Member Info for addicknt

Excellent news.

RT, with regard to the management question, I couldn't agree more. They represent a totally different style and appear to have the enthusiasm and drive which seemed to be missing from their predecessors, who were quite clearly past their best (trigger warning: that was an ageist comment)

As shareholders, we have to recognise this is a hyper-news sensitive share and we'll be subject to some pretty wild sp movements as a result and I see little point fretting about the daily swings.

RT, that was also the impression I was given, but it would be helpful to know what factors have led to the optimism. Let's hope the next assays are good enough to calm any nerves.

To a large degree the re-set plan hinges upon the viability of the Tandy plan. Poor assays may compromise the route to nearer term cash flow and this won't have escaped the attention of the market.

Would it have made sense to wait until we are certain about Tandy before making the re-set plan public?

I know the team were under pressure to put something out there, but have they created a rod for their own back? DV has tried to manage expectations, but that's unlikely to do the trick. Or are they so confident of the results they were happy to take the risk?

RT, nal is one of those people who simply cannot understand that companies are dynamic entities and things change, for better or worse, all the time. His mind is set in the past and he's intellectually incapable of appreciating what's been going on here for the past four or five months. He rather proved the point earlier when he said he reads Enid Blyton ( tbh this surprised me, as I didn't think he'd progressed that far) He's also one of the only shareholders I've come across who celebrates when the value falls. He's one very screwed up old man.

IP, you need to look up the definition of a scrip issue. It isn't what you seem to believe it is.

RK, I'm just repeating what the company said. Additionally, there's no question we'll need a stronger and more liquid balance sheet at some stage.

However, since I'm of the view we'll be taken out beforehand, I'm hoping it won't happen, as I'm sure do the management.

Q, one point; the company has previously said there will be dilution if we get to the point of raising the full Capex requirement.

These were the company's words and given the need for a stronger balance sheet, are pretty obvious.

Q, I broadly agree with your mantra of listening to what the company says, but we have previously been told we were taking this to production but we now have conclusive proof they were trying to sell the asset - which was obvious to many of us.

In my opinion the final goal remains the same, but experience has now demonstrated we need to de-risk the asset in order to achieve a more realistic value.

Q, life has moved on from those days.

Rich, they really are very strange creatures. What makes them suddenly alight on a share about which they know the square root of feck all , and then proceed to give long term holders the benefit of their ignorant ramblings? What sort of person actually does that?

Hopefully, we'll have some news by the end of the month.

You're not needalife's twin brother, are you?

Regardless, thanks for the brilliant insight - I'm sure we're all very grateful.

NMM, he's had at least two others usernames, and was, according to him, banned on both occasions. By comparison, the guff he comes up with these days is pretty anodine, but the message has always been the same i. e we're all total idiots and he's the gatekeeper of the truth.

So, he's been at this for years. Makes you wonder what sort of person he is, doesn't it?

PS, yes, Mr 5p placing aka the Sage of Sheffield, isn't very good at this, is he? Still, gives us plenty to laugh at.

"The slug meltdown was delicious"

"Too, too funny"

I suspect Mr 5p placing thinks he's auditioning for the role of Anthony Blanche in a remake of Brideshead. Or perhaps he's one of the Mitford sisters.

It's not often you come across a bricky from Sheffield who talks like that.

Keep it up "no release of Tranche 2 in 2025", it's all soooo, sooo giggle making.

Telegraphist, he did pay for them, but I get your point.

The fact he still has his options is, to put it mildly, unfortunate. I can only assume the retention of them formed part of an exit package designed to avoid another unfair, or constructive dismissal, case.

Jezzoo, that'd put the sp in the mid-50s. I think most of us would be moderately chuffed with that!

It's time Nobby got shot of Manzano. Dundee only received their environmental licence recently and she appears to have no idea of the damage her tax will do to the cornerstone economic policy of this government.

If they need a new Minister, Mather's not that busy.

"top technical analyst". You sure about that?

SM, with regard to your comment about Tandy, it's pretty clear DV is trying to manage expectations, which strikes me as a sensible approach.

I think someone mentioned Glencore earlier. Their latest results are pretty dire; are they now a target?