Member Info for InvestorPanda

X

Fortissimo,

You have been using the wrong terminology re BHP and Newmont all day…

They have not sold up or given up….

What you’re not considering is that maybe another group is looking after their interests on their behalf re Solgold.

That group is yet to show their hand however I will let you onto their name - Lundin….

Lundin have major interests and associations with both Newmont and BHP….

Let’s wait to see if uncle Ron Hochstein shows up here.

For those who are not familiar with Ron, Ron was responsible for developing fruta del Norte into a mine as ceo of Lundin Gold (ecuadors most responsible miner) (Lundin gold is majority owned by Lundin family and Newmont). Ron has recently joined vicuña as ceo, vicuña being JV between Lundin family and BHP.

Ron also resides in Ecuador….

X

dv is weak as ****.

This confirms:

✔ 28p is a floor, not a ceiling

✔ BHP and Newmont stepping aside unlocks competition

✔ Counter-bidders can now move without political obstruction

✔ SolGold holds leverage again

✔ The market now understands this is not blocked

The decision window is now:

Does someone want Cascabel badly enough to beat China?

Who this re-opens the door for:

With BHP/NMM out of the way, the credible universe re-opens to:

• Lundin / Vicuña

• UAE-backed consortium

• Hybrid bid (operator + sovereign capital)

They now know:

• Sellers are aligned

• The board is pragmatic

• China has set a visible price anchor

• There is no “strategic veto” risk

DV = Furphy

X

Rodney, we haven't had a company update since September... That is not acceptable, especially when during this period a cheap takeover offer arrived and yet we have still not seen our CEO defend our company and the value of its assets through any aggressive marketing push and or by releasing an update to our very very old/outdated PFS.

Only silence from our CEO

Xxx

X

Go fark yourself muppet

Https://www.afr.com/chanticleer/the-92b-deal-that-bhp-and-rio-missed-could-define-copper-battle-20251208-p5nluq

"BHP also has a timing issue; because of declining grades at its copper operations in Chile, its copper production in the next few years will fall before those growth options kick in towards the latter stages this decade and beyond. Snaring Anglo would have helped solve that problem.

BHP might not be out of that race, of course. If a merged Anglo and Teck can’t convince the market to see it as a pure-play copper producer and re-rate its stock on that basis, then BHP may yet get its chance to pounce. Either way, Henry and chairman Ross McEwan have made it clear they are open to copper-related deals, and not afraid to take a big swing.

But with global mining consolidation and deal-making likely to continue the two giants may have to come to grips with the fact bargains will be impossible to find."

Https://www.tradingview.com/news/gurufocus:85c58dfdd094b:0-bhp-just-unlocked-2-billion-and-it-s-gunning-for-a-copper-empire-next/

Another critical signal from the last 10 days:

Short interest in SolGold has dropped sharply (~10%+) since mid-November.

Why this matters:

📌 Short sellers exit when the downside case is gone

Shorts closing positions rarely happens unless fear shifts to FOMO.

📌 They are buying back shares — adding upward pressure

A short close = a forced buy.

That accelerates momentum on any good news.

📌 This normally happens before corporate action

Short funds close before the market forces them to cover at higher prices in a takeover or bidding war.

In simple terms:

Smart money that was betting against SolGold has now started covering.

They don’t want to be short during takeover season.

BHP just unlocked $3B by selling part of its WA power network to BlackRock.

That’s not random — it's war chest preparation.

China has made a bid for SolGold, the UAE now supports Ecuador investment, and Rule 8 disclosures hit this week.

BHP now has cash to step in. The battle for Cascabel is about to get real.

Https://www.afr.com/companies/mining/bhp-strikes-3b-infrastructure-deal-with-blackrock-20251209-p5nm6e

Muppets don't own shares....

And we still don’t see or hear any defending from

Vujcic. With whom and what is he about to reveal.

This is a 30-day “gun-to-the-head” clause

Mather gives DGR funding that expires if no deal happens in ~30 days.

That:

• Loads pressure on the timeline

• Signals a takeover is expected in the next few weeks

• Strong indicator of inside knowledge on timing

• Makes it nearly impossible to delay corporate action

This is a bridge loan to the takeover.

This confirms that:

1️⃣ Bidding war expected — soon

2️⃣ Founders strongly believe bid price will be much higher

3️⃣ Western alignment forming behind the scenes

4️⃣ China’s 26p bid was just an opening shot

5️⃣ Shareholder control will be crucial

6️⃣ Founder group positioning to influence buyer choice

7️⃣ Market will be shocked by the final price

This is founder-money betting on NAV — not 26p, not 50p.