Member Info for pjh1

stay in your lane adw - all of my investments are carefully risk weighted and the amounts of money i invest are multiples of **** ants like you.

He’s been prattling on about imminent war for days and days and now wants us to believe he bought at the low and sold at a big profit. Hahahaha what a joker.

100% a buy signal and I’ve been buying accordingly. When someone has

Great RNS - game on. Sad those who have called this completely wrong continue to post nonsense but they’ll be left at the sidelines very soon.

Saying you will not complain while whinging about being underpaid is an interesting approach to PR. It would be nice if Harry didn’t surround himself with yes men and had someone on the board that could tell to put a sock in it on occasion. Some people never learn I guess 🤷‍♂️

Board repeat spammer acknowledges he has posted 59 pages' worth of posts (~>1000 individual posts) since December 2024 on lse.co.uk and claims another poster is a "loser" - good one Bonkers, you are a comedian at heart. hahaha

Probably the same chap who was called out for having lost >£600k of his and his son’s money who investing in an AIM fraud and, despite having proven what a crappy investor he was by going all-in into a total speculation, had now taken it upon himself to tell everyone invested in Kefi that he knew best and they shouldn’t invest. He disappeared after his posting history was revealed and hey presto Buffett appeared. The only difference is Buffett isn’t even being original and is instead copy and pasting GPT-5 output which is getting a bit tiring.

Buttett - do you always base your investment decisions upon news stores >12 months old which have been addressed and debunked by the companies featured in them? Hows that investment strategy going for you?

Can’t argue with buried-treasure given his 20-year + investment banking experience dealing with tier-1 institutional investors. /s

Why don’t you pop round to Ruffer and tell them how you know better than their analysts? You could LOLOL to them too, just to prove how silly they are….🥱

Malik is talking his book as he has declared he has an open short on MKA. He really is being disingenuous criticising McNulty on Twitter for publishing his own trades and “front running” PIs, when Malik appears to be attempting much the same, albeit he just doesn’t carry the social influence to have much effect and has now found himself on the wrong side of a strengthening share price. Current NdPr prices are in line with those assumptions set out in the DFS for 2022, so everything looks to be on track here. Malik has no visibility of the contemplated G Azoty process, costs or forecast profitability, as this has not been published, so his comments about their next moves are complete finger in the sky guesses by him, being someone with an open short position who wants the share price to fall. Suggest his views are only worth listening to if he publishes detailed explanations of his thinking, with numerical workings (as McNulty does from time to time on his blog), so his comments can be properly scrutinised. At the moment, he’s making noise and flapping as rises in the share price are losing him money.

What an asinine comment - they’re drilling full speed ahead, gravity survey results due any day, either be patient or sell. Ranting that this share isn’t going to 10x before they’ve released any Red Setter drill data is simply moronic.

Why don’t you sell them if you’re so unhappy with progress?

“Risky game this exploration.”

Wow, our very own Sherlock Holmes. Of course it is, talk about stating the blatantly obvious. High risk, high reward.

Art, I think you also need to consider the market caps of those two companies you mention and the % of their respective projects they hold. Wishbone holds 100% of Redd Setter with no issues like historic net smelter royalties or back in rights from third parties. Greatland raised several times in their formative years - all par for the course in the evolution of an exploration company.

No need to throw your toys out of the pram. I was just posting factual observations about comments you have posted in writing on this site which have turned out to be complete and utter cobblers.

Your posting history is there for all to see and judge…

Clearly frustrating for you, having opined so loudly about the merits of EVR, to then have been proved so very very wrong in several of your assertions.

The problem with NPVs is carp in = carp out, as in your model.

A few observations:
1) Your discount rate used is far too high given the processing plant is already built (eliminating a lot of risk) and in light of financial environment and current risk free rate of return. 8% would be more reasonable (and is still high). This immediately increases NPV to GBP 445m, based on your figures, well in excess of our current mkt cap.
2) Your assumed recoverable reserves of 7.6m oz gold is low given known resource geometries, intersections and recent step outs.
3) Your assumed profit per ounce is far too low, given gold price, known grades, size of resource, the fact that the main infrastructure is already built and Newcrest's expertise mining block caves (Cadia). Increase this to a more reasonable $800/ounce and NPV increases to £712m.
4) Your model ignores that Newcrest will mine the high grade stuff first, significantly increasing NPV by pulling higher margin production to the front of the production profile.

The fact that Jim has appeared parroting your flawed calcs is no surprise - he told everyone he'd bailed for ORCP just before this share price screamed higher - absolutely clueless.

Gervaise verbally confirmed Firetower target drilling, on their Tasmania licence area where it's cooler, to take place this Jan/Feb. He mentions it around 7:30 mins into this vid: https://m.youtube.com/watch?v=JEPOQ4pn_bk . Not clear why they've not updated about the status of this work and if/when it's happening?

Rellim - believe you're correct that they stated they can't drill any targets in WA, such as Black Hills, while the weather is at its hottest Dec thru Feb.

"why on earth would they build in the right to more warrants at 2p"........... because warrants are NOT issued for the explicit purpose of funding a company, rather warrants are issued as an *incentive* for investors participating in private placements.

Rick Rule (CEO of Sprott Global) has spoken about this subject at length in many of his interviews. They're well worth a listen/read.

If GGP do release stellar results pushing the share price over 3p, they will have the option to trigger the "accelerated exercise condition" to request warrant holders from the last fundraising to exercise their warrants.

Seems sensible to get everything lined up ready to facilitate this accelerator if they're expecting good results and a positive market reaction. Good luck all holders.

Nice snippet from the most recent podcast:

On Gonka: "it's all open at depth and it's only shallow drilling down to about 300 metres at this stage so we'd like to think we could be on the TIP OF AN ICEBERG."

Great stuff.