The latest Investing Matters Podcast with Jean Roche, Co-Manager of Schroder UK Mid Cap Investment Trust has just been released. Listen here.
Apologies TBBT
I was unaware of your superior god like knowledge, and that you are infact, a board member at both NN and AA.
Misinformation me or you.
Compare recommends in 10 minutes shall we
Check totals at 12.55
Shares to buy
I am not suggesting a $40 Billion buyout price, can't see that happening IMO.
There will be significant costs in setting up extraction etc.
I am just saying maybe $15-18 Billion is feasible just between the 2 of them alone.
GLA
Is it sheer coincidence that NN and Anglo American, have recently secured and announced, credit lines of $40 Billion between them ??
Or were they aware of the big ticket cost, under the NDA, of what was to come in Fridays RNS.
They just needed it to be confirmed, prior to going in with their final binding offers!
Maybe
No doubt we will find out soon enough.
GLA
I personally would prefer a full buyout, and think it will be so, from a consortium.
I have stated this many times in previous posts, and I believe given the additional pits, even more a compelling result.
I also believe the BOD wish to sell up 100% and move on as extremely wealthy individuals, to pastures new.
So full sale RNS this week hopefully.
Ball park £4.50-£5.00 per share
GLA
antelope.
Yes very complex.
CS has stated that.
Probably hy its been in FSP for 9 months.
This agreement will have been known by potential buyers under a NDA.
Therefore, confirmation will mean previously discussed binding offers, with this in the bag, can now be signed off.
There is no way this has not been accounted for, it will all have been set up previously to the RNS on Friday.
Bright people do plan ahead.
Monkey 70
Someone posted earlier, that he commented he will update with these new figures.
Hopefully on it this weekend.
I have had £2.87 as my best guess for some time now.
Thinking nearer £4.50/£5 per share now.
Anyhow, we will see very soon hopefully.
I would not be surprised for the Binding RNS to be announced before next Wednesday, year end.
Fingers crossed and GLA genuine holders
I very much look forward to an updated valuation from GMF78.
His predictions were already healthy, but an update would, in my opinion, likely be taken far more seriously, as he really crunches the numbers.
I believe this announcement is the final hurdle to a fully binding offer rns, being presented next week.
So looking forward to Monday.
LL
104 million oz s is circa $208 Billion.
Aisc circa $400 per oz $41.6 Billion
Equals $166.4 Billion.
75% equals 124.8 $Billion
Minus costs to fully licence it
Net profit $100 Billion minimum with all factors accounted for
Tricky57 Premium Member
Posted in: EUA
Posts: 311
Price: 25.75
Strong Buy
RE: RNS?09 Mar 2021 17:22
One day very soon, the long awaited RNS will drop, and the wall of green will be there for all to see.
The holders will have smiles a mile wide, while the sellers of today will be checking how much they would be worth IF ONLY they had held on.
Shorters will burn, botflies will disappear and everyone holding will forget this negative period.
Unfortunately, it will be a mega deal for the mm s holding stock they stole just prior, but it will come.
Think what we know we own.
Think what we have no idea about but still own (DFS results).
Any additional licences applied for, that we know nothing about.
All our metals skyrocketed in value since launch of FSP, huge demand and confirmed non binding offers to consider.
As has been said many times, a perfect storm for a crazy rerate.
Hang in there guys and girls.
Its coming !!!!!
All coming together as I posted above.
GLA
Lamtree
This has added several billion to the FSP price.
I just cant see why you, Billions and NDN can t see the wood for the trees.
Or perhaps you choose not to.
More likely the case.
Anyway , Monday we will be up and strong moves up thereafter IMO