Member Info for BushyTailed

Quarterlies are irrelevant whilst this bogus T/O is still on the table

very crude *** packets and even cruder assumptions but....

no news or indication that fleet availability at yanfolila has improved so a repeat of q2 of circa 12k on the cards.

no indication that july at kor has been improved upon in fact they go as far to say as warn about the wet season and the ball mill relining which took 2 weeks. so i'm going for 4.8k twice plus 2.4k for september, delivering a totally of 12k ounces.

half of the 24 is hedged and will deliver roughly 2200 and kor unhedged pulling the top end at 2600 so, 24k ounces sold at an average of 2400.

opex is roughly 10 million per site per month l, so that's 60 million. revenue circa 57.6m versus, 60 million opex plus sundries.

like i said very crude

"A good ops manager would not have a problem"

Do you know one?

5-7 million EBITDA loss for Q3 is my guesstimation.

Lol is that what you feel, someone lead you down the garden path? Awe poor baby Ha ha ha grow up clown. I've done very well range trading this thank you, unfortunately I took most of the gains as free shares to lower my average, so not a huge crystallisation and like I said all along, one solid quarter will sort this mess out, just waiting with cash rather than a liability. That isn't a change in sentiment as much as it's a change in risk management. I sold most out at 8.5 recently only to buy them back at 6.7 which didn't work obviously, so now I wait for another time to buy 😂😂

Whilst it's loss making then you can throw darts at any numbers you want for a share price, who knows... When a company is profitable and consistent, valuing it becomes easier to do.

Comments about capital and continued delays are more than warranted. I always said, that so long as the company is inching forward operationally and can cover opex it will eventually be a winner. Unfortunately though, that hasn't been the case for well over 12 months now. I sold out completely last week but monitoring very closely for the signal to get back in but I've just had to draw the line at what has been a continued average down of my overall average share price cost in exchange for greater capital risk.

I will be back in as and when they sort out this absolute 5h1t show. Good luck to those who are similarly waiting for the signal and those who are braving out this latest dip. If they can pull it together at these gold prices then this will fly.

I started buying again on Thursday but purely because I'm punting on the Ashanti SP to rise back towards 29 dollars over the very short term.

Does Bismark still post here lmao. That clown went to the bottom of the sea many moons ago.

It's also not a 30% premium ATM, it's a mere 18% as it currently stands which is roughly what the share price was at the time of the announcement if you also add the cash on hand to the share price.

Yeah but Horgon was in charge whilst the price was being hammered and then sold to the first after the metal had moved 40%

All Horgan did was lock on where the price was eventually heading too anyway but giving the shareholder cash to someone else instead of paying it out.

We're talking quarter of a billion quid that was our money, just walking out of the door, what a deal that is eh?

Might be jmarx, Oil getting thumped today, fingers crossed it's just profit taking before wti resumes it's march to 80 bucks.

This is an oil trade at the end of the day. If oil goes up TLW goes up and vice versa, the beta here though is wild, enjoy the volatility, it's were fortunes are made and lost.

Mr tibbles.. I hadn't seen it.. I've been busy and only been sporadically checking in it g But it is massively fishy, Horgan can't lose. He's going to either get paid off by Ashanti for selling it on the cheap or he's going to get paid off the board if the take over fails. The perfect retirement arbitrage for CEO's...

Some big clued up holders here like VanEck and BlackRock to name but a few and I'm sure they can smell it too.

Given that shanti share price is now 12% lower than the price their own BOD put on the proposed enlarged group, I would say it looks like the market doesn't expect shareholder approval. Ie Ashanti aren't getting the centamins cash pile and free cash flow, merely by diluting their own share holders.

I will look to buy back closer to the vote day on a punt that it will be an absolute white wash in favour of common sense.

The debt isn't that unmanageable and a big lump of that debt isn't even secured against the company or any assets. One solid quarter would change everything here.

Looks like support at the 20ma STOCH turning up from oversold (1hr chart)

Buy the dip

Iran watching Israel systemically strike Military leaders at will, one by one in both Gaza and Lebanon will be making them feel very very vulnerable.

Paul Horgan from CEY will be looking for a new job soon

Having no problems getting 6 figure sell quotes... Someone wants them.

I don't think it will be sold either, call me sceptical but it smacks of guerrilla marketing tactics to garner attention and hopefully an actual real bid over and above the fake low ball. Kind of like attending your own auction wearing a fake nose and glasses and kicking off the bids or getting your mate to bid up your eBay item.

Here's my two pennies worth too.

End of Russia, End of Iran China rethinks but not before the 30p here in no time though