Member Info for mattlilly

Which project durhsm?

I'd love to think that yesterday had a beneficial effect on the SP but i'm not that dumb...

As I've said before, Gold up, SolGOLD up...simples...(copper down...)

I missed the significance of your comment durham fox...could you explain please?

Sorry Quady I missed your last point...which I think is key...

"if we can bring some of the other sites to production sooner..."

I see no reason why not. SOLG is like a 'University' inter alia for Community Involvement, technical education, ESG, working in partnership with Government, unlocking and developing the phenomenal resources in Ecuador.

They have 'first mover' advantage...

So I think its very likely that we will see developing partnerships, not necessarily with BHP/NCM, together with innovative structures for early development and monetisation (including possibly Alpala), that could lead to some projects, especially any with rich deposits close to the surface maybe being developed before Alpala comes to fruition...

This is just one of the many insights have gained that mean while we need to be patient through Q4, the future is very exciting indeed...

Oh and maybe some people missed the inference that Solaris and INV appear to be struggling...drifting timescales, etc...

This is virgin territory and miners are learning as they go along...SOLG no less...but we are attracting a raft of potential partners and possibly ultimately predators who want to visit our sites, understand what is there and how to get it out...ect.

I do not disagree at all Quady.

With regard to the other sites, given the 'major player' interest in the 'small projects' it wouldn't surprise me if both SOLG and potential partners are using these as a template for development of some of the bigger projects, potentially with partners.

As you will recall I have always believed that it would be a good idea to use the existing corporate/subsidiary structure to 'monetise' some of the larger projects, the obvious one to me being to IPO the Green Rock subsidiary which owns Porvenir, Sharug and Cisne Loja...

Meanwhile for anyone who thought I might have been giving stuff away, maybe they haven't read all the Corporate Presentations in detail as some of us have, where 'sexy' information is already there which may have been missed and may or may not have been RNSed...

For example, I mentioned working with major partners on the smaller projects and that others were using Alpala as a 'learning resource', but its pretty much in the July presentation as follows:

Seeking partners to advance exploration
• 10/100%-owned projects
• 20 concessions, 86,000 hectares
• Initial sampling and mapping
• Quicker discovery timeline
• Strong interest from diversified miners and
copper / gold miners
• Discussions ongoing

You make a very good point Lunchmoney and I have engaged in several discussions in the past on various Boards on the subject of RNSs...

In the context of Solgold, I think people have developed an unsurprising expectation that virtually everything has to be RNSed if it seems sexy...that's down to the fact that Nick pretty much DID RNS everything in 2019 and 2020...

So, for example, I didn't notice any complaints about anything Keith said in any of his recent podcasts/conferences, even though some of it was new and relevant to our view of the share price.

Nor did anyone complain when the likes of DBW and myself reproduced faithfully Keoth's statements or answers to questions.

Why for example di nobody complain that he was disclosing inside information when he said PFS in October or, later , PFS Q4; or his statements on Production dates 2025/2029.

Because its no big deal.

As an AIM GFD I had to lead 'beauty parades/roadshows' pre IPO and after we were trading. I often presented new information or answered questions with stuff that would influence investors decisions but none of it ever had to be RNSed...

For reasons I have already stated, I DO understand inside information and the practical definition of materiality.

The trouble is, when people are invested in companies where virtually everything that moves gets RNSed (clearly for the purpose of getting the share price up), they get conditioned to a belief that everything that moves MUST be RNSed.

RNS's cost money.

In roadshows, investor calls, podcasts and conferences, new information will always come out.

But I am very clear that a good example is this:

"Best hole ever drilled..." is hearsay, opinion or 'puff' (Google marketing puffery...)

1.5% for 300 metres from hole 23 (which has been assayed and asserted to be true) imust be RNSed before informal release...

(BTW that was a made up example...)

Hope this helps

Best post this week Colonel...and all info in the public domain...

Thats OK Quady I understand. I know you're not on here all the time.

I replied asap at 18.22 yesterday.

Best regards

This is one of my many sources. Fascinating background stuff on a Company if which we can be hugely proud.

