Member Info for Bozi

The logic that 23p wouldn't succeed is so so very flimsy.

Redknight - what has changed that you are now supportive of IPO'ing the subsidiaries?

When we had a similar conversation last year about a spin out of the regionals you were vehemently against this method given the tax consequences it may have for PIs.

I agree with Add. Even if you IPOd the original SolGold 6 it would be quite significant dilutive.

We'd be best packaging Cascabel and Blanca up given this week's news about porphry prospectivity and then spin the rest out into one regional business with Bramaderos et al, IMO.

What story is that Add? That UK plc valuations in general are at their lowest in many years?

We're seeing this play out perfectly with SOLG - not that i can blame that on Brexit.

So where is all the money going? Stock market liquidity is poor and London is being left behind by other exchanges in the world which forces new IPOs to prioritise other markets.

It's quite a bearish outlook and it has been for a couple of years now.

Ignorant rather than arrogant.

Maybe Add, but i for one also heed the feedback of farmers, fishermen and women and workers from other industries who are demonstrably disappointed that Brexit was not the unicorn that was promised.

The problem is that the Leave campaign sold an unrealistic dream and plenty of hard working people, the folks our politicians like everyone to believe they are fighting for, felt sold down the river, now facing unreasonable barriers when doing business with EU member states.

Remainers are naive if they claim the EU are perfect and there's a case that they as a collective should continually be evolving, but whichever way we look at it, Brexit cause an unnecessary fracture, one that many in the UK were too arrogant to appreciate before going to the ballot box.

Yes - we saw where that got us Add...

I think much if not all of that is valid, Add and without doubt Darryl's sacking has propelled us a few light years further along.

I also wholeheartedly share your view on SC.

I also think there's sense in your comparison between Johnson and Mather, personality wise at least. I'd say one did a much better job than the other though.

Kat - nobody realised Cazzubbo was a cuckoo. Nobody had a problem with him even despite the dialed down reserves, until he was fired which caught many by surprised.

I know this because I was the one who pointed out the BHP representation amongst the company's senior management at the time. That was addressed soon after for obvious reasons.

How have I 1984?

They aren't told they're not welcome for what they think or what they are trying to influence others to think. It's usually because they are abrupt, abrasive and abusive.

I suppose that all that matters with your other point is that the owners of LSE determined you broke their rules. We'll all have different opinions whether you did or didn't but we aren't the decision makers.

One thing is evident though...you break the laws of the land and you're still trying to absolve yourself of any wrongdoing. That one anecdote says much about you 1984. You can never be wrong, never be blamed and never be slighted. Perfection in human form. I doff my cap.

Not at all 1984.

Nobody is ever told what to think but when they can't act with decorum and respect they are reasoned with, warned and finally, removed.

We all spend a significant amount of time doing this. Being able to co-exist is a pre-requisite, just like it is in any community. Being able and willing to contribute to the common goal is desireable

Dissenting rebels who are wrapped up in their own self-importance and focused on squabbling with others are told they aren't welcome, a message you have received from LSE many many times with your repeated bannings.

BBG - you were deleted from the previous telegram group because you were abusive, totally irrational and unreasonable, and you resorted to arrogant willy-waving at the first opportunity.

It's the worst way to conduct oneself in a public forum. Many people tried to reason with you about this but your ego meant that instead of taking their words on board you doubled and trebled down, so much so that you had to break away and set your own group up.

Condolences 1984. A bad night for boxing and an even worse one for your betting account.

Fort - have you not reserved a well done fo Scott and SolGold? How about an apology for trashing them for months on end?

Come on Fort. Be better. Hold your hands up when you're wrong.

Kat2008 - they're already on the board.

It's Stackhigh and his alter-ego B3ast.

Which buyer are you working hard for now Stack?

Or are you going to save that info for a while?

BBG - does LatAm have it's own export credit agency or investment bank that we can apply to?

This is why the IPA is such a crucial point for the company.

Just three executives listed for this company right now. All bloat has been removed and some.

Stack - £300m equates to a share price of 10p.

Thanks for confirming you're not a investor in SolGold.

Stack - what don't you get?

If we all sold now as you suggest there's no investment case at a cheaper price. If the company doesn't monetise Cascabel there's no route to monetisation next year or the year after.

Put simply, if nobody wants to pay £300m inc control premium why would they pay £500m,£750m, £1bn or more in future, particularly when years have been wasted that could be spent developing this thing?

It's time to abandon your one liners that you can pivot from and nail some logic to your mast.

I believe it's coming DBW.

Those who say something has to give are right. Bob, Dan Vujcic and Co have been at this for about 12 months now. They've produced their phased plan to show improved economics for a phased development.

Logic would dictate that the company now has to secure it's investment and get the blessing from Noboa to push on under the terms agreed last year.

There are no other blockers after that. If we aren't ready to be packaged off to someone with deeper pockets then we never will be. We all may as well wave our money goodbye because the company has neither the means or the inclination to re-expand in order to fill all sorts of management, technical, engineering and staff roles in order to start a mine build.

Jiangxi. Late summer. A price all LTHs will be disappointed with.

There is my call.

Stackhigh - you've called absolutely nothing.

You have joined this BB under various guises and have made hundreds of posts arguing with someone about something. You have said virtually nothing about the outlook and travel of direction for the company.

If you believe the company is going to get diluted further and someone will get SolGold to heap then you simply wouldn't be a shareholder now, let alone 12-18 months ago. You could conceivably be short, posturing as a shareholder in some quite perverse activity that you take joy from.

I know you're a bright enough chap and I enjoy and support your taking down of 1984, but let's not pretend you have called SolGold to a tee, because I don't remember seeing a single call from you, other than that there would be an AGM in 2023. That might have been contrarian but it wasn't the visionary take you like to think.

SolGold management has to create competitive tension. They do that by delivering an IPA that secures the investment made to date and gives the company security into the future. From there, it'll need some 4D corporate financeering to convince everyone that they have a chance and to encourage moving first. Then the gloves come off.

It's either that or we'll all wallow as we get bought out for 2p. Which is it to be?