
Simon Denyer
11.7K posts

Simon Denyer
@simondenyer
Wildlife conservationist. Pulitzer Prize-winning journalist. Author of Rogue Elephant: Harnessing the Power of India's Unruly Democracy. Pompey fan.


🚨 NEW: Andy Burnham is strongly considering replacing council tax and stamp duty with a 0.48% annual tax on a home's current value








A monster development from uranium-gold developer, Neo Energy Metals #NEO $NEO, with the board seeing four new joiners (including a new chair) and six departures. Read through the resumes of the new directors in the RNS and it's plain to see that this isn't just a punchy upgrade, but a complete transformation in terms of board quality. Many market participants I've spoken to in recent months about NEO think the assets and story are quality and compelling, and the valuation disconnect extreme, but that the (now former!) board weren't up to scratch to deliver the projects. A reminder: across its South Africa projects, Neo now has an in-situ resource of 121 million lbs of uranium, and 5.4 million oz of gold. At current spot prices (Au @ $4,750 and U @ $87), that equates to an in-situ value of $36.2 billion. ShoreCap - the only house currently covering the stock - has the first project, Beisa, coming online in circa 18 months. Within 3-4 years, they estimate that that operation will be generating circa $215m EBITDA per annum, at current prices. It's worth highlighting that Shore Cap has a target price of 14.0p, versus the current share price of 1.0p. And the price deck used by the analyst to arrive at that 14p target was Au at $3,200/oz for life of mine, and U at $85/lb. ...... Today's news changes the story completely. At 1.0p, NEO's mkt cap is a mere £26m. Due to the co-production nature of Beisa, it could, in the not-too-distant future, be one of the lowest cost gold producers or uranium producers worldwide (depending on which way you look at it!). I believe this stock now has the real chance of doing 10x, 20x from 1.0p, within just a couple of years. [And I have added heavily today!] londonstockexchange.com/news-article/N…




Gabon celebrates inaugural Environmental Journalism Awards. wildaidafrica.org/posts/gabon-ce…


Invinity is delighted to have been chosen by @flexbase_group as their partner to design and deliver the world’s largest vanadium flow battery into their ground breaking #energystorage project in Switzerland. invinity.com/invinity-selec…



You may not agree with me, but you will always know where you stand with me. Today in Billericay, a heckler tried to shout me down as I spoke about the normalisation of hatred towards Jews. I did not back down, because it needs to be said. British Jews are being targeted and too many people are pretending this is the same experience of other minorities. This lady implied Muslims are being similarly targeted. This is simply not true. Let's be honest about what is happening. Certain groups (in particular but not solely Islamic Extremists) are creating a climate of fear and intimidation that is normalising Jew hatred. I will never stand for that. Governments have spent too long hand-wringing, making excuses and hoping it would go away. It is time to call this what it is: a national emergency in our attitude, our urgency and our response. I will always engage with people who disagree with me. That is politics. But there is a difference between argument and intimidation. Shouting does not make a bad case good. It's done to silence others. And it certainly does not change the truth. The truth is that British Jews have been made to feel less safe in their own country. Our country. They are being singled out, threatened and harassed in ways that should shame everyone in public life. If we do not stand up now and stop this rise in antisemitism, then why bother saying "Never Again" at Holocaust Memorial Day? Because this is how it starts. I am not prepared to play along with the pretence that this is normal, or manageable, or just another example of tension between groups. It really is not. It is targeted hatred and it is getting worse. So my message is simple. Not here. Not in Britain. And not on our watch. We need to stop the hand-wringing and start doing the right thing. That means standing with British Jews openly, unapologetically and without fear.

This needs to be called out.

I have rarely, if ever, heard anything as powerful and painfully, devestatedly truthful as this speech by @roisinmurphy. What a terrible toll, but a beautiful fightback: freedominthearts.com

To see this in @guardian brings me close to tears of relief. Huge thanks to @tjaldred, who will get plenty of flak, but should get heartfelt thanks from everyone interested in serious journalism and fairness in sport. Every word. theguardian.com/commentisfree/…

