The latest Investing Matters Podcast episode featuring Jeremy Skillington, CEO of Poolbeg Pharma has just been released. Listen here.
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To get best bid or best deal at the negotiating table you have to be in a strong position and look like you are capable of delivering on the project scale required.
SOLG is a doing their best to get best value out of the assets and avoid a low ball take out.
I think Mather wants to rinse and repeat with the folio so perhaps a JV deal on ENSA likely although still think IPO of ENSA the best option. Notably two appointments today are Ecuador / Quito based. Important if you are ticking the boxes as being an Ecuador company for Ecuador. You can't run an Ecuador business from Brisbane.
Exciting stuff. Norges adding. Blackrock adding and by sounds of it Sean and co selling. That's what happens with the big prize stocks. Shares move from pi's hands into ii's hands and the latter get richer.
Probably when we are invited to take part in the primary bid placing around 21-22p……
I wonder when we will get an RNS that is of benefit to the shareholders?
"Everyone knows your game and no one is remotely interested in anything you have to say"
If only this was true!
"Confidentiality agreements flying left right and centre .
Happy to cling onto some hope so OK I'll bite - can you elucidate?
I just agreed with another poster. I'm here to trade this share and give my opinion that's what this board is for...
Addicknt, with regards sarcasm, check out some of your own posts aimed at Quady!
Pot and kettle?
MR, why are you wasting your life on this board? Do you get some sort of perverse pleasure from your sarcasm? Everyone knows your game and no one is remotely interested in anything you have to say, so what's the point?
HERE WE COME!
ps..........A BID IS NOT IMMINENT..........lol ;-)
"Looks like SOLG is back to being a trading share only - 25p to 28p range now established, but I expect the cycles to be downwards towards the 19p mark. 24p - 27p then 23p - 26p, then tightening up and making it harder to trade, 21p - 22p etc as hope of a bid fades."
Now this I totally agree with...
Although looking at Harold (Bernie) Loyer current position, sounds like he could be the guy to move this into production.....for BHP :)
Torex Gold Resources IncTorex Gold Resources Inc
Mar 2015 - Present · 7 yrs 5 mosMar 2015 - Present · 7 yrs 5 mos
Responsibilities include the execution, operational readiness and ramp-up to commercial status of the Torex Morelos Project, a 14,000tpd CIC/CIP circuit with filtered tailings.
Confidentiality agreements flying left right and centre . Something is brewing.
Morning all,
Let's hope for a better day trading.
Very good appointments in this RNS, looking extremely interesting to me, it’s a bit of a bugger being in the dark as to how they are playing this, but something has to be brewing in my mind anyway
Atb
A good thing, that should read, not a god thing... although given the way Quady thinks, who knows.
The expanding payroll is just the first step into the quagmire.
Everything from here on in is a moneypit.
We may be technically on the journey with them, but we ain't on the gravy train with them.
Looks like SOLG is back to being a trading share only - 25p to 28p range now established, but I expect the cycles to be downwards towards the 19p mark. 24p - 27p then 23p - 26p, then tightening up and making it harder to trade, 21p - 22p etc as hope of a bid fades.
There is obviously some residual hope out there that BHP or others will step in to save us from ourselves, and that's what's propping up the price at this level. Any confirmation that no bid is forthcoming and we will be down into the teens immediately.
Once the "fundraising" begins for the "going into production", it wil be anyone's guess - I think we may settle at 10p or below for years to come.
When we are at 10p, I won't have much more to say on the matter, but Quady will be here to explain why it's actually a god thing.
Mr Loyer left BHP in 2000, these were his roles
Technical ManagerTechnical Manager
BHP Escondida OxideBHP Escondida Oxide
1998 - 2000 · 2 yrs1998 - 2000 · 2 yrs
Antofagasta, ChileAntofagasta, Chile
Concentrator & Mine Maintenance ManagerConcentrator & Mine Maintenance Manager
BHP TintayaBHP Tintaya
1996 - 1998 · 2 yrs1996 - 1998 · 2 yrs
Yauri, PeruYauri, Peru
FCP ManagerFCP Manager
BHP Pinto ValleyBHP Pinto Valley
1992 - 1996 · 4 yrs1992 - 1996 · 4 yrs
Miami, Arizona
I guess Botts is the replacement for Jason - without having a position of the main board. His cv looks highly suited to the task.
Mr Loyer is ex BHP.
Plenty going on behind the scenes here. NCM and BHP best chance with SOLG in avoiding counter offers is to seek a JV deal with SOLG. That's their best option. Going hostile just brings in the likes of Rio and Barrick et al.
When did Mr Loyer leave BHP?
Fortissimo
That’s exactly what it sounds like
That's good more payroll and share options granted!
Solid appointments. Feels like JV preparations.
DBW missed that was typing more board members more outgoing good or bad where's the funding coming from or a planned takeover or j)v with bhp next step in this long awaited road to come ,this is draining ATM am off till autumn enjoy
Hey Ray. How are you buddy?