NCM, have a serious hard on for Haverion, they have been going down on her like a dog on heat. And fellas, you know if you go down enough times you will find the sweet spot, capisce.
Haverion is the front sweet spot, Scallywag is the rear sweet spot, get my drift ? You want the honey, show the money.
Just a thought, while it's 42 degrees5 May 2020 12:13
And I'm knocking the top off another bottle.
Anyone thinking short term gain, will feel the long term pain.
Let's just amuse ourselves for a moment. By end of 2021 Haverion = 30 moz @ 1.5p per moz = 45p per share Scallywag = Conservative 15 moz @ 1.5p per moz = 22p Blackhills = Conservative 10 moz @ 1.5p per moz = 15p And ignoring all else.
GGP = 82p per share in 2022, let that fester for a while.
1gandhi, Serious Jones, correct the Grifter returns, can smell them a mile off. They have to be more subtle and low key now, not easy, cus were onto them.
"Also in the presentation states they raised extra cash to take advantage of opportunities for growth,"
This is a key statement, if and when NCM want to make their move on Haverion acquisition, then they have the money right now, no need to further raise and waste time and costs.
I think you're being overly cautious and conservative. My model against your matrix is showing 113,000,000 tonnes of High Grade material. My fig is coming out for that alone @ circa 13 moz.
I am also basing my sp estimate, with all known knowns on 1.5p per moz, so 20p is where we should be right now, based on information freely available, not hype.
So to say Numis note is conservative, well a massive understatement.
I am also basing my sp estimate, with all known knowns on 1.5p per moz, so 20p is where we should be right now, based on information freely available, not hype.