Member Info for SeanT1967

We all knew it was coming. Time to "embrace the suck" as they say.
Charge your glasses, count your blessings and go again on Monday.
Good weekend all.

The good news is you got home safely from your bike ride, you were healthy enough to go on one in the first place, and it's nearly time to open the first bottle of red.
Happy daze!

Looking like there could be a broader market rout today so those with a nervous disposition should look away now.
GLA

Got to say, I'm loving the regular news flow. Makes it a very exciting stock to watch ATM.
US having just the winter to consider de-icing salt. It's all coming together very nicely.
GLA

Peggy - They said they were fully funded through the next two drilling seasons, which takes us up to the beginning of 2023. Unlikely to see much, if any, dilution. Certainly not diluted to death, unless something catastrophic happens. There's also any royalties from Casa still possible on top. It's all not that bad.

Chameleon - Probably the best strategy - go with low expectations. Anything else is a bonus. There's still time for a cheeky RNS of course..

Obviously not.

..and big spread. Is our sleeping giant stirring?

True, but it's my firm conviction that NvS won't let himself of anybody else down.

A lot of timelines must now be possible. Estimates are guesses based on personal preference. I would go for partial sale. That might have an initial negative effect on the SP, but the long game would be very attractive IMO.

Older - Maybe smaller portions? ;)

Would be nice to have an update before.

They're already putting trackers in cars. They'll know exactly how much to charge you, no worries there.

Fantastic! Onwards, and most definitely upwards.
GLA

Go on Fullers! You know it makes sense! ;)

According to the 4th Jan Newsletter, mining license & environmental permit are H1 targets. Obviously that covers a reasonable amount of time, but if the raise is being strategically put back then one assumes the money for the lights is being taken from somewhere else.
Amongst current workstreams are operational capability build-out, additional technical work and project de-risking. Either one or some of these have been completed early or put back also.
I don't mind, but would be a bit disappointed if the current target of commencing construction by the end of Q4 2021 was overshot as a result.
Just my thoughts.

So, it's not actually criticism per se that's the problem, it's who makes it or who is being criticised. Then, it's simply a numbers game to assess which side of the argument is "right".
Yawn.

At one point the guidance was that a raising would be done at the end of last year. The SP was around 4.5p then, so things could have been a lot worse than raising at 6p. We have to take our positives where we can.

I'd say he's on the money.

bsg4 - Good news for anyone with any dry powder left. That's not me, unfortunately.