RE: Zeus RECORDED VIDEO22 Jul 2025 14:45
The audio, as previously mentioned, is positive, I'd say very positive, about the future share price direction. We just need the government to provide the catalyst (hopefully no later than Q4) in terms of a favourable or non-existent EPL post 2030.
CHF - re your point on valuation I don't think Zeus have changed their opinion. At the end of the audio the guy from Zeus reaffirms their total risked NAV is 543p. This is higher than what they value JOG at risked (405p) which is 25% lower than their NAV calculation.