We would love to hear your thoughts about our site and services, please take our survey here.
London South East prides itself on its community spirit, and in order to keep the chat section problem free, we ask all members to follow these simple rules. In these rules, we refer to ourselves as "we", "us", "our". The user of the website is referred to as "you" and "your".
By posting on our share chat boards you are agreeing to the following:
The IP address of all posts is recorded to aid in enforcing these conditions. As a user you agree to any information you have entered being stored in a database. You agree that we have the right to remove, edit, move or close any topic or board at any time should we see fit. You agree that we have the right to remove any post without notice. You agree that we have the right to suspend your account without notice.
Please note some users may not behave properly and may post content that is misleading, untrue or offensive.
It is not possible for us to fully monitor all content all of the time but where we have actually received notice of any content that is potentially misleading, untrue, offensive, unlawful, infringes third party rights or is potentially in breach of these terms and conditions, then we will review such content, decide whether to remove it from this website and act accordingly.
Premium Members are members that have a premium subscription with London South East. You can subscribe here.
London South East does not endorse such members, and posts should not be construed as advice and represent the opinions of the authors, not those of London South East Ltd, or its affiliates.
Said it before here don't use your phone for trading buttons to close for comfort get the laptop out.
Excellent Bellers but I'm teetotal for a scot unheard-of just a clumsy numpty. lol
Doublehun, you can more or less guarantee, if it’s warm weather, and I do something stupid then I’m drunk. That’s my retirement. Sober in winter though so it balances out my average.;-)
Same experience twice Bellers and I don't have the excuse of drink at 6.7 and 10p had to buy back in a lot higher , serves me right daft a..hole.
It should be compulsory to have to put a bowler hat on before you can execute an online trade.
“ They make share dealing look so sophisticated in the movies.”
Somehow I cannot see too many here wearing the old pin stripe, cravat and bowler hat.
Flareboom, did that last year by accident. It wouldn’t quote and I just kept pressing refresh for about ten minutes. When the quote appeared I hit what I thought was refresh but it was obviously sell. Had to buy back in 5 lumps so lost out with the trades and the spread. Lesson. Don’t combine pi55ing about with gin.:-(
Did you just sell Doggy as now they will only take up to 500,000 @ 14.41p
They will take my million shares in one hit at 14.6
Definitely the way to play it Bellers IMO. Keep at them.
GLA
Carefull Bellers, imagine if you had accepted that by accident.
Ooyah.
I wish. But sizeable now and still growing. I move the target every month. Getting greedy now.:-)
10 M Bellers, they must be keen. ;-)
GLA
Just tried a sell of my entire holding and instantly got offered 14.675. Big demand out there.:-)
Nothing left blantyreboy my pockets are empty lol Gla
Yep, Black Friday part 2, grab em if you can.
GLA
Looks like the bargain basement boys are out in force all of a sudden some big buys going through from 10.30 on.
Be sure that the larger shareholders will be informed of the timing of the MRE release.
I've been her quite some time Tymers but it gets very frustrating when you know a share has everything going foe it but is not reflected in the price. ATB
DH Supply and Demand is the mantra it always has been, but you can not look at the days trades and suggest more have been bought than sold, you have to look over at least a month / qtr and as we know there are huge amounts of stock with GH sells, Fund sells and yes Retail sells many who do not post have sliced , once revenue the stock will be taken but patience required
Always thought supply and demand was the mantra......not here it would appear.
Here are my notes from the Full Year Financial Results presentation and QA by Sandeep in August to accompany Timber's post :-)
*General Observations
o Big focus on NCM being in a ‘Growth Phase’ throughout, also reflected by their General Exploration Manager Fraser's presentation at Diggers and Dealers this year.
o Copper exposure and plans to increase exposure highlighted
*Long Term goals in sustainability at Hav/Telfer - 10 mins in
o Solar Power, Low Carbon electrification of equipment amongst some other new tech
*Growth Potential - 20 mins
o South East Crescent deeps - discovered higher grade zone with some of highest grades seen so far highlighting potential to add higher grade ounces to resource
o Northern Breccia & North West Crescent - Higher grade intercepts found
o Determining if N.Breccia and SE Crescent Deeps sit in same mineralised corridor which could represent a bulk target
*Q&A - Content of Hav Scoping Study question from an analyst - 47 mins in
o Summary of Sandeep’s response
- Hav is well and truly on fast track
- Literally do not know the size of Hav yet
- Study focusing on how to mine existing resource
- As drilling continues to define the different configurations outside existing resource in play then likely different mining techniques required
- SE Crescent zone is where initial resource is and more selective mining methods will be used
- Recent drill holes released show that Crescent zone may go deeper outside the resources, which is advantageous as all capital outlay made now will be applied across a bigger resource
- Other areas yet to be fully explored show different shapes and growth profiles and if proved to be contiguous may be suitable for bulk mining methods
- Focus is to get High Grade tonnes from Crescent Zone into Telfer ASAP while working on what the entire deposit looks like
- Get the cash flowing as soon as you can
- How long can we keep Telfer going until Hav gets going, how long is the overlap period, focus on avoiding a hiatus between the two phases.
https://edge.media-server.com/mmc/p/hei6y8od
https://www.newcrest.com/investor-centre/results-reports?media_type=results
PS. That was from August this year.
Just a reminder of Sandeed Biswas's view on priorities at Havieron, as also indicated by today's Greatland Tweet diagramatic:
"Havieron... is well and truly on the fast track, because we just literally do not know the size of it yet. However,..as we are drilling more and more to get the other configurations of Havieron, our mining teams are thinking about what other options there might be for mining outside of the existing resource.
I mean, there's no question that over time Havieron will probably need more than just one mining method. You can look at the Crescent Zone...that's where the initial resource is, and we'll be focusing on more selective mining methods there...that may go a lot deeper than we think, outside of our resource, which would be great news if it does, because that means that all the capital that we're installing now, we'd be applying it over a bigger resource, should that be proved up..
Look at the other areas, which are yet to fully drilled out, you'll see that there are different shapes and also different grade profiles, which, if they prove to be contiguous, open up to some other more bulk type mining methods. So it's very much work in progress. It's really exciting.
So we've kind of, but the focus is get those high grade tonnes from the crescent zone into Telfer, as soon as we possibly can, while we're working on what the entire deposit looks like. It's really exciting. It's work in progress. GET THE CASH FLOWING AS SOON AS YOU CAN. That's always my principle."