Roundtable Discussion; The Future of Mineral Sands. Watch the video here.
What an idiot I am. Completely forgot about the fourth member of the numpty dumpty brigade!
We’ve all heard of the Famous 4 but now we have our very own “Losers 4 “ so welcome to my trash can where all the bile filled posts from low life’s like you can swill around in your very own cesspit which I’m sure your quite familiar with!
Oops must be wetting your kni£kers after a mere 80% SP fall this month
Polymetal International PLC
137.64 GBX
+11.64 (9.24%)today
23 Mar, 16:37 GMT • Disclaimer
And that’s without any sanctions (yet!) or maybe even worse Putin might in desperation start nationalising companies such as Poly
You must be truly desperate posting on other boards trying to get people to part with their hard earned money and invest it in Poly which for any sane person is un-investable and pretty much the equivalent of junk stock!
You and the other 2 numpties are the lowest of the low and I will take great joy watching you all get taken to the cleaners when Poly implodes! Off you go into my trusty trash can where you can slither around with all the other low life snakes
Seanhunter as we have all been filtering or ignoring his posts under his SH moniker so up pops Buddy with exactly the same chip on shoulder rhetoric attacking LTH’s and charting. Poor sad Bobby (aka Sean) sat at his keyboard raging at the good decent folk on here only to be ignored. Off you pop Bobby into my bottom crawler trash can!
Couldn’t agree more Pads! Did you notice that he posted at 13.41 but everyone ignored him so irked he posted again at 16.31 and was ignored again so he had to spew out some more of his chip on shoulder vitriol at 16.54. What a complete tw£&k ! He has been in my trusty trash can several times and methinks it’s time he was dispatched once again to where the bottom crawlers dwell. Feeling better already :)
Andy, it could mean anyone of a number of different ways to monetise the assets we have.Whichever method is chosen I am very encouraged by DC’s choice of words clearly inferring that we have (or will have) a number of Tier1 assets
Loved this sentence from DC "Look we've got Cascabel which is Tier 1 but that's just the first of a number that we intend to bring to the market" So there you have it We have a NUMBER OF TIER 1 MINES. Now whats our current Mcap? Ummmm!
Seconded Cookie. Many thanks DBW! Clearly DC has been very very busy since he took the reigns and based on this interview I’m liking pretty much everything he had to say! Some have perhaps rightly questioned why the content of this interview wasn’t incorporated in an RNS? My view on this ( which I might be wrong about) is that there are pretty strict rules on what you can state in an RNS ( think we fell foul of the Ontario Board a few years ago?) hence why this isn’t being published in an RNS IMHO.
Have been on 3rd Feb (2021) and 12th Feb (2020) so probably not long to wait now for an update on drilling / assays. In the meantime let’s all chill and stop all the paranoia and conspiracy theory ramblings which aren’t helping anyone other than day traders and Institutions who just love a good bargain! Now what was that famous quote from WB about “ transferring wealth from the impatient to the patient”
Well whoever he or she may be the one constant in their Solg posting history is of a “Glass half Empty” mentality. In fact most of Ortherncopper’s posts have a negative spin either overtly or often more subtly. So whether he’s in his 20’s sat at home in his undies or in his 60’s driving his Volvo either way his negative agenda on Solg is very transparent!
Thanks for sharing TheItalian. Really interesting especially the bit about the price paid for assets at different points on the journey to production and your extrapolation of what this might look like based on Solgs MRE data. It’s so refreshing to read a post which adds real value to our understanding of the journey we are on rather than inane “he said she said posts” which are so tedious and add zero value! More of the same please Italian :)
Hi RICH, You say “Surely we haven’t even had a proper value for Alpala until the PFS comes along in Q2” That’s exactly my point. If we are valued in the region of £500 to £600m based purely on MRE’s & a PEA on Alpala then what might we be valued at if we had MRE 2&3 for Pov and maybe an MRE 1 on Rio by the end of Q2 ( which might be overly optimistic)
Even some of our brokers openly attribute only about £70m of value for “Non Alpala” concessions which is why it’s important to get as much recognised value as possible from the likes of Pov & Rio before a bid lands which is why IMO the PFS timeline has been stretched and stretched to enable as much drilling as possible on these concessions before it’s publication after which it will be open season on Solg and the question will be who will blink first?
All of course conjecture on my part but to me it makes sense.
Totally agree TheItalian. I said words to the same effect well over a year ago! BHP are a global conglomerate with huge institutional shareholders who would not take kindly to taking an undue risk with their investment. It’s one thing to bid several hundred million for an acquisition target but quite another to bid several BILLIONS which would require a much greater degree of de-risking such as an independently verified PFS and I believe this is part of Citi’s defence to delay the PFS on Alpala until a proper value can be attributed to Solgs other high priority targets such as Pov and Rio.
Yes Pads still got the Infestors on lockdown and by the looks of it there are lots of matches with Grims list. Happy New Year to one and all even those on my list below who might turn over a new leaf with a New Years resolution to become good, honest folk - then again pigs might actually fly :)
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