Member Info for panama

Very sensible quote Chippy and I like your style. I am also patiently (mostly!) waiting for our slice of history.

I think the challenges and concerns and panic , for some, arises from past errors or bad luck or bad judgement or pure dastardly director tricks in their portfolios crashing and burning or something major like lack Of funding as in SXXX.

I have lost small amounts in the past comparative ot my investment here, on gambles or researched certaintities that went pop unexpectedly etc etc etc, as most have.

However, though nothing is certain in life, if one has done their research, this has funding, backing and proven resource down there with a commodity that is pure gold and all the add- ons like copper.

It is not so much a gamble now at all....more a matter of time! Shorts have to buy back. NCM need the gold to feed their beast. SD needs a winner to escalate his career trajectory to major heights. Long Term Holders believe in the stock so will hang on for dear life.

If you have your people reading this SB....read carefully. We are holding!!

I should add, that it is also frustrating that not all of us can add at these prices too, or maybe even wish to, given we may well be fully loaded up, adding to the angst .....but fortune favours those who wait and those who have invested a lot of time into researching the fundamentals. What else would give you these odds? I can't find anything.

Let's focus on it coming good!

Dealts you are right ,
As it's not only you but clearly from the last post or three, others that are obviously getting spooked! However, the markets are in carnage everywhere at the moment and I believe even SD himself would admit there's some form of skulduggery going on re our stock in addition plus general sentiment and lack of production as yet.

Despite all of this, the news is good, the gold hasn't disappeared and we can clearly see our MD fighting his own and our corner and LTH's do not appear to be selling!

It's a long game not a short one. Even I , with my renowned impatiencem have resigned myself to waiting it out.

Don't let's let the b*****s win! He who dares 'n all that!! This is IMO only. Do your research all those who are waivering. I'm in it till they drag me away....
ATB

When we are more steadily on our way down down deeper and down ...the SP and our spirits will be on their it's way up!

GLA

Hahaha brilliant analogy TP. King Kong with chimps love it !

Question- re the 5% cut off point of Dec 21.
I understand that this was the original agreement, but did the Valmin code upon which these negotiations are worked around in the industry not stipulate, outside these facts, that if a resource growth , after the fact, was so significant , that it wold have to be included or at least taken account of, in the valuation process, to be absolutely fair?

I am a little confused on this point.
I am expecting to to be lowish ball as a figure, given Sandeep's style and methodology, however, with our updated resource plus the forward calculations known to arbitrators etc, can some not be included?

Forgive me if this has already been covered somewhere

Great podcast and I'm liking Shaun more and more. Here are the highlights for me:

-Shaun : 'Havieron is a bit special'- Panama translation: understatement of the century!!
- 'We've shifted the value of the paradigm' - look out NCM, we know you're underpaying our assets here
- We are experiencing 'compounded average growth rate' - we are mahoooooosive!!!
- our expertise in and outside of house ' will give a good indication of the next 12 months- Sandeep you might
be hiding the facts from the outside world but you can't hide it from us...we know!!
- we are currently 'each fighting our corner'- THE GLOVES ARE OFF SANDEEP!!
- 'from discovery in mid 2018 to production in 18mths from now- BLOODY HELLFIRE..unheard of!!
- ''we're in a transition period and need to get past the distraction of the 5%' - don't we damn well know but
once we do the gloves will be firmly off!
- 'movement to free cashflow'- in other words, don't you be worrying about our ability to pay!
- 'I love the copper story & the outlet to the EV market- COME AND GET IT ELON!
- ' you couldn't script a better platform'- world...watch this space. we are about to make history!!
- ' we're in the right postcode' - to get another strike!!!!

And what Paddy said!!
Good luck Greatlanders....every time Shaun Day now speaks with clarity confidence and commitment to our growth or at least a fair deal, I doff my cap to him and feel better about this languished period where our value is not aligned with the facts.

Hold for Gold

Hi TT!

Chinese takeaway ….or Ozzie takeout !?

