Roundtable Discussion; The Future of Mineral Sands. Watch the video here.
i think POG is near bottom ... and will start price in interest-rates -peak soon ... another problem is the current correlation of POG to the nasdaq ... i think this has to do with the liquidy-crunch ... the nasdaq has room to go down another 50% from current levels ... Tesla + Apple ... this 2 big bubbles will burst sooner or later .. other tech-stocks still are extremely overvalued
you just have to look at the WK - claim-Map .... only a small percentage explored ..a lot of targets remaining... WK will get huge over time and Shanta will have the internal cashflow to force exploration .... WK is the real value-driver for Shanta and already has an NPV of 300-400 million USD .... a lot of upside here
in the meantime POG is going UP .. Shanta earns money ;) ... offer OR no offer ... Shanta is too cheap and will operate 2 mines in 2023 + WK with an NPV of 300 million USD++++ .... stay cool ..we are undervalued ;)
it is no insider trading in the event the trading happens after a news release ... in my opinion its a storm in the waterglass ... the sale was a small percentage of his holding ... peanuts ... we will see Shandong will make an offer or not ... if not Shanta will produce 100000+ oz gold p.a. from 2023 and will grow WK to a 2million oz+ high grade deposit ... thats all...
LOL ..another dumb child ..OMG ... it's nearly impossible anounce fluff -PR icluding big names like Shandong ... its 99% likely there are discussions behind the scenes between Shandong/Shanta ... EOM
they are not tight on cash ... absolutely not .... we have cashflow from the mine wich is running well , 14 million Cash + Gold , undrawn debt-facility ... and only 12 million capex left ... and they already stockpiled 120000 tonnes of material for processing ... i see absolutely no problem here...
look at the presentation and the catalysts over the next 3-4 months ... i feel good holding this stock ... 12 million USD in capex to be spend ... cashflow from the running mine .. next year better cashflow without further Capex-spending ... looks all good to me ... the only question is the POG not execution
these messege-boards are full of little childs ... in 2 weeks we have a offer on the table... sit back and relax.. i putted my orders in and with a bit luck i can buy more shares over the next days below 10 pence..the cash-offer will be 15p +++++
highly possible the POG will rise significantly next year because the USD-index will built a top this year ... POG 2000$+ in the cards + Hummingbird's low cost mine come online ... with a bit luck it could be a multi-bagger .... Kouroussa will produce below 1000$ AISC and the debt will go down to zero within 3 years ...