Roundtable Discussion; The Future of Mineral Sands. Watch the video here.
It’s still a massive punt imo until the company demonstrates that it’s progressing positively with regular updates about the work happening on the ground!
Why on earth have we not started building the lines yet? Tlou are so slow at progressing anything! They promise big but in reality can’t mange to do anything! So frustrating
Nice to see the rns having a positive impact as usual, we are near to being at a 5 year low, the company has let us all down badly and are still burning through cash with no progress being made!!!
When/if they ever start the poles and wires I bet we end the day down on that rns!
Does anyone know what Solomon rowland, Martin mciver and Hugh swire actually do to warrant the money they get paid especially Solomon? What do they bring to the table?
Since November tlou has burnt through around £200,000-£300,000 approximately in wages and what have shareholders got to show for that outlay?
There’s no point in knocking it brad to be honest, I’ve got my views on the bod and their failings and nobody will change my mind on that! I’m trying to not look in as it’s so poor, see what the sp is at Christmas time, not expecting it to change much, not until next year when we connect to the grid!
And yes I’m still vested as I’m still stuck here just like the rest of you, who all bought higher! Tell me downtoearth are you happy with the progress to date? Are you happy with the missed timelines?
Are you happy with the questionable raises?
Be honest downtoearth! If you can be! Hand on heart can you say that your happy with the last few years invested here?
Missed deadlines, awful fund raises where the money has not been used for the task highlighted in the raise, lack of urgency to get anything moving, total lack of communication from the powers that be!
Why would people invest here now when there’s a 2 year timeline to anything interesting happening?
It feels like the bod have a total lack of interest here anymore if I’m honest, and that stems from the lack of communication.
If they miss the q2 start date for piles and wires then I think you’ll see more money leave imo, plus why would people buy now when the likely hood is that they will have to come back to market for more funds before this 2 year period is up? Anyone who thinks they don’t need to raise again is living in a dream land imo, there is no incentive for people to buy unless gilby starts showing he has this project under control at long last! Why do we still not know the flow rates? They must be half decent else we would never have got the funding or ppa! So why are they still hiding them from investors?
So you think hydrogen is going to bring in big bucks? For me it’s all about the green credentials seeming there is not a big market for it yet but if covers the bods wages then all good but I don’t think it’ll bring in much to begin with!
Let’s see if Crypto comes to anything, load of bull if you ask me but what do I know ( don’t answer that). If neither of those routes look favourable come q4 2022/ q1 2023 then they will have to raise more funds imo!
Well they’ve pretty much said that there is a 2 year wait before revenues are coming in and that is why we are priced where we are!
It’ll be good to get some regular updates about progress when this kicks off, nothing on more wells though!
I’m expecting the contractor to have the poles installed ahead of time, the route is flat land, absolutely no reason they can’t finish this quicker than the time they have set out, it’s the installation of the wires that’ll take time imo.
My issue Brad as it’s always been is the lack of real progress under the guidance of Tony gilby!
No value created for us in such a long time is ****, the lack of communication to shareholders about where we are is also a major concern, we seemingly have everything but are yet to get moving, so that leads to people thinking that there must be an issue!
So many unknowns still will undoubtedly keep people from investing here imo, like I said the other day it would be a punt at best for someone to invest here at this time!