focusIR May 2024 Investor Webinar: Blue Whale, Kavango, Taseko Mines & CQS Natural Resources. Catch up with the webinar here.
Thanks lockedin, great post and your sentiments reflect my own. I would add We cannot totally blame George roach for the environment he is operating in. Mining in Africa is not for the faint hearted and must part of every investors risk calculation - the rewards are immense though for a successful operation since the resources are present in stupid abundancy. certain posters seem to have forgotten this it seems
could be good news if the equity settlement is resolved - 9:1 in favour of prem would see it profitable or of course the repayments from zim govt (less likely) I held in prem as it is massively asset rich and has no debt and also has accounts due. Surely great upside and a domino effect of good things very possible since any cash flow can activate other good things
Never thought I'd say it but this could be a hundred bagger £2 a share in 2-3 years but very saddening it's been engineered this low all the same. tantalum prospects are so strong with new IoT trends being considered
Re your comment to Magoo If prem gets he far higher equity stake in RHA then it will become profitable, I think both George roach and zim govt are playing game but keep your chin up lad u seem in a very negative hole on this these days
BoD must define these very clearly now. This project somehow needs to become a business and new expertise is needed so this stops slipping. Im very respectful of the science but the muddled management and numbskull strategy is a worry.
LTH, first bought in mid-30s but see 7p as worrying rather than a bargain. Not adding more.
Want it to work, potentially massive business but needs much better project management now to stop getting held up by silly strategic and managerial mistakes. Don't post so often, just putting thoughts out there, pls don't expect reply or tit for tat and I'm not being provocative, I post once every three monthsish maximum - just very nonplussed with the typical picture of promising science but clueless management in every other dept
Board must define these very clearly now. This project needs money and new expertise to become a business rather than a cash sinkhole someone else will run off with. I'm very respectful of the wonderful science but the muddled management is a concern - I'm a LTH, first bought in the 30p region a loooong time ago Want it to work - potentially massive business getting held up by silly strategic and management mistakes. Don't post so often just putting it out there my feelings
I had a large holding in this at one point and sold out at 87p due to AN's loan activities at that time for a mortgage and the lax respect of timescales by both the company and the U.S. FDA. In addition a graphene based competing technology looked very strong. I am going to revisit this share soon as it does indeed look good but I'm obviously glad I got out and will reinvest carefully, what I dislike is the unknowns of the FDA - what does anyone think is going on there given the seemingly excellent peer reviewed data and what is the FDA endpoint ? I have my own ideas id just be interested to get views - and as a former investor I'm onside not ramping or trolling. GLA