Member Info for K3VMC

Miton is definitely an II.

IIs are in it for profit. As long as the sp trebles, they won’t care if it trebles from 1p or £1.

Talking of JORC, maybe Mr Masterman will bring back to Sao Martinho spin off? Alternatively, the new guys are natural resources experts, so may produce a valuation in preparation for a sale?

There is nothing for SM in the sp, so ANYTHING is a bonus.

JTS13, it applies to all AIM stocks.

safety, I’m not expecting any buying from the States.

Plenty of news coming, especially the JORC, due in May.

JTS13, I have an acquaintance in the US who would love to buy WRES, but can’t, as a PI, for some reason or other. I don’t suppose that applies to US IIs, but I don’t know if it does.

Wres will get more company research out.

I would have expected more from TPI, tbh, given that the project is significantly derisked from their last research.

GIT, the MMs had not all put their prices in. That’s all.

L2 tells you that.

US Department of Defence has already banned tungsten imports from China, Russia, North Korea and Iran.

I’m not worried about WRES. WRES will be up and running before my courgettes are ready to pick. You reap what you sow, and when it’s ready, not before.

I took the SKIN placing but sold out on Friday. Hindsight! Just riding the 2p warrants now.

oldskool, you could never accuse Mr Masterman of making the right noises!

:-))

I am sure he is as baffled by the current sp, like most of us on this board.

That makes sense to me. No need to drill again, if a deal has been agreed.

Hi jaf. Yes, I did, based on “timescales” provided. I still think the ebitda will be much higher than the $20m quoted by Mr Masterman, but I’m happy to use his figure, for now. Everything is put back about 2-3 months and the CEO says fy 2020 for a maiden dividend.

Comments always welcomed.

jonnygraves, maybe back your own judgement then. Sell now, buy next week.

Simple.

L200, sorry. Should be $20m. Still asleep.

That is according to the Ceo and I’m not talking a financial year, just a run rate, starting from full production. 2019 will be under that, 2020 will be over that, imho.

GIT, I am totally relaxed about Sao Martinho. There is NOTHING in the so that factors the gold. When the JORC eventually arrives, if may do SM justice, but there is no way on Earth, literally, that you can have a 54m or 57m drill hole with those grades, without there being more gold around that hole, all the way down. The only question is just how wide the gold extends around the drill hole.

£1m improvement, roughly, in the balance sheet, overnight.

What is to not like?

I didn’t like SOU before or after Badile, but I certainly like it at this level. Any deal must be worth at least 50% from here, imho.

$24m ebitda.

Worth the wait, imho.

What an amazing bit of software they have there.

This is going to be a fabulous success, imho!