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The cost to do what Vale did in 2005 at Vermelho was incredible and we have all that already done. Fast tracking Vermelho will be feasible and with the world demand for cobalt and nickel, almost a certainty. I can see similarities here with Solg and Ggp, so could easily multi bag in next 2 years. Rechargeable Batteries are in the next 10 years going to be where everyone wants to be, the share price will inevitably drift at times but this should be seen as a topping up opportunity, Good luck holders.
The Chinese century is just about here and the first thing on the Agenda is to wrap up the commodities required to be the world superpower. Of course they will try to get their hands on HZM but uncle Sam doesn't want the Chinese in his back yard, so expect fireworks when eventually this comes into play. think the shake this morning was for low hanging fruit, doubled my holding at 6.4p but happy to let this simmer for few months to see how good the management is. Making all the right noises re ESG lets see how the rest unfolds. With a market cap as low as this we could eventually end up with a multi bagger.
JPM says resumption of super cycle underway led by developing countries. Main beneficiaries are oil and industrial metals, but PM's not far behind particularly with dollars demise. I suggest you hitch your wagon to copper or nickle miners although the yield on some oilers demands a second glance.
They’ve hit something big, first hole locates approximate location, second hole to find direction of core, third hole should locate core and give a three dimensional approximation of deposit. All going to plan, remember 2 out of 2 with lucky 13 to go. There is massive upside here if NM goes it alone, otherwise a two or three bagger if we sell him out. Your vote counts jam today or gold tomorrow.
only 2/3rds of subs taken up this means the nav is better than if all the diluted subs were acquired. Think this will go to 55p without any increase in underlying holdings, although with the last two days gold increases factored in it should really be trading at about 57 to 58p Time will tell if I'm right. Long term this is the main play in gold futures.
Maybe the lull before the storm. Often get blackouts before news as not to inadvertently mislead investors with price sensitive info. That's just a guess, would be nice to reassess value of holdings, particularly interested in Spin Memory, surely Boeing will be looking to diversify from a one trick pony.
NM fully aware of his cards and order in which he must play them. Surprised only by the need to finesse Alpala before demonstrating his strength with drill results from the other sites. NM obviously has a plan to hurt the majors enough to stick to joint ventures rather than knock outs. Very interesting times, wouldn’t want to be on the sidelines at the moment.
Market makers screwing Gpss holders to nothing and will make good when the rights are not exercised and the Gpm price compensates more than loss on Gpss. Gpm current NAV 65 and about 58 fair value if all Gpss are subscribed looking unlikely although wouldn’t put it past market to greatly increase price on 26th late on . Will wait and see Gpm worth way more than 46p.
Maybe tomorrow, anticipation in market hence the drift up, could be a game changer, as another Alpala derisks the whole shebang. News overdue from Solg and Ggp who’s going to be first, either suits me although think Solg has the potential Ggp had when I bought in at just over 1p.
Think it’s independently calculated, I think what will happen is the current 25% discount to NAV will reduce, as you say it keeps people from exercising subscription shares, personally I have already subscribed, but with a cancellation option until next thursday. This has got to be worth over 60p in anyone’s joking Fiat money.
Back to the day job of checking RNS at 7 am and if news what market opens on, be glad to see the back of the weekend warriors, shame they can’t arrange a meet up for a fight around the back of the bike sheds, maybe knock a bit of sense into a few of them. Remember this is primarily a financial board and only matters financial or affect share prices are of any value here. On a more apt note expect price changing news soon, hope it changes the right way for Christmas.
RL from my memory has a history of successful investments, with £4+million to play with and £2 million in liquid assets we will soon see how good an investment manager he is. I’m happily to take a back seat and see where we go from here, good luck to holders, think this share is going to be anything but timorous.
Surprised by drop in gold but Gpm NAV has held up well, still my intention to subscribe in the knowledge that if the worst happens will still be well below NAV and convinced gold will rally and a year of M and A Will add spice to the underlying holdings. Genie of QE is out of the bottle and he’s way to big to get back in, the only way is to increase massively the size of the bottle, inflation and gold at $2500 by Biden’s first Social bailout.