Member Info for Scoutt

Normally the value valley between rise on discovery, drop on derisking then rise as production nears can be many years, this is foreshortened in the case of Havieron by the proximity of Telfor, manpower, materials, infrastucture etc. Thik we are at the bottom of the valley or very close. Take a look at Pure Gold was 2 years ago and we are a Tier 1 deposit with many more upgrades probable. This will end in the £'s unless of course someone comes in with a bid. Hold for gold.

Cannot believe this has dropped to sub 18p, hope it doesn’t go much lower, but happy with price. SD always seems like a man with a deal we will have to wait and see. Havieron is worth multiples of 18p on its own, just hope we can get a left side result to put fizz back in Share price. Glh

Glad I’m on the sidelines for now, surely the share buyback is too little too late, even for this shower of Bored Members, excuse the pun. Hope to rejoin if price allows, sorry for the rest of you who stuck with the storyline, the truth is that Bad Management will ultimately be the difference between failure and success and this lot will need years of hard work to achieve bad management status.

Also imagine that if the investors had sold all 225 million shares it would not have been for a tidy profit although I also imagine a few might have. I've got a vivid imagination that we will see 4p before too long maybe more if results look promising

Price at moment less than discounted price sophisticated investors bought in at. Several complaints as I remember from PIs who complained at not being able to participate, now is your chance. Just doubled down and hoping for some improvement in share price and some good results. Think fair value in the range 4 to 6p. Good luck holders

Todate the Board of ZEP have hardly taken a wrong step, most metrics look better than average and I can see similarities with the DGOC oil model of picking up cheap distressed sells and wringing the life out of them. For an indication of where this could go check out historical chart at DGOC and suddenly £1 per ZEP share seems not unreasonable, time as always will tell.

Will be buying back in as both share price and Gold are way lower than fair value. At present have a large holding at SVE which mainly consists of 85M GGP but at this price GGP seem a more sensible option. Can't understand the rationale "Powell - we think inflation is out of control so we may, just may be forced to raise interest rates on what will be a pretty worthless currency in 2023". Dollar rises and hence gold falls, in what module of Economics 101 is that outcome explained. Just before daylight at the turn of the tide the naked bathers flock to the beach, as Warren would say.

Completely back board in this action which I think is not only environmentally sensible but also a business master stroke. Zephyr needs now to do Dgoc and pick up assets cheaply and benefit from first mover and scale, this is a red letter day and now see Zephyr as a true sky's the limit company, well done board

Great rns all positive with not a cloud on the horizon, derived will see numerous profit updates and this could 4 bag in coming year. Glh

Shares for the boys, what constitutes a sophisticated investor exactly, one sophisticated enough to play golf with members of the board. Anyway as always its the little guys waiting for their turn at the trough that gets rinsed but at least looks like there may be a little left when the greedy pigs have had their fill.

Talk of bids, true value etc. Mean little as the price yoyos between 20 and 40p for apparently little reason. The majors got their stakes at 45p and since then a lot of the issues have been derived and copper is the new green gold. You could have made a bundle buying low circa low 20s and selling mid High 30s but who ever gets that timing right. I'm content to sit with my max 10% of portfolio and wait either for a second tier 1 or the ineffitable bid or more likely both.

Cascabel is probably worth £10B on its own, and that doesn't include the exponential rise in the cost of copper or the hyper inflation around the corner. The scramble for copper when it comes will drive the price to unimaginable levels, its far more strategic than just industrial. Anyway we will all have to wait and see where solg ends up, its been much higher with far less prospects than it has today, personally I'm holding for red gold.

There is talk of commodities supercycle if so copper will probably go to $20000 to $30000 per Tonne. As far as I am aware Solg is the owner of the only Tier 1 Copper/ gold "development" in the world. At some point a compelling offer will arrive as the current capitalisation is dwarfed by the potential cash flow. Although development costs will be high the company is trying to come up with a means of getting extra cash flow quickly by developing the most abundant ore bodies first. So to cut a long story short, if Sold stays independent you might expect a 20 to 30 bagger plus a yield of over 100%(at todays price) but will take up to 5 years, alternatively a take out offer by BHP or others would need to be at a minimum 45p and probably be contested so I would be hopeful of 60 to 75p . That's why if you don't need the money its better to wait. All the above is based on Cascabel, one of several potential Tier 1 exploration sites. So one could argue buying at sub 30p is a no brainer, unfortunately in my experience the is no such thing. All you really can do is to decide if this is a trading or conviction share.

Bigger discount compared with Ggp price, think we should be @ 21.5 and that’s with the usual 50% discount. May top up again but would be breaking my 5% limit. Think when this moves it’s going to be 10% plus anything extra that Ggp put on. You would think that rational markets would auto correct but not so here, been here since 3.5p and top sliced here and there retooling at unreasonable discounts to Ggp, apart from the liquidity issue it’s money for nothing, can’t complain.

Soner we get drilling the better, think results could be ttansformative.

I remember a time in the old days when an RNS from Solg would have 300 comments before 7.30, so it’s left to the die hardship to see this one out. Very good RNS, practical, precise and achievable time frame. I like the idea of prioritising cash flow in early years, and yes there will obviously be more investment required but we can play Franco, and the two majors off against each other to get a decent return for share holders. This is an investment opportunity that will Keep giving for a generation whilst transforming the Ecuadorean economy, six months isn’t a long time to make sure we are doing things correctly. Let’s see what the market says today, who knows I’ve given up trying to rationalise daily movements after a RNS.

Down 35% on ig just tried to long but was not allowed, expect the shake, mms want some cheap stock.

This company are no slouches, make a deal and complete, speaks volumes about the quality of the Management. Expect growth at pace, as a producer should relate to about 4 to 5p, any improvement to the current drilling being done and this could catch the eye of the herd.

Everyone has a bad call now and than, especially on small cap and aim. If you are looking for a large cap with bagging chances go no further than Fres or Hoch or indeed any producing silver plays. Silver in my opinion is about to blow possibly $100 0r more, if and when it does Silver producing mines could 4 bag or more. If you don't believe me see what price you can buy and take delivery of a silver bar.

Been out for 2 months now mainly because of the appalling management. It would be wrong to say they couldn't organise a Pixxup in a brewery they could, only they would set the date one day before lock-down finished. Fed has to be worth 40p on its own and I will be keeping an eye once momentum starts to build, such a shame on Spin as the USA needs all the new chips it can get before the Tech war with |China really starts.