RE: Aguinaga and Blanca Nieves tenements11 Nov 2025 12:23
Agree timings do tend to slip with SOLG but thus far Dan has ticked off many of the promised news deliveries give or take a week. The assays are much easier to predict than the likes of CIPA as no Ecuador gov involved and it's just down to assay lab times etc.
So far we've had assays pretty much as planned and guided. Next batch due in the next couple of weeks or before November is out.
What we haven't had yet is the AGM notice. That's due pretty soon if they plan to give the minimum 21 days notice.
As for longer term, dates are guidance and no one expects them to be nailed on as how many large projects do you know that actually hit the deadlines. Virtually none. That aside, promises on delivering CIPA, PFS updates resource updates, ExploreCo etc etc before year end NEED TO BE MET. If Dan misses any of those, then it's not going to be very good for a 'reset'. If land tax issues have caused a delay on the ExploreCo, then Dan needs to fess up and say as much or like any decent management team... you find a solution. Some kind of alternative plan and you do it fast.
If we can get the biz split into two, ExploreCo JV/floated and moving fast then we will be flying.
If we twiddle thumbs, miss deadlines, pontificate, and go into drift mode with zero catalysts, then we'll drop back as markets these days are like addicts... they need regular fixes of progress news. That's the challenge for management these days. You have to a fresh batch of catalysts if you want to retain interest from various investors.
We need to keep the momentum going.
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