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..... ermm, we don't have sufficient cash to get to mid May so I wouldn't waste your breath re MSCI chat.
We simply have to wait for the funding news to arrive.
There is no point speculating any more.
Its a matter of 'when', not 'if'.
Good to see Citi have a good relationship also with Newmont, including Forrest
https://www.theaustralian.com.au/business/dataroom/potential-northern-star-interest-in-newmont-assets/news-story/ed36a1644f337c6fd773d919a6c58ac5
There is no way in hell Mather is going to sell anything to BHP.
He cannot stand them.
Thankfully we do not need BHP and if they want it, they will need to go hostile.
Chrome-extension://efaidnbmnnnibpcajpcglclefindmkaj/https://research.hannam.partners/open/b865134d-0bb5-4b96-ab52-064627e3bafa/Solgold_46_20240320_Blanca%20Update.pdf/64167b7c-fe4f-4080-92a3-72c01cf941d2
Needalife, a question:
With BHP's environmental track record in LATAM, would locals and the government make life easy for BHP in defining/securing an ESIA?
There is no chance on hell they would be able to secure, hence they are hiding behind Solgold.
When Solgold concludes the ESIA, it will be a new ball game
Interesting...
"Our current published valuation of GBp63/sh is based on the 2022 PFS. "
So the revised ramp-up PFS was just a process to buy time. So why buy time? Maybe to conclude the ESIA which is what BHP want before they move...
Sharketmare, when you don't have the capability as a business, you retain and build it.
Just an FYI - Newmont is about to make a lot of former newcrest employees redundant.
Do you remember Craig Jones? Does he have a big team? Do they know much about Cascabel already?
We can build an experienced operational team in two seconds. The industry is awash with experienced professionals with certain levels of block caving experience
Rule of thumb for takeovers:
1. Market valuations range from 1 - 5% for assets pre development.
2. Market valuations range from 5 - 10% for assets that are being developed and or are operating.
I'd like to see the following:
- secure funding for Alpala which allows us to start developing asap / anyone wanting cascabel will likely need to pay a range of 6-7% of total resource (6% = 234p / 7% = 273p).
- sale of porvenir - proceeds used to explore/define TAM + Bianca Nieves and anything else of substance.
The question is really, do the likes of BHP or other spectators really want Scott and Nick to add another 50-100B to the value of our current total resource holding. If they don't, they will need to pay up. If they are happy little passive vegemites right now, I am all too happy to sit back and watch Solgold take the same trajectory Fortescue took over 10-15 years.
If we are able to secure non-dilutive funding for Alpala project, a £6b offer for Solgold is within an achievable range
Mathers, noted and agreed
Tesla1- are you 6 years old?
You seem very intimidated
And another 230k
Hold onto your hats
Well done mate. Good to see you finally delivered
Asking for a friend.
Tesla1 -
if you are so successful, why are you living in the midlands?
Go back to sleep Tesla1 - you're really struggling for material matey.
Please share with us some more insight into your investment strategy. I need a good laugh
Definition of Will - to talk about what people want to do or are willing to do.
Never lied about my holding matey. English clearly isn't your first language. Thats okay tho.
Did I use the words 'will' or 'have'?
There lies the answer muppet