Member Info for Aubery

I’m of the opinion that if there is anything of value in the region it will likely end up with NN eventually.

Certainly cannot see any new overseas competitors on the door step.

I’m less bearish than TMS... I think there is an asset sale, possibly Monchetundra ... WK is worth very little....

Maybe a few quid and a divvy to shareholders... at a lot less than today’s sp.

A new company formed thereafter ..,

If there was any mega value why not trigger Sinosteel 5 years back...

What is clear is that for two years this is very very unclear for your average PI

Calamari
UBS can and do advise on deals that succeed and fail.
They are getting paid
If they were only involved in deals that were guaranteed to succeed they would be involved in zero deals.

I don’t recall anyone stating this is fraudulent.., you are creating a strawman argument

This ‘sale’ process, which has been running a while does conveniently allow the BoD this cloak of secrecy... NDAs.... fine in a quick sale but how long can this continue

Only a few working days of 2021 left.
Good to see that the statement on achieving 1350tpd is still on the RNS’s... they are not going to miss that now. Patience required here... soon be cash flow positive!

Sp28
I suspect a ‘ LTH’ will be viewed by the BoD as those who were in well before suspension and backed the company during the loss making and development years
I don’t think DS will be too concerned with those who jumped in after that rainbow chasing....

Nailed it Stork
This has gone on tooooo long.
Time for BoD to fess up.

When was the last time anyone from the BoD actually spoke..... years ago....

Roger
It goes back much longer than that
If you figure that Sinosteel contract to develop Monchetundra was set up as nothing other than leverage with no intention to trigger this is now 5yrs+...

Sinosteel deal mentioned back in 2016....

Imagine if they’d have triggered it....

Yes Mac
All POTENTIAL....
Folk ramping £10B sale on ‘potential’

Key difference between SXX and EUA is SXX had proven resources.

EUA at time of writing have very little C1...

But yes SXX made a right mess of the finance...

£15/20B....
Jeeeez
Hyper ramp.......

700 posts from Mac this past 30 days which is not unusual for him....
He clearly doesn’t work and he posts here full time all day

Not healthy or right for an amateur investor....

Go figure.....

Everest
There has been ‘news’ incoming for the past 3 years....

Wouldn’t hold your breath

‘Finish off the mine’

.... what does this mean??

Wtf

Tremendous Analysis Cornish

Thank you

Important that us longs remind ourselves of the risk of investing in mining.

Since the rerate down from 60p the company has made material progress on finance, grades, staff, hedge and mine development (stopes)

The risk has been reduced (not eliminated) significantly.

You forgot to explain why now is a good time to short... please share.

A slow gradual uprate is underway which is great for those accumulating.

GL everyone including traders

Exciting few weeks

I’m long BTW

Two things Steve

No infrastructure currently
Little proven resources

Lol

Just remember Stevo
The company had a market cap of £30m ish and SP 1-3p before talk of sale was muted....

Everyone saying DS wouldn’t be happy with £1B (esp Gecko) is laughable.

Not just carbon Ian
Uk one of the least bio diverse countries on the planet
Due to the industrial revolution and agricultural.
Lots for Uk to do....

Read the RNS ffs Moon.
Been at Rambler 5 years. Offer of CEO

You don’t go from a junior director to CEO if ‘booted’

.... ffs

Context is very important.
And so is balance.
Your use of ‘high probability’ in your last piece is IMVHO overstated.
Possible..., yes.... this is mining.

You talk a lot about short term and SP.
I’m medium term and less interested in short term.

But I’d say there is a high probability of the SP being north of 21p from Monday onwards.

Provided we are generally on track, I expect minor set backs, I’ll be doing a more detailed review next April.

GL everyone.