The latest Investing Matters Podcast episode with London Stock Exchange Group's Chris Mayo has just been released. Listen here.
Bob recently said he’d prefer never placing that block , but getting a monetisation event done instead ……fine by me.
Roxi …. Yep we are clearly for sale but there is a massive disconnect between our current share price and what kind of offer would fly ….. like 1984 my money is on the Chinese so is Willem’s, Warren’s & plenty of others ….. roll on 2024
Fort ….. I agree they need to deliver and I believe they will.
Both the share price and the news flow should be much more positive come the start of 2024.
“I expect the share price to be back into the teens in January is the recent suppression is down to tax selling and sellers dry up”
Also agree with that ….. 🤔
Your concern is greatly appreciated
Hey Tex wow …… must be a dangerous place.
How many people do you think get shot in the USA each year (you should know) amazing anyone goes there to do business
Apparently over 600 mass shootings in 2022 alone ….. you should be ashamed
He also said many juniors in the sector down (70-80%)
We’re I a terrible place valuation wise no one can argue that.
It’s simply how you see things moving from here
Indeed Rox ….. the bit that struck home with me
“ as an investor we can cry and complain about this low valuation….. we can also see it as a huge opportunity “
Yep thanks Eloro
Interesting he also made the point about year end selling.
Be interesting to see if he’s right about a post Christmas bounce.
Interesting to see a new name on the register ( or one I hadn’t noticed before) Fidelity investments now hold 1.39% and guess where they’re based ?
https://www.marketscreener.com/quote/stock/SOLGOLD-PLC-4005870/company/
https://www.fidelity.ca/en/
Hope not HFM that’s sub 1.5p
Agree re Q1 looking better
NMM …. Haven’t spoken to Scott. There are plenty of others in the industry and they all talk to each other.
Cascabel is a phenomenal asset and despite the last crappy few years value will out in the end .
Fort
“There's nothing to get excited about at all”
How do you know that ?
In fact only a few days ago you said
“There is no chance of a PFS update in q1... that's just a ruse”
On both counts we shall see.
It’s just my opinion but I honestly think this time the market will sit up and take notice…… but I could be wrong of course
NMM
I seriously think (for the first time I can remember) they are genuinely excited about the PFS and expecting the market to sit up and take notice. Hopefully it’ll be made crystal clear this has been done with the intention of selling the deposit if not the whole shooting match at the right price.
According to ii today is the last day to vote
Yep Roxi they do
Agreed Add
We’ve had PFS’s before and they’ve never had the desired effect but I think this’ll be different. I honestly believe this will attract a lot of attention as the object of the exercise now is to demonstrate the viability to prospective buyers.
As for BHP, we have no way of knowing for sure whether they even want Cascabel/ Solg for themselves but I’m fairly sure they won’t be giving their shares away.
With the new PFS out and the charade of production finally put to bed I think things could be looking much brighter before too long.
Agreed 1984 ….. even Darryl has stated Nick wanted this sold.
It’s something we’ve all known for a very long time. The only questions are
1) Can they do it
2) How much
3) Can we or will we hang on to some of the other assets
Hopefully a corner turned today but we’ll see
Could see approaching 15m with a few late reported trades
8.5m traded
The merger closed Feb 27th and all the CGP shareholders can now vote at this AGM. ….