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Forcsurevthe big event Monday is the PFS and presentation.

But events across the pond imv point to yet more nervousness in financial markets and more rises in gold. It's an ill wind and I can't celebrate profiting from it, but in investing facts are facts, and the longer this madness goes on the higher gold will go imv.

$5k on Monday and $6k by spring seems very likely, and Im even starting to entertain the notion that the even higher figures touted by gold permabulls may not be as fanciful as I thought even a week ago.

Careful what you wish for.

That kind of world ruins companies. lives, careers, even societies, and risks consequences that go way beyond the making of a few $$$s on investments.

I see many on the website cheering on the end of central banks and fiat money, without any idea of the consequences. Collapsing a global financial system will bring no good to anyone .

Pick a no and double it time, it seems. The highest I've seen is $17k from Pierre Lassonde, but there's plenty gold bugs out there talking $10k.

Its unknowable imv, whether we are at or near a peak, or its got much further to run.

$5000 seems nailed on, but beyond that must surely risk a correction.

Still flying tonight at $4779 London close.

$5000 by February?

Wouldn't bet against it while the Orange One continues dismantling the US's "exorbitant privilege" and undermining the $.

Well, there it is .

37.9p nav @30/9/25, but with 55% of assets not revalued to current prices. They really ought to arrive at a plausible valuation method for those unquoted holdings, cos the disconnect is possibly multiples of book in some cases, and is giving us a false picture.

Conservatism is often admirable, but it should not get so far from reality as here.

Much talk here of top slicing, either now or a bit higher up.

Of course, pf mgt is important.

But Im not top slicing at these levels, even tho sensible pf sizing tells me I should.

Geopolitics and Trumponomics are only pointing to greater and greater economic and monetary risks, and gold is my preferred hedge.

At company level we have significant catalysts upcoming which will spread country/mine risk for THX , grow revenue, value, and returns. We have a mgt team that has proven itself on project mgt, operational performance, and strategic vision.

THX is a winner to run imv. That comes with risks, but so does sitting on your hands. That's the game. Dyor, pick your strategy. But I'm holding for £2 or more b4 I think of top slicing.

Https://open.substack.com/pub/theoakbloke/p/thor-ght-for-the-day?utm_source=share&utm_medium=android&r=6vzgn

Certainly a possibility. I lean towards the strategy of maximum delay, tho : govt can then say it has exhausted all legal avenues of challenge.

IMHO they will appeal.

Its what govts do. Kick the can down the road and let the next govt pick it up. It mightstill be you, but mb not.. the " horse might talk" story.

So expect delay, but the outcome seens assured.

I will add on any future weakness.

That's a hat trick, then, I too hold Amaroq.

V good news, hence sp move today.

Long way to, tho ; Poland will drag the appeal out as long as possible, and we await the UK court. Not sure if that can be further appealed, either.

So mb another year b4 the process ends, but a good outcome seens assured.

Yes, they've got a deal which funds the drill, at a cost of 40% of the project but all costs recoverable by the farminee and interest.

Seems to me a great deal for the farminee and a sign that competing famines weren't bidding too hard.

But it gets the deal away, and if a successful drill in 26, good upside. Mixed feelings.

Sigh. Fat fingers. Good = gold

clean = clearly

I was i initially disappointed to see the deadline of 26 Jan, as it had been promised in Q4.

But market reaction has been so good, cleay this time there is full confidence that date will be met.

As others point out, much other news catalysts due in Jan/Q1, . Good flying too.

And so much good sense from multiple posters today, its a rare BB that hasn't attracted a few trolls by now.

Merry Xmas all.

Proquo

Well, as I said b4, appalling comms, spectacular performance.

Better than vice versa!

Comms and untimely accounts are a problem I can live with if performances compensate. But surely they could be fixed.

And pray tell how that is not dilution?

That's quite an interview.

Not only making clear Segilola will be operating for several more years yet, abdconfirming Q1 28 first gold at Douta : but painting a very exciting picture of the likely high grade resource in Cote d'Ivoire.

Market is pricing this almost on Segilola alone,.

I dont think it is fanciful to hope for a SP north of 150p by end 26 once we have Douta FID and drill results from Cote d'Ivoire.

Very promising indeed. Surprised no SP reaction this am. We seem to be well below market radar. That will change soon enough.

It is a shame to see otherwise sensible posters getting irritated by different views. Whilst I am largely on ISA's camp regarding positivity here, I have no problem with seeing sensible doubts.

If , pacifico, you have posed your Q s to Segun on the issue, in the terms you have expressed here, we can expect clarification tomorrow.

Personally, I think Segun has enough credibility in the bank to have the benefit of any doubt for now, tho no one is infallible.

Roll on the call tomorrow.

Echo that, ISA.

Douta refractory ore is a bonus, not an obstacle.