Charles Jillings, CEO of Utilico, energized by strong economic momentum across Latin America. Watch the video here.
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The cycle always goes like this. M&A, existing producers then explorers
Without exporters you get no new assets. The crucial difference now is that there are few existing producers and even fewer that haven’t been taken over. Eventually they have to look at figure assets. The Chinese seem more awake strategically but I wouldn’t rule out the western companies coming to their senses and bloodying a few yellow noses
1984, yes, I mentioned Capex in original post.
Surely the majors who can afford it won't care about a few $bn or more?
More important to demonstrate spend $X and get 2 x $X back?
Rather than any uncertainty about profit on extracting the remaining 80% not included in current PFS?
*never been rac.ist
I dislike certain people but that is my right. I can choose who I spend my money with and why and I can choose who I spend time with. What I can’t do is be prejudiced based on colour and i never would be even though I encounter that daily as a straight white man.
I rise above the racism and realise that eventually there will be a glorious kickback against not only that but all the woke/gender crap that is destroying normal life right now in the U.K.
Good evening Quady. I’ve bee been rac.ist which is to be prejudiced to people owing to the colour of their skin. I have my preferences which are my right and I mix with whoever I choose to mix with not the blend of colours bbc wants me to mix with
I adore women. I’ve probably been through a few orders of magnitudes more women than you have. The more the better for me
Far fight is simply a term for won’t agree with the left. Right wing views are no more illegal than left wing views much as you’d like them to be
I was thrown off because of Craig. That issue has been solved thanks to some very forthright demonstrations of impending actions had he not had his wings clipped
Public forums should support anybody and everybody so long as the views are not illegal
I urge you to show compromise and engage in proper debate rather than lazy cancel culture. Being forced to offer a rational argument rather than relying on deletion makes this forum a better place
NMM the issue is the capex. There’s $200-300bn of metal down there but it needs capex.
We’re finally emerging from an era where everything is now now now and knee jerk. Gold will rerate to account for QE and it’s still hampered by the ridiculous crypto hedge
You can cancel a computer algorithm at the drop of a hat and that’s what will happen when central banks and governments chasing digital cash clash with the existing ponzis
When that happens gold will rocket. Whether you believe in the green crap is irrelevant, that isn’t the story here it’s all about gold
No Slug you were not thrown off this site because your views didn't align with the left.
You were thrown off this site for Rac.ism, hatred of women and extreme far right propaganda that incited violence.
This is why you are the most unintelligent poster on here.
You don't even know why you have been thrown off many times.
1984 - agreed. But given the length of time spent on various studies/optimisation, surely SOLG know a rough NPV for everything?
Why not get the marketed NPV higher when discussing JV/sale etc?
(remember as well PFS NPV is just based on Alpala, haven't included Tandayama yet).
Reflecting above, the min. should be well above 30p, imho.
Two ways to value an asset like this
1-5% of metal in ground
30% of NPV at PFS stage (50 at BFS)
The former values us at $2.5-$12.5bn the latter at about $1bn
So 30p is about the min, £3 about the max
One thing that still puzzles me, why have Solgold not provided the market with a value of Cascabel on a 100% resource basis?
i.e. an NPV for the whole asset
This could be a management estimate or ideally optionality within a PFS? (Assuming this is allowed, rules may mean only one mine design can be reflected in a PFS).
Don't worry about the Capex, since a phased approach is planned. But show the value from additional block caves / resource at depth is economical to mine.
Surely much better to show an asset with a total NPV of $10bn+ (guess) than the phased approach NPV of $3bn?
Bozi. I was consistently thrown off this site for having views that didn’t align with the left. Not just once. Every time. So there was clearly a woke in admin who needed to be taken down
That the owners of LSE also disagreed with me is equally irrelevant. Either we have a right to put forward our opinions or we don’t. If we don’t and we are now indeed a communist nation, let’s at least not pretend we have democracy and freedom of speech.
Hate crimes are literally now “won’t agree with the left” crimes. I look forward to the moment that the docile morons wake up and smell what’s happening
Indian PM. Muslim Scottish FM. Black welsh FM
This isn’t “diversity” it’s a 2.1 million to 1 freak of nature if it isn’t a Muslim displacement
Sharket he is one of the few people that has posted anything of use in the last few years.
