Member Info for paulmetcalfe

It doesn't seem to have moved at all the last 2 days? Is is static or a system glitch? Gold is up over a % today to $2932 at the moment.

Any clues or predictions? I know gold has been rising but is that baked in to the price?

When are the Q4 figures due? Thanks

Any idea why? Was it something to do with the American market and the Orange fella's stuff?

I mean the future dividends from Anglogold. Is there something you have to do so you are not paying tax on the dividends, with is not being listed in this country?

Thanks--found it now :-)

I've got these in an Isa with HL. Now they are no longer listed on the LSE, do I have to do anything regarding future dividends etc?

Have they declared that? When is it? I scanned through and couldn't see it.

I don't think we "Moon shot" after the Endeavour bid----------but i appreciate your sentiments. It would be nice if the offer was turned down, the Centamin share price stood on it's own and did then take off.

Anyone do the cig packet calculations for if gold stayed above the $2600 for the year as to the amount of free cash flow and what the dividends could (SHOULD) be?

With the current POG and the amount of profit we should be making in Q4, it would be nice if there was a special dividend.

If the takeover gets voted down and there is not another offer coming in, either by Anglogold or someone else. then we should start to get decent divis with the amount of money we should be making.

I know things can change, but lets say that next year we mine 500,000 ozs / AISC at $1300 / Gold at an average of $2500 , then they will be making $1200 an oz profit before the profit share. that is 600 Million.

Using the same figures but with gold at $2600 is 650 Million and at $2700 700 Million. That is a lot of millions.

The results look pretty good to me but maybe the market was expecting them? It makes the deal look better for Anglogold if it goes through. (I've voted against it) but worse for us.

At the current POG and AISC we are making over $1300 an Oz. With the waste contract finished, more of the mine opened up, more solar etc it looks good if the takeover doesn't happen.

If it does go through then it looks like Horgan has done a great job, which I think he has, but not for us shareholders.

Look what he has done. Look at the figures for Q3 and what Q4 is likely to be. That will look brilliant on his CV for when he goes for the next job.

I'm against the takeover----but a special dividend and an increased offer would sweeten the deal for me.

Yes a good one and a jump in the share price would be nice. I cannot see it being a bad update, with what they already posted, but hopefully some extra ounces and the increase in POG and the sales at the increased price will help. If the AISC are falling then even better. At the current POG they are making over $1300 an ounce.

The Q3 results this week will be interesting and how they affect the the share price and the view of the proposed takeover.

I suppose production figures less than expected would make the offer seem more generous , and vice versa.

But , if the figures for production, AISC and Oz's sold are all good, then that should make the deal seem good for Anglogold and their share price should go up.

If the figures are good, then would another offer come in from someone else? If Barrick got parcels of land in the last round of auctions, then if they bought Centamin, it would be a really good foothold in Egypt for anything in future.

What happens if the figures are really good but the offer is voted down? If the figures are that good then then share price should stand up pretty well on its own.

Views appreciated.

I really do appreciate your input Dasut. Thank you for continuing to post.

Once again--Thank you Dasut. You explain things simply so I can (mostly) understand.

Thanks Dasut.

I still appreciate your views on ounces mined, AISC, and general view on Centamin, Sukari , other mines and miners. You seem to have a much better understanding than most on here of how things are and should be done.

Please continue to pop in.

This is where I miss Dasut's view on things. I hope he pops on and gives us his views.

The site was down for me last night and this morning as well.

Thanks. I know the dividend was higher (and a I suspect some of that was to boost the share price before the management filled their saddle bags and rode off) . I know the AISC were lower but surely the increase in POG should have made up for that? The Oz'z mined have stablilised a bit now and as we know know, without high grading (I hope!) .

People can be either right or wrong ----it's 50-50 more or less. There must be a small percentage for staying the same.

About a year ago when gold was above $1800 some were predicting it to go below $1500 .

Do you remember that "Trading for good" ? ------Left here about 3 years ago to go over to Boo hoo to "make some real cash". They were around the same as us at that time 105 ish --------and they kept falling and seem to have stablised around the 28 -30 mark.