The next focusIR Investor Webinar takes places on 14th May with guest speakers from Blue Whale Growth Fund, Taseko Mines, Kavango Resources and CQS Natural Resources fund. Please register here.
Cracking interview
Cashed up.
Chinese interest and ca’s signed
Dorothe drilled end or this year early next year which is far sooner than I had imagined.
Will rerate before long
Encouraging I guess
Very interesting farq.
That’s where I see this long term with the strike length and results to date
Crazy to think it’s nearly 3 months since drilling update. Especially when in the interviews Darren said updates every couple weeks.
Agree farq
Numbers are incredible.
My worry is Vince staying the 5moz in the interview and the market not liking the initial jorc which I would imagine would be far lower
Was there a tsx rns?
Up 4% on tsx today
Irr presenting at the ‘virtual indaba roadshow ‘ in China on Friday. Wonder if we’ll have news on the last drill results beforehand
Few big things that I took from the interview
1) BFS due this month still
2) First time Paul has put us ‘up there’ with lynas at 1.3 billion. Preciously he has deliberately put out potential at a level below lynas.
3) due to ‘crack ground ‘ in January
4) the news today was enormous. Completely unexpected and game changer. No way does that rns get realeased without some big discussions already having taken place and to me confirms that the BFs is favourable
5)further reference again to the esg and institutions
Think this will exceed all of my initial expectations and despite the huge rerate still seems ‘under the radar’ so to speak
Fantastic interview from Vince today.
Looking at upwards of a 5moz deposit
I’d expect from all the recent rns’ for the bfs to be positive and confirm that this is financially viable.
Assuming that’s the case then I expect £1.50 minimum on a positive bfs.
I expect, as they have done today to continue to progress rapidly and exceed expectations and think post bfs there will be a lot of news and an accelerated mine construction.
If/when we are a producing mine this could be several pounds very quickly