Roundtable Discussion; The Future of Mineral Sands. Watch the video here.
The interested parties are aware of the situation and it’s an easy solution to fix (annoyingly at a cost, however at a fraction once we have a partner). There have been discussions already prior to the meet…. This is what excites me. Why would you fly all that way for something that can be done over a video call (which has already taken place!) This is a lot more serious than just a social…
I know you will see it as a half empty glass but what ever comes from it, the SP will react gordon.
If it’s a done deal, the market will be notified immediately on the following day. I can see many getting caught out on this one if a RNS lands before he flys back.
More expertise at the table, costs halved, plus a buy in lump sum…
It’s those finer details is what will decide how far the SP goes…
Shame, let’s hope as the winter thaws out, so does this quiet period. To think this time last year we were expecting drilling in Q1 of 2023 and here we are now still sorting out a JV. Always been a slow mover this however I feel we should get some traction once this India trip is complete…
Following up with the dividend topic which Ford posted, it’s already being considered.
In the MOU2 prep RNS…
“Corporate transaction to monetise shareholder value will be considered after MOU-2 and MOU-1 rigless testing”.
It’s there in black and white.
Now they have to say ‘considered’ because it’s the results that will determine if they will go ahead.
Dividends will come and it’s exciting that they are already discussing this…. I mean that’s some serious confidence to even be considered this early.
There must be some controlled excitement amongst the board as well as there is with us.
and children first….
Because all you’re going to say is the usual “nothing new, it’s what we already know”.
All he will do is follow up and basically spell out the RNSs all over again. There’s more chance of him doing one after the JV announcement with a more detailed forecast of events going into 2023.
Get your national trust book out and go on some walks to pass the time.