Member Info for kevin0541

This has yet to drop and should be before the quarterly results as per last quarter. At that time only 9/19 were reported so any day now we should have the other 10 and maybe more 😁

Well the open suggests they don’t care about our worries!!

Regardless of whether a rumour on production is out there, which would you rather follow, Blackrock and their increasing stake as per today’s announcement, or a rumour not believed by the Oz market and apparently dispelled by Greatland comms? I also doubt SD would miss guidance again having seen the effect last time AND having reaffirmed it at last quarter. Let’s stop this panic selling and just behave normally as investors and as human beings towards each other. Sell if you want some profit or hold if you believe there is more to come. Some may have some regret and none of us know which of us it will be!!!!

@jojneveryman SD has already said he will continue to release these ahead of quarterly results so we should see the remaining 10 Telfer holes in week commencing 12 Jan.

What on earth is wrong with people. How can uou criticise someone for banking profits; after all that is what investing is all about. Bamps and other LTH didn’t bank at the 37p high whereas I and others did, and maybe that’s why they are banking ‘early’ (in some people’s view) now. I have taken a small amount of profit this week also, but still hold a significant amount. I don’t need to boast about the numbers like one particular individual on here, nor offer advice on when or when not to sell/buy. It’s a personal decision that should never be criticised by fellow investors, especially after the contribution Bamps has made to this board. Good on you Bamps is all I can say, but maybe next time don’t publish your actions.

A few days out of date but ASX shorts clearly exiting fast and may even be out by now. As of last Thursday they still had 7m to buy

https://download.asic.gov.au/short-selling/RR20251211-001-SSDailyAggShortPos.pdf

Maybe Element. Either way it is making marginally more waves unannounced here than on ASX

So why did they publish in Australia?

Has anyone seen the inclusion/exclusion list for the rebalance on the 19th? Last quarter it was released a week prior

£3.91 equivalent close

ASX dropped at the open to our close but quickly saw the error of their ways and now at £3.69 equivalent

It was up most of the day, but couldn’t hold it. Remember the short position has increased to 3.12% so there is the likely cause

With 7 days to go until Quarterly results, I have a feeling SD will announce some drilling results in that RNS, as he said he would likely do in the future. We know production already, but not profit and AISC, so drilling results would be a nice addition to create a further bounce pre DFS

MH, whatever proportion is built, it is a zero sum in the DFS as it is sunk cost already. That makes the DFS such a no brainer

Internal Rate of Return. The. % profit made on a capital investment normally measured against what the company could achieve by the company against alternative investments using that capital.

Couldn’t agree more Nap. Confirmation of reserves at Telfer due by Jan but indicated in drilling results soon, plus the DTM via the DFS will be the certainty that there is no funding gap and that the Hav scheme produces a high IRR. I am hoping for a minimum 40-50% IRR and anything better should blow the doors off. A high IRR should be expected as the mine is 75% built with sunken funds, processing plant already exists and POG so high.

Hi Nap - been here since 2019 and agree some big moves happen, but I have never seen such ambivalence to such positive moves all around the gold sector. Hey ho, let the Aussies move it for us

It is truly amazing that since ASX listing the AIM price is just ambivalent to anything other than an ASX move. POG tearing today when we were already behind ASC close and virtually no SP movement. It is bizarre - can someone provide a rational explanation?

It eeems to me that people selling don’t realise the sp correlation with ASX and are prepared to sell at whatever the MM offers in the UK despite it being well below ASX market price. We will end up closer to £4.10 by close, as they won’t want a big arbitrage play. These sellers allow the shorts to buy and close their position slowly, without having to spike the price. Annoying!

The ASX shorts are doing exactly what the UK one did for years. Will need volume next week to stop this trend