Member Info for Lobon

Looking perky again this morning, a great buy for all types of investors . Serious value here in the offing short ,medium and long term.
£90m market cap with $200m FCF per annum, with world class assets.

my average is 15.5p after buying some hefty chunks at 7/8p over recent months. i will continue to buy upto that price to lower my SP as this is only going one way with a divi in the offing , i am worried not a jot....

great write up zen , certainly not selling here for the foreseeable. this is a mid cap without the valuation , which is just plain bonkers right now .i only hold this share now and BT ....which is another cut price company .
for SAVE to start paying a continual divi here is the dream ticket for me with the amount i have would certainly supplement my pension pot when i retire 5-10 years. just gotta be patient and not be tempted to sell on the inevitable rise .
i hopefully this will be back in the teens by the end of the year

Jkx being ramped all over Twitter, now here ...avoid

Well looks like this snowball is starting it’s trip downhill and With the results posted today. Put a lot of questions to bed regarding payments.
Hopefully now sp will follow suit ...

i remember 3 bagging on parkmead RTO overnight , on no assets

Earnings here are key , a more sensible valuation will happen early days yet . Market cap is the key vs earnings .... in the next 6 months earnings alone add another conservative $90m to the pot. I’m expecting fcf to be much higher.
That’s without the sideshow of the ultra successful Niger , a world class asset in its own right chucked in for free

taking those numbers on face value ... cus i can't find it as its a hefty document (what page?)

turnover is in excess of $99m market cap

surely if they invoked the Guarantee ... that would be RNS able.

trouble is with savannah there is no route to contact via direct link to the board .other than the celicourt firewall

Shareholder value seems last on the list for many a ceo these days . I can’t see this improving beyond 30p any time soon given the buoyant price of gold , which hum doesn’t seem to benefit from.
Personally i believe value here can be gained when they offer some type dividends or share buybacks . Until then it will be bobbing about in the 20s that’s only if gold price is sustained

I thought I’d be the first to post here , I thought we would have had some type of news today signalling company name change .
Business as usual from savannah, absolutely nothing.

topped up around 60k shares to average down , hopefully it will be a wise move in a few weeks.nothing to suggest savp ain't getting paid , surely that would be have to be released as an RNS forthwith. on that basis i have bought these today...
fool and his money eh?

I’m expecting news shortly also to signal in the new name change

meeting starts at 3pm today , so i guess we will know very soon . analyst's are hopeful of a deal , also incorporating USA who could cut production also .
i really thinks its the time to buy here , maybe which an RNS pending after easter holidays ... could be a double boost for SP

probably true but we need clarity in the form of an RNS

my very crude summary
lets say savp have made a $10m free cash flow per month since they took over seven assets , lets say a modest 4 months equating to $40m profit as Net asset-level free cash flow generation of circa.US$130m p.a.

thats 50% of current market cap (£75m)in just 4 months ... seems incredible and massively undervalued .
only question remains are they getting paid or using world bank facility
i am sitting on funds to top up be won't due to lack of clarity

tweets are very positive today operating above usual day to day production rates
only question is now are they getting paid and how much ? why the silence for a long period and forward plans for 2020. not much to ask really AK.
i've pretty much come to the conclusion that management don't give a toss about shareholders and will do it their way regardless . however i do wonder about the larger holders stance here , perhaps a takeout could be looming hence radio silence

We are conscious of the issues COVID-19 poses. To date, our operations remain unaffected and we continue to monitor the situation closely, so we can continue to operate the business while keeping ourselves and our loved ones safe. #SAVP #COVID19 #EmployeeWelfare #WorldHealthDay 

really ... with gold at $1600+ oz and over a 25% increase in gold in the last 12 months. if there had not been the uptick in said gold price , HUM would of been on the bones of its ar$e.... very fortunate imo.
yet we see zero improvement in its fundamentals other than opinions on value. management don't really seem to be knocking this out the park even with gold price in fact quite the opposite.

Playboy Is not 5-6 years long enough time frame to create any sort of value ? I personally have met the management at most levels here. Nice guys , however bit naive in some aspects of their management . Albeit some bad luck in first year of production, I just don’t see any value here being created any time soon.
Cora seems a much better bet .... not a holder btw. Good luck all holders stay safe and have a good weekend. Dan & co don’t need any luck as they are laughing all the way to the bank.