CB has to be over enthusiastic as his bread and butter are PI's. He leads a good lifestyle. Rinse and Repeat. Excite PI on a prospect and move onto next prospect.
Frankly speaking director buys mean nothing. I have seen director pouring in money in failing companies. He has a degree of confidence to buy at a higher price in open market. Not to forget we had an offer from AAA for £12. Hope this plays out nicely. Not sure, if it is an opportunity to nibble few or wait cautiously. Good luck to LTH.
Good PR for Kazera.As a mining investor, jurisdiction and license risk is always taken into account. As an investor, I would like to see project with good IRR and payback period rather than some opportunistic project as those hardly pass stress test. Would be interested to see Ghana sovereign fund involvement.
RE: Shaun talks option deal on Proactive1 Dec 2022 09:55
Can't ignore this beauty ??. When Shaun says defence to offence....you can conclude. I hope Shaun was not cheekily referring to Newcrest when he said in interview "it's been a good transaction not all transaction are".
MDA will come when it has to. Recycling is a game changer. Even if it's 2023 for MDA, I believe there is lot of upside potential. Even if China returns back to normalcy in terms of REE supply , I would still doubt if ROW would like to be reliant on China for REE which makes us very attractive.
RE: Midweek Takeaway podcast with Colin Bird30 Nov 2022 09:41
It's not my net worth in question. What is CBs worth as CEO is definitely questionable. Don't make it personal , I will eat humble pie if I am wrong. Everyone knows how you build multi million company on AIM and CB is master of that.
RE: Midweek Takeaway podcast with Colin Bird29 Nov 2022 20:08
CB is bully. How fair was it for CB to indirectly refer to Iceberg's research in one of his podcast as it was supporting his viewpoint ? CB needs to remember this is UK and not UAE. If CB was so serious he should have RNS'ed with explanation for drastic fall. He himself is guilty of misleading shareholder.
Myles pumps after he buys, quite a large fan following. He has Good research but when ever he says LT ,take it with a pinch of salt because he trades..Same has happened with BOOM and many of his other holding. With the amount he puts in it's a significant profit.
If 70% holder does not want additional 5% , I don't understand why would bank queue. Unfortunately, only thing SD has done is destroying share price and shareholder value. It looks he has no plan B which market recognises hence fall in share price and persistent short interest.
The only people who would ever make decent profit are LTH who bought in low as well as Newcrest. Every one should evaluate their circumstance before getting swayed away based on Shaun Days interview. It's not that easy to raise finance with soaring inflation with favourable outcome for shareholder. Look at HZM, who despite having what you expect of a junior, were unable to raise with favourable outcome for shareholder. To make things worst we have shorter luring.
Perils of giving too much in JV. JV should have been negotiated with better terms. Easier for me to say but again this world class discovery would not have progressed at such a phase.
Perils of Africa. I am surprised that a company working in Africa is not well equipped for this. Makes me nervous if the company would be able to protect shareholders interest.
Either Tobin is clueless (which definitely can't be ,seeing the progress BOOM has made) or he has never ending supply of money. Any was this buy was rounding off buy and also signals to PI ; there is no offer under consideration and also catch the train while u can :(