That's what I'm interested in, I'm not looking for mates.
Smickster, the fact that he's a shareholder doesn't take away from the fact that he posts mindless nonsense week in week out and, on the Telegram group, started racially abusing one member during a disagreement. He's a nasty egomaniac.
Say not so Add😆
Surely you are not referring to my Chinese Aussie poster buddy?
I really hope that Jiangxi will deliver this year. I really, really want to be put out of my misery here.
We don't want 1984 banned. He is good for a laugh and that is a good tonic whenever this SP plunges👍
How have I 1984?
They aren't told they're not welcome for what they think or what they are trying to influence others to think. It's usually because they are abrupt, abrasive and abusive.
I suppose that all that matters with your other point is that the owners of LSE determined you broke their rules. We'll all have different opinions whether you did or didn't but we aren't the decision makers.
One thing is evident though...you break the laws of the land and you're still trying to absolve yourself of any wrongdoing. That one anecdote says much about you 1984. You can never be wrong, never be blamed and never be slighted. Perfection in human form. I doff my cap.
Eloro, I wasn't referring to you. My comment was directed at the moron.
I fully understand your view, even if I do think it's misguided.
You’re just contradicted yourself probably without realising. Nobody is ever told what to think…rebels are told they aren’t welcome
I’ve never said anything wrong on LSE, I believe there is very little that can be said that is wrong in fact. The issue was always that they wanted to police thoughts. The left can’t stand not being in control and that’s a pity because they may miss out on important viewpoints by being so militant
LSE learned the hard way that I definitely will never be silenced by anybody
Not at all 1984.
Nobody is ever told what to think but when they can't act with decorum and respect they are reasoned with, warned and finally, removed.
We all spend a significant amount of time doing this. Being able to co-exist is a pre-requisite, just like it is in any community. Being able and willing to contribute to the common goal is desireable
Dissenting rebels who are wrapped up in their own self-importance and focused on squabbling with others are told they aren't welcome, a message you have received from LSE many many times with your repeated bannings.
Cancel culture and thought policing alive and well on the telegram groups I see!
Think our way or not at all
BBG - you were deleted from the previous telegram group because you were abusive, totally irrational and unreasonable, and you resorted to arrogant willy-waving at the first opportunity.
It's the worst way to conduct oneself in a public forum. Many people tried to reason with you about this but your ego meant that instead of taking their words on board you doubled and trebled down, so much so that you had to break away and set your own group up.
No, I will keep posting if it's OK with you Add😆
I was referring to the statements which you have made regarding the company’s strategy. You state them with such conviction, I thought Scott must have told you himself. No, so just your opinion which isn't more valid than anyone else opinion.
I will get back to you December 2024 when the next begging email comes out for our votes. It will be interesting to note then if you are still 100% behind him.
Adikt your hysterics once again deflect.
Please post the link that told you.
"undoubtedly the interest is there".
As for the Scott email, I was just preempting you pulling it out of the bottom drawer to prove your point.
Now please post the link, or tell us it's just another bout of wishful thinking, dressed up as fact.
Eloro,
My Para 1 . Fact.
Para 2. Many people assumed Cascabel was saleable without the licenses etc. So that statement was also fact.
Para 3. The fact a bid didn't emerge tends to suggest this statement is also true.
Nal. Never have I claimed to have either spoken or even emailed Scott. If you believe I'm lying, prove it, otherwise shut the feck up.
I just had a brush with the pigs for speeding but was let off with a warning. Such a pathetic limit 70 it should be 100+ on dual carriageways
Next catalyst will drop early next week here
Come now Add,
Why are you asking me what would I have done?
Unlike Lord Braggart, I know my limitations. I am not a ceo, and I am not ceo material. Scott on the other hand gets a fat salary to solve solg's problems, not add to them.
I note your comments, but has anyone in the company told you what you have posted? Because from where I am sitting, it's just your assessment of the situation, an opinion, not factual.
I hope that you are right and that I will live long enough to sell my shares at a profit.
If the SP isn't important, why are folks going mental here the second it goes up a fraction of a penny.? Why aren't folks celebrating its fall from 40p? It matters, and it is the only yardstick which matters to me.
Mathers. The only pigs you will see on here, are the pink flying ones.