Member Info for doze

I spotted him in top left picture, Stebo link cf https://www.linkedin.com/posts/max-beck-0075363_goldinvesting-goldmining-kefiminerals-ugcPost-7428784987832766464-QnOI?utm_medium=ios_app&rcm=ACoAAAqdnnQBhD4ymaR5oVAdig9GgcSQLxZkVS8&utm_source=social_share_send&utm_campaign=copy_link

They scraped the surface just didn't have any metal detectors in the crowd where was our Aussie gold hunter Jeremy Gray?

Courtesy Digit

https://www.youtube.com/watch?v=KEw8Ocjd2zc&t=1797s

As usual use the google translate tool,I expect most will just zip to the 35mins bit to adjust their trading but try reading these articles/videos it will give you an understanding on how the system works in Bangladesh

The New Government’s Energy Agenda: Priorities and Immediate Steps

35mins in the commentator says the development proposal of Fulbari and Khalashpir have been submitted including mine mouth coal plant and it is necessary to get this signed off asap 👍

Yunus exceeded the mandate with that US trade agreement. What an absolute snake and hypocrite he has turned out to be selling out to the US and reneging on 3 zero vision for no vision and US profits and dominance. https://3zero.club/

In short, this agreement is against the national interest and violates Bangladesh’s independence and sovereignty. An agreement signed by a temporary interim government while keeping the people of the country in the dark cannot be considered legitimate. According to Article 6.6 of the agreement, it is supposed to come into effect 60 days after the completion of all legal processes. It is hoped that the newly elected government will take the initiative to cancel this agreement through discussion in the national parliament, as it runs contrary to national interests.

https://www.thedailystar.net/opinion/views/news/why-the-trade-agreement-the-us-problematic-4107546

Danno01; they should not complicate. GCM will follow best practice. Just give them ( the Government} 51% voting rights and a board seat so public power plants can be built fuelled by the OPM building to the 65% owned energy supply and fuelling the Northern growth, they can leave it to us as you put it. No need for Bangladeshi talking heads to delay.

GCM/PC already have an MOU and EPC so will not cost Bangladesh a penny and the Phulbari Coal Mine is only on hold as it waits for waiting for Governme nt approval.

"Working under the MOU, GCM and PowerChina will have the opportunity to finalise the remaining work packages necessary to bring the Phulbari coal mine into production. It also further strengthens our working relationship and demonstrates our ability to bring the Project to fruition. Having PowerChina as our Development Partner will greatly assist with obtaining the necessary Government approval and demonstrating that the proposed Phulbari coal mine will provide a large reliable supply of affordable commercial energy that will reduce the Country's dependence on expensive imported energy products."

https://www.lse.co.uk/rns/GCM/mou-extension-phulbari-coal-mine-development-8y59ysn6l3bbu7o.html

The public private split was 43/39 on 31.10.2024 and he wants 65/35

https://bddata.org/db/Electricity_Generation_by_Power_Plants

If I described the Ethioprefs as buying gold now for delivery in 8 years while earning 15% on your initial investment, would I be right.

If I am you can see what an attractive deal on the face of it it is for the locals. Pertinent to the devaluing birr though it could well appreciate against the dollar over 8 years.

😉

Well it is what I did anyway.

MF2017 ; Caterham7 will have sold shares in his ISA to buy KEFI. His ISA could have been quite large anyway prior to dabbling with KEFI.

If the BNP are paying attention China says they 'stood ready to advance high-quality belt and road cooperation'. The discussions have been had with China and the development road map must have been spelt out and the Charter and BNP endorsed the prospects for the North with mention of own resources/

https://www.cnbctv18.com/world/bangladesh-elections-2026-bnp-vows-usd-1-trillion-economy-by-2034-awami-league-ws-l-19844646.htm

Phulbari to contribute 1.5% of that GDP-the low hanging fruit of the FDI.

China is the catalyst and driver

He is a canny chap deedee1 and seems to use the site as an aide memoire for the shares he has an interest in trading so interesting to see his thought process.

It is too late to pull a fast one with company ownership imo and PC wouldn't like it. Tang kept GCM going with the help of POLO and maybe no relisting in BVI because he has transferred his equity value to a certain extent via that loan to GCM and not entitled to have the POLO shares aswell as POLO investments listed here, anyway, only my musings.

https://www.gcmplc.com/shareholders/share-capital

The fund raise places shares in hands that increases return to GCM when GL lands and therefore Tang for losing POLO listing.

He can't grease the wheels if he waits for a pound. Try and be business-like.

Its better to look on the positive side.

I don't think your team will win Phulbari.

I suspect the mining minister or Abiy Ahmed himself will be the final signature at the ceremony giving permission to mine.

The fact is the shareholders bear the risk and take any reward going the BNP previously supported coal extraction in 2006 when world trade was global but now the gloves are off globally while autocratic style leadership of AL will not be tolerated so policies are very much up for grabs iro reward to GCM.

Most to our advantage is the close relationship with Power China and the need to get started. Post election decent treatment will decide the return to GCM.