Member Info for InvestorPanda

If they don't intent to meet on the 23rd February, that will need to be RNS'd beforehand

We have up until 23rd February to receive a counter bid.

I am expecting the 23rd meeting to be pushed back as our board has received further approaches....

tick tock

Fireworks next 8 days

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the recent u.s.–ecuador critical minerals agreement, signed on february 4, 2026, significantly impacts the dynamics surrounding solgold's acquisition by jiangxi copper (jcc). this agreement underscores the united states' strategic interest in ecuador's rich deposits of copper, gold, and rare earth elements, particularly in the andean region .

this development aligns with the u.s.'s broader initiative to diversify global supply chains for critical minerals, reducing reliance on chinese sources. ecuador's participation in this framework positions it as a potential key supplier in the global transition to clean energy technologies.

in this context, western mining companies such as rio tinto, lundin mining, freeport-mcmoran, and han**** prospecting may find increased strategic incentive to engage with ecuador's mining sector. the u.s.–ecuador agreement could facilitate more favorable conditions for western investments, potentially influencing the outcome of solgold's acquisition process.

furthermore, ecuador's commitment to strengthening its mining sector, including plans to reopen the mining cadastre and attract responsible foreign investment, may enhance its appeal to western companies seeking to expand their portfolios in critical minerals.

overall, the u.s.–ecuador critical minerals agreement introduces new variables that could affect the strategic decisions of both chinese and western stakeholders in ecuador's mining industry, particularly concerning assets like solgold.

What impact will this have on Solgold in the coming 10 days

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The United States seeks to expand its cooperation with Ecuador to boost the development of these resources

https://www.eloriente.com/articulo/eeuu-destaca-el-potencial-de-reservas-minerales-estrategicas-en-ecuador/55429

Https://www.eloriente.com/articulo/el-presidente-de-ecuador-daniel-noboa-invitado-a-cumbre-impulsada-por-trump/55426

Tomorrow is not the deadline for a counter bid.

Parties can approach the board (usually happens inside 10 days from a vote decision) with their proposed superior arrangement.

The approach doesn’t have to be announced to the market.

A bid can then land up until day before the vote (22nd February).

A late bid must be convincing - higher price - zero risk to not complete.

For our board to announce earlier this week that no approach has happened to date was strategic ie control rhetoric and expectations that current bid is best thing - consider this RNS was written by those who support 28p.

Keep in mind, Guyana and Noront counter bids all arrived just before shareholder vote decision.

Exciting times

Tomorrow is not the deadline for a counter bid.

Parties can approach the board (usually happens inside 10 days from a vote decision) with their proposed superior arrangement.

The approach doesn’t have to be announced to the market.

A bid can then land up until day before the vote (22nd February).

A late bid must be convincing - higher price - zero risk to not complete.

For our board to announce earlier this week that no approach has happened to date was strategic ie control rhetoric and expectations that current bid is best thing - consider this RNS was written by those who support 28p.

Keep in mind, Guyana and Noront counter bids all arrived just before shareholder vote decision.

Exciting times

Why?

Becuase their actions will be revealed to all, and not behind closed doors (present situation)

... if 28p fails, then the world gets to see once more how stupid BHP are....

BHP would be very worried if 28p fails

Needalife aka pbow, its great to finally see the colour of your spots

Https://www.primicias.ec/economia/mina-domo-oro-cobre-minera-canada-china-naves-115216/?utm_source=twitter&utm_medium=social

JCC knows this hence they will not walk away.

Western copper smelters would happily throw in excess of $1,55B to Cascabel phased development (slide 9& 10)

chrome-extension://efaidnbmnnnibpcajpcglclefindmkaj/https://wp-solgold-2023.s3.ca-central-1.amazonaws.com/media/2024/02/Feb-2024-Corporate-Presentation-1.pdf

Trump will ensure development banks will also offer cheap development finance for critical projects such as Cascabel.

A counter party has up until 23rd February London meeting to show their hand.

Watch for bullish signals over the coming days...

- SP rising above offer...

- more new parties such as Trium Capital building a position....

- 23rd meeting push back to later date (to allow for additional discussions)

Guys I see the need to raise money at Q2 in this weeks RNS as a potential shot at JCC. Ie if vote fails, we need funds to continue cascabel development program ie a cu offtake from elsewhere will be considered.

SolGold’s 9 Feb update refers to funding required to continue Cascabel development activities (i.e., maintaining the current development programme), not necessarily solvency. The Company’s MD&A states forecasts provide resources to operate as a going concern for at least 15 months from approval of the financials.

Under UK MAR Article 17, any material deterioration in the issuer’s financial position that constitutes inside information would typically need to be disclosed promptly (unless a lawful delay applies).

So the key point is: the RNS frames a development-funding need, not a definitive ‘going concern’ crisis.

I called them a bunch of furphy's a very long time ago and I am glad I did. They have proven to the market that they have been playing a game against retail shareholders for a long long time.