Member Info for elcobbledore

It should be trading over 1 if we get even 1 decent realisation…

What’s everyone’s average? Mine is 1.13, I bought at a peak when I thought it was heading up!

No denying the sp performance is absolutely shocking. But fundamentals are strong. Decent enough portfolio. Even if most are duds all it takes are 3-4 of them to do well and will massively re rate. But really really testing my patience after investing last Jan.

Ps the portfolio I think is decent. But board of silence. They need a strategy to stop the rot. It’s ok for them as they have free shares. But all shareholders massively underwater.

I emailed and left voice messages and they don’t get back. I suggest you all leave a comment on their latest X post. Someone else has done this. It’s in the public domain so they should act.

Https://investorplace.com/market360/2026/02/there-is-no-alternative-why-gold-could-hit-10000-by-2030/

A decent read which explains the economic forces at play. There will be dips though and Dyor.

Actually yeah compo you’re right I’m just gonna bin the twat. No idea why he’s taking a dislike to me, a disgusting individual and uncalled for.

Potatohead you really are what’s wrong with today’s world. Constant negative dribble with someone who clearly has a low iq. You’ve sold out ya muppet and now jealous! You remind me of a fart after a chicken vindaloo, can’t get rid of em! Missed today’s rise eh?

I’m planning on having a few beers myself in my garden. Maybe even some rose…ps I do work but for myself as I left the corporate bs.

Ok thanks, to be fair they should just take out the 95 per cent wording and instead say they are paying an estimated provisional amount at San Pedro then this will be recalibrated when in China. Makes it easier!

Yep that’s probably right Badomen, but it absolutely needs clarifying as their current wording is incredibly misleading to say they are paying 95 percent on loading and then an extra 5 percent in China. That just hasn’t happened in the first shipment. It may happen in the second shipment we just don’t know….

Look we will be going round in circles on this. That $21.3m is NOT 95 per cent of the revenue, or else final payment would be $22.4m. How come final payment was much higher at $27.25m? That needs clearing up. Simple. I’ve messaged them and will let everyone know if I get a response.

That’s my point badomen. Clearly that is incorrect info.

Initial payment $21.3m final payment $27.25m. That is not 95 per cent / 5 per cent.

The one thing we ALL agree on is we want to know why there is such a large gap between initial and final payment. This is not just an extra 5 per cent (95 per cent paid initially). And we all need answers on this as to me this does not make sense and needs to be clarified for investors.

If and that’s a big if we get $30m that would make price received $1500 pt which makes much more sense with 5.2 ish lower grade. Time will tell but it’s v confusing this 95 percent / 5 percent stuff tbh!

Yep indeed both, I have no idea how this 95 per cent / 5 per cent calc comes in play. It makes no sense! First shipment initially received $21.3m but final payment was $27.25m so a lot higher than 5 per cent. So if this ratio holds, second shipment final payment should be $30m but who knows if that will be the case?!

Hi all, I’ve gone through the numbers and as someone else pointed out, the final payment was WAY more than an additional 5 per cent. First payment was $21.3m and then final payment was $27.25m. This is more like an additional 22 percent.

I have no idea why but perhaps second shipment will be the same and there will be a boost to revenue.

It needs explanation though, it’s clearly not as simple as 95 per cent then an extra 5 per cent….

I am therefore expecting final payment for this shipment to be $30m if the same pattern follows. That would make sense. If I’m wrong I will gladly do shots of tequila that I hate.

And also you are thick, you don’t even get decimals in the right place. 🤦🏻‍♂️

No potatohead, people like you are scum, trying to rub in people’s face. You are not wanted here. Now F off.

One thing I can’t stand are gloaters who come on boards saying they are glad they have sold. Do us all a favour and F off….