Member Info for mattlilly

Hmmm...ALGOS buying today...closing positions in advance of the webinar...?

I don't think Scott, Chris, Sean and Christina have come all this way just to meet 20 or so PIs...

The visit will have been organised by their NOMAD...as well as the webinar they will have 'roadshowed' existing and prospective institutions.

Last year Scott said he had 35 investor 'meetings' in one week. These would have been mainly in Canada and possibly via Zoom but you cannot beat pressing the flesh with Metals Fund Managers and there are plenty in London...

"until we do need new equity, which will happen"

You don't seriously think SOLG will issue new equity add...they may not even sell the CGP shares...certainly not anywhere near this price...

Meanwhile we must not overlook what the Metals MD of Peel Hunt said in that mustwatch Youtube video. If you haven't seen it go bac k and watch it.

I have £400k of metals mining shares in my portfolio, mainly Juniors...especially UK listed companies have been ,massively out of favour...just look at the performance of BHP (yields 6.1%), RIO (6.7%), CAML (12.6%), ATYM etc... they are established miners....whether on AIM or the full market, UK quoted Junior Miners are well out of favour...

But boom times are coming for gold, silver, copper and the Junior Miners...M&A has only just started...

We have ONE mine with an adjusted IRR of 40% plus; 80 plus other projects, some of which could be another Alpala, 10 seriously interested parties in the dataroom a.d while nobody is buying, nobody except the ALGOs is selling either...

Tick tock...

"The guys are not that stupid; they know that bad communication and false signs could affect the sp."

Frankly they have been appalling recently at communication, allowing the SP to drift...

Sent you a note..

Based on current MCaps there are 17 FTSE250 stocks smaller than ATYM...

And IMO as the March Rebalancing approaches I believe the SP will rise as especially FTSE250 Tracker Funds (dozens of them) and ETFs will have to buy ATYM...

And thats even without the improving copper price; Toure news; ELIX completion; Solar panel based lower energy costs, etc etc...

Couldn't even buy 30,000 at the price (7.13)...

Had to pay 7.30 for 200k on a T20...

MMs playing it cautious...?

Nicks judgement isn't always sound addickt...he's bound to be still sore from being displaced as CEO and it wouldn't be surprising if he thought Scott was doing a c**p job, given the hype in October 2022 and the SP having fallen 80% since he was 'displaced'...

Sadly, driven by ego, he's 'bet the house' with DGR on Solgold coming good and it looks like they have little chance of making it to 2026 when the "turnkey" mine is finalised...

He needs either good news or the Canucks to sell the CGP stake to get the SP going...otherwise he may be a forced seller, both with DGR and his own shaes...

Hi addickt...the updates were suposed to be monthly...

As to why London? Canada is the main world market for miners, especially Sputh American and while London is more for African miners, Scott, Bob abd Sean are based in Canada...there's no real appetite for Juniors in the US, so why not come to London?

There are smaller institutions here as well as Private Investors...indeed as Peel Hunt point out in that video, PIs are a steady source of funds and liquidity for smaller miners in London...

And he's seeing a sweet spot this year, especially for copper and silver...

I echo your feelings about London addickt...

Https://www.bbc.co.uk/news/articles/c9d5jwvw9nlo

That's another 4 added to the bonfire, leaving 84 green stripes out of the last 87 'posts'....

Sadly the decent posters are partially responsible by responding to these time wasters who have annexed the discussion about Solgol...

Is this what you want guys...?

GIVE ME A BREAK...THIS IS A SOLGOLD BOARD...

Why do we need a Chairman?

Sorry Darren...you also can't resist posting irrelevant stuff...

Filtered

Https://seekingalpha.com/news/4393911-trump-tariff-fears-causing-disconnect-in-silver-copper-markets-bloomberg?mailingid=38146396&messageid=2900&serial=38146396.4050&source=email_2900&utm_campaign=rta-stock-news&utm_content=link-1&utm_medium=email&utm_source=seeking_alpha&utm_term=38146396.4050

Sorry..Tin...1SN (First Tin)

Watch the attached...breakout year for Silver (from 0.00) and copper (from 12.00)

https://www.youtube.com/watch?v=iTsbR4sTnUg

Very exciting charts....could 2025 be the return of the Mining Bull market?In which case Juniors will outperform...

Stock picks:

Copper - SOLG obviously...the better performance since late December has to have a copper price element

ATYM - full quote in 7 days time; nailed on to join FTSE250 cMarch 3rd; news coming on Touro...highly leveraged to the CU price...up 12% on the recent move

CAML - lowest AISC copper miner on the planet; 12% yield at current price; $67m in cash (39p equivalent)...

Silver - GPM (high silver proportion; the rest gold)

ADT1 (almost ready to mine silver) BRC (Blackrock Silver...when silver broke out in mid October, up to c$35,

BRC went from $39 to $54 in 11 days...

2025 could see the BIG one for silver where the shorts finally get smashed...

Finally...Tin will have its day...in every soldered joint in every electronic device on the planet...Metals X have a 29.9% stake and the Directors have bought 25 million shares last 8 months; 10.5m at 6p in November...

And 80 Mile...Trump wants Greenland and 80M have just 'stolen' a biomass producer that would cost £225m to build...

Yes I own them all but I'm insignificant so pointless ramping...please DYOR and good luck...

Happy New Year one and all

Someone who should know reckons that after FID Cascabel should be worth at least 50% of NPV for a takeout...

Based on the last PFI that would be 73p/share ($5.4bn)...

Based on a revised NPV with current metals prices it would be 127p/share ($9.4bn)...

Tick tock...

Hmmm Peel Hunt have a 65p target for SOLG and 125p for AFC...

However I hold both as well as these (at 158p) so heres hoping...

SXX was polyhalite...not even potash...was never going to fly...AA bought a pup and they are stopping development...

There is zero comparison between CAML and SXX or Scotgold...they were ludicrously speculative minnows whereas CAML is producing 14,000 tonnes of copper a year at the lowest cash cost on the planet...