Member Info for mattlilly

Its called the filter button Colonel...

British Bulls have reverted to a Buy...confirmed today...

Barchart is moving from Sell to Buy...already indicated on the 20 day and 50 day Moving Averages (SP closed at 25.6...0.3p above), which have both been crossed...

If we can break 27 convincingly we're off to the races...IMO...

smickster I can assure you he is not referring to BHP....much more obvious than that...

I forwarded my post from 17.37 yesterday to my contact...

This is the response I got...illuminating...

"You clearly make some good points below (as you have in the past) and there’s really not much I can add to this and as always, communicate this feedback up the chain."

and

"You know where the problem lies..."

Make of it what you will...these have reaffirmed my own conclusions and many of you can't see the wood for the trees as to "where the problem lies"...

Frankly Bozi while I respect your right to an opinion...and your 10.51 post is just that...opinion...

It is...in my opinion...utter tosh...

You should be writing fiction my friend...

Please don't post opinion as if its fact.

Cheers

Just bought 120k under 40p...unreal...20% discount to NAV...

Absolutely outstanding addickt...the most common sense post I've read in a long time...

I dont think the Chinese would think themselves a stalking horse if they counter...

Fair enough addickt...but how many other people on here objected to Darryl being a NED but never picked up Nick's 'Portfolio Career'...?

Lia Abady - appointed 1 November 2021...

https://www.linkedin.com/in/lia-abady-b1b93766/

Unemployed...sorry...self-employed since 2018...

Posting more than Fawzi and sometimes duplicating...presumably reports to him direct...

Both based in London...

I don't remember you objecting to Nick being...

CEO DGR Global since 2001

Non Exec Chairman New Peak Metals since 2003

NED AusTin Mining since 2006

Exec Chairman Ironridge Resources from 2007

and

Executive Chairman Armour Energy since 2011

How much was/is he earning from that lot and was his eye ever off the ball at Solgold...?

Addickt...it is extremely common and strongly recommended for top CEOs to hold at least one NED post elsewhere for experience and a wider perspective...

You're talking about 1 day a month and they are based in Oz...

Solgold has missed a trick here...

On page 9 of the latest presentation there is the chart of the top global copper discoveries from 2009 to 2020 and Alpala ranks number 2, but...

If they were included, Porvenir would rank 8 and Tandy 11 in a revised top 20...(based on CuEq)...

Frankly, for me, the Presentations have become tired...very little change in a year and you have to search with a magnifying glass to find the incremental changes...

One of the first things Mr Cuzubbo has to do is a Marketing/PR/Communications makeover...

Appointed NED at Arafura Resources on 1 November 2021...

Interesting coincident timing in the last line below...

"Arafura Resources Limited (ASX:ARU) (“Arafura” or the “Company”) is pleased to advise that Mr Darryl Cuzzubbo has been appointed to the Arafura Board as Non-Executive Director.

The Company regularly considers the size and composition of the Board to ensure it has the appropriate mix of directors with the necessary skills and industry expertise to oversee Arafura’s transition from development through to production. Mr Cuzzubbo brings a wealth of knowledge and experience in both the resources and manufacturing sectors having run major operational assets and led the development and execution of significant breakthrough strategies to deliver major projects.

Darryl was formerly Chief Manufacturing and Supply Officer as well as Group Executive and President of Auspac Asia while at Orica Pty Ltd, joining Orica in 2015 after a 24-year career with BHP where he held senior positions including 3 years as President of Olympic Dam with responsibility for operations, expansion projects and organisation wide transformational change programs. He has a broad international perspective, having experience in running operations across over 30 countries and has the ability to understand and work across diverse cultures to deliver results.

In welcoming Mr Cuzzubbo to the Board, Non-Executive Chairman Mark Southey stated, “After an extensive search, I’m delighted that Darryl is joining the Arafura board at this important time. Darryl’s skills and experience will bring highly valued and complementary expertise to the existing board. The appointment further supports the Nolan’s Project progress through its current development phase with our continuing focus to reach our final investment decision target in H2 2022”."

This may turn out to be the most valid reason for the PFS delay....

"Creative “out of box” thinking on commercial drivers through a contest drawing on best consultant minds globally."

Darryl is a project management and contracting expert (listed among his major skills on Linked In

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

His last role was MD of Orica...

"we have grown to become one of the world’s leading mining and infrastructure solutions providers.

From the production and supply of explosives, blasting systems, mining chemicals and geotechnical monitoring to our cutting-edge digital solutions and comprehensive range of services, we sustainably mobilise the earth’s resources.

With over 145 years of expertise, our 13,000+ community of engineers, scientists, technologists, operators, business specialists and on-site crew support customers in surface and underground mines, quarry, construction, and oil and gas operations. "

Before that...

Olympic Dam President and President South Australia

Employment Duration2 yrs 8 mos

and

Project Director: BHP Billiton Contracting Arrangements

Responsible for establishing a common framework, standards and leading practices covering the management and engagement of contractors that work across BHP Billiton.

"drill results pending" at Sharug...

Hole 2 results due at Rio...

"independently verified update"

BHP don't have their hands full...they've just lost out on Noront...

5 days ago...

https://www.afr.com/work-and-careers/leaders/how-mike-henry-guided-bhp-s-big-year-of-reinvention-20211202-p59e6m

"By this time next year BHP will be better placed to conduct large-scale mergers and acquisitions than at any time in the last decade, and divestment of the petroleum division means BHP will lose several of its most attractive internal growth projects.
With potash at least five years away from delivering meaningful revenue, iron ore prices coming back to earth and sovereign risk on the rise in BHP’s Chilean copper heartland, the company could do with the injection of a mature asset or two.

Henry has been saying for two years that he wants more copper and nickel and there was some progress on that goal in 2021 with a $500 million bid for Canadian nickel explorer Noront Resources.

But Noront will not fill the growth gap left by the divestments."

(Especially now they've failed...)

"So don’t be surprised if Henry has another firework or two up his sleeve in the years ahead."

Oops!

So there you go...

US inflation running at 9.6%..."but its only transitory..."

US markets being banged...gold, silver, copper down so we're doing quite well really...

Meanwhile, after BHP's humbling by Andrew Forrest, will they come after Solgold with a vengeance...?

https://www.miningweekly.com/article/bhpwyloo-talks-fail-with-wyloo-launching-a-new-bid-for-noront-2021-12-13/rep_id:3650