Member Info for davidimus

If it looks like an elephant, walks like an elephant and quacks like an elephant, it probably is an elephant? :-)

Great work Reddirt, thanks.

Last time he managed to catch the bottom of the trough perfectly. Let's hope he's done it again!

Congratulations redirons. I shall be following you shortly. Not entirely because of GGP but GGP has certainly helped.

I understood it to be 33 assuming 12.5 but having reread the Proactive article perhaps there is some ambiguity.

Seems the Berenberg uncertainty principle applies in one more dimension.

Does anyone have the actual broker note to refer to rather than a report of it?

I appreciate you can't hit the motherload first time, every time, but I find it difficult to square yesterday's results with the positivity I have felt coming from the company while we have been waiting - notably GH's online written interview (26/10 I think - sorry, I'll struggle to find the link now). As I have full trust in Gervaise, I can't come up with a better explanation than the next set of results will be a lot better. Time will tell. Meanwhile I'm heavily invested and holding. I am confident the current SP undervalues HAV long term - Scally and the rst are a bonus. GLA, D.

And that must go down as one of the best rants - ever.

Great video Magic. Keep up the good work.

Great find BTB/RSM61. I am surprised it has not been announced by PHE (yet).

Go on Mickey, which board? ;-)

I was here then and still am, having added.

Tig, Happy Birthday from me too. I always enjoy your posts. D.

Sustained buying, the question being- by whom and what are their intentions? I guess we'll get to know the first at least, if someone exceeds 3pc, once they have finished.

Great plan Dodge. It pays to think out of the box

PS Google Bilby images - love the ears!

And let's not forget the Berenberg uncertainty principle which says gold mines are valued at 50% ?? ;-)

Sanibel, I stand to be corrected by others more knowledgeable, but what I understood from last time is that by its rules, GDXJ is constrained to buy during the closing auction on Friday. More fool them (or their investors) but there you go.

TMT,
So sorry. God bless.
D.

The bit I liked, I think it was in answering the question about differentiation from competitors, was when Gervaise said something along the lines of - we might pop up with acquisitions of new prospects where least expected.

I just re-re-listened to the brr interview.

Putting aside the interesting question why it needed to be totally scripted on both sides, there was something that hasn't been discussed yet.

From 5:35, on the Juri JV, Gervais says, "these are attractive terms, particularly as measured on a per square kilometre basis".

Can anyone help me understand the point about the per square kilometre basis please?

Thanks, D.

Excellent 19:13 post @Mercedesman, but is it possible you had more for us? Seems to end in mid air ("- if Scally was dud, why" ... ) ??? Cheers, D.