding agreement for the build being in place....
Hi Laverda, still here but no hangover - admittedly I'm quite surprised to have maintained my commitment to dry January following recent events.
I've been busy the last few months, but lurking in the corner and skim reading the posts, I rely on yours as a source of no nonsense well considered opinions - thanks for posting.
Likewise the other knowledgeable posters on here. Too many good names to recite/remember but you know who you are - and thanks!
Anyway, back to the corner I go with my popcorn to watch the fireworks. Not selling for a long a stretch yet. Be interesting to know Bernies 5 and 10 year vision for Kodal. Q for the next Q&A I guess.
GLALTH & traders
Top spot yesterday, wonder if we'll make it again today.....
Cracking news yesterday, well done all LTH, patience is being rewarded with a lot more to come ;)
Best wishes to all the board regulars and welcome newbs.
Hi All,
I'm trying to get a handle on upcoming milestones, thought maybe we could populate a thread with info, might be short thread though:
BFS by end of '23
Lots of assays due back
MRE upgrade
Any others??, from memory haven't Zinnwald set up their own lab for assessing cores?
As a LTH there's absolutely nothing not to like about that interview. Typical Bernard - level, concise imparting of information, neither over enthusiastic nor dour. Respect him for his fact based no nonsense approach, if he makes good on his "going to deliver a very very positive result for our share holders" at 4:40 then I'll be putting him on my Christmas card list.
So best case scenario - mining permits on hold and ministry of mines have more time to action minor tasks.... such as amendments.
Worst case - frozen all mining licence applications/amendments (they'd be mad(quite possible that they are mad))
Backup plan - do the deal with a party who aren't worried about taking the dms route - we already have the permit
Just my rambling thoughts tbh. Hope you're all and holding onto your sanity/hair/nerves (I've lost all three :D )
Sorry , but this is obviously a Shooting maple leaf dog wood pattern, breakout to £17.26 imminent unless it stumbles at the franco onion resistance pinch point around 7600tyl, then it's going sub 0.000023 IMO DYOR LFB. x
Just found time to watch this, $65m capex paid back in fist two months of production, or in other words - going forward from 3rd month of production you have bi-monthly profit in excess of current mcap.... Unless I've missed something.
Investor presentation well worth a watch, very relaxed ceo with plenty to say - all of which I found positive.