Member Info for BushyTailed

Pound for pound hoc is cheap when compated to peers, albeit that the pool to compare is relatively shallow. It was merely an anology to demonstrate HOC's glaringly obvious discount to fair value. You are of course feee to disagree, I'd be dissapointed if you didn't tbh

You can't possibly think cey hasn't had any problems over the last couple of years... That production growth your talking about is coming off a low base following some disatrous f*ck ups at mine management level.

If you say so sotolo...Centamin have a 50% royalty impact. They might be 500k producer by 2024 but at the moment that 430k guidance is only 215k attributable ounces.

What's hoc's attributable guidance again???

It's given Sotolo a break though ;-P

That's not caracal by any chance is it, been looking at that myself?

The latter is why I'm here swampy, hopefully I can bag some decent profit that I can rollover into you know what

New here myself swampy but good to see a familiar face, HOC looks a winner from here imo.

Lets look at CEY's mcap of 1 billion.

Proudction profile 100k above HOC with a guided aisc of circa 1350 with circa 200 million in the bank single mine jurisdiction. Worth noting that cey also have a 50% loyalty agreement with the egyptian government.

HOC on the other hand, multi jurisdiction and not in Africa with a nigh on 50% greater attributable ounce production profile and for a third of the price.

every board has one sotolo, I guess you're it, over here are you?

You worry too much Playboy, only two things you can do in this scenario. Either sell or do some research as to why you should buy, maybe even a night course at your local polytechnic in 'book keeping for dummies'

I think they're sitting on a bid for the lot bonkers, I also think HUM's jurisidictions and proximity to other producers makes Endeavour a hot favourite in such a scenario.

If you do the aisc calc on total ounces over XAG rather than XAU then it's 13 dollars an ounce at group level

Whichever way you look at it, they're FCF and EBITDA positive with a floor under production and costs with 200 million n the bank and only a circa 320mil mcap.

Long way to go before there's a problem here, risk is now to the upside rather than the downside, book value practically a 50% discount

More than a vague recollection now you mention that.

...Apart from the 2022 campaign???

"It is worth noting that these are the finally assay results from last years drilling programme. So there is no new good news from the drilling programme to come. Another reason why todays RNS was carefully chosen to be today and significant in my book."

Bonker99...Let's hope the UPS driver has the correct change or will be a blood bath

Anyone seen SRB or Cora lately?

Ask where the copper is, whilst you're at it

So how much of this is down to SA civil unrest and the threat of nationalised strikes?

Don't worry anyone with half of brain, will still read it as ot was intended

This is priced as a growth stock with negative cash flow because of a huge increase in capex, yet in reality it's a value play with capex fully funded from debt and operationaly cash flow positive.

All time lows now but this time next year will see all time highs... I do hope that those spending time here now are not just merely wasting it.

Good luck all, even to those who tried to convince us that CORA at circa 20p was a better option.

Put it this way, Had there been BOD selling in advance of any one of the negative Yanfolila updates then I'm 100% certain that the BOD transaction argument would be very different yet some how equally negative in rhetoric.

"1p options anyone?"

The calendar is back to back with corporate actions, and notifiable events, there's next to zero window of opportunities for the BOD to buy here. It's a lot harder than you might think to buy if you're a bod.

If a bod is buying then it's usually because NOTHING is happening. A crooked BOD would sell in advance of notifiable events though and happens by coincidence way more than it should.