Member Info for Padmaster

Just seen that the full report costs $399 to buy

Does anyone have access to the full report?

SPECIAL REPORT - Mining in Ecuador: Balancing Risks and Rewards - 5th February 2019.

http://www.bnamericas.com/news/miningandmetals/special-report-mining-in-ecuador-balancing-risks-and-rewards

Doesn't Solg have first refusal to buy the 15% of ENSA owned by Cornerstone if they look to sell it?

Solgold announcement 31st January, “SolGold approached Cornerstone in 2017 and 2018 in an effort to commence the negotiation of a business combination transaction between the two corporations. Despite SolGold's good faith attempt,”

Cornerstone shareholder rights plan 11th January “The Rights Plan is not being adopted in response to any specific proposal to acquire control of the Company, and the Board is not aware of any pending or threatened take-over bid for the Company.”

Great post DG1. Not long to wait for us now.
GLA

Thanks for sharing mog.
All very interesting and makes for a very eventful next few months.

Hannam target price 80p by June 2019
GLA

National Bank of Canada state this as having a positive impact.

https://mobile.twitter.com/SolGold_plc/status/1090970253415403522/photo/1

The PEA will be announced with a POD-cast

Tight lines BBG.
I don’t think we’ll have to wait long now.
GLA

Analysts' target prices.
JP Morgan 90p
Paradigm Capital C$0.85
Red Cloud C$1.47
Cormark C$1.40
Hannam 80p
Liberum 69p
National Bank of Canada C$1.10
Arden 86p with a £1.98 upside potential

Padmaster revised target £2+

Infestors' price £0.001

GLA

It’s looking like a strong dose of infesticide will be required soon.

This link gives access to Eight analysts' coverage of Solgold. JP Morgan, Paradigm, Redcloud, Cormark, Hannam, Liberum, National Bank of Canada and Arden.

GLA

http://www.dgrglobal.com.au/analyst-coverage-solgold

https://www.investorschronicle.co.uk/shares/2019/01/24/ftse-350-big-miners-look-cheap/

Despite their importance, fiscal stimuli won't drive the headlines for the largest miners this year. In 2019, we think those could come from an uptick in M&A activity, as extreme caution and a preference for shareholder returns give way to more aggressive strategic manoeuvres. BHP’s (BHP) stake-building in Ecuador-based copper-gold explorer SolGold (SOLG) could be instructive here, particularly as the largest miners have long-term bullish views on the red metal.

BHP highlights its investment in the Ecuador focussed, Solgold*, saying "Consistent with our exploration focus on copper, in September 2018, BHP acquired an initial 6.1 per cent interest in SolGold plc (SolGold), the majority owner and operator of the Cascabel porphyry copper-gold project in Ecuador. On 15 October 2018, BHP entered into an agreement to acquire an additional 100 million shares in SolGold, for an investment of US$59 million, with our total interest now approximately 11.2 per cent."
Conclusion: BHP is on track to meet its annual production guidance targets. Exploration focus is on copper and the company highlights its investment in Ecuador focussed Solgold.

https://www.proactiveinvestors.co.uk/columns/sp-angel/30513/today-s-market-view---chinese-producers-to-defy-economic-gloom-and-boost-2019-output-30513.html

BHP article 22nd January.

"Solgold has one of the best looking copper-gold projects under development anywhere in the world right now."

https://www.proactiveinvestors.co.uk/companies/news/213043/bhp-shares-retreat-as-latest-production-numbers-underwhelm-213043.html

Arden 2019 copper report.

Solgold 2019 pick. Up to 430% upside to current price.

https://www.modresources.com.au/sites/default/files/research_reports/Arden_Copper_Outlook_Jan19.pdf

https://www.proactiveinvestors.co.uk/companies/news/212687/amid-the-current-global-uncertainty-how-bearish-should-we-be-on-copper-212687.html

"However, Liberum reckons greater value is to be found amongst the more significant of the companies with large projects moving through the development stages.
On this thinking Liberum highlights Asiamet (LON:ARS) and Solgold (LON:SOLG) as offering the best value......."

Brenton Saunders, an analyst with Sydney-based fund manager Pendal Group, said Newcrest was more likely a buyer than a target.

“My sense is they want to buy something - not small, but manageable - more of a single asset somewhere in the Americas.”

Newcrest spokesman Chris Maitland told Reuters, “If we can see an asset where we can ... use one of our competitive advantages to increase the value of that asset, that’s how we’d approach M&A.”

Newcrest, which has expertise in a type of mining called blockcaving, is vying with BHP Group (BHP.AX) (BHPB.L) as major stakeholders in Ecuador’s SolGold (SOLG.L).

No problems or warnings addick.
I can’t copy paste it because it’s a map.
Regards
P