Member Info for bonker99

Erdogan is crazy for Gold and I mean kerazy for it - he knows what's coming as does Macron.

Re multi-jurisdiction - words mean nothing, numbers are all - talking of numbers, Sustainable's remaining 9m shares were offed to someone at 13s last week, that's a lot of money from someone who clearly knows what's what.

Stick around and this may be one of the best Gold plays out there over the next 12 months - there's simply too much Gold here for this not to massively rerate at some point - it's a staggering amount of Gold for just £54m, it really is ...

They'll have options re Dugbe - there'll be plenty of interest in buyers of that project due to its size - including nations *cough* Turkey *cough* - totally disagree about Africa, there's loads of majors digging up Gold down there and over time its proven to be the best bang/buck in the World ..........

I suspect they'll sell it and use the cash to advance Yanfolila underground to raise the overall production and grades there - Dugbe is worth at least 20p on its own based on the PFS numbers with costs as they were back then/$1,800 gold price - both have gone up obviously but it's a decent guesswork number as things stand.

Agree on a simple buyout - Kouroussa is extraordinarily attractive, especially in years 1-3 and they're still finding new Gold there but who knows what that price could be by year-end, I think 40p is very lowball if Gold stays strong.

Difficult to see how Gold falters significantly from here - $1,800 looks a pretty good shout for the next shake/bottom and from there I like c$2.4k within a year, maybe even Q3. Energy costs are obviously the fly in the ointment but that's the same for anyone and HUM have substantial fuel duty discounts to help out with that.

Ultimately, c3.5m oz of Gold reserves (1/4 of Centamin's reserves at grades multiples higher) across three projects is not going to be priced like this for very long - just sit it out and way - it's going to come and we may be in nosebleed territory by this time next year.

Yes, oil - a lot ;)

Morning.

Any project at DFS stage is worth twice what it is worth at PFS stage with all other things being equal. More than that if resource size/grades etc have grown significantly since the PFS.

£1 if you stick around.

40s/60s

I wasn't far off then ;)

I couldn't give AF about the divi and neither could 99% of the money - different for the boiled sweets brigade perhaps :)

It's all about Q3+ IMO ...

This is going to a tenner but it won't need $200 oil to get there - that'll just make it happen more quickly.

I mentioned the c520p target a month or so ago - we can/could all see it :)

87p is "special" for sure but just might get a sniff of 83s IMO - let's hope so.

Re BR - totally.

Left-hand to right-hand as per ...

Well that's an easy one to answer - no I wouldn't.

I choose to see a relatively humble c100k oz pa Gold producer being transformed into a genuine mid-tier c300k oz pa Gold producer at *precisely* the right time and at little, if any, cost to the shareholders, assuming you're a grown-up and accept that share prices go up and down as driven by the "market" and the ensuing narrative specific to the company itself in the shorter-term.

How others choose to see this is up to them of course but I'd steer clear of potentially libelous remarks on public forums myself.

So @ malik-, how do you arrive at an NPV of $1.7b here?

Oil making all the right moves to go back to $130 from $107.

Shocker ;)

Morning.

I'd suggest you choose your words a tad more carefully on here Playboy.

This one always trades "funny" - buying/selling at the same price doesn't usually end well - curious as to where/when they're going to move this as it has the look of the kind of thing that you look back on a few months later and it's 4x bagged :)

Nice positive start.

Morning.

Fast spike down on oil to $108 at the mo.

I sense moves towards a "transaction" tbh - I'd bid for this for the Kazakhstan Gold alone at this price/mcap.