Member Info for Scoutt

Will take my Gpm holding well above my portfolio max but it’s money for nothing, or better still gold for nothing. Anyway nothing gets overlooked and would not be surprised to see the price initially fall as cash strapped holders have to exit , As it gets closer to nov 30th professional investors will force price. Nearer to Gpm price including Gpss reduction at present about 18p a whopping 150% rise. As you say no brainier, wish I had more readies to mop up a few more. I would say good luck but there’s no luck involved.

If you think prim is a cut price way to buy Ggp, and it is, take a look at Sve, normally follows Ggp as its the largest holding, but as of late stuck at 18p way below where it should be. I keep selling down Ggp and buying prim and Sve but on paper this at the moment looks wrong, will end in smiles though, GLA.

Seems everyone is on Ggp when they should be here looking gift horses in the mouth. Should really top up, still have 10% in Ggp so should reduce and buy here. Anyway talking to ones self is a sign that everyone else is too stupid to listen

Thanks Lutho for the post have goT an unopened copy on the desk just haven’t got round to read it yet. Pleased about the ref to Solg but also to another holding Hzm. Think the potential upside is worth more than the possible short term weakness. Should get interesting around here very soon as drill results and assays arrive at regular intervals.

One things for certain with the developing technology and the scramble for ESG credentials this share is not staying in the 20s for long. Typically take out price would be up to 50p considering patents, distribution rights and ESG potential for packaging sinners, personally would prefer organic growth and development into ftse250

Think alike, recognise a few names but then off left field Thinksmart. My top holdings Solg, Ggp, Gpm, Gpss, Alm, thinksmart, prim,Sve and hzm. A few odds and sods for dividend but boring stuff. Anyway off to Tesco’s, just heard alcohol cannot be bought after6pm, in Wales, today until 9th Nov (and counting) Reminder to self sell Grocers, buy Witherspoon.

Seems like an opportune moment to pick up some cheap. Concur with Francois assessment, copper is mainstay gold the royal icing on the various cakes. Looks like this will be the share that keeps on giving providing NM can keep playing a blinder with his ESG credentials. Better to spend a few million on ESG than get the whole shebang confiscated by an irate Government. Keep Up the good work Nick.

Never Ming the reduction has lowered my portfolio limit which means I can top up tomorrow, will be just my luck if there were to be a RNS but not really expecting one TIL early November. Think this is money for nothing, trouble is the chips aren’t free and it could still go lower. This s now a clear bet on the world industrial production continuing to expand in which case copper is a must, Gold as always will always be in fashion, especially so if the industrial production does not expand.

Think there is a mention by Simon Thompson from Investors Chronic Call, usually causes a stir as he has a loyal following. Anyway long term are well aware of unfulfilled potential and the Bored Board. Sooner or probably later we can all say I told you this was a multi bagger and even the useless board can exit stage left and rinse another group of shareholders.

Well they had a perfectly good offer from Solg until a week ago, the offer was a slightly smaller slice of a infinitely larger cake, and the idiots believed their board and rejected it. That rejection could come back to haunt them when in the near future the offer we made is worth Can$50. Wonder how the Cornerstone board are going to explain that one, especially after a dilutive share placing.

China have just created two new Gold exchange traded funds, estimated they only currently hold 2% of Gold held by USA. Anyone who knows any wealthy Chinese people will be aware of how they value gold as a store of wealth. Can see gold price kicking on Gpm rising, it’s NAV rising and it’s ridiculous discount to NAV becoming a premium, should do wonders for Gpss which are even more ridiculously priced.

Seem a heavyweight bunch, particularly the BHP guy, looks like NM is going to try and get a JV all the way to production on Cascabel. The funds that can be raised, as Recoverable reserve levels become known, will allow NM to progress the chain of 100% owned discoveries over the next few years. Anyone selling out will find it increasingly difficult to get back in at a reasonable price. Certainly one marked comfortable retirement.

The America’s comprise both south and north, the USA centric view is that it only consists of the USA and a tiny bit of Canada. The population of the Sym bit of America, Mexico south, has about 70% of the population and 95% of the number of countries, so not a bad area to have a concession in. Sorry but there are other areas of the world besides the USA

Turkey’s largest bread maker to use Sym packaging, traction in both product and share price, ticks all the ESG boxes in an industry that needs to tick a few. Major relate coming possibly takeover before it gets too expensive, should be a very good day.

That’s the day BHP are free to vote against any board resolutions, and or submit their own. Things hopefully will be a little clearer after 19 Oct. Personally think NM has played a blinder, all he needs now is a couple of the other prospects to come in, hopefully Tier 1 and we have a multi billion company. Personally think best deal for Solg shareholders is to hive off with an upfront royalty deal, use the funds to prove up the other prospects in succession. Once gold is flowing 2025 hopefully we will have 3 to 6 other Tier 1’s proved up and we can seriously look to development of these through to production. I think NM has the ambition and capability of turning Solg into Another Rio Tinto, with a Barrick thrown in for the Gold. Anyway whatever the outcome the shares will not be nearly as affordable again. Gla

Personally THINK it’s going up possibly to a record high, but there is a caveat “ don’t fight the Fed”, we don’t need to as the Fed is doing all the hard work. The magic money tree, modern monetary theory, is a live like kings now, starve later. When hyper dollar inflation hits very soon it will infect all fiat currencies, the only store of value will be gold [precious metals), forget crypto’s as they rely on a counter party, gold can and has been confiscated in the past, so hence my investable pot is almost entirely in gold and other pms. My main investment is in Gpm which does the research for you, I also own the Gpm subscription shares, Gpss, which are currently trading at about 72% below fare value. I advise anyone to research both Gpm and Gpss but not at the expense of Solg, or Ggp, as I think both could multibag imminently. GLH, remember that there is always pain to get a gain.

Maybe next year, they’ve used every other excuse, how can a board with three possible unicorns go ten years with excuse after excuse and still draw their considerable, considerations, consider the share holders is my plea.

The directors showing confidence by buying £25 between 5 of them. Personally think that’s the kind of commitment any shareholder should have £5 as a warning that events change everything. This is for now a business without a plan, cash burn must be horrific, government bailouts even on a temporary basis are at best a way to unwind positions in an orderly fashion.

As I recall when the offer was made to Cornerstone, Solgs share price fell, normal for the bidding company, question is will the price rise now there is no offer. Interesting couple of days, not expecting much news from BHP unless it’s a straight bid, as they have been prevented from even discussing possibilities until tomorrow. More interesting will be the drilling news, which if positive would support a minimum 50 to 60p price for now.

Think twice as lots of positive news due over the next few weeks. If out of the market will be expensive to get back in, several irons in the fire and if one comes off it’s not a 10% rise, more like 50%. Just a thought