Member Info for SGbaby

Hi Digit! I know, it seems crazy to start calling out India like this but if you think of it from a politics and propaganda perspective, it's actually genuinely smart.

1. India blocked it is an external narrative, us vs them, they want to hold us back, no longer will we stand for it.

2. Bangla vs India is much easier to U turn on than Bangla vs Bangla.

3. It is also a faceless and nameless India that is to blame, which makes it harder for India to retaliate politically. Because they can only say no we didn't do that, and Bangla will say great thanks for the green light.

4. The harbouring of the ex PM is huge fuel in the anti Indian sentiment, supporting the narrative shift.

I actually felt like I was going crazy when searcher posted the FB comments, and this video has all my spidey senses on alert. They can't just change the whole narrative overnight can they? Let's see. This screams seeding to me, and I'm so excited to see it.

I might be wrong but...

Afternoon all, hope everyone is well!

I've just watched it and imo, this isn't random. This is what can be called seed content. A small channel starts pushing random obscure Bangladeshi coal mine that's been off the table for 20 years, for fun? Nope. This has the hallmarks of marketing work and priming the algorithms imo, the more this type of content appears the wider the reach and the more people will be targeted with it.

It's an interesting development.

Is it insiders? Maybe lobbyists? Is it us retail bagholders? A marketing agency testing the waters? Deep pockets trying to start a pump and dump? No idea. But I think it’s clear that it's not random.

It's also following the thread that India blocked Phulbari before due to water table issues. Is this the seed phase of changing the whole narrative around why the project was shelved before? This is exciting for sure!

GLA

Evening guys! Just popping my head in to say hi and enjoy the except statements on coal by Fousil!

I'm still holding everything and waiting for the GL!

GLA

Cheers JC!

Do we know if he actually has tipped us? I can't seem to find anything directly online?

Interesting, thanks for the insight guys

In what account can you buy these? When I try to open a spreadbet on IG it says they are only closing positions, not opening new ones.

It's been like that for years IIRC

Just imagine if they are found in the overburden 😁

I don't know if that's possible with the geology, but it's a nice though lol

Trump is creating absolute chaos in the markets. What a rally.

I placed a order at 2.2p this morning, it never got picked up and I paid 2.5x when the US news changed.

Im at my full exposure for the year now, very happy to sit and wait this out

GLA

Cheers mate. I was looking through my news articles, but I hadn't saved that link.

Remind me please, who is the BNP is pro Phulbari?

The updated resources page makes for such a bullish proposition, and let's us make some easy valuations.

Let's say gcm keep only 10% of the mine, giving away 90% to the outsourcing partner who will do the mining and invest $15bn.

Mine revenue of $3.4bn p/a. That's $340m to gcm pa at 10%. The mining partner, taking the other 90%, will recover the $15bn capex costs in less than 5 years, which is extremely attractive in mining terms (meaning it's more likely than GCM give away less than 90%).

At 4x earnings, retaining 10%, gcm are approximately a $1bn company, which is approximately 300p per share. If GCM retain 15%, it's a 450p share price.

Yes it's a binary bet, but wow those are good odds.

The market is valuing GCM at a 100 (or more) to 1 bet, and personally, that screams value to me - given what we know about the political landscape and likely moves post elections.

GLA

Something is coming...

And it's more than just a placement lol

Also, no chance China (or anyone) would be moving any production to a country without energy security to ensure up time.

This is exciting for sure!

Agree we need a chat! I've got searchers email somewhere from like 15 years ago or something! 😂

I'm holding until the end here, £0 or £retirement

Me too mate, I know lots like to trade this but I've always just held and added because the day I do, it's GL day lol

New ISA season is coming soon and ready to add another 500k to the pot if we are still at these levels.

Good stuff guys ☺️

I wonder if we get another isa season top up or if we are flying this time next month.

Exciting for sure!

Well this is fun isn't it.

Hope all the LTHs are here enjoying this. I'm still holding and praying lol

GLA

I agree. Maybe sooner but at least we have a time frame and the risk of younis trying to hold on for many years is now drastically reduced.

I wasn't planning on it, but I think I'll add more in april in the isa too.

What state is the country going to be in in another 12 months?

I can't imaging people, who have just violently despised a leader, will just accept that while their lives are being destroyed in favour of banning vapes and single use plastic bags. Guess we will have to wait this one out.