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Thank you for your kind thoughts folks :-) I just looked at the AG blog (albeit reluctantly). My observations are: Timok lower zone highest grade zone: 366,000tonnes at 1.79% CuEq. Solg has indicated cat 1.2MT at 1.84%Cu Eq, inferred 0.80 MT at 1.80%CuEq. Assuming timok is a total of ind+Inf, Alpala has 2MT of high grade material so far, about 5.5 times that of Timok? Secondly that’s with 56km of drill assays vs some 90km at Timok. As discussed here to death, many think the highest grade is the only economically viable material, on the back of which lower grade MAY piggyback. Thirdly AG mentions high deleterious Arsenic in Timok, which will add expense at smelter. Solg hasn’t mentioned As so far (entirely possible it’s there). Of course there’s open pit at Timok which compensates for these issues. Different projects but if one is comparing just grades, the high grade at Alpala blows Timok out of the water. And plenty more to come. Just my two pence folks. DYOR. Good luck all

Tipsa: not been too well, just looking in, so could be wrong, that 556m of 1%+ is the only attention grabber, all others are smaller intervals vs Alpala where there are few kilometre plus intervals. So not really comparable imho. DYOR. Good luck folks

Agree Ebob, think I misread it. The 49k nominal shares (about 10% total issue) probably goes towards capstone..just guessing. Maybe a much larger issue ahead...

In total a 223m share issue to add to existing 223m, plus a further 20% to fund ? Other acquisitions. Happy to hear others comments. I didn’t find any info on raising price 🤔

https://www.pembridgeresources.com/component/rsfiles/download-file/files?path=Circulars%2FNotice+of+AGM+final+print.pdf

Typical. People rush to buy when it’s rising, then fear a loss and sell when it’s dropping. I used to be one of those people lol. 100% of the time, if the co had potential, I could have made huge gains by holding patiently. But fear will win if you let it. The best place to look for bargains is not the riser board, it’s the faller board. Imho. DYOR. Good luck all

The names are big. Even a very thin slice of a big cake is enough. CH2M got merged with Jacobs. EA, NG etc mentioned. Aviva work unknown, but far from negligible in terms of contacts, customer exposure (aviva states they can get preferential rates for their customers from geocurve). Remember the RNS recently stated geocurve was working on similar contracts as the recent one. Revenue growth and balance sheet showing break even needed desperately. The efforts of the bod in cost cutting will culminate in break even at some point. News coming within four to eight weeks. Imho. DYOR. Good luck all

I tried looking at this Callit. Found only a tenuous link to hinckley via BAM for whom we did some work in 2015. Perhaps not deemed news worthy due to small value or a testing pre contract? There’s plenty news in the pipeline, within 1-3 months. Imho. DYOR. Good luck all

So to summarise: TB and NB have taken big stakes here, both are working with no salary until company stabilises. >30% with bod, so in control. In four months, debt and legal wrangle with Mr Smith sorted, old BOD moved out, new kit for geocurve, acquisition of 37% in gyrometric systems. Further cost reductions so they state NO raising for rest of calender 2018. I think that’s impressive. And last RNS yesterday: clear performance incentive to Gary who runs geocurve. Imho. DYOR. Good luck all

And some of their own cash. Nearly 600k of it. Thought I d mention it to restore balance to the argument Schaden ;-)

Orbis taught some painful but important lessons. Only 3% of the strike area had been drilled out. They had raised fresh funds to continue drill program. It’s now the crown jewel in semafos portfolio. Not a chance in hell this will get snapped for a pittance. Expect some bloody noses if someone tries. Imho. DYOR.

Yep it’s an interested party and fully aligned with NM IMO. That’s why NM dropped his stake slightly last year before tsx listing. It brought the total stake of DGR/Tenstar/NM below 30%, which would trigger a compulsory offer? Just my two pence. DYOR

Lostagain: Tenstar is domiciled in HK. I couldn’t find any further info on it.

Lol I didn’t answer the question directly. What I m saying is that one can achieve well north of £1 per share, if one is ready to hold patiently for years. It won’t be an overnight offer for £2 or £3. That’s just my humble opinion. DYOR.

Great posts as usual Sav. Thank you all for your continuing contributions. I don’t have my own numbers to hand, will check when I can access them. On the topic of take over, agree no major will shell out such large amounts at one go, regardless of value. The solution is selling piecemeal and to consortia and in stages. I’ve said this before: gold and copper are a nations riches, I don’t think Ecuador would allow such a large chunk of its riches to be controlled by one greedy major, even if dirty corporate games try to grab solg on the cheap. Govt can do what it wants, it can force nationalisation overnight if it wants to, they write the rule book. I believe govt stake inc codelco is inevitable somewhere. Remember IRR and sumitomo, so the Japanese link with NM is often forgotten. I do think Solgold will hold a small chunk (junior partner) of a production asset one day, regardless of whether it’s Cascabel or a cheaper open pit epithermal. It’s where the real money is. That’s just my humble opinions. DYOR. Good luck all

True optimism was the optimist13 posting on the sector and potential here, week after week, month after month. Now we are on a home run. Imho. DYOR. Good luck all

Well, could it be any clearer? Gary deserves a piece of the cake. The options can’t be cashed unless the sp is Atleast .1p. DYOR. Good luck all

BBG: sorry for the delay in getting back, yes Rio did own the Cascabel area or thereabouts, at one point. It�s passed through a lot of hands over the years....

Apologies for error, the CARN sale is not closed yet, it’s kitumba that Orion didn’t fund. Obviously anything can happen but on the surface, it’s always looked marginal

Did a bit more reading on WTI: so they proposed to acquire 90% of the carn asset, but Orion blocked it. They probably don’t want to throw good money after bad. Negotiating the loan every three months, what a pile of tosh! The last WTI FY statement makes no mention of the 5.7m pere shares amongst assets (agreed its only a few thousand pound, so may be omitted). I m guessing they just sold them over last 12 or 13 months given pere wasn’t going anywhere. Anyways, if they sold those shares, someone bought them, so safer hands. If they haven’t, then some sort of deal to buy them off WTI would be good. Who knows, once it goes into administration. Anyways, pere is a different kettle imho. Remember the WTI related director went out soon after new bod started. I remember speaking (last year) to DL who stated they weren’t linked to WTI in any sense, and the WTI connection was part of CAF history. DYOR. Good luck all