Member Info for bonker99

New Year's Eve 2029? ;)

The BoE shocking everyone - except me - by not raising rates today.

When are people going to wake up to the fact that it's not likely to happen this decade?

With Gold @ $3k perhaps?

You'll just have to imagine my surprise :)

It is.

Crypto impossible to read at the best of times :)

A moneyed guy I follow weighed into DeFi recently and I know the guy behind this - whatever TF it is - is/was involved with ARB.

Talking of gas - AEX but it's gotta hold 0.60p.

Big pivot here at 44p - oil turning back up nicely.

Hot off the press in 2020 lol

If he liked it at 34p, he must lurve it at half that price.

BTW - anyone know anything about this?

https://www.lse.co.uk/ShareChat.asp?shareTicker=DEFI.PL&share=Dispersion-Holdings-Plc

Looks like breakout here if it doesn't magically fall to pieces.

Morning.

Give CSH a look.

Morning.

Caught my eye ...

He does and it's perfectly possible he adds to that stack in the coming period.

I understand the feeling of comfort that PIs have when they see IIs buying but they can also screw you over too.

Sustainable owned >10% at the 40p top from memory and have, handily for others, managed to kill the SP down to 16p by dumping until they had/have nothing left.

All I can say, again, is that I know with absolute certainty that Dugbe on the Spring/Summer DFS plus Kouroussa is worth at least £150m on paper, even ahead of production, and that the market, one way or another, will show that valuation in the SP over the next 6-7 months, i.e. 40p.

How they do it remains to be seen - you may see II's buying in - but only when they want you to know they've bought of course - or, at the current 40% of what it will be worth on paper, completely disregarding Yanfolila, HUM are liable to see a takeover bid for those two assets alone.

It's going to happen so chill.

Better.

Nice :)

I'm hoping for a slightly lower-low but I've no idea whether I'll get NTd out of it of course if/when it comes so 16p suits me fine.

Afternoon.

Interesting slam on Gold right now ahead of The Fed's BS tonight.

$1,600 or $1,900 I do not know but if it's $1,600 then IMO a five year Gold bull run starts this very month.

Keep your powder dry peeps - as I have ...

Everyone has to make their own read of the shenanigans going on in the background, particularly with HUM's own broker doing their best to throw a spanner in the works (of PIs ...) with their high comedy 35p down to 25p rating recently :)

They know as well as I do what Kouroussa and Dugbe are worth, even just on paper at $1,750 Gold, and how small beer Yanfolila is in comparison but they'll happily try to use Yanfolila as the "reason" for suppressing the SP ahead of next Spring of course with the odd even higher comedy comment on here re the company "being in trouble" if the next production update is like the last one.

If someone has knowledge of some enormous liability they have coming up then let me know because as far as I'm aware they're about to complete the fully funded 2021 $10m drill campaign having just dropped another $8m on Yanfolila and Kouroussa exploration/development and paid a $5.6m VAT bill leaving themselves broadly even, cash -wise, with where they were six months ago so it should be pure cash build through to Spring from here - unless you think you know otherwise.

It's always darkest before dawn on AIM, and in mining in general, as I've referred to many times before but if you think you can get in lower, later then do so - it's your money - but keep your eyes on the prize(s) with the prospect of Yanfolila, Kouroussa and Dugbe all overlapping each other in production for a few years down the road at who the hell knows what Gold price by then.

Right now I'm eyeing the Gold price more than anything else ahead of The Fed's latest circus act this week - I still like either $1,600 or $1,900 in November but again, I think the real prize is in 12 months time when I think we'll see my $2,400 target.

Kouroussa's (alone) Cumulative Free Cash throw-off at $2,400 Gold?

£450m (Pounds) at an IRR > 120% ...

"Mid-teens" :)

I caught the knife a couple of times in the past but saw the 20p break coming when it did and didn't start hitting it again until 16.0p - you must have seen the volume then?

Not just me but others too of course - I did call it at the time.

I managed a back of the sofa job shortly after that at 15.1p and added a few more at 17s recently but that's it.

I consider time to be on my side now and it's for others to worry about getting a sizeable position over the coming weeks/months as and when they see the opportunity - decent buying at 16s today as you saw but that's not me, that's others.

If it's a December EoY tax loss they're using courtesy of Sustainable's remaining shares to keep her down then make hay ahead of the NOMAD magically finding his pen for the next news drop when those shares have been absorbed by the usual players IMO.

29p would suck :)

But ...

I know with absolute certainty that it's going back there and higher in the not too distant future, depending on how you define "not too distant" of course.

I've said all I need to say on HUM - my vision is crystal clear and I've laid it out as best as I can these past days/weeks.

For those who don't know, as I've mentioned it before in the distant past - they bombed CEY to c20p way back in the day and I took £10k worth and sold it shortly after for a 2x.

If I'd kept hold of that for a few years I'd have 7x bagged it.

Let these HUM shares go at teens at your peril IMO - I'll continue to talk on here as and when but my position is set. As I said the other day, regardless of what happens with the SP in the interim period, I'll still be here in 6-12 months for a trading payday but it's a long-term keeper for sure IMO.

Share games I can deal with no problem - WTF DS is doing with Villa is another matter, awful.

My HUM shares will definitely last longer in my SIPP than DS will at Villa.

I'd cap DS & Purslow - it's 2015 all over again - £325m spent!!