Member Info for bonker99

Of course - Powell & Brainard are in at the Fed - no worries :)

I've added a few more on that news (went to the "invisible" exchange I think) - that's way more than I was expecting - if there's anything like a significant lift in the Dugbe NPV on the back of that then come the Spring/Summer DFS, the entire current HUM mcap is worth less than Dugbe alone.

Centamin's Sukari mine has 5m oz @ 1.1 g/t = £1.1b mcap?

Crazy valuation here!

Updated MRE for HUM's 51% owned big Dugbe Gold project is out - not on lse yet - huge +1m oz upgrade, see the board.

Holy cow.

I said I was looking forward to that - that's a massive increase - another five years LoM?

Bulb, a large UK gas and electricity retailer with 1.7 million customers, collapses, with the company announcing it's entering into so called "special administration". Bulb is, by far, the largest victim of the European energy crunch

Yup - that's 2022's number right there - I'm not surprised they're easing off on oil right now - they'll pump it back up when the GDPageddon kicks in though of course.

Must..have..inflation..

Germany PPI at 18.4% - lordy.

:)

I'm referring to the money moving into the space - of course they're not directly comparable - HUM has a cashcow producing mine, one more DFS'd and paid for and another to be DFS'd in six months time.

I wouldn't sell this for GGP, even for a trade - they're both eminently readable from a chart prespective and they're both going to do real well from the current respective SPs.

I've got oil turning back up in a couple of weeks time so a nice timeframe to add here as they pull it back.

Protesting a bit too much here as oil cools off - stay with it IMO.

Maybe I should do a video on the Gold chart - I would if I could be arsed but I can't - would probably blow some minds though ;)

BTW - cutting through the detail - pause it at 6:45 and what we want to see is analogous patterns forming.

Compare the c2009 pullback to $700 before the 24-30 month drive to $1,900 in 2011 - that's where I think we're at now from $1,700s.

The implication of that?

A sharp move to $2.4/$3.1k then $4.5k - all targets of mine as I've said before.

Timescale?

Should be similar - $4.5k within 2.5 years - lift-off begins next Summer at the latest IMO.

All the real money can see this which is why juniors like GGP - and HUM in some respects - are seeing money pouring in right now.

Yes, our mates Cannacord doing the bizness over there too, as here, God love em ;)

Best not go there ;)

Doesn't stop you joining in though :)

I suspect Sustainable's shares are now gone so a more even market now perhaps - I doubt we'll see 16s again but there's always hope.

Be thankful to Cannacord I guess - they gave us the same opp at HUM at mid teens ;)

Cannacord worked the same opportunity over at HUM for their mates, sorry, clients - it is what it is - "market mechanics", best not sweat the "why" ;)

It's going back to upper 30s for sure - sit on your hands from here IMO - the hard bit is over, you may get 60p out of it in time.

Have done, yes - been waiting all year for 14s.

GGP - I've been waiting for 14s there all year ...

Morning.

I wondered how they would get her to 14s - been waiting a looooong time for this ...