Member Info for Custardpot

EoY results are usually April, ongoing with Q1 ops.

Next thing Im expecting is Segilola MLE this Q, mb this month if weere lucky. And Im not over egging my expectations, either:. We know there's many years left in Segilola incl uground, Im expecting mb 3 or 4 years open pit + satellites, plus mb an additional 3 years u/ ground with further extensions left open. And a rise in AISC, lower ozs pa, tho mb not till our stockpile is exhausted, and certainly after Douta comes online.

Oh, and at some point, a Guitry MRE.

Tx, chaebol, for that. I had some understanding but you put ot very clearly. One would think despite the costs of arbitrage a large differential could not persist long.

As to price achieved by THX, perhaps an email to the co is in order. Segun +team appear on the ball on everything else, so my guess is they're well on top of this one.

Great buy opportunity IMHO. Sadly I can't trade till this avoid, let's see where pri e is then. Up for sure.

Timid

Douta won't be doing 170k oz pa till 2032, the extra ozs don't click on till year 4.

Still, at 100-120k ozs from Douta, mb as few as 50k from Segilola, and a CdI mind ramping up, that'll do me.

IBABFO

I dont know where gold is going. It's ALREADY gone up. A lot. Will it go higher?

Quite likely, imv. Lots higher? Mb. But markets are fickle and you never know.

I rarely block ppl, and never those who disagree with me, unless they are extremely impolite abd/or plainly inhinged. Different points of view are what BBs are all about.

If you are going to block all differing PoVs, what's the point of being here?

Utter nonsense. Standard audit opinion. Nothing to see.

A d this morning bobbing around $5550.

Gotta be a pullback at some point, but....

Now tickling $5400, up $200 + and 4%.

Surely we pass £1 tomorrow.

Interested to know what anyone thinks is gained by a site visit to a mine when its credibility is firmly established?

Might be a bit of a jolly, but not a cheap one ...tbh I can't see much fun in the W African climate, malaria jabs, etc....

Each to his own and glad to hear what I might be missing.....

Swap =vwap. Predictive text is not your friend!

I fail to understand the decision making here. Raising at 43p is a huge discount to swap and inevitably devalues the co at open.

Clearly this had been in the works for some time, but Shareholders deserve an explanation of why it wasn't renegotiated in light of the sp rise.

BoD credibility damaged here. I had been looking at another Stoikovich company but will no longer be considering that.

Our postings crossed there: I was in mo way validating " Mr Gold's" theory if complete financial meltdown.

In that scenario extreme measures from Monetary authorities would come into play to somehow support fiat and avoid societal collapse.

Mb gold will be $10k at YE, or mb $3k. That's my range as far as judging investments goes.

Chaebol

Yes I feel similarly bullish but Im also wary of wishful thinking playing with my head. These gold permabulls do, finally, after years of repetition, make a convincing case. case .

I have seen reasonable cases made for $20k + gold due to dollar debasement. Silver not so sure, industrial substitution will imv cap that soon.

But I'm not letting that scenario colour my thinking too much. Head fakery or once in a lifetime opportunity? Who knows. Dyor and take a view.

And $5270 this am.

The market seems to need convincing this is a new LT floor b4 rerating junior miners, but if it really does hold above $5k, or even march higher(as seems likely) the upside here is stunning.

I can understand early stage discoveries being slow to relate,- their cash flows are several years away, and lots can happen) but THX is not just a current producer but now has good visibility to a mine life at Douta till 2050, and who knows how much more in Cote 'Ivoire

Relate or TO b4 end 2026, IMHO.

Well, so much for nerves over a gold retrace.

London close $5180, up $168. Partly dollar weakness, now £1.38. Well done the Orange One.

Noocyt

I know the feeling

So these new investors get 1:1 warrants free. We holders at the same price do not. Why no open offer?

Now we'll thru $5100.

Well, thats certainly the main event. But the macro is important, its $ 4k + gold that has driven is to 90p +.

Looking forward to tomorrow.

Decent summary from AI. The US under previous presidents has overplayed its hand on weaponising the $ and $ based financial systems to punish states abd inevitably both those and others are seeking alternatives.

This has been turbocharged under Trump who came in and accelerated the rise an already overlarge US debt, but crucially has undermined confidence in the Fed's independence and ability to set interest rates. All of this points to dollar devaluation ( stated openly by some close to WH as a policy objective!).

As an individual the 2 obvious hedges are the one the techbros want you to buy -crypto - or the one thats has been a store of value for at least 2000 years. #GOLD