Member Info for DShox

Ask is below Bid, as that block sits there, Bid is rearranging and moving up.

Price in private t/o in current environment certainly wouldn't be as buoyant as in normal circumstances. That said, comfortably more than current sp. Shares need to bought before any such move. The Board understands the threat. Having sold Highland to Fortiana Holdings (private) a few years ago, now in exclusive talks to buy Kinross' gold assets, POGs board would do well to follow suit.

Read her comments and indeed, Bucha is the tool to amp up weapons deliveries, sanctions and prolong the war. Liz wants to ban imports of gas, oil and gold to the UK and try to get EU states to follow ie what makes the Kremlin money if they liquidated gold bullion. How exactly would that prevent a gold miner selling concentrate or dore to a refinery inside or outside Russia via an intermediary? As for de-listing, you realise this is already on its way to go private, as which BoD today is going to see value keeping this public in London?

Buys after NED stepped down.

Wonder if she's stepped down to join the private t/o effort.

POG sells to a refinery, an intermediary that sells to a refinery or another banking entity, which can then sell to who it wants - not POGs business. Easy.

3.828 45,121 14:14
3.828 29,024 14:14
3.85 496,944 11:52
3.88 10 14:09
3.95 436,377 08:37

L2 Ask - old lockdown tricks

3.79 100,000 14:02
3.822 10 13:22
3.85 496,944 11:52
3.948 316,879 13:24
3.95 436,377 08:37

Looks like tiny stock available at 3.79p on L2. Reminds me of the games couple weeks ago.

Here there's MMs and algos that manipulate stock prices. Right now, these two have decided investors hold too much stock perhaps eyeing some relatively large positions to take out before moving up.

I'm quite sure he can recruit some others into the shareholder register to support a takeover.

Probably where POG is heading and where your shares are being absorbed. Will it mean 40p t/o? No. Quite apart from the silly current sp, the CBRs linkage of RUB to gold should have every billionaire banker in Russia and Asia interested in POGs assets. Is the LSE going to try to ignore rouble strength? Probably.

If you want to pretend you are discussing from an ethical perspective, suggest you check the stock price of Lockheed Martin since January and register on that discussion board.

In my industry you appoint advisors mostly likely to deliver what you need, after discussing proposals possibly with several. I reason Alix Partners has the relationships, expertise and track record to achieve an outcome. I don't see the debt restructure completion is needed before the sp can rise - if the market truly believed it wasn't solvable the sp would be 0.25p. As GPM is working with POG to sort out, it will be. The weighting for such a low market valuation is still skewed to the upside in my assessment hence anything on sales resuming, ceasefire progress and beneficial debt restructure should help us beyond 10p.

Mainly a separate issue to POG. A non sanctioned entity can sell to Russia's CB. Now for the CBs ability to sell bullion being the target of UK/US sanctions - unworkable. China's annual gold trading volume alone almost exceeds the entirety of the CBRs reserves. Asia is a willing buyer as is the Middle East. Gold held outside US and European vaults will not bear marking to identify its origin and given there is no counterparty involved to say otherwise, bullion can be melted down in say India and re-marked, a practice in play for 100s of years. So it's just clueless politicians trying to find stuff to do.

Currently both with GPM.

Imagine some are thus lumping both into APs appointment and concluding sales will stall until resolved.

My view that would be a faulty conclusion and thus expect RNS to activate gold sales via a different entity.

Debt will be restructured via different bank.

In the meantime, all the parties chasing down Kinross' asset including Fortiana might equally be calling POGs board to sanction-proof the business permanently - be interesting to see the price paid as EBITD multiple and EV per reserve oz.

Alas, this bb's run its course until the market, not the bb chat, decides the next move.

Warning up.

Online peace talks today.

Dear dear SH. Not ready this business at all. Classic case of brain fade x sensitivity = ego.

You do understand something can be very low risk also, which can change over time? So when we talk about 'risk' and grown up stuff, bear that in mind.