Member Info for bonker99

Well if they're going to try and restrict free trade then they'll neve get anywhere.

You've gotta go along to get along, yes?

I feel for them but they're simply not in a position to play hardball - the likes of MKA/USA will simply go elsewhere if the deal is not agreeable.

Again, you take the dirty IMF/World Bank money and you're done for ...

Unfortunately for Malawi, as soon as you take the IMF/World Bank money you're done for ...

Extraordinarily strong bid.

£750k cash = 6.9p hard bottom then.

C7.4p hard bottom then - that's not enough to justify profitable churn from printed shares at 8s so perhaps it's just a matter of keeping people bored out of it while it goes sideways.

BTW - Neodymium has broken out of its long-term downtrend to my eye:

https://x.com/bonker_99/status/1712432219053031487?s=20

Syria getting hit - here we go ...

Syria getting hit chaps - here it comes ...

How much cash on hand do you reckon they have right now?

They want (or already know that) it's going to 7p first.

Gobsmacking news IMO but something not right about this lack of volume - someone knows why of course ...

WOW

You do have to take into consideration which phase of the growth cycle a company is in - as I've pointed out, yes, HUM has a lot of debt but look at the size of the thing(s) compared to a year or two ago - its multiplied in costed/producing NAV whilst the mcap/SP has been trounced.

It does :)

These comparisons should continue to be made IMO - normally it's bad form to mention other companies on other boards but I've certainly no problem with others doing it if they bring some actual info to the table for a proper comparison of course.

I've said it many times in the past - if there's a better value proposition out there (on paper at least!) then let's hear it.

$1,873

I would be super disappointed with only 14p in 2024 mate - an awful lot would have to go wrong for that to be the peak.

30s.

Gold @ $1,868 - should be filling that weekend gap-up at $1,833 really and yet ...

Morning.

Corporate bonds are where the sht is - banks will always be BBBRRRD back into shape by the Fed.

Benjy going all Reichstag with a "unity" government right now.

We all live and die via our perception vs reality ;)

Nice vol, chunky trades - there's no doubt in my mind that the "market" is lining this one up for something special in 2024 - possibly including a T/O bid.

Morning.

I can't say I have a problem with anything he's said there - Kouroussa nameplate by EoY as I suggested from the off plus c200k oz pa @ $1.3k AISC in 2024 as I suggested from the off - I guess the rest of you just need to talk/walk it down which is all part of the game but I'm thrilled to see it marked to market @ £40m at this late stage!

He's right about risk/reward too - nobody likes the debt but look at what they achieved with that money and the size of this thing compared to a couple of years ago:

4m oz reserves

7m oz resources

2x producing mines

1x behemoth mine up for sale/possible future production

Yanfolila high grade underground expansion

Best value proposition Goldy on AIM/LSE?

I think so.

2,000%

Yup - all reverse-priced in already ;) ;)