Roundtable Discussion; The Future of Mineral Sands. Watch the video here.
Evening Chisler. You might be right although historically EML have been bc quite tight lipped about things. I wonder if a few short term traders have bought in on the conference next week? If there was a ‘leak’ then I would have thought there would have been more trades and a bigger rise.
Have a good weekend
After all this time with numerous work streams having been completed, I’d find it astounding if the Moroccans came back and refused the ESIA issue. That would obviously require an RNS and in the absence of a remotely negative communication from the company, I remain confident as I’ve always done , that we’ll get the permit in the near term.
So yes, for all the reasons you have recently quoted, the upcoming conference could well see a significant announcement. I also feel after so much apparent cooperation between the UK and Morocco it would be political disaster to refuse outright the permit.
TP3 - if I’ve learnt something then I’ll admit it (I’m very happy to use these boards to learn as I’m happy to pass on my knowledge on occasions )
unlike you who appears to know everything about everything. Apart from of course your knowledge of the working hours of businesses in Morocco during Ramadan where you were plainly wrong.
I fully accept the situation can be seen as frustrating but in no way do I see the update as negative. Show me on todays update the negative part.
"Our efforts to finalise the remaining outstanding items with the relevant authorities in Morocco ahead of the granting of our Environmental Impact Assessment continue to be rewarded with constructive meetings and encouragement from the various agencies involved"
I really don't see anything negative in that statement.
Chiller -
1. I have no idea what substantive update GC was planning. You’ll have to ask him.
2. My comment related to an expected Q1 update which naturally will come into Q2 as per previous quarterly updates. Refer to the Q4 2022 update which was published into Q1 2023
Evening Trev. Yes hopefully next week for the Q1 update. I do remain positive otherwise I would have sold out. I agree it’s probably testing everyone’s patience. We’ll all hopefully know more next week. Really hoping for a substantive update. I think the management owe it to the shareholders.
I think you’re spot on mining investment. When I called him out for being wrong a few days ago re Ramadan he was unapologetic. Clearly a know it all even when he’s wrong. I think it’s a good call not to engage with him.
TP3 - As you have mentioned my name, I need to correct you. In no way did i ever say it is the Moroccan's responsibility for putting forward solutions. I'm assuming it's EML's responsibility although we don't know the content of the discussions so it's also conceivable the Moroccans 'might' have tendered advice. So kindly issue a correction to part of your last post as you were incorrect. Thanks.