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I am a bit disappointed that IKY gets censored. I often wonder if GLR propaganda dept is posting here..we seem to get endless unfulfilled hubris of the style of CB twitter/podcast. IKY posts insight with clear caveats and we are happy to receive them when it looks positive. If something is posted which is "IMO" defamatory, then why not just state that and allow others the chance to make their own "IMO".

No tangible news means via regulatory channels i.e. RNS. Hot air means twitter and podcast bluster and innuendo

No tangible news since 7th Nov, just a lot of hot air

Indeed theoryman but AKIpu also stated no payment no development. Some phased payment is inevitable ..you don't really think 1B owed will be wiped?

BradfordBay... if you include the receivables due, current cash and local sales (which effectively are preserving current cash) the "war chest" exists to meet the FDP. In fact before pipeline suspension this was enough to support the FDP and provide a a 25 million div ( which was cancelled to prudently conserve cash after suspension)

PUTUP...to gauge medium term potential...how would you value GKP if receivables are included and production is raised to 85k bood (assuming same contract terms and oil price used for your 13O valuation). Thanks

Wasn't there some other (artisanal?) Licence application that was deferred until late Nov?

How much will it cost up front to bring Luansobe open pit to a cash generative position?

Fair point Chrisp but I guess this just reflects the size of the sale and consequently financial risk.

And the lack of assay results? We are ped to belie there was an offer on the table for kamativi..you believe this would happen without assay results?

If offers were received and declined for Kamativi.. why keep it quiet? It's hard to believe an offer would be made without assay results ..why are these being kept from shareholders? Lack of transparency usually has a bad smell associated with it

Looks more like a lot of hot wind. Is this going to be the fourth month of unrealised expectations after the hot wind floated by CB for October? No tangible update since 7th Nov. Seriously...with all of these licenses?

FCFY

Why don't you counter PUTUP's arguments with some constructive discussion rather than attacking the person. PUTUP provides his interpretation after digesting the documents - if you feel he has misunderstood perhaps you could provide something more concrete rather than just rasping like a child

Thanks Analytical. It was puzzling me how they are financing current opex, so it looks like they are drawing down from Sandfire shares.

Any idea what the 569k sale of financial assets relate to in the report? Thanks

Cash position going forward states funding to April. Luansobe "potentiial" open mine unlikely to deliver by then .. kamativi is early days. Prospects are good ..cash flow timeline is questionable .. killer for aim stocks with exuberant immature management

Operational cash burn was 700k for 6 months. Cash position 80k at sept. Seems to me they are having to drag feet now on sample processing with little sign of new cash injection. 2.1 m due in April but commitment to spend a further 1.5 million by July on top of operational burn on other assets.

This is not new information.. it just regurgitates report in Feb 2023 JORC RNS. We have zero reported progress since Nov...

Very disappointing that there is no additional news beyond regurgitating the ast tangible news in early november. Nothing at all on results from samples sent months ago. This shows the geological pace of developments

Hope the Bird here doesn't turn out to be another turkey this week