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mrtibbles

Thanks for this.

The Hikary v Donald Presidential campaign was once described as a chess player v a professional wrestler: I am a chess player.

In any event, the Middle East would doubtless be a safer place under a Clinton presidency.

I guess Donald is better for the gold price?

I always prefer open competitive tenders to negotiated deals but ebay might be a bit radical?

Regards

Inan, please excuse the twentieth century Baldrick question but...assuming SCIB1 without deals and the combo trial is really worth £50 million today and assuming Scancell is going to sell SCIB1 eventually why not plan to auction after Phase 2 combo successes?... in time for Christmas 2019.

Probably not, wicked!

Thanks .

I meant optimistic relative to the (retired)banker!

rustybucket

Like you I am relatively optimistic about IRC. The last I heard, about the important Amur bridge , was that the Russian side was more likely to be the cause of (further) delay rather than the Chinese. Is that your understanding?

In July 2017 we had an RNS on "Continued progress on SCIB1" maybe this year a different hot topic?

Unenforceable contracts, wicked RetiredBanker, maybe IRC also has a cunning plan!

In the reasonably scenario that there will be 'phase 3 trials with SCIB1 is it likely they will they begin by Christmas 2019?

Maybe most advertisers will be more focused on Trump blimp opportunities??

Botski on OXT

There was a rail replacement bus service between Didcot and Oxford yesterday morning which deterred me: also recovering from football fever.

Was there a Scancell update ,as billed? If so, links to slides are always appreciated.

Some of us need to hear things a few times before the simplest of jargon sticks.

I was agreeing with you that "it was a great run if somewhat fortuitous".

Maybe I should have said "fortuitous process" but I very much did not want to suggest, at this time, that POG investors were "losers".

How is the $ price of gold doing?

I guess achieving low probability events, in sport , is based on character (e.g. determination , courage, Englishness ) unlike successful investing in POG which is a stochastic process?

Rusty , Lawro

We won without time overrun on (extra) penalties, maybe the POX hub will be as good?

Given the POG financial fragility, understandably seen by some because of IRC, about which I am relatively optimistic, and POX hub production issues from 2019, about which I am very optimistic what % of planned gold produced should eventually be hedged in 2018 and 2019?

I am completely ignorant of industry practice but my guesses are 2018: 50% 2019 25%. I suspect Lawrence could do better!

Where does this leave the refinancing "with a major Russian Bank " of the ICBC loan to IRC?

The POG guarantee to ICBC is most unfortunate but we are where we are ... which is?

Perhaps it would be more SP effective to provide, via RNS, BOD , POX strategy for the short , medium and long term, assuming POX hub completion and operation as currently planned.

Other ideas?

RB

"I think you'll find we already have the POX Hub recorded within Property, Plant & Equipment on the Balance Sheet valued at around $280mm. Would be interested to know how much somebody was willing to bid for it !" (RB)

From an English perspective, I guess the POX Hub is the Harry Kane of the POG team. how important are POX hubs to Russian and regional gold mining today?

PbtoGold

Thanks for posting this interesting September 2016. Is this part of a wider cunning plan?