Member Info for Genghis15

Yes, there ARE dangers to being overweight. And each to his own. we will wait and see which of us took the right path !

EoB

There is certainly a heightened risk of that scenario . Here is the unhinged one just to reinforce that https://x.com/disclosetv/status/2021336704758710492

If fundamentals are good (they are!) this is the time to add, not trim!

It will catch up once as we get further updates on EoY cash, Segilola MLE, etc, etc.

I'm overweight here too, but added below 80p last week.

Despite being well overweight here, I couldn't resist a few more at 77.8 this morning.

Little point imho in projecting much past 2030. Too many unknowns. PoG of course ; , but we don't know what Segun might have in his sights by then, be it expansion in the curent 3 countries, lithium, new jurisdictions, etc. And of course there is also the possibility THX gets taken out at some point.

IBAb

160K Ozs pa is not dreaming, Sugun stated it in his interview, but only in year 4 of the douta mine plan when oxide + other ore is being processed simultaneously. and at that point Segilola production will certainly be less than 90k pa, perhaps much less. BUT, again, by year 4 at Douta, I would trhink a CdI mine would be up and running, so 250k pa overall mb too low.

BUT..(again!) that's 5 or 6 years away. So much can change in that time.

Https://theoakbloke.substack.com/p/bubble-and-squeak

He doesn't sound very "reasoned" to me. "Nuts" would be a closer adjective. Some of his points mb rational, that doesn't make them well reasoned.

I think we've been very lucky to have had a sensible BB, but e troll was sure to arrive one day.

Https://theoakbloke.substack.com/p/up-an-atm-boys?triedRedirect=true

Unloaded 3.2%.

Anybody know anything about him?

That is indeed a Danger, Mr Mouse!

I am anchoring my expectations rather than be carried away by talk of exponential rises in gold and financial crashes. The risk of such is greater than zero,, and perhps higher than its been in my lifetime.and gold is likely the best hedge in that scenario.

But I'm not basing my investments around that. At anywhere around current levels, $4-6k, THX is an outstanding investment.

Link here, tho not yet available. https://www.investormeetcompany.com/archived-meetings

A no of goldies seem to be falling today, but 10% ???? Crazy on a day gold is up,

Great presentation, gold up. FTSE up,.......and THX goes down. Guess we need the Segilola MLE to wake people up!

Nb the potential for year 4 on of running the 2 phases together, increasing output to 160,000oz pa.

I'm not selling any until eithr the factors behind the gold price rise abate/reverse, and/or THX has the Cote d@Ivoire prspects at or close to production.

Caveats ; W Africa instability, or a takeover.

Hbomb5

Fwiw (bugger all!) I was musing on this on awakening this morning.

Putting myself in Donald Tusk's shoes I have now exhaused one appeal and almost certainly the other The award will be upheld costing a lot of govt money.

Yes, I cam blame my predecessor, but ot's still me paying it. How can i turn into a seeming victory?

Well, how about I negotiate an early settlement and as part of the compo Poland gets an equity stake instead of cash, dress it up as a capital raise? And mb also for the benefit of voters get a commitment from the co to broaden their project into Poland - we know the Kupferschiefe extends across, tho not who might have rights already - and tell my voters i'm securing investment rather than throwing away Polish $$s to Aussie investors.

Just a thought. we'll find out tomorrow, mb just a vanilla capital raise!

At HL email is completely misleadimg. It quotes REDUCTIONS in charges but then at the end it says my charge will rise by £9 pcm. Bcos of the rise in the cap, which they don't point out. Time to move methinks.

"The Company has requested that the trading halt remain until the earlier of an announcement to the market regarding the above or the opening of trade on ASX on 28 January 2026."