The latest Investing Matters Podcast episode featuring Jeremy Skillington, CEO of Poolbeg Pharma has just been released. Listen here.
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Excellent news link there Pad thanks very much
Pad, they have definitely improved their presentation of the Solgold project! Nice, what's not to like!
Very impressive/professional .... thanks Pad
Not sure if published before but Solg downloaded to YouTube today
https://m.youtube.com/watch?v=nt3rJfVdk-g
B and Q
The thing I think people miss is everyone talks about electric cars and the need for copper. But no one really talks about the infrastructure boom thats starting in the US and more importantly the projects that are kicking off in Saudi. One of the Projects they are building (NEOM) is the size of Belgium. Then you have Diriyah Gate, Qiddiya, Red Sea Project, Jabal Omar, Amaala. They are going to be spending god only knows how much every year for the next 10 years on some of the biggest projects the world has seen. Where is all the steel and copper going to come from?
https://www.thenationalnews.com/lifestyle/travel/15-mega-projects-shaping-the-future-of-saudi-arabia-1.980698
Red ,yes I think they were scuppered by institutional investors well done them now comon solg deliver what NM always said he would attend of day !!!
that's unfortunate.. Id been searching for a few days... trying to get some crumbs of new news
Miners have massively underinvested because of previous shocks and this is the consequence,,,
https://www.mining-journal.com/miner-s-right/opinion/1434841/miners-line-up-to-confess-ahead-of-results-season
How much longer can bidders hold off...?
Meanwhile I'm wondering if SOLG had a tame 30% J/V partner lined up for Cascabel as a bid defence...?
No more...?
Apparently it wasn’t recorded after all
I don't know if anyone has found the latest 2022 PDAC Solgold presentation?? if they have any link would be appreciated.
until then, here is Nick presenting, just 2 years ago.. https://www.youtube.com/watch?v=iYWW0kbmquE
The 'Rapid Development Timetable' shown around 15 mins in, really does illustrate how projects of this magnitude will just slide off in to the never ending distance without a Major, with deep pockets and experience to get a grip of it..
According to Nicks timetable just 2 years ago, we should be well in to the construction of the mine now..
Sean 'buy me a crate' Hunter has a nice ring to it, don't you think...?
You'll have enough beer to drown all of our sorrows when SOLG blow BHP's best battleship out of the water.
A big thank you to all those wise people who uptick my comment.
If you could all just send me a tenner next time instead that would be cool.
Good news, already heavily invested here but was able to afford a £2k worth on the drop as a top up so my average not too bad with hopes of better by year end.
But the average salary in 2020 was 470 usd a month.....
Petrol is 2 dollars 45 in ecuador
Per gallon!
And thy are rioting.
It’ll come Eish ….. Moran may take a little longer for results
Looking better
https://www.reuters.com/world/americas/ecuador-oil-output-halved-indigenous-leader-says-protests-carry-2022-06-27/
Was rather hoping there would be something released this morning to boost our sp and as a build up to Thursday's EGM! Perhaps a Moran up-date?
Thanks for the link Troajan, I think they were confirming what we all believe about Solgold, Solgold getting their house in order for the future, definitely hang on to your golden tickets and be patient, it will pay off some day
Atb
3 savvy copper chaps....on coppers long trend
https://www.youtube.com/watch?v=MHvmTDKb4Hs
Will Ayten Saridas be the catalyst to our future fortunes? - my vote says yes.
Best of luck next week & beyond Solgers.
Damers.
Damers.
G7 certainly going about it the right way this video's well for solgold and Ecuador imho
https://www.reuters.com/world/g7-summit-kicks-off-under-shadow-ukraine-war-stagflation-risk-2022-06-25/
Interesting to see if POG reacts same way to Russian sanctions as did oil.
Remember, to get the best price you have to make the future buyers 'think' there's a strong chance that you can fund this development. If you want 100p+ then you'll need to make sure the likes of BHP and Barrack think the asset has gone to Franco, Boliden and a few other interested parties. If you want 45p a share or 55p level and are happy with that then you may as well hoist the for sale sign up and open the business to offers. That rarely ends well as it's a sign of weakness.
The decision making process for shareholders comes when SOLG offer up a transaction or funding plan which involves some of the above but some inevitable dilution. If the Franco deal is anything to go by then you can bet your bottom dollar that BHP and NCM will throw toys from pram and object. But after that, they have a choice... they will need to offer shareholders a better plan which I think all expect to be a low ball full offer for the business or a JV of some sort.
BHP and NCM could have sold up long ago and moved on if they didn't like the assets or what SOLG are doing with them. So why are they still hanging around? I think that's obvious to all.
So plan B supports plan A or plan A support plan B. Whatever the fun and games, soon (and I mean very soon) someone has to lay their cards down. Will BHP and NCM make a move first or wait for SOLG to unveil their funding plan?
I know it's been a long slog here. But this is firmly into the sharp end now and there simply isn't any more wriggle room for BoD's especially with AGM due in just over 5 months. The new CFO brings with her proven deliverability of IPO and large development projects as does Darryl. The experience is there to get a deal done that might just make the likes of BHP or another pay the full price that we all deserve. It's coming. Lasso needs it, US and rest of glove needs it and most of all, we all need it.