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Funny how Canaccord is yet to update Solgold price target.

Fortissimo, in relation to your 10am post about 'leaving some on the table' for the group that will acquire us...

In response to that, can I remind you that our numbers are only 15% of the overall resource....

Is that enough ?

We should be 60p on no news.

The cat is out of the bag now

How has the company been able to avoid announcing 2.4 takeover code rule up till now.

Its bs

Https://www.aletihadgold.com/en-us/

UAE will want our gold and US our copper.

Who will mine it though?

BHP, Vicuna, Rio, Freeport, Barrick, Glencore?

Intriguing. I still can't believe there is no 2.4 announcement from mgmt...

"A promotional center in Abu Dhabi… a meeting point for influential players… to attract investments"

Rightio... who else is attending...

Intriguing

Is there an article referring to the pending trip

Wow, thx Pbow

X

What budget? No one gives a fark about the UK.

Tier 1's are acquired on NAV and not market price.

#SOLGOLD

Damage?

Why don't you comment on the subject rather than being a negative nelly

Why 165p is the “floor” — and could even go higher

Given:

Tier-1 scarcity

U.S.–Saudi/UAE minerals corridor

Lundin/BHP partnership

BHP’s fresh need for copper pipeline

Ecuador’s full strategic alignment

CIPA granting imminent

Site visits complete

SolGold’s capex flexibility (gold stream)

Multibillion cashflows over 40+ years

Deal must be big enough to satisfy shareholders

The realistic takeover range becomes:

👉 1.0x NAV = 165p (floor)

👉 1.1x NAV = 181p (competitive bid)

👉 1.2x NAV = 198p (if BHP enters late)

Remember:

BHP paid 1.15–1.25x NAV in its last major copper deals.

Lundin routinely pays 1.0–1.1x.

Gulf sovereign funds could underpin a higher bid via offtake premiums.

Here are the last ~10 Tier-1 copper-gold deals:

Asset Acquirer Premium / NAV Paid

Cerro Casale Barrick 1.0x NAV

Red Chris Newcrest 1.15x NAV

Wafi-Golpu JV stake Newmont 1.0x NAV

Oyu Tolgoi Rio (buyout of minority) 1.05x NAV

Timok Zijin ~1.0x NAV

Santo Domingo Capstone 0.95x NAV

This article increases the probability of a SolGold takeover with BHP or via its Vicuna vehicle.

It shows:

✔ BHP is not doing mega-M&A

✔ BHP is seeking clean copper growth

✔ BHP shareholders demand disciplined acquisitions

✔ BHP already partners with Lundin

✔ BHP abandoned Anglo and has freed up corporate bandwidth

✔ SolGold fits all constraints and strategic priorities

✔ Timing is aligned with CIPA + Washington trip + Gulf alignment

So this article essentially reinforces:

⭐ BHP’s next copper move must be friendly, small-to-mid scale, strategic, politically aligned, and already de-risked — which points directly at Cascabel.

We are entering the prime window.

Investors are explicitly telling BHP to stop hunting mega-M&A and instead focus on organic growth and its existing copper options.

This is important because:

❗ BHP’s next copper option must be friendly, low-friction, clean, de-risked.

❗ They can’t pursue another messy, hostile, contested acquisition like Anglo.

A friendly takeover of SolGold via a partner structure (Lundin/Vicuña) fits EXACTLY what investors want:

small enough

clean enough

no hostile fight

de-risked feasibility

government-backed

strategic offtake already queued

not “top-of-the-cycle mega M&A”

https://www.miningweekly.com/article/bhp-must-get-over-anglo-focus-on-growth-projects-investors-say-2025-11-24

This is the Michael Henry “four copper basins” narrative — but this article confirms only three of the four explicitly:

✔ Argentina

✔ Chile

✔ Australia

And the missing fourth?