Member Info for Culpepper

I do not generally take cynical views, and therefore the question why would NCM wish to stall (beyond the dating envisaged, and reasons given )

No. Bamps seems to think that’s what others are thinking and that they’re probably right.

Why would Newcrest want to stall?

And then what?

What is it that you might be expecting to detrimentally affect the US dollar during August?

By the way, I’ve little doubt that when ‘it’ happens, most on here though perhaps arguing detail, will see ‘it’ as a good idea, company development and all that.

And whatever is said on here, the vote will be in favour of whatever ‘it’ is.

Have a good day.

I don’t think it’s possible to take a view, any particularly constructive view, until such time as the promised promulgation of detail on which to vote. This may include information on consolidation, and reasons for the possible issue of equity.

The question of whether to accompany an asx listing with consolidation/raise, has always been an open one. I err on the side of thinking it may be a best opportunity to at least further improve the balance sheet for future activities, and balance the share register with patient money.

Those that relish the idea of an accretive purchase of Hav/Telfer, will have anticipated substantial raise/debt at some stage anyway, and the timing of that would appear to be outside their gift. That aspect, of course is down to Newmont, who as I see it won’t be considering it until next year, and the closer Hav gets to production, the less they may want to dispose, even if it has crossed their minds.

Unless Mr. Day has changed it, that has always been the plan. All the rest, in perspective, is a bit of a hyped up sideshow, in company terms, and leads to peripheral conjecture.

I don’t know what the ever-optimistic Liberum had in mind, but they say “an update on capital allocation later this year could provide a further catalyst.”

A little more to it than usual.

Capital allocation policy

‘The company intends to announce a revised capital allocation policy at the time of it’s Q2 trading update in July.’

I have put my money on mining and free cash flow to pay down debt and advance company prospects via exploration - not what is next up.

Https://www.investopedia.com/articles/investing/100915/effect-fed-fund-rate-hikes-gold.asp

“To stay invested here means believing it was all a storm in a teacup and will pass”

I am erring on that side as as an opinion. Twitterati, utubers, activists giving it big licks. Mainstream press disinterested, it appears.

I like getting my divi.

Done on this topic unless something new and of consequence is reported.

An early snapshot following Friday’s read across from Travis Perkins. TP recovering, +0.45%, KGF -0.6%, Wickes neutral.

I doubt you’re in the least ‘worried.’ More likely revelling in a bit of negative posting, on a share you don’t hold. Can’t be proven either way, of course.

Though old Longden was more outspoken, B and Q will be out for them too.

Much the same, as you’d expect any company to be nowadays.

https://www.kingfisher.com/en/responsible-business/Sustainabilitycasestudies/responsible-business---colleagues/supporting-lgbtq--colleagues-and-customers-in-poland.html

As long as you behave yourself.

I’m pretty sure they’d take your money, without fuss, whatever your particular leaning.

Whatever else, it shows how the narrative gets hijacked. He never said anything like that. His part in this goes to saying he believes you can’t have a grouping of those who identify as LGB etc. whatever it is, and Wickes is all-inclusive, without adding a T for trans. Spoken at a forum discussing such niceties.

Bit of a technicality for me, and those not campaigning on trans matters. And he won’t have anybody playing up in Wickes because they think otherwise, because they’re all inclusive.