Screaming bargain because no one has a clue what the economics of this deposit look like. And probably won’t till some unspecified date in the future.
POD needs to up its communication game. At the very least:
1. A sell side analyst note is required. Canaccord insider involvement probably deters other analysts.
2. Mgt needs communication training
3. Get the message out via usual channels - not pumping, just compelling, regular, informative interviews which enable the investment community to appreciate the quality and size of opportunity
- long term demand for PGMs: clean air, hydrogen, sourcing from Tier 1 jurisdictions, Russia
- South African experience: simplicity of processing, economics of long, narrow reefs, starter mines
- objectives of metallurgy work and progress to date
- team’s technical know how and experience to deliver this
- timelines - no more lifestyle statements - give target dates for delivery of key milestones
Ann: Podium Successfully Completes $4.6M Entitlement Offer, page-8
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