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Good point Phoebus:
If you chart Riot and Mara, be aware that they will always rally before ARB, as per the pre-November/December run-up…
Good to see some of the pre-sub 3p crew still about.
This board has unfortunately become quite a bitter place however.
I’m ready for £10 EOY…
Still hodling, GLA Argonauts
The RP / DL combo is a sight to behold for sure.
Ponzi would be putting it politely…
“I’m here for the tech” is a common phrase bounded about in crypto memes and this springs to mind with them.
WSBN is another which has been all talk to date, and I just can’t look beyond the spiel…
Btw - I should correct myself as it winds ppl up sometimes, as ARB is not AIM.
Thanks Dip - DEV was on my periphery. Will delve in!
I like to base/start my investing and DD based upon a good CEO who I find direct, approachable, knowledgeable and trustworthy/honest (subjective, but I’m thankful to have a holistic professional slant that has been honed over the years). This has led me to a narrow, focused portfolio which has borne some fruit of late. In search of a new topic for the board and wisdom from others. My top 3 Aim CEOs with companies to boot so far since the Cerveza sickness:
1. PW (Argo)
2. GH (GGP) - appreciate this is old timing
3. BBG (UFO)
If anyone is willing to share as a side show to the mudslinging?
GLA Aliens
Thanks Starbright:
- All seems like speculation at the moment, but if it's all been publicly disclosed within our RNS' and Australian public filings, there is nothing that has been hidden to date.
- Sweeteners and back scratchers are the name of the game, and does this deal not add shareholder value in the near-term?
- Still struggling to see the risk implications, multiple directorships may indicate institutional trust, self-interest or both?
GLA Aliens. Looking forward to our next set of news flows. See this one picking up quite substantially soon.
Thanks StarBright - yes I can see some of what you state, but:
1. We are still in the DD stage of the tailings project, any declarations should only be announced when there is a material cost to Alien should it not? No opacity I can see, although it may be frustrating as a shareholder to not have all the information laid out prior.
2. The details of the purchase agreement with Wombat Pty are still being drawn out, and I am certain that any COI will be declared at that stage, not prior to any agreement.
3. DS is an iNED (not paid a salary, costs, nor share / option holder that I can see from 2019 / 2020 financials with Alien)
4. DS seems to be a director at Sorrento, but where have you found information on Wombat being a subsidiary of Sorrento?
From the RNS, it seems that the lease agreement for the tailings has been in place since 2001. If we get to the stage of an agreement, I would expect these to be laid out as to the history.
But what is Starbright's beef?
Does a good working relationship and aligned BOD interests in moving Hamersley forwards align Alien with Bennelong and/or Windfield for the longterm prosperity of the project? I think so.
So why suggest a coup? Does an insider perspective not help cut the red tape in this situation? None apart from Alien are publicly listed, and within other economic juristictions...
Not a legal expert, but I just see this as a deramp from the TW team which seems baseless.
Happy to be consider opposing viewpoints.
@PaulQ 16,000 tonnes estimated within the tailings. About 208k silver oz if 100% recoverable. Estimate is 90% recoverability.
Enough to fund the entire exploration of EH and funds to spread elsewhere in my view!
GLA Aliens
HH - Covid has set in motion the shift to deglobalisation due to fragmented lockdown / opening / vaccination policies. Each government is printing fiat into oblivion and clamouring for commodities with the narrative of building the economy to mitigate for any deflation. The competition and demand for these scarce assets can only send them northwards imho. The next few years will be telling!