Very strong ESG credentials (remember that is the main reason BHP are divesting O&G...)

https://www.linkedin.com/company/solgold-ecuador/posts/?feedView=all

I have several SOLG/industry contacts on here, including Lance Hubbard, a seriously good guy whose company does much of Solgold's drilling.

Launched on Sunday 15 August with 'yer man' as the cover article...

Surely will lead to much more coverage of Solgold...month by month...some of it almost certainly republished/resyndicated into Forbes US etc...

https://www.forbesargentina.com/liderazgo/forbes-ecuador-ya-marca-tendencia-n7373

Thanks montecristo....coming from you that is praise indeed..

I frankly don't care about people who dismiss what I post...if they lose out that's their call.

But we are a band on here, united in our belief that, given time, we will make bucketloads in this extraordinary stock...

1.5m holding long and strong...

Cheers DBW I respect and am grateful for the info you get from your own sources. I wonder for example how many of the critics in here have invested the time to 'attend' all the podcasts and conferences, ask and listen to/read the supplementary questions and answers and faithfull record it all.

Much of what I posted yesterday was cross checked against other legitimate sources and redrafted so that intelligent posters could read between the lines...

Those that cant be bothered to invest the c20 hours I do every week find it easier to be keyboard cowboys...

Sadly we live in a culture where too many people resent success and would rather rubbish others efforts in a couple of sentences rather than trust and invest the time themselves...enc of...

And no I don't ever get angry, but ado love irony...

What about stuff DBW has posted from Fawzi. I'm in contact with Fawzi also as I was with Eliza. What about stuff KM, JW or LT say in podcasts? This is only going to a limited audience and is not concurrently RNSed...Sad that there are always people ready to rubbish those who invest their time to try and help...

SOLG doing nicely today...any complaints...?

His writing style was crafted in the six books he has published.

He plays golf a lot but investing the stock market is hi day job ( the most remunerative in his life over the last three years).

It must be clear from his posts that he does huge research but also specialises in gold silver copper and actually only holds 8 stocks currently.

His qualifications and experience are genuine and help him to build rapport with key people.

Finally he is in receipt of huge amounts of information but filters it carefully because he knows what is acceptable having been inter alia a stockbroker, AIM GFD and £4 billion fund manager.

He doesn't really care what people think about him except when they are insulting or slanderous because hes comfortable in his own skin, accepts people will judge him through their own filters and is always happy to share what he discovers for the benefit of all.

Make your own mind up guys. If you dismiss it all what could you be missing...?

Craig Jones lancs but I very much doubt it is him...

He fits the bill...

Jerry I respect you but I think you're making a mountain out of a molehill.

It wasn't a call for them to make statements. It was one where I asked the questions.

Much of what was exchanged is in the public domain and a lot was clarification, such as the PFS date. The same sort of things that Keith could have said in a podcast or in answer to questions as he has done before.

I'm nothing special. I've developed a dialogue with someone and I have reported responses in my own words most of the record.

The questions I asked were almost exclusively those that were proposed by posters on here. Some were ducked or given a limited answer.

Even based on my own CF and Stock Market experience (as GFD I was the one dealing with investors and the City) I have no problem with anything that has transpired today and it seems that most posters on here are grateful, reassured and enlightened.

There are debates on here about market manipulation and insider information but even with our collective and relevant experience they are just that...opinions..

Working with other investors yes.

But the question remains, with the burgeoning interest in Ecuador, especially under the new regime and SOLG having the crown jewels, will majors be able to hold off bidding for the whole shebang.

And please don't trot out the old divers book argument again, because there is a price for everything, whether in whole or piecemeal.

Amuse yourself and read the Wiki page on how the Glazers got control of Manchester United...AGAINST the wishes of the fans, many of whom were shareholders...

Thanks to all of you for your kind words. Its helped me to clear up a number of things in my mind.

Based on the dialogue I will certainly not be selling anytime soon, but I reserve the right to 'monetise' up to half at 50/55p so that the rest can run free for the foreseeable future and I can reduce the massive concentration in our portfolios and reinvest in Quady's strategy of high yielding high quality to provide cream teas for the rest of our lives...

Quady we all know BHP made an approach years ago. The price they ended up paying was almost twice the current SP if my memory serves me correctly...?

Please correct me if I'm wrong.