Roundtable Discussion; The Future of Mineral Sands. Watch the video here.
London South East prides itself on its community spirit, and in order to keep the chat section problem free, we ask all members to follow these simple rules. In these rules, we refer to ourselves as "we", "us", "our". The user of the website is referred to as "you" and "your".
By posting on our share chat boards you are agreeing to the following:
The IP address of all posts is recorded to aid in enforcing these conditions. As a user you agree to any information you have entered being stored in a database. You agree that we have the right to remove, edit, move or close any topic or board at any time should we see fit. You agree that we have the right to remove any post without notice. You agree that we have the right to suspend your account without notice.
Please note some users may not behave properly and may post content that is misleading, untrue or offensive.
It is not possible for us to fully monitor all content all of the time but where we have actually received notice of any content that is potentially misleading, untrue, offensive, unlawful, infringes third party rights or is potentially in breach of these terms and conditions, then we will review such content, decide whether to remove it from this website and act accordingly.
Premium Members are members that have a premium subscription with London South East. You can subscribe here.
London South East does not endorse such members, and posts should not be construed as advice and represent the opinions of the authors, not those of London South East Ltd, or its affiliates.
Who knows what price at Christmas, don't think I want to know!
Warned you at 39p novice...
Well erm at this rate if we are lucky we will be at 8p by Christmas, ; ((
Has this Guy DC been literally brought in to destroy the company value ? looks that way
Yes, It would take hours to explain exactly how we got here after 10 years.
To give you an idea, 70% of the posters here think it will be sold to a multi national, 29% of posters think it will be taken through to production by the current owners through massive dilution. 1% will still be here by then.
No news, expectations of a cash raise, copper and gold price weakness and general market conditions...
Do your own research sid
Hello all
New here. Not been following the news since last top Appreciate your thoughts on the reasons for continues price drop.
Thanks
Seems like the market wanted it down to 18p level today? A marker?
Which is about twice the volume in the first 4 hours today...
Tesla...
What do you actually contribute on here, other than baseless opinions and ****ging off othe posters who spend time every day researching Solgold to find relevant articles, such as DBW...
You add no material value and I therefore wonder how much you are unvested here compared to our 1.3 million commitment...?
it is a textbook topic when management are driven by salaries. Even if you give them options, they woud prefer salries since it is not obvious to find a right job in a right place at their ages. We are doomed unless a third party emerges from the shadows and trigger a bid process.
Darryl was a Director of the World Coal Association until March 2021...so much for his green credentials...
https://find-and-update.company-information.service.gov.uk/officers/1Lwttcdwliq9ewP63Q5NrF5o858/appointments
He was Vice President of Orica's Coal division before his promotion...
"Coal miner to boss of Australia's biggest underground mine"
"Mr Cuzzubbo's first major task was in 2002 working as the project director to get a new underground coking coal mine at Mount Kembla approved and built....From there he became vice-president of BHP's Illawarra coal - running all the mines in the area....BHP then sent him to South Africa to run a group of our coal mines for a few years..."
"Keith Pollocks as interim CFO (has) recently held a CFO role at...Newcastle Coal Infrastructure Group Pty Ltd."
“Darryl is a respected leader in the resources industry. I have been impressed with Darryl’s leadership of his coal portfolio and the industry expertise he has brought to the role,”
“We believe we can make Cascabel the lowest carbon intensity copper mine ever built”, says Cuzzubbo. ...
Leopards and spots come to mind...
They seem content to tread water whilst earning a steady salary.
Nice work if you can get it.
Sorry, words added to slide 9:
"SolGold is best positioned to support Ecuador’s
unrivalled opportunity to supply the copper
the world needs for a net zero emissions future"
Questions from latest presentation...
Why continue to include a cash balance that is almost three months out of date and shines the light on the immediate problem...? Only 9 days till we see the true picture...
"Refreshed Board and Management" highlights tghe fact that Ingo, Ayten and Jason have gone...
The Ecuador Sovereign Bond yields chart has gone...
These words have been added to slide 9
New slide 27 - PATHWAY TO A ZERO EMISSIONS COPPER MINE AT CASCABEL
Slide 36 highlights the fall in the share price below support...clear contrast to previous presentation
Slide 37 "RECOGNISED ASSET QUALITY AND SUPPORT FROM MAJORS" now looks like a joke...BHP and NCM in cluded...
Notes for Slide 11 completely repeated after Slide 12...where is the quality control...?
Otherwise same old, same old....yawn....
No confidence in him to be honest, he's awful at presentations
19.48 at 09.14...17.98 now...down 8%...
Obviously Darryl's drawl was a big hit with prospective investors...
Lunchmoney, as per usual, your attention to detail much appreciated.
I expect they'll include Tandy in the mix as apart from Porvenir, that was the only exploration going on that I can see in 2022. We certainly didn't get what we were promised and that's not the first time that's happened by SOLG. I thought the Moran RNS some moons ago was written in a more excitable form. Yet here we are months on and zero updates on Moran. Mmm... another promising hole that turned out to be not so promising??
The reality is, SOLG can deliver value with the drill bit. We have had Porvenir and Tandy of late and frustrating we couldn't see RIO through properly. The Warintza target is a tease and would certainly delight Lundin, Solaris et al. if that came in. It makes sense to drill that area first before entering a decent JV partner deal as would strengthen their hand considerably.
10 days left in Sept and we have MD&A and Annual report. Coming to a head now.
Thank you LunchMoney.
Good morning LunchMoney, I believe the 1% streaming royalty wasn't for Alpala, but for Cascabel.
So guessing Tandy can be included.
Not everyone is convinced...
https://seekingalpha.com/news/3884137-copper-prices-seen-staying-weak-for-rest-of-this-year-fitch?mailingid=29102569&messageid=2900&serial=29102569.274&source=email_2900&utm_campaign=rta-stock-news&utm_content=link-1&utm_medium=email&utm_source=seeking_alpha&utm_term=29102569.274
But 75% of my portfolio is in copper...most of the rest in gold/silver...
Elodie is a world class ESG expert...this is one of SOLGs undeniable strengths and Nick deserves credit for his foresight...
Absolutely DBW
Not how it happened...
There was a failed fundraise by Barrenjoey...