Member Info for DanielC43R

As there has been no other news I guess it was due to the share purchase. Shows sentiment, which seems to affect SP generally. How far behind, in mining/prospectors terms, are we in comparison to GGP ? GLA

of 15M oz. Using £1300 for Pd (thats minus the AISC using a really high value of £400). Gives £19.5B. Then using 15% as a typical profit (think I saw that in the ACF report) gives £2.9B. Then using 66% for the amount of Pd gives around x4 the value now. That is for MT only and with the 15M oz figure. Hard to see this go for less than a 70p. GLA

typical of LC. Well, may as well wait until the next delay. GLA

Yes. It is Ian_ . One of the great posters here. GLA

From RNS 16/7/20:
"We look forward to releasing the initial Hawiah Mineral Resource in August and thus providing further confirmation that our valuable Hawiah deposit has the scale and grades for a potential long-life, profitable mine. At current copper prices, it is notable that the in-situ value of Hawiah is already likely to be more than US$2.5 billion."
At 15% (typical return) that would be $250M, not bad. 733 000 oz of near surface gold too (£1.1 B in-situ value). SA looks good to me. End July report and Aug MRE to look forward to. GLA

On page 2 of the famous report it suggests 1.9M oz reserves of Pd at MT (3:1 ratio), then it suggests a sale in excess of $1.5B for MT. It also suggests we have 40M oz, which would make it about $30B . Any thoughts ?

Should we be looking at ACFs' SP valuation (around 57p) as a going concern price based on yearly income and not a sale price ?
GLA

and they were main market (ftse 350 I think). Held at 25p, lost some thousands there. Damn those £1 party rampers on that BB. GLA

too true mac4671, so many good solid facts here. AISC max. $400/oz. 15M oz at MT (not incl. flanks). $24 Billion. AISC at $300/oz = $25.5 Billion. With flanks that would be double. At full production over $1 Billion PA using AISC and Pd as the metal. WK is quite nice too. GLA

Had a small top up of 10K into close, now have 160K shares at ave. 4.1p. Left LEK, with a few K loss, to fund this top up. Bit of a clear out of PF too, 17 down to 13 stocks now. GLA

Had a small 100K top up today to bring average down from 2.3p to 2.1p. Had a clear out of PF to bring 17 down to 13 stocks, too much to handle. Now have 350K shares here. GLA

I must concede defeat here. Am out with a few K loss. It should rocket now I am out, so I hope for the best for holders here. I decided to add to my EUA holding and bring my COBR average down. Had a bit of a general clear out of my PF as 17 stocks was too much to keep up with, down to 13 now (lost ESL, KOD and UKOG also). GLA

Been more sells than buys according to this site. Just need great news for the rise to happen. GLA

and the buy was first, not the sell Teaye72. GLA

with same number of shares as the 'big' buy earlier ? coincidence ? GLA

A bit disappointed - 60p
Satisfied - 80p
Expecting - 85p
Over the moon - £3
Fantasy figure - £10
No chance - £20

With SP close to ask is it worth bailing out now with the loss or hold ? Tricky question but as we will never see 3p plus, try to make up the loss elsewhere (GGP, DEV or EUA ). Can sell at 2.55p, buy is 2.83p on HL. GLA

I know dsc1978, I was being a little sarcastic. 12M shares is not a big buy, clearly ramping this based on nothing. GLA

looks like normal service has resumed. 0 trades so far (according to this site). GLA

does anybody want to tell Sanibel ? GLA

Agree Parkdog, does look good here. Just above water now but looking for fair value. Many of the trades are 'games, tricks' by the MMs IMO. I don't think Kefi need that anymore after todays RNS. GLA