Member Info for p00rman

Just about everything is imminent !!!!!!!
:-)

IMMINENT - Don't start!!!!!

The additional Kalaba drilling is a bit further in Fullers. Still going to come out with an MRE "shortly" in support of the small scale CSD plant.

I think this is more to do with my understanding (or lack of) of what constitutes price sensitive information. Agree that the CSD is expected to start working, therefore maybe not an issue as such. Processing costs and take off agreements are a different thing I guess.
However isn't resource estimating whether Jorc (and I take your point Arahim, this may not be an actual Jorc until more drilling) or MRE (both have been talked about) price sensitive. Now given the imminency of this, NVS surely knows what's coming?
Likewise if you are in "commercial discussions" regarding the sale of an asset (Sturec) you must have a feel regarding how it is going unless it's such very early days with nothing of import on the table. In which case this is not as far advanced as I thought.

I'm sure you are right Sagacious but;
What about the Kalaba jorc resource which is not yet publicly known?
What about the commercial discussions on going with regard to Sturec and Casa.

Certainly not bad news, but what about Jorc on Kalaba...imminent and CSD producing ...imminent...
Are there no rules on aim then?

You're right Tra1, based on the recent call we were only waiting for the chemicals to arrive and they were due within "the next few of days" that was the 23/2....

98% complete - hooray....
Imment 2% left - I wonder how much effort and time is required to complete that remaining 2% and what constitutes the 2%

Looks like people are getting proper miffed at the lack of news...Another clip of mud and machinery on twitter ain't cutting the mustard...unsurprisingly!

Ahh ok...imminent then!

?

Hi Bloodshot,
Who knows? Still a lot of ifs n buts - we haven't got past base camp yet!

Isn't the whole game here to get a Jorc resource for Cheyeza and Lumbeta which provides ARC with the kudos to command a 1st class price for a 1st class resource either as an outright sale to a major, assuming they haven't found the key to let them out of the data room!, or, a major that wants to JV with us. Either way that is when the money will be in the bag. Isn't that what NVS is now saying assuming your "all being well" £40m materialises....

There's your answer Bernie...
Now how about a bit of averaging down for you while the opportunity exists, then you'll be a happy little bunny rather than a frowny little crosspatch...

What price do you need to break even Bernie?

Bring him over...let's see, might be fun.
V quiet here at the moment...

Hi westie,
Her's another wacky thought...
Keep this to yourself but, do you think old Bernie's on a bit of a wind up?

here's a wacky off the wall thought...not for the faint hearted obviously, but for forthright upstanding bullish individual like yourself Bernie,

Sell?

Don't get too hung up on the Tuesday thing....
I personally don't think a specific RNS will be issued relating to the CSD plant starting up. The favoured approach seems to be letting information drift out as part of a general update on a CC. Not sure if the plant has even been successfully commissioned yet, whether an off take partner is now on board - did mention upfront payments, who knows?
Mode of processing and the testing going on - results of that were due back in Nov - not sure what that means in terms of bottom line figures, i.e processing cost per ton (80% recoveries were mentioned) - all seemed very important at the time before estimates could be given as to profitability or not
Slovakia - early Nov, talked about a number of approaches being worked through from "serious buyers", words like "game changer" being used - Now I accept these things don't happen overnight but recent update seemed muted - mid single digits - doesn't really equate to "game changer" in my mind. Don't get me wrong, £5mil is useful cash but "game changer"?
If this was coupled with Casa, that would be very useful - however, low to mid double digit, again lower than my expectations - perhaps more a reflection on my view rather than what is reasonable to expect.

Perhaps there's another investor call coming soon and all this will be covered in one fell swoop? Who knows?
Am I confident in the medium term? - I was, but now I think I've slipped more towards hopeful at the moment....

have you hit send on that e-mail yet old chum?

Morning China, sorry checked out last night so didn't see your comment....
My comment / quip however, is directed at anyone who is prepared to take the positive narrative being submitted on this board relating to SOLG