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Dan - in response to your 20:53 from yesterday, I would say that we are still moving towards a news rich period. In terms of that newsflow, the relevant factors include:
1) The turnaround times for assays.
2) The point at which ECR dispatch assays to the lab i.e. hole by hole, or in one go at the end of drilling.
3) Whether or not ECR request and pay for priority turnaround from the lab.
4) Once results are received, ECR's strategy for releasing them to the market i.e. do they release as/when they receive holes, or in one go at the end?
5) Related to the above, ECR's strategy for releasing bad results i.e. do they release bad results on receipt, or wait for better results so that they can release the bad results at the same time. For example, if remaining two holes at Blue Moon are also bad, ECR might want to wait for CresWick holes to come to the rescue. Likewise if early signs from CresWick are not encouraging, do they wait for drilling to commence in Queensland before hitting us with them. Etc Etc

Of course, I am assuming here that the 'part timers' care enough about ECR to have such strategy considerations in mind? They might not and it could all just be a lackadaisical approach. All imo

This might assist the debate and discussion and is the headline from TPI's note today:
"Minera Monte Águila (‘MMA’) has updated Orosur with respect of its position in relation to the Anzá Project (‘the Project’), confirming that it is reviewing its options in relation to the Project and that it has reduced exploration expenditures, effectively placing it in ‘care and maintenance.’ This comes shortly after MMA’s equity participation of 51% in the three-phase joint venture (‘the JV’) had been secured following Orosur’s receipt of a US$2m stage payment. While leaving all options open at this time, MMA’s decision appears to be related principally to complexities surrounding the recent merger activity of both Newmont Corporation and Agnico Eagle Mines Ltd, as well as a more difficult political background in Colombia. Given that all parties continue to recognise the Project’s exceptional forward potential and that political concerns may dissipate in time, the JV’s development work could possibly recommence. It may be more likely, however, that MMA will seek third-party buyers for its 51% stake, or otherwise offer it back to Orosur with a view to achieving a much quicker and cleaner resolution. Shareholders could then be rewarded through its Board being able to negotiate more advantageous terms via a new joint venture with a new partner, or otherwise develop the Project independently. In the meantime, the stature of Orosur’s earlier-stage projects in Argentina and Brazil continues to move forward in alignment with the Board’s ambition to become a diversified LATAM explorer."

Which RNS (and/or documents) set out the fullest details of this JV - so many to scroll through!

Good summary Mental. It will take some news/results to revive interest here, or a technical bounce, which creates a FOMO on cheap shares, in the run up to a period of rich newsflow in terms of drilling results across projects.

Yes it was, and in fact, that's how I first became aware of He1. So although I don't think much of his recommendations, I will give him credit for making a very good call on He1 for that year. I wonder what he thinks now and I am sure he will revisit He1, once there is something to talk about. In fact, I think He1 will get a LOT of interest and publicity from such quarters in the run of up to spud and beyond. It's already started because Motley Fool is a leading service (whatever we might think of it).
But none of this can/will happen or will come to anything good, unless or until we sign this Rig contract. Our 'fortunes' remain tied to this single event happening, as they have been over the last 18 months. I think both companies are pitching at events in the next week, so that should keep the comms/updates going. NHE have been pretty good on that front to be fair, and I guess not much for He1 to say, whilst NHE are in the driver's seat. All imo

Firstly, fair play to both of you for being willing to discuss and debate, and argue and reason your views. Secondly, I think you make some valid points and it does all depend on the approach that ORCP takes at the end of the day. I shouldn't be too dogmatic in ruling anything in or out here.
There is a part of me that doesn't actually believe any of this will come to reality (much like the other projects), BUT recognise that if I am wrong about that, then it will be big, so I am trying to stay open minded. And I guess the next 6-12 months will probably answer the question of whether this project will become reality or remain a long running pipe dream/ramp. Don't think any of us will be debating it as sharply as at present in a year's time?
So its worth keeping an eye on ORCP for that reason alone over the next 6-12 months. All imo

The basic equation hasn't changed. ECR need drilling results which demonstrate that they potentially have a commercial asset on their hands. At the moment, they have promising leads if you like, but no one project which can be declared a commercial discovery. No MRE that they can shake at the market. Therefore, current share price is pricing in and reflecting this reality. But only one of the projects needs to strike, to make it a strong buy at these levels. And if the Rigs are moving to Queensland, then it provides more opportunities to hit some gold.
At these levels, it matters not whether its drilling results from CresWick, Blue Moon, Blue Mountain, Lolworth or Hurricane that produce the goods. In a bull market for gold, a strike at any one of these projects makes for a share price bounce and recovery from these levels. So worth sticking around to see what a combination of CresWick and Queensland have produced over the next quarter or so. All imo and DYOR

I'm making the point that so far, ORCP has commissioned studies, leased land and signed non binding MOUs. It doesn't own the GH technology, doesn't hold any intellectual property, doesn't hold any exclusive rights to operate GH in ****stan. Nor does it have exclusivity over the relevant wind corridor. It doesn't own any resource, minerals, or anything like that.
Therefore, as things stand, it is reasonable to ask why would any company fork out £1.5 billion capex for development, and allow ORCP to retain half of that - which equates to £750 million. Whatever the partnering arrangement is.
Imo, there is NO WAY the work done by ORCP has that kind of value attached to it - no where near it. If it did have that value, even remotely, then the market would recognise that and it would be reflected in the share price.
Let's not be blinkered here and remain grounded.

