Member Info for Dartron

Best invest.
Not going to stop trying to buy you MM bastards

Rip off

Cheers B2, I watched the video. Does she work for NCYT?

B2HS2L, you are now talking non covid?
I am very concerned about margins, I need to see £12 ASAP my friend! LOL.
If this is where we are heading say in 24 months, great, but at the same time we will also visit £5 SP prior to that. I cant let that happen.

I hope you guys are right, its getting painful for me now. As has been said, some glimmer (other than Twitter) would have helped.

Regarding RNS - I think that the bit that is missing can only come from within the company. I doubt a PR company will be able to know what needs to be said. Their job is how to say it. NCYT need a charismatic leader to deliver the vision, get investors excited, instil confidence.

Regarding the NDA. Unusual for a PLC not to be able to say it has business awarded.

Does this have a similar profit margin to where we were over the last few months? It sounds like more specialised, but lower volume to me?

I think you guys are focussing on the wrong things here. Its not who isn't replying, its why not. The silence is deliberate IMO.
The PR company will just be a way of not overloading the NCYT email system, and out of sight / out of mind. They have no intention of doing any PR. (other than their own agenda). What ever their agenda is, is taking a long time, and they seem to be willing to let the SP slide in the mean time. Either their super confident, or don't have any good news. That's how I see it.

Just checked out the schedule. It was a company presentation (yawn) by this guy:

Edward Montgomery joined Hummingbird Resources as Chief Strategy & ESG Officer in September 2020. Edward is an Australian Certified Chartered Accountant and has over 20 years experience in global financial markets.

Another money man, 6 months in to the job (40p to 23p). Doubt he has set foot in Africa. Sorry I missed it.

Did you work for the mafia?

Its a non issue. So they hired a few suits to filter the emails. Big deal. Dont mean these PR people know any more than you or I do. Just saves NCYT having IT issues, and wasting a staff member.

Scardie, Large trades get published late. This puts them out of sequence. If you look at the other prices near the time of the trade, it will correlate. They are not published in order, you have to move them around yourself.

22/02/2021 08:05:15 GBX 723.49 541 3914.0809 Off-Book
22/02/2021 08:05:25 GBX 718.165 19042 136752.9793 Off-Book --- looks like a sell to me
22/02/2021 08:05:33 GBX 728.908 135 984.0258 Off-Book
22/02/2021 08:05:43 GBX 723.123 2980 21549.0654 Off-Book

LOL. I once had a free paper round. I used to burn them each week. That's true entrepreneurship. 1 match for £4.50 (more if you had leaflets). Lol.

https://healthclinics.superdrug.com/covid-19-testing/

COVID-19 Rapid Testing is currently not available in Superdrug Health Clinics.

The UK government has approved two different rapid tests, which are rolling out in UK hospitals and care settings:

LamPORE tests: Process swab and saliva samples in traditional and ‘pop-up’ laboratories at the point of care.
DNA ‘Nudgebox’ machines: Analyse DNA in nose swabs on location.
Private organisations are also developing rapid antibody tests. The AbC-19 Rapid Test by Abingdon Health, for example, uses blood from a finger prick to look for COVID-19 antibodies in 20 minutes, without needing a laboratory. This test recently received its CE mark, approving it for professional use.

What COVID-19 test does Superdrug offer?

Superdrug healthcare clinics offer both the PCR swab test and serology or antibody test.
The PCR swab test costs £120 and is available in London nurse clinics only.
The antibody test costs £89 and is available to anyone in the UK over the age of 18.
Nurses take a sample it is tested in UKAS accredited laboratories, with results returned in two to three days.

https://healthclinics.superdrug.com/covid-19-testing/

How's the takeover going? I just handed in my notice and told my boss what I think of him. Little concerned the price hasn't sky rocketed, but that will be the MM's letting their mate Derrick in. Can someone direct me to the Twitter link, so I can use it as collateral on a down payment for my new Lambo? Fillet steak for me tonight. We love you GM.

cont..

AISC in 2021 is expected to average US$ 925-975/GE oz

Right on cue the price seems to have jumped, and I though posts on LSE could not affect the SP ;)

I agree that the SP will reflect market sentiment. However looking at the numbers, this sell off feels over done.
The key issue is the POG, if it does drop, will it recover, and when. Seems slightly absurd that POLY has benefited from high gold prices for the last 12 months, and now we are close to being rewarded, the price is dropping because gold has lowered slightly. I realise that the SP dropping is due to the future earnings, but the current drop seems to imply that the POG is the only thing that affects the earnings here. Examine the growth of this company for example since IPO.

If we say Poly SP has recently dropped 10%, Gold would need to drop to around 1650 to match the 10% decline. (using average price of both this last 2 months) Yet of coarse if gold were to further, this will likely drop another 10% as you say.
To put it in to context - have you noticed that the POLY SP over the last year numerically matches the gold price : e.g. 1850 per ounce, and £18.50 per share. We saw this when gold hit £20 and so did the share price. Therefore as a yard stick barometer, if gold drops to 1500, then so should POLY. Yet we are already there, with gold at £1760.

However, on top of that, does the SP reflect the ongoing mining projects and acquisitions? (Forget the name of the large silver mine online in 2023). The only downside that struck me was that the % of silver currently produced appears to be around 1%, so the price of silver is not going to help much here.

Bit coin feels like a bit of a distraction at the moment, I cant see it continuing un-hindered. Any negative event with Bit coin is going push gold up IMO. Although the central banks dont want the fiat currency to be devalued by a large move to gold, at least they also own large quantities of gold. If bit coin wins out, they will have a real problem.

I am still glad to have bought heavily at £15.50 on Wednesday, though technically I should have waited. I also felt the sell off this week, was somewhat forced. Inspecting the trading logs, the sells were mostly algorithmic, and the price declined more of less in a straight line. The volume appears different today, like what ever did that has stopped. Maybe the by-standers can come in now and start picking up a few bargains. Gold hasn't collapsed (yet), the internet is getting more bullish about gold. f

Some clips from the Q4 RNS. Interesting to see below, that revenue jumped 28%, that wasn't all down to the price of gold.

The Company's FY2020 gold equivalent ("GE") output amounted to 1,559 Koz, a 4% increase y-o-y
Revenue in 2020 jumped by 28% to reach US$ 2.9 billion
The Company expects full-year Total Cash Costs ("TCC") to be below the original guidance of US$ 650-700/GE oz.
Sharp devaluation of domestic currencies (RUR and KZT) outweighed additional COVID-related costs...
All-in Sustaining Cash Costs ("AISC") are expected to be within the guidance range of US$ 850-900/GE

2021
AISC in 2021 is expected to a

Rumours is all we have. Even then, nothing particularly tangible, a buy out, or some bumbling clip of bumble bolox himself.
I wont quit my job just yet.

We see these spikes sometimes just on a large buy. I think the SP would have taken off a lot more if there was any whiff of this being true? Happy to be told otherwise.

Thankyou, is there any evidence to support this? (even a link to a rumour).

Anyone know what is going on? Not been looking in here recently.