Gordon Stein, CFO of CleanTech Lithium, explains why CTL acquired the 23 Laguna Verde licenses. Watch the video here.
JS,
I've always found this chap Dominic Frisby has a very good handle on how much China actually holds of the yellow stuff, more like 28,000 tons? No! more like 40,000 tons plus given his analysis made in 2021!
Watch this.....Interesting.......How much gold does China really have? 2021 update by D.F
https://www.youtube.com/watch?v=EqoqWFK71Io
The big question is why?
1. Chinese are actively swopping USD for gold bars, and have been doing so for many years now.
2. Creation of a War Bond? (Taiwan ?)
3. China is actually hiding how much it it is holding and will not admit to doing so, why? because there would be an immediate surge in the gold price. ( Maybe we are seeing that happen now?)
4. ie, USD foreign exchange curency exchange values would / will be undermined/devalued.
5.My thoughts, it's all about briniging down the dominance of the USA dollar etc.
Interesting video by DF , he has done many others if you are interested.
Anyway bottom line, ASFAIC can only be good for GGP in the long term should SD manage to pull off a buyout of Hav & Telfer, we hope and pray that the Shaun comes home with the Bacon!
Reaction,
Re: 'I,for my grain of sand am now becoming genuinely concerned at our very low market cap versus achievement. I don't blame SD or the BODS it's this AIM market I really feel the MM are killing the goose that laid the golden egg.'
True very true, the sooner we get off AIM the better for all.
Interesting article by Charles Archer seems to think so, Is the AIM market an unregulated mess?
https://investingstrategy.co.uk/financial-news/is-the-aim-market-an-unregulated-mess/
Ninetop,
Re: 'No malice intended Trippy, but as a shareholder you should familiarise yourself with the Companies Act 2006 and then take a look at GGP's Articles of Association. You might just discover GGP's intention to exit the London Stock Exchange (AIM). '
Cant find any reference to that.
Here's a link to a copy of GGP's A's of A
https://s3.eu-west-2.amazonaws.com/document-api-images-live.ch.gov.uk/docs/N4wOMAqft0C8VSbeyPo4M77EaTufYjSTNknF6sUVUO8/application-pdf?X-Amz-Algorithm=AWS4-HMAC-SHA256&X-Amz-Credential=ASIAWRGBDBV3BPRDKL34%2F20240228%2Feu-west-2%2Fs3%2Faws4_request&X-Amz-Date=20240228T211639Z&X-Amz-Expires=60&X-Amz-Security-Token=IQoJb3JpZ2luX2VjEA0aCWV1LXdlc3QtMiJHMEUCIBaCnVf3CayQe3FqP0ByyCWG3B3hrNq8oOkrGpfDHGbKAiEA6yzX%2B0y1OiGCIgq5qXDjomNqaaJEfEyzkOA%2BE1SSSocqxAUI9v%2F%2F%2F%2F%2F%2F%2F%2F%2F%2FARAFGgw0NDkyMjkwMzI4MjIiDGwydHJSxi%2BEfZTmJyqYBbr%2Fe6uWPnL%2FtSz9B6kGrQRhrfSC6eaI90G6NGmCInjiIiK7Zz1mGi5M9i03DF10SmEDYI10tIJjjXmygh1ZiZdQ%2BcKfgMQlHCkL8ebBlldsgYSRJE%2FXQPVcD5ZzuIVrIZaIibidaOUqO10HIUkPfCWrPLBncebVmqmSqrPDZGxf7n1tQv3lYu1pgm3SbrWCS%2Bkv8Gq6SobvACtKpBxlsmYulkAAiRzwkdedZcZMixy7vAPHR3d8iBIk5ilVFDGxHQ1v9iZln1oKkWpVFWNQqbUn%2BhYZqNq%2BMOgyHLYHWJ43bqDIcTAkp2QXC5kJodwWTj%2F%2Fq0DLD%2BT8xHvkQoXIG9y8l6U5oktyIHfMNOVmFr3KHhT67KJaHI54skmDAg0Q04k%2FQ6edkVoIEbWgig5YHfJjiBr51s%2BL9b1DoVkWNE1hjVO7XdKdbtoul3NIFbWR7qrS6E1R7ofnhRr3rzNR2fjmbZ%2Bgq3xNDKSvCCl1b6ohcl0LlvNWmEo0QtBNeh8gqnpMvlKKlYNvsHH4k4fvbuxmR1cqZsLFObXpeJ1mxLtrQhHW7K9DiTit46SPgLxmvzNlcwNW8SIFQO%2FlT%2BbVjZDOv4mLbCnSurx1FB%2B%2FTiiQHkrnGmQ3zV7dz1AzWKn1vUriquuFHExpL%2BO%2FmV80jHqiaz%2BgFtzSO0e0m7A6UP46GAZya%2FQMeXpi%2FI%2BHyFxOfuJ0QXmG5BcDqwRE2hf%2FJ%2F4wbYlNLPiKoGAdnIBdhbVOrK%2BW3KoK%2BCyg3pFv2EGclgqIxhfbrKj1%2B5WaFp9%2B6EnABbmD6sXkyW3LYJAH4o0qT6XOWBg0lyqiBvBokukl42fEWu5muFFpHC8AITLQIPZTSAUXYQhZdMjF8J5IoEkBcLOf1wetTSkwrbb%2BrgY6sQGFNPpOpGsCa7RaVAe1VMn8f1LVOveuxKlS0UxCll4paTMCx2DqFzHmNk2DwV9aVql6PbCAP%2FQTF9kB2AXjbtla895QGXMvx2VK5bDnXQxRo%2BurePu6xbh%2BN6Ed9TweInsVIlLyTY%2BP9e6TgEiFcw%2FRu66G64xp9KGng0yEgeNlYgmKP8Cc20Dhi%2F3dknueNZZuz9sL3bHFL4PRZ%2BNFBnOdWrFbDEfnxOXsjapzScFUb4s%3D&X-Amz-SignedHeaders=host&response-content-disposition=inline%3Bfilename%3D%22companies_house_document.pdf%22&X-Amz-Signature=01e5c2c9465ced80a6a7e9897a46b8927b521f381ac54c84b4e76417fb2b9ff2
