Member Info for cadell

THE REASON WHY CEY ISN'T HIGHER IS BECAUSE IT IS IN A DODGY JURISDICTION

Sorry, guys. I've been in and out of this company but finally decided that the BOD are too greedy for me. All they have to do is to wait for rising tin prices and then collect. Better opportunities elsewhere. GLA

All crypto currencies rising. 31000 Bitcoin. Bonkers! Can't wait for next week...

according to Glencore, the supply of copper needs to double to a million tons a year by 2050 and they (Glencore) see few new mining opportunities.

I've just added a couple of million shares in the belief that January should start to see things moving. What we need is some good publicity. Fingers crossed!

Nothing much will happen before the PFS due end Jan but before then some good news will come in on drilling results, increasing the inherent value in Sol. After seeing the PFS data and chewing knuckles, I think you will see then get some big action, probably in March. That's my take.

So... Back to where we were. Nick will keep on adding value and BHP will eventually have to cough up or leave the table. my guess is that BHP will take out Newcrest giving Newcrest enough fir-power to take out Greatland. A win-win for Newcrest.

When the S.P. is so low (why?) it pays to shrug and remember the value

I like your analysis, Colonel. I can't think of any other reason to control the price at this unrealistic level. Perhaps all will come clear over the next few days. Or perhaps not!

Interesting that N.Mather is on only the nominations and Alpala committees. He is also on the Board of GGP of course. He remains the power behind the throne.

A reassuring meeting with 2021 looking good.

Noticeable that none of the big boys are buying in the market, despite the 'critical' vote coming up. Presumably, this is because to do so would reveal their hand.

No, the Hav resource is not calculated because it keeps getting bigger!

The GGP price is still rising on the expectation that Scallywag drilling results are going to be good. Scallywag is 100% owned. So the situation there is solid with Newcrest, and shovels flying as from Jan, with Scallywag as a dream scenario.
Solgold is that much further down the line but, IMO, Solgold will perform next quarter.

My background is in marketing, so don't know much about sample values but I have to say that the Porvair results, so far, do not have me reaching for the fire extinguisher. Somebody better informed???

The bad news is that no major bid is at all likely before the PFS plus time to digest which means end of March. The good news is that by then much more info will have come in from Porvair etc, to boost the value.
To proceed towards mining was and is unavoidable. However, if there are two tier 1 prospects, one, if not both, will have to be sold or J/V'd
Whatever. By end of first quarter we will see a total change and, hopefully, a nice profit.

Hi RedKnight1.
80% of my portfolio is spread evenly between GGP and Solgold. True, GGP has been the better of the two but the inherent value of Solgold is not shown in the price - yet. Why this is so is not clear to any of us but my belief is that all that will change over the next eight weeks.

Remember that Mather -God rest his soul - is being advised by CITI and is sitting on drill results until... Well, how the hell should I (or you) know when?

I'm not against issuing shares - but I do like to know the reason. In my opinion, Directors should explain/ask - they are diluting our money.

I've given up on trying to guess what is going on behind the scenes. For all his faults, Mather has got SOLG where it is and that's pretty good. I shall vote in favour of all items EXCEPT the authority to allot shares willy nilly and to raise the level of Director's remuneration - most have just been appointed and if they want more, they can buy shares like the rest of us.