Member Info for elgordo83

Protests look to have died down slightly; not ideal news and hopefully can be resolved soon. July 1st was the initial change date so they have some time to negotiate pension changes etc.

Shirt term dip, mid term additional incentive to bring money in to country?

4/5 Ministry meets - relocation of plant, barrier etc meaning "pretty much happy" with results (so still small change?) 5% ish impact ~ 80k p/a mine B2Gold running mine plans and scheduling on pit angles etc in draft stage Final site inspection with 15 people 4 weeks ago Training 300 people on site at the moment (120 completed already) 7x increase on average salary in area with the mine Buying off artisinal miners to eradicate mercury ("government encouraging") $25k per month spent on community (!!) "we're all about the permits right now" "would love to think we'll get permits by Summer" Pretty much confirmed top level of Mestiza... .700k from Russians

My thoughts exactly :)

57p paid. continued momentum which is nice to see maybe not the la india locals buying in (!) but perhaps those in country...?

Ha congrats. I originally entered here for wedding. That was what, 2010?! Crazy. Much larger position these days so hope the wait pays off. About bloody time.

No, I think that's what MC is trying to say... 100x from here would be fair value if we had 5m of reserve ounces Add on however many caveats you want here - actually finding rather than suggesting 3m more oz, geopolitics, inferred v reserve, recoverable oz... But he's anchoring to a "top line" valuation that points out how much room there is to grow... will CNR survive in its current form to ever reach that 100x... But permits first eh :)

"very positive at looking to get to 5m oz"... "$6bn+ MCap on this type of project"... haha I love the upside thinking and mentioning the current $45m MCap :) Final remarks... "it's all about permits but am confident on breakthrough... 12 months of studies but will add 1m of oz... then scout drilling to prove yet more ounces out there to take us to 5m oz" Input welcomed

Final site inspection via 3 Ministries plus the British Ambassador... "I think we are very close to permits, particularly at this AISC"... salaries at mine 6x to local jobs, 3.5x to national average is a big incentive with 90% of the community wanting this to go ahead. Major movement this week.

Hahaha Trunp is where you draw the line

Yes, Golden had their first major feedback December from which to tweak. I’d say we’ve been fully aware of what we need to tweak for a while and so weeks. I’ll say a quarter / May being pessimistic.

Salient point. Perhaps it needed Beaty and team to take a fresh look from the outside in - can understand MC for being slightly blinkered after all these years and wanting to do it with locals onside. It will be interesting to see how the prospect of missing out impacts some, though if working at the mine regardless then another win-win. Good start to the week.

Fantastic news but yes, if it were that obvious then what took so long?!

A step change in production/presentation. Assured and to the point. Not expecting the re-rate just yet (too many false dawns!) but it is definitely heating up. As others have mentioned, could be good to get an updated AISC given POG and Oil currently to see if can shift from $700. I'd assume we can only quote 'official' figures as per PFS etc...

�0.57 old money... let's see if we start to move

Leaving as NED.... conflict of interest or something else?

I watched the film 'Gold' the other night. Well worth it, even if my wife gave the odd raised eyebrow at the exploits and asked if this was what MC was like... erm...

Eh?!

Not a bad day, but still some way to go!

Over 100k across 6 years - christ, what a ride. Saw consolidation, golden alligators, �2 early on and the bounce from 19p through to 90p Sold a few, traded averagely, lowered my average to 50p ish I've probably checked this board daily every day �2 is a worst-case for me, I'd like to see �4 eventually if additional resource proven up... Who knows.