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How about a J/V for Cascabel where the 51% partner gets first dibs all the ore in return for funding the whole of the upfront CAPEX
The Phase 2 CAPEX is funded from revenues...
Interesting alternative to a full bid but...if it was announced as a proposal I believe it would trigger bids anyhow...
"Monetise the asset"
Why accept 51% when you could have 100%...
Meanwhile the "non dilutive, non equity funding" could drop any minute...
Then watch the SP go...its the only worry left now for those who don't get the full picture...
HFH
When I asked Scott about the exploitation agreement he said by end of Q2 but hinted could be much earlier
My money’s on Camomile & a fairy cake
Darren reference your earlier post. Whilst I think you are correct I think its important to note the following. SOLG had a six month window to change the Phase state of Cascabel from an Exploration Phase to an Exploitation Phase and I believe this is what has been eluded to from your contact. This is not the same as the Exploitation Agreement being signed off by the Minister for Mining and the Government, which I believe we're looking at the end of Q2. Just my take on things.
Living live to the full Q
Yorkshire tea and a bourbon?
Thank you Eloro, I think it's time for a mug of tea and a biscuit.
While I watch.
Great to see Solgold , break out of single digit territory, should continue its strong momentum , now that it’s been confirmed no cheap placements are expected
Eloro, to be honest it's come as a bit of a shock.
I agree about about that Truffle bloke and why we've retained an adolescent to run our IR is beyond me. Maybe he's at junior school with one of Caldwell's kids?
HFH ….. agreed
And re Scott’s (supposedly throwaway) line re 30c US my take is the lower the starting number the more competitive the situation will become and that’s what we all want at the end of the day .
Time to divest ourselves of a non core asset or two to spice things up?
Here is the link Quady:
https://youtu.be/bLeCuwDyEU4?si=oDS4WQ5oK9zJ0cg8
Sorry Add, I should have been more vocal regarding the low esteem I hold for SC 😆
Sadly, Sean seem even dimmer than SC. Hence, don't hold your breath for a response from him!
1984 Apologies, I should have said Barrick AND 1984 lol
RE: As if we didn't know :)11 Mar 2024 23:04
DBW that's the good thing about Cascabel, whilst some will look at it as a copper play, others like Barrick will definitely see it as a gold play. I think we'll see multiple bids this year which means it's not going to be cheap..whoever eventually wins.
I'm also of the opinion that it's partly responsible for the current excitement.
Just scroll back. The first post from TheItalian contains the link to the YouTube interview. It's really worth listening to as it contains all sorts of interesting nuggets. In fact, it's the best interview I've ever heard from one of our CEOs. It also contains his very odd comment about 30 cents.
Sorry addicknt, been away for a couple of days, if you could repost it please or if someone else could post it, I would be grateful.
Nice to see a few poster of late finally understanding why this will go for a fortune. Gold
I’ve been telling you this for 6 months+
TheItalian posted the link on the 27th at 11:31. The heading is SC Interview.
Q, it was in the recent interview which was posted on here.
I must have missed that addicknt, could you please post the link when he said we are not in the process of raising the project funding.
As you are correct if he recently said it, then maybe we are heading in another direction.
Would be grateful if you could post the link.
Q, so how do you account for the fact he specifically said we're not in the process of raising the project funding? I thought your mantra was always to believe what the company says.
What I most certainly accept is that he's said something to the government which has given them confidence in us. What that is, I've no idea.
Addicknt when he talks about a turnkey project, that is exactly what we require to raise he finance.
With the explotation license in place now, I expect funding will be announced within the next few months.
Addicknt being on the front foot for building Cascabel .
How about hiring two money men to raise the money.
The situation has changed massively.
As somehow we have shown the government we can do this.
Hence solgolds commitment to raise the money.
That's our commitment not someone else on behalf of us.
There is a huge difference.
The other thing to bear in mind is that he said $2bn was a lot of money for a small company like ours to raise. He's not wrong. He also said we are not in the process of raising the project funding, which is hardly surprising as there are still outstanding issues before we would be able to approach the market.
Interesting interview with the CEO & president of Barrick. He's looking for potential acquisitions with the following characteristics: very large mine, copper + gold, exploration upside
https://www.youtube.com/watch?v=S7mf82iOzAE