Member Info for gilo

They certainly are changing a lot of the staff. Only time will tell if the new lot are better than the last lot right. The Russian political wobbles aren't great for us though.

I bought a few myself

Only thing I've found is:-

https://www.asx.com.au/asxpdf/20140124/pdf/42m93lvmv1kv4q.pdf

presumably this is the lot before pensana, or was there a name change?

I've been looking at some other rare earthers and they don't seem to make good money, at least I was looking at RBW. PRE has a large resource but are there any details about how profitable it will be or are we betting on a continued rise in the oxide price?

I was invested in rare earthers 10+ years ago and it was just speculation, they didn't turn into real businesses.

long and strong chaps

I'm thinking of moving some more cash into solg but there must be a bear case here. Could the Porvenir results just be a thin vein. Could La hueca be a dud. Could there be a massive dilution coming our way?

So this is pretty f***ed up I got a tonne of letters trying to get me to vote for the everest stuff with the recommendations to remove hambro. It's got a signature at the end of Peter Hambro. Why is he trying to vote himself off the board?

oh well the deed is done

Just checking should i be doing:-

Resolutions 1-6 - FOR
Resolutions 7-19 - AGAINST

Cheers chaps i will check some of your ideas. What a time to be overweight in precious metals eh.

So I sold a small amount of POG Friday. I still have 500k shares and I'm actually not sure if it was the right decision because I can't see anything out there that looks cheap apart from solg which I also have lots of. My old man wants me to buy some HOC but it does look exactly cheap to me although it's massively leveraged to the silver price. So I'm all ears any ideas?

I don't know about anyone else but I'm struggling to find a reason to be selling after this RNS. The pox is a money printing machine.

Run your winners lads :)

Run your winners gentlemen

run your winners chaps run your winners

SOLGOLD^ (SOLG, NR, CNP) – Q4 CY19 burn of US$14m sees ending
cash of US$23m; will need to raise more funds shortly, we believe. It was
unclear to us from the Q4 2019 reports as to when the latest Alpala resource update
will be completed (last promised for Q4 2019). We would not be surprised if the
Pre-Feasibility Study (PFS) and Definitive Feasibility Study (DFS) on the project
slip past (the revised target of) end Q1 2019 and (the currently unchanged) end
2020.
We have previously opined that as well funded as SOLG has been for a junior
company, very significant funds are required to properly explore and develop Alpala
and the rest of the company’s extensive tenement packages. Despite “adjusting”
its monthly cash burn in Q4 2020 and BHP investing a further US$22m during the
period, SOLG ended 2019 with US$23.1m of cash (US$33.8m of current assets;
US$6.5m of current liabilities), after operating and investing activities burned
through c.US$14.1m (Q3 2019: US$24.5m).
Clearly, SOLG is going to have to raise more funds in short order. The company
reiterated that it is in “late stage negotiations on a number of strategic financing
options”, including “traditional and alternative” options.

Oh well I guess that was our dip ;)

Jeepers I didn't expect it to keep rising today. I have quite a lot already so I haven't added.

Wow how the frig had i not seen that short positions icon!

Thanks bud so the last bit we have is:-

Polygon Global Partners LLP 2.81% 6 Dec 2019