Member Info for mattlilly

It was in Darryl's D&D presentation...

He also 'liked' this...

https://www.whitecase.com/news/media/reinvention-mining-ma?hsamp_network=linkedin&hsamp=bKb8KBqqPens&utm_source=linkedin&utm_medium=amplify

I picked up this article on CGP on Ingo's Linked In page...reads well buddies...

Has the action started...?

https://latam-investor.com/2022/08/cornerstone-capital-resources/

“There are simply not enough copper projects in the development pipelines of major mining companies to meet the anticipated demand for electric vehicles and low-carbon electrical infrastructure by 2030-2050, and underinvestment by the majors in early-stage copper exploration means to maintain their production profiles and market valuations they will need to buy reserves – by acquiring juniors like Cornerstone and SolGold..."

"Macdonald expects Cornerstone Capital Resources to be bought out within the next 12 months."

24,000 shares traded in the first hour...pretty low volumes the last few days...

My theory is that the market is waiting for something...only 12/16 weeks to the AGM...something has to happen...

If no bid is immediately forthcoming, how about a 'wildcard' attempt which leads the company to publish a RNS saying...

"The Board has received an approach that may lead to a bid..."

Share price rises sharply (unless suspended)...flushes out BHP and others' intentions...starts the bidding war...

Norges Bank is not directly connected to the Norwegian Wealth Fund, which lost $174 billion in 1H2022...

Norges Bank is Norway's central bank. The Bank shall promote economic stability in Norway. Norges Bank also manages the Government Pension Fund Global and the bank’s own foreign exchange reserves.

My presumption is that the SOLG stake has been bought for the Government Pension Fund

Norges Bank’s responsibilities in managing the Government Pension Fund Global (GPFG) are regulated by means of regulations issued pursuant to the Act relating to the Government Pension Fund Global and a separate management agreement with the Ministry of Finance.

So...the Alpala Project Committee is substantially reduced:

Keith Marshall was Chair so do we assume Kevin O'Kane has taken over...?
Nick Mather
DC
Peter Holmes (Director of Studies)...

Keith, Ingo and Jason all gone...so is NM now the 'power behind the throne...?

Solgold Finance AG is the funding arm of Solgold. Its Directors were:

Paul Bushell (President...he basically signs things off)
Nick Mather
Ingo Hofmaler

https://business-monitor.ch/en/companies/1044998-solgold-finance-ag/management

Ingo's gone...so it looks like Nick is running the show...

Paul Bushell is Partner and Manager at Reno Advisory GMBH (Solgold Finance AG is domiciled in Switzerland)

Deno Advisory GmbH is a Limited Liability Company based in Zug, in the canton of Zug, founded in 2021. Its identification number UID is CHE-163.461.838. It is active in "business and other management consultancy activities". Currently, the person holding a decision-making role is Paul Bushell (Partner and Manager).

https://www.linkedin.com/in/paul-bushell-412535/

Just watching the tumbleweed blow past...

Meanwhile...

https://www.mining-journal.com/m-amp-a/news/1437819/bhp-wont-pursue-oz-at-any-cost

There is no capital markets experience whatsoever in DC's CV...

https://www.linkedin.com/in/darryl-cuzzubbo-850775b6/details/experience/

However, Twigger is still MD of PCF Capital Partners....

"Over 25 years’ experience in investment banking and corporate finance including the establishment of Macquarie Bank’s Bullion and Commodities division in Perth in 1995.
Previously Head of Macquarie Bank’s and then Bankers Trust’s investment banking in Western Australia.
As founder of PCF in 1999, Liam oversees all of PCF’s businesses and is actively involved in corporate finance and advisory mandates."

Now thats a sensible post from a new poster...

Quinty...(5)...Quady... (4)...Hmm too much of a coincidence...?

Reminds me....

"‘Q’ was Spike Milligan’s surreal TV comedy sketch show..."

https://www.britishclassiccomedy.co.uk/spike-milligan-q

Copper recovering despite a shocking Empire State survey of -31...yes MINUS against an expected +5...

"Testing the market..."

Does he think we are dumb?

"The use of this financing structure is intended as a one-off."

No wonder BHP and NCM didn't want it...

Can you trust any statements by this company...?

https://www.mining-journal.com/from-the-capital/opinion/1437619/stavely-boss-sees-copper-hitting-usd10

Ah well...if the worst comes to the worst, we've always got c$5m CGP shares we could sell...they'd love that...

OK. Page 2 says 4.0% so it must have been rounded off...

Either way BNC, 3.95% isn't an increase...

Is anyone else having problems with LSE pages loading...?

addickt I suspect we'll know by mid September...

BNC Norge held 4.0% on the August Presentation...

I haven't filtered the Colonel because at least you can have a good debate...

With Q its like continually hitting your thumb with a hammer...

Do you really think I care...?

I prepared a £860m IPO and I've raised over £1 billion in capital markets...so what...?

Why do you guys not have him flltered...? Unless of course you like the hilarity while we wait for summat to 'happen...

You can still wind him up...its like throwing raw meat to a rottweiler...too easy really...

Oops there go more green stripes...