Member Info for ontarget

I wouldn't trust any such website. What data are they basing that off for a start?
Prefer to work these things out myself.

Using $950/oz AISC for Singida

In fact just knocked up a spreadsheet - 3.8p/share
2.3 from NLGM
1.5 from Singida (from 9 months)

I make it nearer 3p free cash flow per share. Have you factored in the increase in production at lower AISC as well as the drop in expenditure?

Is that the Mr G CAT with the enormous 700 oz/quarter production? In their dreams similar to SHG.

LOL, jealous :)

Makes no difference to us though - the more generous the options are the more of an incentive it is. If nothing else they act as a 'golden handcuff' as they can't be exercised for 3 years from grant on top of the other performance conditions.
To argue anything else is just envy imo.

Surprised the CBO didn't get any though.

If Huw keeps coming up with $160m deals he can have all the options he wants!

Thanks ladhani, found a link to the article here: https://www.thisismoney.co.uk/money/investing/article-11523789/MIDAS-SHARE-TIPS-buck-funds-Bradda-Head.html

Added 100k @ 9p. Couldn't believe it but don't look a gift horse in the mouth as they say.

Institutional investors are certainly not staying away:

https://evgen.com/investors/

What a bizarre discussion. All the details of the Stalicla deal are laid out clearly in the following RNS:
https://investegate.co.uk/evgen-pharma-plc--evg-/rns/sfx-01-licensing-deal-for-up-to--160.5m/202210100700072587C/

Total milestones of $160.5m are payable to the Company in relation to the first neurodevelopmental disorder indication under the license. Royalties payable to Evgen on sales are in the low to medium double-digit range in all scenarios, including on-licensing by Stalicla and use of SFX-01 in further licensed indications. 

"First indication" refers to the first medical indication e.g. ASD. In other words we don't get the milestone payments again on further indications, but we do get royalties.

Working link to the webinar where NDAs are mentioned: https://www.youtube.com/watch?v=VDGTUbxGYs0

If i remember correctly i believe NDAs with various parties are mentioned in this presentation: https://youtu.be/VDGTUbxGYs

When was the previous presentation?

In other words, the NDAs aren't on the NDAs themselves.

An explorer would have rocketed on the WK exploration results released so far. We're currently valued as a stale, declining producer who is going to slowly die - which of course as we know is not the case in reality.

You're not going to get daily excitement with this stock bigbench. The excitement with this stock comes from the fact you can accumulate a large stake while it's so underappreciated safe in the knowledge they have a tonne of cash with more cash coming down the line, no danger of any placings here, coupled with enormous speculative upside. It's quite an unusual combination. You can sleep soundly at night and wait for those pivotal newflow items that will rerate this stock.
But it's not going to go up every single day.

Yes, divis were paid today.