Member Info for Badgernator

I’ve got to say though if he puts on much more weight we will need a new ceo anyway. He really looks unhealthy. The stress and the weight is a recipe for disaster. Imagine having millions riding on the success of Prem? It would be enough for a heart attack on its own.

So 20% or several hundred percent. I know what I would choose.

I’m newish here. I bought in because the of the low mcap. If you put a conservative estimate on the value of perms assets it is many multiples of the sp. A bit of good news on any front and the market will reappraise the value of the other assets. How high the sp goes is very debatable, but GR stands to make a lot if he turns prems fortunes around.

Lots of ifs. However with the assets we have even GR can make us money from this level.

China I think he knows trust is gone. I don’t think he would even bother to try and raise now. Sign a good deal on Zulu and all will be forgiven. We won’t need to raise if his ‘preferred deal’ comes to pass.

China. I’m not too worried about presenting style it’s presenting substance that I want. The presentation and podcast were pretty much identical. I’ll be happy if we give away 40% of Zulu and get dfs paid for and a million in the bank. That would solve our cash crunch and progress our best asset. Then we have the luxury to wait for the Zimbabwe government to pull its finger out.

Everyone is right to be suspicious. However I think GR realises he needed to give the market something. He won’t get a raise approved unless he provides something concrete. What he said in the podcast was all good news. Now he needs to complete the deal and put it in a rns to prove what he said is true. We all know Zulu is the crown jewel and it needs progressing. Steward I’m not sure I agree about revealing these negotiations is a bad thing. He might be applying presssure to try and get an improved counter offer. He kept saying my personal preference to let a bidder know he was leaning away from what they have offered.

Of Zulu will we have to give up? Guessses?

Wil

His words ‘impossible’. I don’t think he could now because of the categorical statement. I cant see any wriggle room for him.

Importantly he categorically said no placing. We are under starters orders.

Chippie, it looks like we don’t need cash for drilling Zulu the jv partner is going to pay. And give us cash. Just how much of Zulu is this going to cost us?

I disagree val the nieef part is out of GRs hands. It’s a matter of bureaucracy, African bureaucracy, at that. The JV is up to GR what deal to accept. I think he has already negotiated it and we just the need the rubber stamp. I expect a spike on the conclusion of the nieef negotiations. If no Jv news follows we will then drift back down.

We wil soon find out if it’s true buys will begin to come in, turning in to a flood. If it’s true this will bag in a heartbeat. Lol it’s probably not.

Marine I don’t care when we get it. Just get it. Last Fridays rns did go below the radar. I don’t care it was very positive for Vast as a business. Bppm will be very positive for the business. Successful businessses will eventually have a successful sp. An rns this afternoon might mean the spike is smaller but long run who cares?

Ort I agree AP had the chance when he took over to kitchen sink the blame on Roy and say Bppm wasn’t happening. Instead he has remained positive. Now his reputation is on the line. I might be gullible but I think we will get it.

Caspian is pleased to announce that a5 And a8 are ready to flow but because of the proximity of winter we have decided to suspend operations till next year.

Alright smasher. Time does move at a different pace for Caspian. I think if any of the news coming is good we should see a rerate. Just how long we have to wait... winter is approaching:)

Thanks lee much appreciated. I just took some more averaging up. Mainly because of AP. Assets are only as good as the people who manage them.

In essence we are in the hands of African bureaucracy. That does not bode well.