Member Info for mattlilly

Oh how massively wrong you were triumph...

And Scotty already did a streaming deal to Osisko..

So Pfs the day after MDA...mid Feb

Gold assumption 1750...still low...

IRR 24%.. a 26% improvement...

Gold at 2000 would take it up to 27%...

Bring on the bidders...

Look we all knew the MDA was due...and virtually none would have thought we would have seen a price in the low 6s with the quality of asset we have in Alpala alone...

And it is unfortunate that it has been released on the day the markets have been hit by the news about UK recession...

But frankly, given that the MDA was never going to contain any positive news, I am much happier that it has been issued before the PFS because it would have taken the gloss off...

So...apart from macro factors, such as copper and gold prices, there is nothing to prevent the PFS having a positive effect on the SP...

And snowman, if only because the gold price is $700 higher than the last PFS assumption and Scott has promised a lower CAPEX, I expect the IRR to be well above 19% and much higher on alternate metals prices assumptions...

This is hard...for all of us...but as someone said recently...

It's always darkest before the dawn...

This morning i was comforted by Mather, Sangha and the former CGP shareholders having far more exposure than any of us...

And if there is no bid forthcoming immediately after the PFS I expect some if not all the CGP holding to be auctioned off at a much higher price than this...

And of course it will create no dilution...

Yours...fellow sufferer...rk

Driven by Autobots as usual...whether this is manipulation or not, we've all seen what relatively little consistent buying can do in late December...

No because the PFS is imminent

Hits a high of 7.84 then trashed by Autobots...again...

And the Quote...at 7.68, is above the Bid Offer of 7.59/7.65...

Going up...?

High for the day...

42,806 bought at 7.84 at 10.52...quote was 7.60/7.90.

I'm firmly bid 7.5612 for 400k...

Being bought in Canada...up o.59 at 7.67...

Sorry Energy Transition Minerals Ltd

Hard to understand why Kobold don't just buy this...MCap £5.8m. How much would they have to pay, thereby gaining 100% of Disko...

Or are they waiting for JAY to sell everything else off...

(Or for that matter Greenland Minerals to get a working foothold back into Greenland...)

With the PFS due some time next week, I wouldn't want to be out over the weekend...

Wow! Im bid full price at 7.21 plus for 700,000...

What does that tell you...?

Ridiculous overreaction to what is essentially not bad news...other than how did nobody know...

Does this put Dundas back in play...?

Now up 8% from 'the bottom'...thanks to Baron...steady buying being followed by the AT trades...lets see

Haven't heard from schlemiel for ages and now I see this daft post:

"Cascabel is huge and ready for development. With BHP and Newcrest on board one would think SOLG would be able to monetise its stake but it seems the mgt is more concerned with feathering their own nest than creating equity value"

Mate...with 20%, creating equity value feathers their nest far more than what you think they're doing...

600 million shares at 40p would be a £200 million gain between them from here...

Just need follow through now...

Looks like this has triggered some steady careful buying...

A sensible read...

'Is it possible to master emotions when trading?'

https://twitter.com/baroninvestment/status/1755492272483823736/photo/1

Love Terry

"Wonder where the bottom is for Solgold, just came up on my radar at 52 week lows, now below 7p"

"Wow one of my first ever small cap picks"

"Not looked at it for some time, was a bit surprised to see it here myself!"

"Bouncing, I suspect from ATL. If it can gain momentum @baroninvestment

is correct, might be a decent recovery play"