The next focusIR Investor Webinar takes places on 14th May with guest speakers from Blue Whale Growth Fund, Taseko Mines, Kavango Resources and CQS Natural Resources fund. Please register here.
So Saint-tropez, are you suggesting it’s a more secure investment to take the 20% guaranteed at bcn and move investments from Kod? Not disputing your opinion but we’re on the kod bb here and that’s the inference I’m taking? Apologies if I’ve misunderstood. Personally, I’d rather be here right now.
I tripled my holding earlier today as I feel like there’s lots to come and an encouraging upside.
The little jump back to 0.3 was off the back of the RNS re: application approval and fee submission after some civil turmoil.
This rise yesterday and today seems a bit more spurious - is it anticipation of more news or just sentiment buying into expectations? Or are they the same thing?
Pensive emoji…
1. Results increase confidence but not resource estimate. This will come in future results.
2. Market STILL doesn’t recognise what we HAV... maybe it will only wake up when it’s too late to get in cheap and first pour is done.
3. Scally has taken the wind out of our sails, but there’s enough there to suggest patience will pay dividends.
FILL YER BOOTS AND SIT ON HANDS!
I wouldn’t be surprised to see a small effect tomorrow, maybe even end the day still below 30. Results don’t really add to the resource, inferences accepted. Definitely added confidence and faesability but unless the brokers derisk a little it may be a while before we see mid 30s again. I’m doing a paddy in any case unless I can get more.
We can all read into the minutia of GH comments, I personally think the Twitter hint is just that. Since Scally results dropped he has been upbeat about the inference, even though the actual assays were poor. To paraphrase; ‘it’s just the beginning, we are just scratching the surface’. It’s disappointing that we will need to wait longer for our multibags, but the difference between now and pre-Hav is... we have Hav in the bag! Patience key: SIT ON HANDS!!! Happy weekend all!
Oh and of course those grades aren’t too shabby either!
The interesting difference with my main holding (another explorer in western oz) and, from what I can see, most explorers is that this company strategy seems to be heading towards a more complete package in terms of the investment in drilling equipment, assay prep on site etc. Seems to be a forward thinking move which should pay off. CB seems to be a sensible head - the logic seems clear and his interview seems very pragmatic.
Thanks AG1989 for the helpful response - consolidates what I’ve read and feel like I’m beginning to get a feel for this company now. Also thanks to Talkingsense for the Twitter interview link on the other thread. Both very helpful! Will dip a toe in tomorrow to avoid my own personal FOMO and continue the research to support myself committing more - got a feeling about this one!
Trying to do some research, but must say I’m failing. There seem to be so many prospects here it’s difficult to pick out the priority and highest value components, so much much going on! Is there a good summary here somewhere? Maybe I can’t find it through the excitement today!
The last few days, in my mind, is probably mainly the effect of the MSCI front running compounded by the trigger effect of any slight rise on the assumption that a sale announcement will follow. I’m not feeling any closer to a finalised deal for a sale - well, maybe one day closer... glad we’re up at 32, hopefully news soon to put us out of our suspense!!!