Charles Jillings, CEO of Utilico, energized by strong economic momentum across Latin America. Watch the video here.
In guessing someone else has already posted this, but just in case, the relevant part is near the bottom;
https://masterinvestor.co.uk/commodities/february-mining-update/
Heh, so what makes you think that if net zero doesn't happen, copper suddenly is worth a proverbial?
Copper was a valuable resource before Net zero and will remain so. Okay, maybe not so valuable in your world, but valuable, nonetheless.
"· Further define the economic benefits of renewable energy, such as hydro and solar, on the project"
Oh dear, that's Slug out then. He couldn't possibly have anything to do with that after all his ranting for so long.
" A deal will be done and it will be sold."
Hmm, I'm not so sure Fort. I certainly don't subscribe to this "a deal is imminent" codswallop, the same as I didn't subscribe to yesterday's "8p by close of play" prediction.
I don't see this new PFS as a big deal either, tbh. Those in the data room would have known all the details well before now, imo and wouldn't just be taking SOLG's word for it, I'm sure, if they're contemplating making a bid. It makes sense that the likes of BHP are probably way better at doing their own assessments, I'd say.
And if things were that good, I'm sure we'd have seen action before now.
I think we're no further forward, tbh and that's a depressing thought, as I can't see anything other than the SP continuing to slide as we run closer to running out of money.
It really doesn't bother me, as I'm sure they'll just keep doing royalty deals, but I don't see the future in that. For any party.
It's an intriguing situation and a new one on me.
It strikes me as odd that pretty much everyone assumes that the likes of BHP want to take out SOLG.
That may well be so with some of them, but it makes sense to me that some of these companies might have just taken out an investment in the same way that any sensible investor who knows the company's business well might do.
Don't get me wrong, they probably do. But what if they don't?
This is beginning to look like if the Chinese don't jump soon, it'll be a venture capital teamup that might take us out, or a JV combined with a fat royalty deal or two.
I can imagine some of the reactions on here already if a deal that doesn't involve a sale goes through.
I'm confused. Who is saying that the short has closed? I very much doubt it has, because these outfits don't nip in and out like that. As has been said, it's much more likely that it's only just started.
Tbh, I'm not exactly sure of what taking a short means. Does it mean they've actually sold the shares into the market (I very much doubt it) or more likely, just signed the contract and agreed to do it?
Well, sub 7 has come round even quicker than I thought and I've been waiting for it with a view to adding. But this just looks to be in freefall now and it's becoming even more of a concern. I average sub 9.8 now and am nearly 30% down. to think there are some here holding at 30p plus!
And we still have certain people saying the company is in the best position it's ever been in. It plainly isn't and the market knows it.
We all know the one single thing that will change things and anything else is just noise, imo.
The question now is how low will this go if we don't get a serious monetisation event soon?
If that short is correct and the way this is being pummelled, this is guaranteed to go sub £1 I reckon.
I've bought yet another duffer. It's all I ever do.
Why short now? because this has massive downward momentum and it looks a very good bet.
I almost wonder what's going on behind the scenes that we don't know about?
The only question is dump at 10% down and plummeting , or stick with it?
"over time"
Wise words. If you got a fair bit, it makes sense to use it.
It's been very interesting to read how real people invest on here, the last couple of weeks. Much better than waiting for news re LGEN and having a near silent board, imo :-)