Member Info for GingerBear

A quick scan of the presentation released today seems to be very dismissive of Havieron and Telfer and avoids any figures of potential benefits for Newmont.

I therefore assume that a buyer will be found for the 70% and the Juri JV and probably Telfer in the same package.

Will we be able to raise the funds to buy back by September.

AIMHO

GB.

Oh dear we are doomed. Someone has stolen 9 million tonnes of 61% DSO and we can't find it anywhere. Oh look, silly me its still there.
Sadly the world doesnt' need silver or REE metals for new technology so we are losing out on that as well. Perhaps it feel down a hole in the ground. Yes there it is...in Munni Munni.
Someone is deliberately telling fibs to this board, apart from me.
Sell on the news without bothering to read it and push a deramp for all its worth and people will panic and sell.
We have lost none of our assets, and what we have will still be needed next week and next year.
Long term holders last more than 3 months.
GB

Hi Speedy
well is the ASIC used by Shaun is accurate (below $700 per Ounce ) and Gold and copper continue to rise by 10% from now until DTM and the first ore pour we have $2200 - whatever figure you choose still allows for $1000 and ounce clear (not counting tax and other financial oddities).
Whats not to like.
PS I have no inside knowledge or insight into the thinking of SD or Newmont, but only applying common sense and a bit of optimism.
GB
PS No Trolls were intended to be hurt by this message.

Hi Ben
The mix of assets in the ground are, for me, the attraction for Newmont. They have not become a leader in the field by ignoring other metals in their search for wealth and fame. We have s good idea of the minimum gold within Hav, about 20 million ounces, so the icing for Newmont is the copper and possibly the Moly (I quote Bamps here) and whatever else on the Northern end.
I anticipate that Newmont will want full control of Havieron and its copper bonus and will pay handsomely for the privilege. There is no reason why Telfer would be abandoned of sold out of the package, as it is the cheapest option for processing in the region, and Aussie planning and Government seem keen to maintain the development of mineral wealth in the Paterson region, so help with road infrastructure might be forthcoming.
This leaves GGP free to use the money for EG, Scally and other prospects and start again.
All in my own opinion. Maybe even a small dividend for holders from the sale of Havieron.
20,000,000 x 30% = 6,000,000 x $1000 per gram after costs is $6 billion. Thats 1$ per share and change.
I will take 30p and royalties on our 30% over the 20 years. (if I live that long). Over to Shaun now.
GLALTH

GB

Hi. Price of Tin and Lithium have been hit recently by lack of commitment from West to go for full electrification and the threat of increasing supply which may have dislodged very early supporters of ATM. Could be a move to push price down to go for T/O but unlikely. Fickle market this week.
GLALTH
GB

Hi Dickie .. is that an Aussie term of insult or endearment LOL
No worries
GB

Oh I wish I had funds to add to my holding. At these prices and with what is coming its a steal. I am looking down the back of the sofa, armchairs, dogs bed but no luck yet.
GB

Well said indeed.
In my humble opinion Paul has usually called a spade a spade and until I hear otherwise the portfolio of assets is not going with him. A good buying opportunity for you short termers I guess.
Good luck to Paul whatever the issue is.
GB

and so do I. fairly small but beautifully formed - the price not me. Be rude not to at these prices. Double your money in 9 months.
GB

Morning
Appears to me that the red button is stuck at LSE. The sells shown since about 9.30 are all buys as far as I can tell. Usual fun and games with the price range.
Long term prospects for DSO and an economic recovery for China bodes well for UFO. If price per tonne holds over $100 we will all do well by the end of 2024.

GLALTH
GB
GB

Excellent find Ghengis 63.
Answers several questions in a readable form.
GB

To add to your thesis of high demand /low supply and the Chinese demand it might also be that ATM are in the position of being courted by the "Western Block" (whatever that is) to compete and reduce the reliance on China as the main manufacturer of EV batteries and electronics in general.
Why HMG is not stepping in to support BritishVolt staggers me, as we continue to plough money into HS2 - the train line to nowhere. Sadly you will need to buy an EV made abroad and with a battery from china unless we are really quick off the mark.
GLALTH
GB

Several suggestions from a range of shareholders (possibly) who are talking this share into the dust.
Exploration was never easy, and we are all aware from the success of Metal Tiger and Sandfire that a discovery will be the making of KAV. For every seller there must be a buyer, and buyers out there picking up cheap shares must be, as BCB says, having a good day. for all I know the buyers read this board and see a chance to squeeze more small sells so they can increase their holdings and reduce their B/E. I would if I had the spare cash .
Trust the research you did earlier and have some faith. The volumes are very small and who makes the market... not us of the board.
GB

Thanks RWb12 and BooHooMoon
At Least I wasn't imagining the whole idea. So a conveyor and a JGB and we are in the money (so to speak).
Whats not to like?
This must be one of the best bets for a ???? bagger on aim. Insert your own desires. Numbers less than 3 will not count.
GLA
GB

Afternoon all.
My failing memory and poor research skills on the ATM website and You tube have let me down. Did I imagine that in an interview (or video report) suggest that there are large spoil heaps which can be processed at minimal cost to extract Lithium and Tantalum, both of which were discarded in the early days as waste. If you have a link please let me know.
GB

there are several posters who seem to believe that we are heading for a fall, and that Ben Turney has been playing footloose and free with the information that he sends out in a variety of formats. There is also an undercurrent of mistrust of the "new science" that is being deployed, and its effectiveness in spite of the reassurance we get from Brett Grist and the latest "Boots on the ground." I am reminded frequently that KAV is not an AIM company and the rules regarding what can be said and to whom are slightly more controlled, so I do not accept that there is deliberate misleading of the shareholders. Bens comment was directed at a few shareholders, who have a right to voice their concern, but I guess he also has a right to reply. Much of what is posted on Bulletin Boards is total fiction, including this one, and we all have our own agenda when we post. For myself (a very small shareholder...compared to some) I would like the two main projects to hit pay dirt, to bring in a share price of a minimum of 12p and for BT to sell large chunks in JV's and royalties.. We may be on the cusp, we may not, but lets hope for that merry Christmas and a prosperous new year
GB

Do we actually know the salary of the CEO? And if we did would it make any difference to the value of the company, its prospects and possible future?. It is exploration and thankfully not on AIM.
GB

Morning all
for what its worth my take on the latest RNS is that it is positive news, in that the share price has been supported in some way by the management and "The Company", rather than allow the market to decide. Why would they buy "from the market" if they knew that Artimis were selling at a discount if they had doubts about the viability of Aliens future. With China now under serious internal pressure to open up the country, and increase demand for DSO we are well placed for a good 2023.
But what do I know?
GB

Morning all
As a bear of little brain I am wondering if the use of CSAMT by Kavango on Sandfires permit suggests to me that there is a degree of cooperation between the two companies. And therefore if KAV can find the "extension" or motherloade? on our permit it may be the beginning of a beautiful relationship.
GB

Echo1
Looks like we have a seller and a buyer playing on our turf.
1.78 to buy and and 1.63 to sell seems like a very big spread to me.
So maybe the seller has gone and left it to us. As we know every sell must have a buy, but at what premium.

GB