focusIR May 2024 Investor Webinar: Blue Whale, Kavango, Taseko Mines & CQS Natural Resources. Catch up with the webinar here.
Havieronland
Becoming more like a theme park.
First we had T-shirts, then guided tours, now commemorative coins.
What next - 'I Love GH' baseball caps, GoldMine rollercoaster (or have we just had that with the share price?)
Paddy
A bit confusing for many of us.
Guess we are mostly amateur investors, or maybe just plain hopeful.
The fact that the so-called expert investors have largely remained does make it look like there should be a turn in share price at some point soon, we all hope.
Interesting to see the copper price remaining strong, and Sandeep referred to it being $3.70 a pound in his recent remarks, so that continues to gain greater importance.
Newhaven
I find listening to Sandeep very interesting - he is clearly a very intelligent and focused guy.
He is also very careful when answering questions not to 'box himself into a corner'.
They still do not know the fullest extent of the Havieron site, and therefore cannot say definitively what they will r will not do.
It does very much look like they will set up some form of pre-processing arrangement at Havieron to limit the amount of non-ore bearing rock that they lug cross-country.
Confident presentation. Speed of action at Havieron is still emphasised, along with value of NC as JV partner.
Did not really feel anything new - as expected - but good to see a little further rationale around keeping SW out of the Juri JV.
If Gervaise has bought as bad news is incoming, then why not wait until after the news has dropped?
Just trying to cause trouble by suggesting he could buy because bad news is coming.
Maybe he can prove that he does not know.
Either way, an immense vote of confidence.
I suggest - as already proposed on this BB - that the remaining samples from SW will be very similar to what we have already had, and so Gervaise is not pre-empting any different or 'new' news.
Mineralisation remains open in multiple directions outside of the initial inferred mineral resource estimate which indicates the possibility that the resource could continue to grow over time with additional planned drilling activity