Will look for clues !,
ATB

Oops. Spidey Senses :-)

Could just be my Soddy senses working overtime tho !! Lol!

I have a feeling he’s going to drip feed us something important! He’s on a mission to get news out there. Might be subtle as he can’t overshare unofficially… but I’m looking forward to this one.
He’s dropping clues methinks

Scally Scally Scally.
It’s got to be the missing link !
I’m still convinced of that.
Just imagine ….Vast prospect …. A link potentially between Hav and Telfer …. Traces of gold elements tantalising us all to date … 100%% ours …….oooooooooh!

Hope my spidey senses are right …..!

...And the last post explains (and I agree) exactly why Sandeep needs to get a move on if he wants to be smart. Our resource is ever growing and time stands still for no man!

It is to our advantage and not his!

DH I have no doubts that NCM have helped us achieve what might welll have been impossible on our own...however, they are a major with a tough CEO who is ruthless.

I have never been in ny doubt that they would play games!

What those games completely involve are unknown to me...and I won't speculate too deeply, but I do beleive strongly that they have gone quiet, dropped results regularly and downplayed our assets and growing reserves. That tells surely a story of it's own with respect to what their intentions might well be?

My opinion only
ATB

Sandeep- 'Good day Shaun. Yeah I give in. You've got yourself a possible hit there mate, but...well, you know, it's tough for you little guys out there and to grow into 'big boy' pants will take a lot of money there mate! No offence. But hey, I'm feeling generous after having a little think....take 25p a pop and we'll take it off your hands. No wait, I'll throw a bonus in for your efforts; 30p. Let me know by Monday.'

Shaun- 'Hey Sandeep. Where've you been hiding all these months? Good to see you. Tried to call your office...no luck but look. No worries mate. Gave me time to work on the new MRE3 and seems my inbox has dollars pouring in and they're open in all directions!. Sorry Sandeep, forgot to tell you in your absence for a minute there.

Make it a £1 and I'll take it the rest of my 'little people'. They've only got 70% stake in my little company mate. Nothing to be concerned about mate...right?'

lol! Imagine that!!

A very interesting and well laid out report on the needs of the environment , social and governance of our company ! Impressive and oh so topical !
Shaun Day is indeed ticking all the pre requisite boxes to go from explorer to producer !
Is he gearing up to definitely Co - produce with NCM after all our buy out talk ? Or not ?,
Either way , he’s being very methodical.
- squaring up to the recently less obvious cheerleader SB with his own MRE2
- ensuring we produce a highly topical sustainability report. Currently a global hot topic.
- using his future growth house to formulate a team of superpower BOD
- doing roadshows podcasts interviews and town hall and investor meets
- walk-in the walk and talking the talk !

The SP may be low but my faith in him is increasingly high.
Go Shaun !

I think it is truly interesting that they will accept all 11m shares! Interesting times. 5% on it's way??

Makes one feel good to be on the right side of the fence!!

Dip thank you for your transcripts and any other research you and others put up.
I watch all the videos but it is often easier to digest more accurately the transcrips afterwards in addition to the tone when live of the interview. Very handy. Thanks

Also great to know GGP will continue with our own updates regularly. SD really is putting himself about now and managing all of the challenges NCM are setting him. I was once a GH fan and still applaud his showmanship and his initial lead on this. However, IMO SD is definitely now the man for this complex integrated job as we intertwine with the major who wants us on the cheap!
GLA...tis going to be a longer ride but over the rainbow I hope we go....

Wonderful upbeat interview with Andrew Scott! Brilliant!

Highlights for me (as well as some insights on timings) are:

- 5% still some months away, so let's not assume anytime soon but by the deadline or late Summer
-catalyst for shareholders moving on from resolution of said 5%
-(we have ) 'really strong compounding growth'- love compounding!!
-time flow to cashflow relatively short!
-(we have) 1,2,3,4 (!!) decades to grow value from this asset !(yah boo sucks to hotcopper posters who stated its a short-term strike!)

Basically our man Shaun is excited and I'd say even buoyant for him in this interview.

Much to look forward to.