Member Info for Bozi

Not sure I'd agree Add.

We're likely at that stage where virtually anyone backing a favourable development is in and those who wanted to derisk and reassess the investment case are out.

So the market awaits. Are SolGold going to walk the walk or are they going to deliver some meek runway extending finance?

My view is that it's heavily in Noboa's interests to provide the company with any outstanding permits pronto if they want Cascabel to be producing this side of 2030. Those interested in the M&A side will likely be aware of the window we're in right now. It won't stay open forever.

It's a smart move by BHP.

It's all well and good gorging on relatively small juvenile fish but ultimately they need something that will sustain them now.

Joining forces with another large fish helps them do that and doesn't impact their ability to continue stalking the smaller fish.

They are putting together quite the cabal if they pull this off. Of course, as investors in SOLG we want them to come and snaffle us, but the reality of it is that if they want to feel the upside of the forecasted copper pricing arising from the impending deficit, they need security of produce for the next 5 years.

They'll still be looking ahead to see how they can extend their runway further. That's why it's so crucial that Scott can progress Cascabel to turnkey status over the next 6-12 months as there will be a couple of rather large fish circling.

David7015 @ 18.40

Whst are you smoking? Can I have some please?

Quite a leap between confidence and an understanding, Stack.

You really ought to play the ball sometimes and not the man. I know that's less gratifying for you but it would save you looking a bit silly.

What is hard to stomach Dibs is folks who sold out either in the aftermath of the prostate test launch news or in the aftermath of the maligned results announcement still sticking the boot in weeks and months later.

I suspect that management is well aware of what it needs to do to gain the traction required. The question is whether they can deliver it. They're well incentivised on a couple of fronts, so for investors it's a case of waiting and monitoring progress.

Correct Serendipity. Today's TR1 reflects the dilution caused by the VCT/EIS issue.

Kingalf's point also relevant, particularly in the context of AIM. Hopefully the company can get back on track after the hiccups of the last results.

With all respect, I believe this TR1 has been misunderstood.

From the fundraising results RNS.

"Applications will be made to the London Stock Exchange for the new Ordinary Shares to be admitted to trading on AIM. It is expected that VCT/EIS Admission will become effective and dealings in the VCT/EIS Placing Shares will commence on 5 April 2024 and that General Admission will become effective and dealings in the General Placing Shares, the Subscription Shares and the PrimaryBid Shares will commence on 8 April 2024, subject to the passing of the Resolutions at the General Meeting. The Placing Shares being issued pursuant to the Placing, the Subscription Shares being issued pursuant to the Subscription and the PrimaryBid Shares being issued pursuant to the PrimaryBid Offer will, on the relevant Admission, rank in full for all dividends and other distributions declared, made or paid on the Ordinary Shares after such Admission and will otherwise rank pari passu in all respects with the Existing Ordinary Shares."

So the first of the placing shares have hit the market and these have diluted Dr Akouitchev to 2.99%. His shareholding is the same as before the raise which suggests he has yet to receive his 333,333 parcel.

There is no indication whatsoever that he has sold them straight away. He could receive his stock on Monday for all we know but whether he crosses back over 3% will depend on how much stock is admitted on Monday.

Junior explorers are the biggest money pit in the stock market bar none.

The KAV story was good in 2020. KSZ, Ditau and KCB, but sometimes things don't come off. That was the case with KAV.

It just so happens that the investment case is stronger now that it has been for some time. There is some lower risk exploration going on and there is a small production profile that can hopefully be expanded upon quite quickly and easily.

I wish it was as easy as sticking a few drills in and finding another Norilsk but instead we have to start from scratch slower base. That can hopefully happen over the next 12 months.

Classic hot hand fallacy will be in play with you Stack I feel.

I suspect you'll overplay your hand rather soon and that will be interesting to watch play out.

I'm not being used to usher anything in. I just have a different opinion to you.

Everything can and should be optimised 1984. That includes the civil service, and local councils and the NHS.

It's a choice between striving for a better version of your preferred capitalist ways or for things to be done differently. The proof is in the pudding in that what we're doing now isn't working. Politicians are running around acting in their best interests, filling their own pockets. The cronyism of capitalists knows no bounds.

I'd be calling for major reforms across all our services but we don't have the money to pay for it and no politician will take the risks required.

Broken Britain indeed. Utterly deconstructed after almost 15 years of capitalist "I'm alright Jackie lad" greed and corruption. Best thing is, now the coffers are getting bare, you'll all be looking to emigrate somewhere else. I hope you're all going to be valuable migrants who contribute to the societies you join. Not likely...

Add - get writing that book. I'd buy it!

Spot on SM 8:42.

Not like we don't have the most expensive and least reliable services now is it...

Maybe if country's politicians aren't capable of coordinating the efficient management of these services under state operation then we should stop blowing smoke up our own backsides and acknowledge that we're a useless collective.

But know, instead we want to hide behind the pageantry and tradition of St George and the Union. King and country blah blah and blah.

Spot on 8:50, 9:09 et al as well. Maybe it's about time we British strive to do better instead of thinking we're the dogs doodahs and forever looking down on everyone else.

there's certainly no competition or efficiency where water is concerned. that's an undeniable fact. she got greedy. i mean, fancy expecting businesses to be run for the country's benefit after it has moved into private ownership and the pockets of the lucky few are being filled.

whoopdee doo, a few people who were lucky to have savings bought their social houses in britain's biggest ****hole council estates. way to go mags, now young people don't have a hope in hell because the average home in the midlands is nearly 10x the average salary.

wokery as you put it isn't in the top 100 issues. it's about time those who have had their run over the last 50 years stop telling others how to think. the us is trying hard to get the fashy's in but most others are cottoning on that it's one busted flush in it's current guise.

it really is an abysmal state of affairs.

Brown wasn't great but he wasn't anywhere near as bad as Maggie.

If anyone needs to take a look at what started the UK's demise, start there.

Everything that wasn't nailed down sold off to suit Tory benefactors. Those like 1984 moaning about a lack of incentive...more like moaning that the playing field has been redrawn and they're no longer on it. Feeling a bit used and abused by the elites that have had their fill I suspect.

Maybe start looking at real issues, such as why water companies have chronically underinvested whilst racking up billions in debt, all to pay dividends they couldn't afford. That capitalism is sure good, until it's not you that capitalises.

Correct Add 13:46.

Agree Add. It is a red herring. You'd be hard pushed to find a trader/smelter who is going to sink many many millions into a project that doesn't start construction for 2 years and therefore doesn't produce for at least another 4 or 5.

The answer is in plain sight. It's about getting Alpala to turnkey status. In this sense I think turnkey is basically "buy the components of the mine and plonk them here, here and here."

I did, apologies.

All the BoD taking their leave here? Dr Chaouch has done one of the shortest NED stints of all time. Two days and straight into Chair.

Something does feel right in the boardroom right now.

SM - that would be desperate with a capital D.

Smickster - have done here many many times over the last couple of years. Shan't waste my time again.

All my concerns about lowball offers etc aren't looking so outlandish now I'm afraid to say.

I don't expect any apologies.