GH - point me to the relevant RNS that underpin your question. Otherwise, not sure its a valid question and can't see how I or anyone else is expected to answer it.

If we get this damn Rig sorted, then He1 will be one of the biggest 'story stocks' on AIM this summer. It's a good call from them in that respect. Hopefully, they prefixed their recommendation by saying the Rig contract is essential to success. Can't imagine they will be oblivious to that.

CT - I'm still bullish on KAV and was in fact looking to average down. Who wouldn't have been tempted by these low prices, on the eve of potential back to back drilling at Ditau/KSZ. But the prospect of the placing has stopped me dead in my tracks, as it has added a material uncertainty/doubt into the equation, in terms of whether now is the right time to buy more shares. I mean, who normally buys shares just before a raise?
There are lots of things that BT is getting wrong right now, in terms of optics and comms. He needs to stop with the twitter stuff, and address the issue of a cash raise in this quarter. Maybe that revelation was forced by the auditors, but now that the cat is out of the bag, shareholders need to know what the score is. All im

GH - not dodging your question at all. To be fair, none of us know what ORCP's strategy will be for monetising the GH project, as those kinds of questions will surely be clarified once the DFS is done. Therefore, not much point in arguing the toss on here, as neither of us might be right. What I will say, is that it is perhaps academic what the slice will be, because if the project is ever monetised and gets to that stage, then it will be multibags from here for ORCP, whether its 10% or 50%. It will also be interesting to see what happens to other similar juniors who have take up GH projects, like Brooge and Chariot for example.
LTHamigo - I will absolutely change my mind if/when ORCP delivers on the promise, which hopefully it will do post DFS. At the moment, its fair to reason that the market has not given much value (aka credence) to the project either since its inception, judging by the share price performance in that time, which is trading at all time lows in fact. There must be GOOD reasons for that, and I am just hypothesising some of them. Always good to forcefully put the bull and bear cases for AIM junior investments. All imo

GH - what is the business that ORCP has and that is unique to ORCP? At the moment, would it even survive a pitch on Dragon's Den?

I will reserve judgement, until we see whether there will be forthcoming placing and whether it will be with sticky private investors, but if it's not, then does the amateurism extend to pre-announcing a cash raise via a AR, and just as you are on the verge of some potentially exciting newsflow. As you can see from the lack of trading volume, folk are probably hesitant even at these low prices, because they don't know what's around the corner now. The sooner this uncertainty is removed, the better imo.
I just hope this order of events is because BT/KAV have something big lined up, which will make the placing an irrelevance/non-issue for retail investors. All imo

GH - what belongs to ORCP exactly, and that is worth another company paying millions for? A company or consortium that has access to £1.5 billion can surely very easily replicate what ORCP have done so far on the GH project. They can commission studies from the various consultants and companies that specialise in the area, they can identify and acquire suitable land for a plant, much like ORCP have done, and then go into development.
Therefore, the value of what ORCP brings has to be put into a realistic context. But again, these are all details that ORCP/Naheed will need to clarify and confirm in due course. But I wouldn't get carried away thinking ORCP are going to end up with a very large stake in a £1.5 billion GH plant. Is that realistic? All imo

You also have to consider who holds the cards here, when it comes to any deal. On what basis would ORCP be entitled to keep a large slice of anything? It doesn't own any exclusive rights, or itself possess any GH technology, or hold any exclusive licence/commodity. It has secured land in a wind corridor, but that is easily replicable and isn't really a major bargaining chip. So what is ORCP's leverage and what does it bring to the negotiating table, to justify taking a large slice when others are providing all the capex? Therefore, is it realistic to expect ORCP to end up with a large stake?
I think it will be interesting to see what happens with Brooge Energy. Their GH project seems to have similarities with ORCP's, but maybe they are further ahead in the process. How will they be funding it?

JP2000 - I agree with much of what you have said there. The only thing I would say is that the market needs to know the details of this Q2 placing, as without those details, it is difficult to make purchases in advance of an imminent cash raise, irrespective of other newsflow. I would like BT/KAV to clear all this up. All imo

Don't use it myself, but Motley Fool is one of the most highly recommended services out there. We just need this Rig contract signed and if/when that happens, buying He1 is a no brainer and doesn't need any share recommendations imo.

It all depends on your expectations. What Naheed has said is that the focus and priority right now are the Green projects. I am not sure there will be any share price moving developments on either of those projects before the next fund raise is due in Q3/Q4. At least not sure enough to commit right now. Therefore, as a newcomer, I am happy to wait to see what news is released over the next few months and buy if it merits that. If it doesn’t merit buying then I will wait and reassess after the next fund raise. Nothing inconsistent or illogical there but each to their own. All imo

Little to be achieved by BT putting up pics on twitter imo. Not sure any of us can make informed buy/sell decisions until we know what this Q2 placing is going to entail, as well as acquisition and drilling plans?