Member Info for panama

Hiya Mushy !
Yup … more gaffes than Biden when I type too quickly !! Hahaha!

Nice to know you have manners :-). See you in April

Correction !:-)

Well Hello All!

Am overseas so a little late to the party but I never miss a good one !! Although partying in this awful geopolitical disaster is much muted !

However , my two pennorth , as I said post SDs surprise and discomfort at the panel forum he was on after SBs ommision of update a few weeks ago , said it all to me.

SD is branching out from under the wings of NCM and supporting his shareholders ! No doubts.

Rock on Shaun. You have our full support! We might be small but we hold a lot of sweeties in our jar. Their price just went up !

GLA
Panama

Hello all. Currently overseas and looking in tho you’ll all be asleep by now !
I think it’s best to let SD fight our battles on this one as emails to SB will swatted away like flies into the junk mail !

SD is more than capable ! Plus he’s all to aware of the inequities here I’m certain of that !

A rocky road to glory. Nothing golden in life comes easy. Let’s just hold fast and back SD all the way to get us the best outcome he can. It’s David & Goliath here remember ! He’s got fo use his experience expertise and wits. All we can do is back hi, and hang onto our golden tickets.
GLA

Aquakidd - Newcrest will be well aware of that so why do it? And quite possibly it is 'not' manipulation or evasiveness, but simply timing and order of proceedings with their other investments and jvs etc? Or...a shorter term aim and game

I personally see only gain for us if there are delays in releases in fmv at least, because clearly more value will be increasingly added.
However i remain perplexed aobut not releasing the MRE 2 given Shaun clearly wants it out there now and seems rather peed off it isn't.

So tell me...what do NCM have to 'gain' by not releasing MRE 2 short-term...unless they have another plan of course.

I guess we keep waiting to find out what...

Speedy, to put it into perspective, it was more than just body language. After all it was 2am for the poor guy deep down under :-)
But in conjunction with the facts, I only think that it is time the gloves come off, if at all feasible under a JV with the strength of power and might at NCM have.

We could not have (and still cannot ,and are tied anyway,) do this without NCM, but look at the facts-
1. Suppressed SP for over a year now (despite the ATH inflation).I don't think it is in collusion with NCM but someone knew there was no fomo for a reason pre NCM results, where even SD thought the MRE should have been announced
2. Ra rah-ing of the opportunity by SB re Hav for sure, I agree....but supressed and muted results with lng delays, even tho labs have obviously contributed to this
3.The very obvious (imho) tension now between the two mighty CEOS.

Now unless we have not got 20-50 m oz of the gold and shiny stuff that most CEOS dreams are made of.....you tell me all is well .
I am still hugely optimistic for a terrific outcome....but let's not pretend it isn't going to be a slower and more uphill battle from here, unless SD can pull a rabbit out of the hat.

I am still on 'our' team for sure :-)

ATB Panama
3.

Speedy for once, and with respect. I disagree. I think its full on war and I know that SD is going to have to pull out all of the stops to prevent a full -scale take out at low cost. I am encouraged by the fact that SD has built a phenomenal team around him to support his own expertise but as he said in the webinar, or words to this extent'' people should be confident that 'WE' have built a team that understands' (the full value of the specatucar last 12 missing months of drilling etc etc etc)

I do not believe this is going to be easy, but as we all know SB needs SD and vice versa. There has to be a deal in the offing. I rely on SD to sort it out as fairly as possible.

Hang onto your shares for deal life PIs and dont be mugged.

Well!! Who was saying we wouldn't learn much from tonight's presentation? Sorry but firmly disagree now!

There is definitely tension and SD is definitely on the warpath. Thank God we have him on board with his knowledge and experience. We are in the hands of the JV for sure but I couldn't wish for a better leader on our team than SD right now. He is on his mettle and guard.
SB is playing hardball as many suggested today, and we are being minimised in the eyes of the world.
I am really not sure how much SD can do re timings and unfurling of facts but why why why (ask yourselves) is SB playing such hardball right now?

Unless we are all wrong and there really is no signiicant AU or Copper deep down..I'm sorry but there is something amiss and I truly hope SD resolves it soon.

Who was said SB is a bully?

Fuming in my little Panama corner here!

there is NO QUESTION imo that he is peeed off to the extreme! no question at all. So I'm afraid we are at war.

there's definitely tension!

I'm gonna buy Shaun a Panama! lol

Antigua- thank you.

And MFU yes it is less likely in a forum that he will divulge anything personal to us. Still it will be interesting to hear his stance and the updates that he will share with others on the forum.

You can tell a lot by body language and words. Let's see!

Yes Matty I am hoping so. I really am intrigued as to what SD could possibly say tonight that he hasn't already said in several recent interviews?

Let's see!
ATB

Yes I agree. NCM are our partner and a good one to date. There are bound to be tough business like negotiations taking place. NCM's shareholders would expect it of Sandeep every bit as much as we do from Shaun.

I think the outcomes will have to be reasonably fair for the 5% but may not be to our taste short-term. BUT the 25% remaining...well that's a completely different story , as our digging reveals more and more gold. Then NCM will shell out or we will all reap the benefits together.
Disappointing to keep having delays in major announcements....but win win in the end.
I think if anyone sold at these levels only to wake up in 2024/5 and see £1 plus....they will do more than kick themselves I would think!!

I think tonight with SD may shed some more light on current events. I will be watching closely....

Delighted we have a strategic expert and money man in SD fighting our corner!

Much as I believe NCM are in mind of a t/o possibly, given Telfer's needs, I am definitely not in favour of one at these levels! We would not be offered our worth imo

The no real news news ,thus far at least, from ncm however does somewhat explain the lack of real uplift to SP preceding the update. No news. No leaks. Same positioning.

Yes . He IS communicating to his shareholders. Which is good

Thanks Claret.
I had an hour in my head for some reason. I did wonder !