Member Info for Monkey70

Just caught up. Why does a RNS have to drop when I am out on the grog :)

To summarise - IMO, it is excellent. Bidding war. WK is becoming a cash cow. WA will blow the lid off with JORC figures for multiple areas ('audits' - plural).

Very happy holder.

Still NT to buy, Caw?

Ian - I would like to guess tomorrow for the interims plus (the 'shortly') JORC. Cannot help but think the BOD are leaving the interims till the last moment so they can add this as a delightful 'side-note'.

Thank you, Admiral, and have a delightful evening.

Rather a number of large kippers there, Captain ;)

Positions already taken but the big boys cannot get enough. They are cursing us, the 'little people', for having the audacity to get in before them.

Have a lovely evening, shipmates'.

Tell me about it, Mac (laughs)

Just been on Excel and checked. Fifty-six top ups in 2021. It would be crass to discount a fifty-seventh.

I have never been addicted to buying shares till I stumbled across EUA courtesy of JTMacs. Forever in your debt.

GLA.

Feels like the (eerie) calm before the storm. Cannot go wrong with interims today or tomorrow (and ideally, additional news).

Managed to make my (supposedly final) small top-up earlier after finding some coins behind the sofa (only 1,516 @ 25.6 but every little helps).

Raining cats 'n dogs in Cheshire.

SalmonCat - Hindsight is a wonderful and elusive thing. However, that is more of the mentality of a trader not an investor - at the end of the day, we will all be rewarded for holding through thick and thin.

We would all love to have doubled our holdings by selling at the top and buying back at the bottom but how would you have felt if the sale news dropped while being locked out? For me, that was just not worth the risk.

Have a lovely evening.

Aye, dear Trift.

DS mentioned that we would be 'the last to die' in his 2019 interview, I believe.

Keep hold of those palladium tickets. May have a small cheeky top-up in the morn if I get the opportunity.

A lovely evening to you all.

NT to buy on HL. Order filling for the big boys.

Filtered yet another disruptor.

Please get a life.

All estimates (prior to verification - JORC) are always heavily understated. IMO, I concur with fellow shipmate Andre that it will be at least +30%. Would not be surprised if it was 70%.

The 1st September RNS was the beginning of the end game. The golden sands are within touching distance and I can smell the tantalising exotic fruits hanging on the trees.

Good afternoon, shipmates'.

Was out on the grog last night and explaining to my better half what JORC is and showing her the latest ACF conservative valuation where it states $10bn+ for everything including the JV areas upon successful completion of JORC.

'Shortly' was the word that got me very excited - IMO, we will get a massive re-rate next week when the confirmed resources, audited by WA, are put out to the market - ideally just before market opens so the naysayers are made to eat humble pie while their shorts are on fire.

Another step closer to the golden sands. Looking forward to Monday.

Have a lovely weekend.

I believe if there is an EUA Mk2, WK will be kept and the revenue will cover the development of the other areas to be explored and audited (e.g Poaz) so a special dividend will be 85-90% ('significant/substantial', as mentioned by the BOD). IMO, there is no reason to hold back on half the asset sale funds. DS has other interests to pursue and I would expect CS would love to retire while JN and the rest of the team go to the buyer/consortium.

Very close to the finish line. Can smell the ticker tape.

GLA.

Held down for their mates' big buys. Bunch of crooks.

Nevertheless, one trading day closer to the end game.

* cannot :)

The consensus is do not invest what you can afford to lose.

CITIC Merchant and VTB Capital.

Caw - I think the $20m that the BOD originally had was to buy the 75% (discounted) share of the licences but they needed 75% more ($15m) due to WA/JORC showing there were 75% more reserves. The 25% to purchase off Rosgeo is not going to be cheap and I think the buyer will sort this with Rosgeo directly. Just my two pence worth.

GLA.

Doing too good a job - especially WINS who are, as always, controlling the spread.

The raise is very positive in my eyes. Means we have more resources than before courtesy of WA doing the audit thus it costs more to buy the licence(s).

A simple example - we now are getting a slightly smaller slice of a much bigger pie and this means we make more money.

These prices are a gift. Time to raid the back of yet another sofa.

GLA.

Just this.... :)

Ignore the noise and underhand games.