The latest Investing Matters Podcast episode featuring Jeremy Skillington, CEO of Poolbeg Pharma has just been released. Listen here.
Hi Ian and hope you and all are all well.
My birthday arrives over the weekend and the best gift would be a definitive RNS from EUA pertaining to the end of this biblical journey and the riches for us and our chosen beneficiaries thereafter.
Therefore please could you add me to the list for an after hours momentous RNS tomorrow so that we can all digest and celebrate over the weekend.
Many thanks and DLA.
Trift x
https://mobile.twitter.com/SwazersC/status/1437095927563657224
From RNS 01/09/2021:
“……while the CPR under the JORC Code is being finalised for our Rosgeo JV projects including Nyud and Moroshkovoe”
Just wondering if this refers to all 9? We know how busy and proactive the BOD have been since we were first approached by potential buyers almost 2 years ago. Since then our resource base has loosely increased by a factor of at least fifty times (IMHO) and the work continues to increase and cement this.
Incredible work by the BOD and well worth the wait for shareholders. As LIL has always said “the longer the better”.
DLA
Trift x
PS - if WandGrabitt is reading, may I take this opportunity to thank you because if my memory is correct, you alerted me to EUA 2 years ago from the SXX board, do you recall?
https://auctusmetals.com/explosion-at-eskoms-new-power-unit-medupi-may-push-south-africa-blackouts-to-record/
In summary, the PGM supply from South Africa will, in my view, almost certainly start to decline within the next 2 to 3 years when higher levels and frequency of load shedding persist; at the same time that industrial and investor demand for Platinum is forecast to dramatically increase. The future demand for PGMs is all about climate change and the drive for net zero emissions by 2050.
The progressive tightening of environmental regulations and technology innovation surrounding the production of green hydrogen has led to and will continue to lead to, an increase in PGM demand. Coupled with the supply-side restraints, in part, caused by the energy crisis, this will almost certainly cause a major price resolution in Platinum.
DLA
LOL
Trift x
Good morning Mac (thanks for the link) and all.
Seems like we have a biblical head start for the super-cycle having been working towards this climax for 20 years.
Perfect storm for Eurasia and the owners of the company (that’s us by the way!).
“With such forewarning, the mining sector now has the opportunity to act pre-emptively to achieve a more sustainable long-run market dynamic”.
“…… the role of non-Chinese participants in these supply chains is one of the most important questions that will need to be answered as this transition unfolds. Those who choose to participate too late in the cycle – be they nations seeking to secure supply for themselves, customers wanting to protect their production lines, or investors wanting to cash in on supernormal profits – are likely to find that they either can’t afford to participate or are precluded from the super-cycle altogether”.
DLA.
“This is the wader”.
Trift x
AA etc have plenty of cash to splash too Caw.
https://www.miningmx.com/top-story/46720-cutifani-promises-a-serious-material-tax-contribution-to-sa-when-anglo-posts-interims/
We probably already have our initial buyer but if negotiations are still continuing the BOD have considerable leverage and plenty of cash rich potential acquirers for ongoing and future asset sales / JV’s.
DLA and love to all especially the inmates.
Trift x (A Eurasia pensioner).
I did thanks Pete, the Postman took me to his favourite spot.
By the way, it was a 10 pounder (that’s weight rather than a Septic Lil session) and there is a fair bit of difference between a 10 incher and a 10 pounder and i’m sure that Lil will confirm that.
LOL and GNA
Trift x
(Sublimed).
Well said Pete, far better things to do than read utter tosh whether just thick or intended to blur the waters, speaking of which; tried my hand again today for a bass sans waders hence got a bot wet but did see a lovely 10 (ish) pound Salmon leap high out of the salt water. What a remarkable thing to see as they await flood waters to run up the river.
DLA
“This is the wader”
Love to all.
Trift x