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SP action at this stage is completely irrelevant,
A huge deal is potentially on the cards. The last CC was very upbeat. AA will offer a handsome amount and the SP will re rate accordingly. In my opinion, there isn’t a better investment case on AIM
Arcm find themselves in a very enviable position. To not capitalise from here would require a severe incompetence in management skills. I’m glad greedy Roth are involved
Aprogerson - I think it’s a big deal. NvS sounded very positive on the CC. He said he is extremely, extremely happy with negotiations!
Suggests to me sale of the licenses pretty much agreed and deal in the several 100 millions
You don’t say things like that unless it’s a big deal
Today should mark the start of the re rate. Exactly 8 weeks till the EA finished. I believe the transaction will be completed before then, my opinion only. A nice sustainable rise should be on the cards. Copper is going crazy, Rothschild will be using that to our complete advantage in the negotiations
Is good news. The longer this takes, the better the deal will be in my opinion. If it was a simple JV I think it would have been signed off by now. Complex negotiations taking place. Rothschild advising us means we won’t be selling for cheap. Radio silence over the last few weeks is very positive. I would rather the BoD let the deal do the talking. Don’t underestimate the importance of Rothschild in this transformational transaction that is key!!