RE: Ghin1 Dec 2025 08:59
Another new handle riding the news cycle. You might want to get your facts right: EIA hasn't been submitted - it happens to be a condition for the JTF to do so by EOY. DFS has been near complete since like 2019. Funny you mentioned the year, if only we were there - I could have saved myself 6 years of voyage on KC's gravy train, throwing in one false hope after the next.
Also, please tell me about my script, I am keen to get insight :)
As far as I see, I just call out those that seem to do their best to create FOMO and take profit. My comment that triggered the ramper hate? Saying that all of this is conditional: a DFS wouldn't be. That elusive one. In theory, this time around, we only need to wait two more weeks. Though he confirmed imminent release a couple of times and we kept thinking "surely this time around". Well, probably, maybe.
For cyberbub: Yes. We have burned up all cash - again. Capital will need to be raised - again. Might still happen before / instead of a DFS - again. Hopefully not, despite of what the lunatics imagine, I'm still holding, at this point mostly out of the joy of gambling and to occasionally entertain rampers with a reality check (of course I know they'll dismiss, divert, get personal as the thread's title suggest).
The capex is a big question. The updated PFS said 645m USD or so. That was unrealistic then, even more so now. Someone floated 2bn. That's a fat number, perhaps that will work as a reality check.
In any case, good discussion on hotcopper.