Roundtable Discussion; The Future of Mineral Sands. Watch the video here.
I like this para:
4.7. The Directors may from time to time resolve to pay interim dividends to the shareholders as appears to the Directors to be justified by the distributable profits of the Company.
Justified. For all us LTH, justified and ancient.
We're all bound for mu mu land...
https://www.youtube.com/watch?v=XP5oHL3zBDg
GLA
Tr1ck
Hi Ian
Can you stick me down for Monday morning, 07:00 sharp.
Just enough time for fold to digest it prior to the MOEX session.
Though if the BoD are in a naughty mood, they could post a Moby Dick RNS tomorrow after hours and let shorters stew over the weekend.
GLA
Tr1ck
RIP JTMacs
I appreciated your contributions to the board over the last couple of years, so thank you.
Always kept a cool head in the face of the peaks and troughs of the manic tide.
I'll raise a golden glass to you when this crosses the finish line.
Tr1ck
Interesting
11:00 Monday 22nd.
As part of the Moscow Exchange International Investment Forum held online on the 16th and 17th.
Eurasia Mining session with Christian Schaffalitzky, Executive Chairman, James Newvenhays, CEO and Managing Director.
Tamerlan Abdikeev, director, owner of the company's representative office in Japan, and Dmitry Sushchev, shareholder and member of the board of directors.
https://forum2021.moex.com/meeting?activeStep=1&_x_tr_sl=ru&_x_tr_tl=en&_x_tr_hl=en-US&_x_tr_pto=nui
DYOR
GLA
Tr1ck
Mention on Twitter of the Polyus board approving a LARGE transaction - with details to be released later.
Can't see further details, but Polyus would likely be interested in being in the mix.
Getting interesting.
GLA
DYOR
Tr1ck
SA
In for a halfpenny, with an average now at 1p as I loaded up after the earliest signs of skyward momentum.
Didn't sell when we hit 44p as I think there is more to come.
You always take the risk on headfirst in the early days, but that's where the multipliers are.
If anybody offered me £2 I might sell (given my second guess in Ian's Value game was 86p, after a rather optimistic earlier £5.15)
GLA
Tr1ck
Love the funding completion RNS. All the ducks are lined up for serious rerate with Rosgeo JV “JORC resource by Wardell Armstrong to be announced shortly”
$35m in the bank, no debt, producing, and JORC about to be revealed.
We’re on our way.
GLA
DYOR
Tr1ck
Waiting for the bounce back, but I've waited since the halfpenny days so I'm chilled.
The II paid 26p for their shares and it will be 26p for the warrants.
There was greater demand than the BoD wanted to take up.
This explains the previous RNS, the volatile sp and the drop after today's RNS.
My view FWIW - 26p is the absolute floor for a disaster scenario. still refining details (everything is negotiating), ties in nicely with today's NorNickel meeting.
GLA
DYOR
Tr1ck
Another interesting post from ACF on a research piece.
Implied share value of ~$1.50 excluding WK.
I like that. I like that a lot.
https://twitter.com/ACFER01/status/1438439578197704705?s=20
GLA
DYOR
Tr1ck
I love that the tailings are designed to allow for other areas to be mined.
Only one reason for incurring that expense. :-)
https://twitter.com/GMF782/status/1438030265981575173?s=20
GLA
DYOR
Tr1ck