Member Info for mimbrit

“The famous scallops and champers pic puts it all in perspective”

Do you have a link to that please?

That’s not the arrogant part of your message.

Er, thank you Your Arrogance.

However JW’s irrational behaviour (and his ‘form’) prompted me to alight before his train hit the buffers.

I think they’re searching around for some glitter in which to roll the trud that is the Q3 results, or waiting for the new Transformation guy whose role this is!

Before this board disappears and we all go our separate ways, might you enlighten us what happened between you and JW? Were you an unpaid supplier when he folded MSC?

Good luck everyone btw.

Peaceful when the kids are tucked up in bed.

Matd wins again for number of posts today.

Shame about the (low) quality and personal nature of so many.

Hopefully holders will be happier bunnies in the morning; plenty of news to come.

They could, of course, be desperately clinging onto the hope of announcing 60%, rosy uplands in Q4, and Q3 as the long-forgotten sub story…

…and the new appointees maybe?

Sitting on my thumbs, me.

Wtf are you doing here then?

Yes - one doesn’t say “I of gone to the pub” but that might depend who one is…!

We also “should of known” that Punter and GI7 went to the same school!

Thanks for the reality checks though.

Pass the sick bag.

Well done Bushy for constantly encouraging peeps to invest in this.

BP - not sure where in the latest presentation this 30koz figure appears. Just a few weeks prior and with most of Q3 under their belts, they told the market 36koz. In the short while I have been here, there have been many similar examples of over promising and this finally seems to have caught up with Dan Betts.

I do recall a (not very confident) statement late in the Q+A that they were still on target to meet FY guidance so that would be a minimum of 72koz for H2 but I don’t believe there were any detailed Kou numbers and the silence about Yan was deafening.

I don’t have an agenda here; I took my money off the table after Betts’s “headwinds” announcement. Some may go back on after the truth on Q3 is out and there is honesty about when commercial will occur.

Parka - you have a point that, with current gold prices, there is a chance this could turn a corner.

However, there is a discernible risk that the SP will take a hit when the Q3 numbers are revealed. BP thinks the mines will achieve 30koz (against a 36koz projection) but nothing in the recent presentations backs that up, and Coris have evidently run out of patience with Betts’s woeful performance.

For that reason, I am keeping my powder dry until after the numbers emerge.

Do you think there will be a further SP drop when the truth emerges about Q3 production?

The Beaver Creek presentation promulgated 18koz at both Yan and Kou pointing towards 133koz for the year (lowered forecast 115-145koz). We know there was some downtime at Kou, adverse weather and no encouraging noises fron Yan production to mitigate.

How bad are those numbers?

Please could you point me in the direction of reliable NPVs for Yan, Kou and Dugbe?

If they have several offers, one assumes they would only give the highest of these a period of exclusivity to do DD.

The speed at which they did this at such a low valuation smacks of some desperation to me.

Cringeworthy presentation, illuminating very little.

Glad I sold after the ‘headwinds’ RNS.

“ Both Yan and KOR have the same issues from what I’ve seen”

Definitely one - the same CEO…