There you go. Opportunity to clear any concerns - make your list.
Personally I'm fine. I lost my voice discussing GBE for so many years in past - just happy to sit back and enjoy Kanyika construction and commissioning - then the biggy - stage 2. Enjoying reading contributors here on HC and throwing a few comments in. I did comment there was a push with SP for important CR - that's fine we need capital at this pertinent time to get stage 1 in operation asap - sure hope it is around the 20c you mention ralli re dilution (excellent situation with register hold of 3 in top 4 that unlike many other companies just CR after CR - SPPs - this is certainly not in top holders interest so lets see what develops) - reality is new board/majority owner since very early RE expenditure have done excellent running GBE on the smell of an oily rag for many, many years whilst delayed with a couple of gov changes and implementation of the new mines and minerals bill that could then see GBE progress rapidly to where they are today.
I actually have 3 holds with 2 in exact same position after 20 years. I anticipate in 5 years time they will be both at or nearing full production as both are due to commence construction late 2024 and early 2025. Both critical minerals - renewables related and by 2030 I'll be 65 - perfect timing. Many times I have diverted monies at my own downfall when I should have held - I will not be doing the same with these two - bring on 2030.
Great work by new personnel at GBE over recent 18 months - 2 years. Really progressing now - Bo Tan investments over past 4 years were the strongest signal - follow the money as they say. I have learned a great deal with investing over 25 years - still a novice - even a little company in far flung places such as Malawi can educate.
BWTAH - no guarantees of course but my bottom drawer is empty and middle drawer full and potentially one more drawer to go.
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