You don't get it?
This is a prime example of a company that pretty much appears to have had no risk / reputation mitigation plan in place, for potential fallout created by another company, with the investment community.
A pretty well telegraphed fallout one way or the other I might add.
Worse still, they have a lot of corporate overlap.
If you lie down with a dog, don't be surprised if you catch fleas!!
Yes, they did put out a tweet with IMS starting ground works. 10 pieces of equipment, maybe another 10 for surveyors, foreman etc
Let's hope the focus is on mitigation in Mali, I would be happy with that as eventually the SP will sort itself out, even with a decent Africa discount.
A read of the risks section in the LLL prospectus is all another source of information that may assist with explaining things.
All IMO of course but I think the numbers speak for themselves that since last Thursday a free fall of the SP has taken place, going against a lot of the sector.
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