Roundtable Discussion; The Future of Mineral Sands. Watch the video here.
Incredibly sad to hear of the passing of Archways.
I had the pleasure of meeting him twice. He was a thoughtful quiet calm but confident English gentleman , with an emphasis on ‘gentle’.
It’s hard to believe a person we’ve met on this rollercoaster journey of a share is no longer but I’m pleased to have had the opportunity to share in its trials & tribulations with a growing group of friends made.
He left his quiet and gentlemanly mark.
It does make you realise how short but sweet life is.
Christmas wishes to all the other friends and characters met or encountered along the way.
It’s an upbeat interview and I do believe what Shaun considers to be good results (and I will include the upcoming MRE in my musings along with the Scally results) and what PI’s consider to be good results are two different things.
But then he’s clearly in the know and in the long game far more than most of us.
Clarity on ownership and direction is what’s important to me atm and with that in mind either way , I still believe SD is the man for the job along with the super BOD. They’re here for a reason.
I’m waiting to find out what that is !
GLA!
Hhhhmmmm … I see there’s less Santa - Rally but more Grinchlike -Scally at the moment!
But without knowing just how long it takes to find the golden vein in a strike ; I’m still hopeful of a longer term hit. Who knows. They didn’t have much hope for Hav way back when.
In our case we at least have a plethora of tenements to stick pins in. It’s the long- game here. I’ve resigned myself to that.
I’m also not pinning all my hopes on a massive MRE but one that’s in line with expectations.
Steady so she goes.I draw on the warren buffet 10 year from start to finish investment inspiration if the fundamentals are right. In my case there’s another few years to wait imho.
In this case so far so good. Let’s just get the eventual ownership rights sorted so we can move on and up !
Slowly slowly ….. . Slowly !
GLA!
Now if we could 'bass' it on what a certain 'bass' said.....then my own fervent desire would be that he was right!!
However ...it may just turn out to be a load of ole stinky fish!!
Bit I am still hoping not. I've always nurtured the idea that Scally had hidden depths of gold nuggets.....and who knows. The fish could still be swimming in the right direction to get his foodstuffs......we will see.
We need a strike. One of them needs to come in to give Shaun more power to his elbow. That's what he's digging for!
We are all highly aware that delays can happen at any time. And they have !
I’m mindful re the MRE at this point however , that SD has mentioned a few times via different mediums and people that he wants it out by end of calendar year.
If for some reason it’s further delayed it will look bad after this so hopefully it will come. What we should be hoping for is that it’s a decent enough figure to keep sentiment spinning in the right direction.
That’s my main hope. It doesn’t have to be huge or inflated but it would be great if it were a ‘relief ‘ rather than a damp squib. I guess it also depends on how conservative NEM wish to be pre release.
We will soon see !
Good the see POG rising again and it’s December.
When I traded solely on ftse 100 stock the December rally used to rage forwards.
It’s curious to see how things are on AIM !
I guess the marco markets and geo politics affect a lot. And look what happened during the pandemic ! The golden goose seemed to be laying all over the place. On the markets anyhow.
Now we await the MRE which will land almost certainly this month. I’ll be interested to see how it moves or doesn’t move the market here looking at yesterdays rollercoaster.
Great to get news that moves us up but prefer when no news to see steady upward moves. Quite relieved to see d digits again. Be better to see 20 s as a baseline.
Funny to think that in the mid late 30 ‘s that 20 p seemed lame !
Can’t wait for it now !go figure ….😂
Well....back to work in a minute but good to see the new BoD in action tho disappointing we are down a bit today. No doubt due to lack of MRE but it is coming. I still don't think it will be a huge increase but a solid and conservative but pleasing increase at least. If the NEM team and independents are involved, which they are, then it will remain conservative. Slow and steady! It must come out in Dec tho or egg on face imho as its been a while coming.
Great that Mark coming to TH and my standout in the entire presentation was his fervent nodding in agreement when Shaun mentioned all the upcoming catalysts!
Lots to look ahead to! Fingers and toes crossed.
Hopefully there are buyers out today in this dip making up our losses today too..
Slowly Slowly....
GLA!
Wow ! That’s a big drop in POG overnight !
I think that’s why I prefer small incremental gains in our SP as the drop from 38 p to almost 5 was a shocker here too!
SD is adding what I consider to be bigger than incremental gains to our performance factors in his choice of bod tho the SP goes up slowly, and we now hope ,surely !
Strategies. Alliances. Geologists and hi tech and gameplay moves etc etc etc.
It’s adding to our SP in ‘real’ growth as opposed to fake news
It appears our hands are tied in terms of announcing what we want when we want due to our overlords or whatever gameplay might be in ‘play’ but so long as we keep going up in pennies or more , based on real value growth …. I’m ok with that.
Let’s see if we get the MRE tmw or at least before year end. I’m pretty sure that David must be sparring or at least negotiating with Goliath to come to some decisions. But still feel anything could happen !
Waiting & Watching !
GLA!
Looking in and see we haven't hit 12p yet but going in the right direction.
A lot of talk about the MRE and it's difficult to see where it will land...8 as a minimum I'd think, 9 -9.5 as a bonus and 10 as a godsend!
Anything over that and I'll post a blinkin rocket too!
I'm just happy we are going up in slow but incremental moves until major news. We need a steady ship and unless major fab news, not a volatile one! So long as we keep on in the right direction basically.
I will be very interested in what happens next, but it is clear that SD needs to keep aligned right now with Newmont, so steady, conservative and respectful.
We can decorate our own houses anywhichway we like..but we can't choose a colour when the landlord doesn't agree.....
Hoping for stars to keep aligning and the POG to hold it's course upwards.
Slowly Slowly Catchee Monkey
Good Weekend All !
And … re the Sp resistance points. I recall being stuck at 12 p for eternity it seemed at the time.
Happy to be stuck back up there for a while on the ride up again right now !
Slowly slowly …..
Good news re Nickel potential and a topical commodity given EV
So if we hold gold nickel and copper ….. and continue to grow those deposits in our reserves then we’re building a skyscraper potentially.
Let’s see.
I like it that SD releases a few rns’s at a time , often prior to meeting !
Wonder what’s next. Let’s hope it’s a decent MRE !
GLA!