Member Info for Jerryspaniel

The trouble with you TMT is that you are just far too conservative.....

TMT. Obvs. That’s a production number. Which makes Mickeys 74, a £74 annual divi!

Mercedes, I am pretty sure I know what it is. Is it 800-1200m ozs?
I think that is mickeys base case......

Just got an email reply from Eliza, saying that she isnt leaving. Sounded pretty excited actually.
Probably thinks sp might trade at 22p next week. Yaaaaaaaawn..........

Although we do it all the time as PIs, I am not overly impressed by a so called professional hiding out in the ether and not being able to discuss this with any critics.
And yes I do recall her being somewhat dismissive of Alpala. And the market dismissed her.....
Strange name for someone to call THEMSELVES!

Not that this makes any difference to the analysis, but apparently he is she. (Just so that we refer to her sex correctly).
I am going to presume that she knows that she is out on a limb, on her own with this analysis.
Given all the other analysis out there, I presume the only point in her research is that its got quite a different outcome.
Bit like analysts forecasting the S&P. No-one remembers the 95% of forecasts in the middle, just the guys at the extremes.

Maybe they could start the decline at scally and while they are there, doing some sterilisation drilling.......

Jdt, it’s all in the annual report.

Redbob. It will have absolutely zero effect. All it means is that there are more shares in issue when you calculate the mkt cap. But if you had been calculating it properly you should be using the fully diluted number of shares anyway as all the options and warrants are way in the money.

Agree spy. I really like the news and price action over the past couple of days. I think we go quite a bit higher in next two weeks.

Kempey. They have converted some options into shares whilst selling enough shares to pay for the option premia and the cgt/income tax due. They don’t appear to have taken any money out of the company which is important - and sadly difficult for some people to get their head round.

TMT. Nice post. I am sure that you aren’t an idiot, and I would never suggest it.
Mind you not sure I can’t say the same about some others!!!

Dodge, I didn’t say TMT, you did. In fact I have high regard for most of TMTs posts.
I didn’t call out anyone by name.

Spy, my BP is going through the roof at some of the most stupid posts regarding options and trading.
I know many of peeps here dont have so many shares and maybe its not important to get the right information and understanding before they open their gob, but surely they have pride in their 'work'.
As my dear old dad used to say, if you dont have something intelligent to say, then dont say it. (and he wasnt talking to me!!).

TMT, Prim didnt dump 10m shares ydy. They got an AVERAGE price of 9.81. When did it trade at 9.81? Not ydy!

Weathergeek, you might want to look at the costs of running that biz, vs their mkt cap. That sale will go towards the management salaries and not into your pockets I am afraid. They have to keep selling their investments just to stand still.
Also the fact that they only got an AVERAGE of 9.81 suggests that they have been selling for some time.

Those who bought Prim as a back door and cheap way into GGP must be furious. Now their investment is even more loosely connected to GGP. They ought to sell Prim and buy GGP on this news. I wonder whether they will?

It is not formally for sale to my knowledge. Maybe in the industry it is. I am sure that if someone had cash GH would be interested. We aren’t really at the time in the cycle when juniors have cash, so I am not sure who would make an interesting offer atm.

AISC, which I am increasingly finding a ridiculous calculation, is almost entirely dependent on the amount of by product to be sold and has virtually nothing to do with the efficiency of the mine.
Telfer has virtually no copper, cadia has loads. Havierons aisc will be determined by the cu grade.

Say what you like about Mickey but he has been consistently right, when many others have not.