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Totally agree!
I often disagree with your views but happily read them , then recheck whether I still disagree or you have enlightened me. Both these have happened.
Great post BPHIL - completely agree that the streamers/royalty guys will happily continue to throw the kitchen sink at our project. $800m for 8% NSR + $250m porvenir sale will be sufficient capital to fund capex for Alpala.
Darren, you are right, every investor must listen to alternative views, and there are plenty of people on here who make valid critical comments without insulting other posters. Sadly, nal is not capable of that. In the time he's posted here he has never made an interesting or useful contribution. He simply lies and insults people.
I had him on filter but then made the mistake of un-filtering him. He's now back in the bin as my only filtered poster.
Total agree about contrarian view. Always good to make you check and think again to avoid silo thinking.
Before I filtered him NAL never gave any facts about the company or wider world concerns. Just insults about posters wrapped up to look like he had an opinion on alternative āfactsā Here is here to just cause trouble.
Good health debate is good but that will not happen with NAL he is unwell. Best to make an exception and filter him. There is a good variety of views on here without him.
I know what you are saying regarding filtering but I have never filtered in 10 years I have been into shares. you may not like what the contrarians have to say , but it may make you think! which is not a bad thing?
DK
"get a sale sorted"? Are you a bit simple, fort, or just a shameless ramper?
I think any confidence in Bob evaporated when he talked about "fast and smart" and then, completely as I predicted, achieved nothing. Yet somehow his name still seems to get the brainless rampers on here excited. Including fort.
Hi Darren, Hope youāre good.
I fell for that trap with NAL.
He is sadly unwell. He is a narcissist.
Not sure he would know a fact if it hit him in the face.
Best to filter and ignore.
Hope our day will come here, eventually!
Could happen. One thing we do know is that a cash raise is due in H1 whether that comes via royalty deal or via placing the 157m CGP shares... they'll need to start ramping SOLG with good news otherwise Scott's in real trouble. Royalty deal looks odds on as the equity is so low it makes zero sense.
But like I said a while ago... it depends on Bob's greed. Will he place those CGP shares into his own hands at a cheap price and then get a sale sorted? He almost doubles his holding and reduces his average in doing so. mmm.
I dont post that often, and can
only really give my take and opinion on things. But when someone , in this instance NAL posts non truths I have to respond to correct what he says are facts cos they are not facts!!
GLA
DK
So it's my expectation we'll get PFS3 anytime in the 10 trading days. With PFS1 the SP did over 100%. With PFS2 the SP did over 100%. I'm expecting more of the same. GLA
DK ā¦. Appreciate all your updates, good to get some perspective from someone first hand
Yea Darren.
will you have pink pigs flying over.
Just to add as per the newspaper article every single canton in Imbabura province (where Cascabel is located) is in the low risk group so no curfew applies.
Further please find a link to the UK foreign office travel advice.
https://www.gov.uk/foreign-travel-advice/ecuador
This a copy and paste directly from it.
State of Emergency declared
In January, the President declared a 60-day state of emergency (SOE) across Ecuador following an increase in criminal activity and security incidents.
The initial daily curfew has been now replaced by a traffic light system. Different districts (ācantonesā) have different restrictions.
High risk cantons (red): from midnight to 5am
Medium risk cantons (yellow): from 2am to 5am
Low risk cantons (green): no restrictions
Do you know better than the UK foreign office too?
Needalife I am loath to post on this board as i find people like you somewhat annoying.
Notwithstanding here is a National Ecuadorian Newspaper concerning the torque de queda which is English means curfew.
https://www.eluniverso.com/noticias/ecuador/conozca-el-horario-del-toque-de-queda-en-ecuador-para-este-lunes-5-de-febrero-del-2024-nota/
I appreciate you may not be able to read Spanish so I will translate sections for you.
"The movement restriction hours are based on different risk levels: high, medium and low."
"For three and six hours during the morning each day of the week, including Saturday and Sunday, it is prohibited to circulate in 61 cantons of Ecuador, divided by its level of risk."
"A total of 38 cantons are considered to have a high risk and traffic restrictions will continue from 00:00 until 05:00" It then lists them - I cant be bothered.
"The traffic restriction for three hours during the morning, from 02:00 to 05:00, will extend to a total of 23 cantons" it goes on to list them - I cant be bothered.
It then lists the ones with low risk where "In the cantons categorized with a lower risk if the restriction of freedom of movement is totally eliminated, it is decided that there is no need to do so." - it doesnt say how many there are but its a lot more than have and i cant be bothered counting them.
So unless you are saying that a national newspaper in Ecuador is telling lies you are wrong
Orphencopper,
Not sure what you mean? The original PFS was printed May 2022. If using US inflation numbers for 2022, then 6.5% would be baked in.
https://www.usinflationcalculator.com/inflation/current-inflation-rates/
Today, if they publish using 2024 US inflation numbers, then you will be lookint at around 3.5%.
Hence why they have waited for figures to drop before publishing.
In simple terms, US inflation has halved since the last time SOLG issued a PFS.
Perhaps I could send you a photo of me standing in front of the letters which say \ibarra in the city? or maybe a photo of my house with me holding a local newspaper el norte which is the local rag with current date. what a plonker!
GLA
DK
Darren, as we know, facts aren't his strong point. It's much easier just to make it up.
Anyway, as we all know, he doesn't live in Australia. In fact he lives in West Bromwich, where he runs a burger bar at the football stadium.
You really are a strange character! What proof do you need that I live in Ecuador? You state I am not in Ecuador!!!!!! on what grounds? How do you supposedly know I am not living in Ecuador? you state the curfew is national, it is not!!!!!!! how is fact a wishfull thinking abusive misleading post !! What a Richard Edward you are!!
GLA
DK
Dbw, bnc, adikt, Darren.
Read the below posts. Official government updated advice.
Not the 4 of you posting wishful thinking abusive posts, misleading people
Darren. That's because your not in ecuador. Only the desperate, craving news, believe you.
The curfew is national.
I don't want to sound like adikt.
But I have friends of friends who've been and still are in ecuador.
There reporting they wouldn't go out after dark.
And the authorities still have road check points all over.
And whatever you and the other clowns try to bulk sĀ£Ā£t your way through.
The country is not safe at this moment
Last I saw was about 20 percent of all provinces have mid to high risk assessments now in place. By my reckoning that means 80 percent have no curfew !
GLA
DK
Evening all. NAL I suggest you yourself do some research into the facts! The national curfew that you claim to be fact was actually ammended late january! Each province was designated a certain curfew or non atall according to goverment assessment of risk!
GLA
DK
BNC. I repeat my replyto adikt and his rose colour specs.
can you name many other countries that have a 60 day national curfew ln place.
because if unlike adikt, you take the time to do a bit of research, you will find that's what the ecuador
government has had to do, to stop civil unrest.
there the facts as they stand, no matter what some posters who stands to lose shirt tell us.
I know thereās a disconnect but my question remains. Why pay $100m for 1% when you can have the whole shebang for $300m?
It is of course down to the politics and the chess. Id we run out of money weāre instantly worth half what we were before until someone makes a move
Royalty deals will only happen if they think it will definitely be mined