Member Info for PaulFG

https://www.youtube.com/watch?v=hC1DabCPBBA

@dvh I know you're not a fan of this JT - he was one of my lecturers back in the day and I have to say he made academia a much more exciting place.

Nothing we don't already know but for new interest it's a good presentable summary;
https://youtu.be/4g6wVhqXEH4

@JTB - ditto
lol

@JTP no I meant CEO of PALM

I quite look of POW hut haven't bought yet.

I have to say I've listened to the CEO of PALM many times and he puts me off - it's all 'trust me', 'you have to understand', 'watch this space' stuff. OKAY yes they've bought some interesting prospects but have they actually done anything? It feels like they're just moving paper around trying to create an illusion by distraction.

I could be TOTALLY wrong of course.

meant CHF not CGF (no idea what that is)

@TS - lol not disciple. I haven't bgt CGF or EEE yet jus watching. But I listen to all as you never know.

Having looked into CMET though it did fit a profile that was missing from the portfolio. I like it.

But I also hold things like CEY, FRES, OMI...

@JTB I applaud your decision to diversify, especially in this very volatile sector.

I've been looking at CHF & EEE also - really like their stories.

Have you had a look at CMET? I feel there's very good story about to be recognised there very soon.

lol @bitcoinbuyer every board I visit you seem to be there and topping up some massive holding.

The question is: is there anything you aren't in? haha

well it's $35m not $500m I don't envisage any financing problems in the current environment.

Of course that could change but right now a $35m requirement is pretty small in the mining industry. And MF has stated he's looking at linking offtake contracts providing as much of the funding as possible - i.e. building it into the offtake agreements, minimising the requirement for funds in the market.

In addition:
> Michael Frayne classifies CMET as a pre-production asset;
> MF estimates 50% margins {!!!)
> Once Licencing permission granted sounds like he has the offtakers lined up ready to sign
> Sounds as though he's going to work in the production costs ($35m) into the offtake agreements.

I mean it's a pretty unbelievable story - when this gets noticed I think it could really fly.

re EIA - that was my reading of the EIA RNS update - perhaps you're right. Buyers are waiting until formal approval.

Was looking at this over the weekend - don't really understand it's current low valuation. Country risk?

Anyway decided to start buying today - but had to wait until some of the froth came off that RNS (albeit just a REACH type announcement).

Have started buying now, whatever it is that's holding back the SP I don't think it can last too much longer. The market eventually recognises the valuation & opportunity.

@Happyhaddock - no disagreement here.

@Happyhaddock - totally agree. Though at this stage we're attracting retail investors, a fickle bunch at best (take a sample of posts of the the last two weeks, flippy-floppy, vitriolic bunch) incredibly sentiment driven. SO having a charismatic CEO in front of the camera would definitely smooth the SP journey.
Long term results will out and you can't change the geology so I think if we have good results nobody will care, but witness the reaction to the placing, the last drill results and moreover CBs performance in that first interview with STOCKBOX...

As I say I like the guy and his style, but I am one retail investor...and it's retail that will carry the stock for quite a while yet.

Would not be surprised to see this drift up today. I think you're right the market has most likely priced in Q1 results, although I think they may surprise slightly to the upside, but where I think we could see further uplift tomorrow is on the guidance for the rest of the year (he said hopefully).

I think Craig is okay and seems to be pretty well liked, listening to various commentaries, BUT he could definitely do with a bit of media training to sound a bit more confident and less irascible in these interviews.

talk about missing the whole of the pipeline!! lol

I will admit CresWick was definitely what attracted me here.

But the Tambo wildcard is beginning to intrigue me. Especially with RB's history there.

I mean I expected SP movement after the share went exDiv. But wow.

So the dividend here is like 16.8p (mas o menos). I can't wait to see the SP shenanigans on POLY with a 63.9p exDiv date May 6th.