Member Info for nomlungu

Blue,

That will partly be due to rumours being spread yesterday that the attacker was an immigrant that crossed the Channel last year in a dingy.

'Multiple people have attacked police officers in the High Street. Our reporter at the scene says it’s the worst large scale disorder they’ve ever seen in Southend. '

https://x.com/YourSouthend/status/1818388130845646900

Some thickos might have got the wrong South...

Https://www.proactiveinvestors.co.uk/companies/news/1052795/microsoft-poised-to-deliver-against-high-azure-growth-expectations-for-q4

I follow James Cooper on Twitter - he has the following to say:

"Given the scarcity of new copper projects and the quality of Filo del Sol, this is indeed a pathetic offer:

Total consideration of C$4.1 billion, or C$33.00 per Filo share. A weak 32.2% premium to Filo's 30-day volume weighted average price."

https://x.com/JCooperGeo/status/1818133126939595034

Blue,

'Bought some EST.'

I hold those shares... Did you see today's deal where Lundin bought Filo for CAD4 billion? Up from CAD2 to CAD32 per share in 3 years. Also a Porphyry deposit - the lithocap is the same size as the lithocap that EST are prospecting at Snowy in Kazakhstan.

All exploration is a gamble but EST seems one of the safer ones with JV or buyout news expected in the near term on one of their [open pit] VMS deposits.

Lundin Mining and BHP to Acquire Filo and Form a 50/50 Joint Venture to Progress the Filo del Sol and Josemaria Projects

https://lundinmining.com/news/lundin-mining-and-bhp-to-acquire-filo-and-form-a-5-123162/

The Filo del Sol copper-gold-silver project is a Porphyry deposit; the silica lithocap is 18 sq km which is smaller than the lithocap at EST's Snowy prospect . Filo's share price has gone up from 2CAD at the begining of 2021 to 32CAD today making the companies m/cap over 4CAD billion.

https://www.google.com/search?q=TSX%3A+FIL

EST is just at the start of its Porphyry journey but Filo is a good example of how sought after these Tier1 deposits are when they are found.

Steve covering the riots; he has the AP feed

https://www.youtube.com/watch?v=3PEk-ScnQIY

Https://x.com/search?q=Ali-Al+Shakati

Yeah - but what did they spend it on? £40b went on Track and Trace which was a waste of time; £20b went on useless PPE; £15b went on fraudulent loans and a truckload on paying people not to work after GOV left it too long before trying to clamp down on the uncontrolled spread of the virus. Remember, Boris wanted to let the virus run wild, let the bodies pile up and everybody get natural immunity at the same time.

Mismanagement of a crisis is no excuse...

Black Hole - GOV borrowing is up £1.5 trillion from the "mess inherited" from the last Labour GOV.

Do the CONservatives think we are stupid?

Jeremy Hunt is a Cxxxx

At 31 March NAV was conservatively calculated at 26p a share. It will have gone up since then with LUCA up over 50% and Gold up 5%. The June presentation stated that there is a '7 Yr. trading average discount to NAV of 18%'.

If the current NAV has nudged up 5% [the LUCA uplift alone covers this] NAV would be 27.3p; if it was at the historic discount of 18% you would see the share price at 22.38p. The current share price of 10.75p is a greater than 50% discount on what the price would be if it was at the historic 18% discount.

News could see a significant uplift; the 14:21:45 purchase was me rounding up an ISA holding.

https://www.mineralandfinancial.com/wp-content/uploads/2024/06/MFI-Investor-Basic-Presentation-June-2024.pdf

New Scientist used to have [might still do] a column called 'Nominative Determinism' in the back pages; this would probably have got £10 for a reader submission.

Blue,

It is an emotive issue... I could have been more sensitive in how I raised the topic.

Agenda Free TV covering the Venezuelan elections and the Israel / Hezbollah situation

https://www.youtube.com/watch?v=VD8pmsJJ2yY

He is pretty good for breaking news

'Lebanese Media is reporting that the Israeli Government has notified France that they intend to launch a Series of Significant and Broad Strikes against Hezbollah Targets in the Suburbs of Beirut, as well as Sites of the Islamic Revolutionary Guard Corps’s Quds Force in both Northern Lebanon and Syria.'

https://x.com/sentdefender/status/1817652584636916214

Blue / evi,

I was a crooked Turf Accountant... never trust a Bookie [or a trader].

Note - 'was'; I left my crooked ways behind many years ago.

This is getting worse: "Medical volunteers for Israel have just put out an urgent call for general surgeons, thoracic surgeons, trauma surgeons, and anesthesiologists to help staff Israel's Northern hospitals."

https://x.com/IntelCrab/status/1817619699745632743

One of the ways The West knew the Ukrainian invasion was imminent was when the Ruzzians started moving blood towards the border in preparation for dealing with the wounded...

The Orange Weirdo must be so proud of his VP choice

https://x.com/chelseahandler/status/1817592332948328805

'JD Vance does not couch his hatred for women'

https://x.com/KamalaHQ/status/1817388529455931892

#qualitytrolling