Member Info for BushyTailed

Silver gold ratio roughly 112, something has to give either the gold price is to crash or Silver has another circa 20% to move

Tax credits will be substantial at Kor now given how much it's over run.l but 20% of FA is still FA....

Anyways, small add based on US volume yesterday, no problem getting 6 figure quotes still this side of the pond so a very small entry.

The crunch is coming, 20p or bust is a reasonable assesment still atm

TO price now 174

There's been a slight change in OPEX and the production profile since then though 😂😂

Whilst Anglo is rising, just keep holding.

I've said it a million times here, the main SP driver is the availability of the actual issuance, circa 400m shares is not a lot and the easiest strategy here is to buy when you can't get buy quotes and sell when you can't get sell quotes.

News or any kind of information is very hard to come by ATM Lew that's for sure. You can draw from that what you want but I'm completely out ATM and have been for a couple of weeks now, primarily so that I can sleep at night. I have no problem with paying more if it's at least moving in the right direction but I'm certainly not going to guess which way ATM.

Someone was asking about current strip ratios the other day, can't remember who but it appears they'll be little improvement on that front according to Linkedin sources

Baling group are currently engaged at Kor for the extension of the basin. So you can expect Q4 to be low grade as they dilute the higher grades mined in Q2 and 3 with the fresh surface material again.

They can't keep saying expectation when expectations keep getting missed.

Hopefully this will come good but the SP is not going to move until it does. The market has got fed up with buying the rumour here, it demands cold hard facts now.

Deal now worth 167p based on Ashanti close today.

Emotions aside, we're currently waiting for that offer to start rising. If and when it does it will take the bid with it.

Why would you not trade?

Volume is key not just the weight but number of transactions too. Higher volume over higher transactions means there's multiple participants who are wanting to buy more than what is available and thus the offer must riand conversely; when the transaction counts falls

I don't think you can blame artisanal depletion, if they've been infill drilling. My money is just sheer incompetence at this point, ie winging it and believing rather than hoping that it will all be okay on the night. How much cash has Ben burned in KEUG for example at a time when they had reducing cash flows and climbing capex costs. I would go as far to say that they probably only started infill drilling at Kor when they discovered nothing was being poured.

Re the ball mill lining too, what on earth where they doing updating guidance at the end of July then relining the ball mill in September. How on earth do you not know when you need to service your gear?

Everything so far from the BOD has been a reactionary and updates have been post event's with no forward looking remedial actions. We can't even say they're letting their mates in alat low prices because if true those buys haven't turned up .

If the takeover fails Horgan is gone don't worry about that

I've also been seriously pressing people on linked but I'm not getting anywhere, where as previously I've been able to get stuff out of people.

Edit 2025

One has to look for the volume.... Every time we've been this low, the volume has returned quickly, people have previously been very keen to buy and the opportunity to do so has rarely been more than a couple of days. It's different this time, there's been no take up of the "opportunity" people are wary and will need some convincing.

Now that isn't to say to that this won't come good in 20245 but for the time being the market doesn't see it, trust it or both. I feel like I know this company intimately too, so I'm watching like a hawk not just for news or hints but the order book too.

Anglo is up that's why 🤣🤣

Recent performance from circa 400 down to where we are has brought the 50 and 100 moving averages in to view for possible points of support. At 364 and 362 respectively a bounce from these markers would be a good continuation signal.