Looks like the UK Govt is serious about becoming a Fintech player which is good for GST shareholders.
George Osborne Hired By Coinbase As Advisor!
https://www.youtube.com/watch?v=-_VmbTebh5s
Whatever way you look at it, think the FCA will be promoting matters sooner than you think.
Just my opinion of course.
Billy,
Simply a case of the village idiots being let out for the day to compete against one another and see whom can come up with the most inane and lack of research post.
Prozac all around ? 🤣🤣🤣
JD,
Yes of course your not the only shorter that posts on here :O)
'My temporary solution is to stop shorting for a 2 year trial period and evaluate and recalibrate. No one is correct but let's see the data and discuss again.'
02/01/24 , 11:39 Lebuge_Addick, Thread Title: Shorting - Time for a level playing field
It was LA that recently posted about the June 24 closure of Telfer staff contracts etc, but this posting has now mystersiously dissapeared?
Good luck Leddach, HE1 or GST. ?
Having read and watched HE1's CEO recent interview on LSE, I am rather inclined rightly or wrongly to think that GST will deliver first IMHO.Cannot imagine that GST will not deliver an RNS of value within the next 6 months.
Just my thoughts, don't forget that GST need to keep their investors on board whatever the climate is , good or bad etc.
For those of you on Twitter/X/Facebook /Instagram etc, why not try reaching out to Tone Goh/Jack Bai/Shayne Tan asking probing questions, you never know you might get a reply?
Don't use those channels myself.
Unimaginative,
Aimingtoplease, is spot on IMHO, ie, 'You could not sell an asset if you knew there was an issue with it without informing the buyer'
Yes agree to that, but you would have to prove that they actually knew so, and I cannot imagine for one second that GGP are behind the curve on that score???
IMHO, NEM just want to recover as quickly as they can a $2Bn dollars bounty from wherever they can do so, plus Telfer let's face it is currently in a massive loss making position given current AISC rates until such time that high grade ore can be put through in sufficient quantities through the Telfer plant.
So for me, it's all about timing I reckon for now, ie how long is it going to take Telfer to make a positive contribution irrespective of who actually owns it? That depends on who and how quickly is going to feed it.
If GGP/Wyloo were to buy it say this year, we will still have a period of time until such time that ore is readily available for stock piling and processing inorder to generate income, (As Bamps has already pointed out) we all know this and NCM/NEM know this etc.
So what's the answer?
GGP buy Havieron and crack on asap, NEM/NCM sell Telfer for a dollar, GGP take on all future liabilities for the decommissioning of Telfer against the sale value required for Havieron and hopefully Havieron will proudly support that cost in the long term.
That's my best take/analysis on this current situation we all find ourselves in at the moment.
Https://finance.yahoo.com/news/ftse-miners-plunge-stocks-hit-183834436.html?guccounter=1
FTSE mining stocks have plunged to their lowest level in more than two years amid a flood of cheap Indonesian nickel onto global markets.
'Many of the world’s largest nickel mines have been left unprofitable amid plummeting prices for the metal, which is vital for the development of green technologies.'
Sarah,
Don't panic!, Don't panic! Mr Manwaring!
Read at your leisure.
Re lower Aquifer. Interviewe with Shaun by Liam on the 30th Jan.
https://www.ggpchat.co.uk/viewtopic.php?p=5196&hilit=lower+aquifer#p5196