Post by
nyoni on Apr 02, 2023 3:26am
RE:Delays
Excellent interview, especially several hints about Clara contracts for third party supply.
Shaft sinking problems and remedies have already been aired.
Comment by
Gerrywerry on Apr 02, 2023 2:40pm
Hopefully eiras clara optimism is justified but it's worth remembering that if clara doesn't come good eira is done
Comment by
AndersS on Apr 02, 2023 5:49pm
Interesting! If Clara is only half as sucessful as they hope, I think a spinout would likely result in more shareholder value than what the mine has created. A high margin IT business with some patent protection and a growing business is likely to get much higher valuation multiples than a mine ever will.
Comment by
Gerrywerry on Apr 02, 2023 6:35pm
I appreciate the optimism, how long do you give it for Clara to catch a big fish ?
Comment by
nyoni on Apr 02, 2023 7:27pm
It might not be so much about hooking the fish as the time it takes to reel it in.
Comment by
Gerrywerry on Apr 03, 2023 3:38am
The main thing is that there is a fish