Member Info for schlemiel

Frannie - Get onto Google, Duck, MS and search for any possible news on this . This is what I do before coming on here and asking the resident 'experts' should I fail to find the relevant info

Use the West Aus gov website. Search the net for info. Get into the habit of searching for relevant news. It's a habit that pays dividends. Relying on info delivered on a plate can lead to complacency

An example - On Google, type in 'Western Australia mining, heritage approvals' or something similar like 'Paterson region, heritage approvals' or 'Scallywag, heritage approvals'..it may not yield a result but getting into the habit of DYOR is fundamental to informed investing

caveat - I'm an expert in noffin' at all

The company (Origin, Falcon) silence is a positive. It is the new approach to neutralising the authoritarian left that is using the 'earth's health' as their medium of politics

Origin's decision not to reference future activities in the Beetaloo is deliberate and strategic. ORG and FOG's silence is part of a wider political response to the fascists of the green left.

Origin is playing it precisely how it needs to be played, low key, off the radar, no headlines and deprive the authoritarian left of the oxygen of publicity in the media. The left thrive off the back of an interested media, scary headlines, stoking fear, portraying the faux victim being crushed under the jackboot of a corporate behemoth etc etc.

Origin should get on and do what they need to do with the min of fuss and only release the absolute min of news to satisfy the market regulators

So we can expect news to come when we least expect it

The only thing rotting on me are my teeth. Need a new set for the wife as well. It's not a great look when you're at it like rabbits and they come flying out at that point of no return

nm

PG - It's the downside protection from the NCM-GGP deal that eases my worries. I just know our investment is in good hands

enuff from me and apologies for flooding the thread with verbiage and wittering

GLA

'There's also nowhere in the agreement that says GGP have to sell there 25% stake to NCM'..right there is GGP's ball breaking leverage over NCM...They're gonna have to cough up big time

I didn't know that Paddy..good stuff indeed

Is the Hannam involvement that piques interest. They're more a risk capital, deal-making boutique rather than a NOMAD or investment broker

I bet Heddle will have compensated for the various scenarios you reference, which is fair comment. He'll be a few steps ahead. I get the impression Heddle's a proper, switched on operator.

Is production from the ore supplied under the JV agreement at Havieron subject to the hedge now in place at Telfer? That hedge was bought at $1400 so Telfer output is losing around $575/oz on gold and I suspect a similar arrangement extends to the copper output

It would be counter-productive to have Havieron's high grade ore (low AISC) exposed to a price discounted down to the hedge price

Newcrest need to cover the Telfer hedge, take the hit and apologise to their shareholders for being shortshighted and naive fools

https://www.sharecafe.com.au/2020/07/31/rio-tintos-winu-assessment-a-boost-for-antipa/

If the extremist Biden gets in gold will go berserk. The Democrats have gone full on identity politics fascism with one aim, the social restructuring of the US and that means one thing, social instability as freedoms become eroded down to almost zero. The land of the free is slowly being cocooned in the politics of human identity and a brutal Marxism that destroys the real individual and replaces him/her with a perception, nothing more.

The UK is heading the same way.....

$1977

that's not ridiculous that's an abuse of consumer law...is HL making a turn?

Switch to a better broker cos HL is shxte

Back test of Hannam's 12.90 valuation, twice since yesterday

apologies for groaning..i struggle to hack these wild swings..head-wrecker for a nervy fcuker like me

apoloagies

grrrrrrrr

https://catalogue.data.wa.gov.au/

Worth noting Artemis is using DDH1 no doubt because they have a working appreciation of the region. I have this sneaking suspicion that there's an element of symbiosis between the players in the immediate region around Havieron

rkama

I don't know about that mate, but these M & A appointments are an indication of the mindset of NCM management.

Though I wonder if they're preparing to defend themselves from a takeover? That's a left-field thought

I'd say it's a positive

That's a properly positive report from Empire.

Empire just reported - they've started construction at Beetaloo for their drilling program.Drilling to commence in weeks

https://www.asx.com.au/asxpdf/20200731/pdf/44l1nq9qpgb3qs.pdf