Member Info for sharezy

Updated filter pack (sanity / spammer edition 😅).

TheCondorMan

Fukutu

Ajs8220

Manu17

LoveLosses

You’re welcome 😉

Hindsight tells me prices have already crept up.

Wonderful thing.

Wonder if buying now would be advisable in hindsight, or perhaps .8,.9 1, 2,3,4…

Nobody picked up on:

- The plan is not to dilute at PLC level to fund Saudi.

- Strong pipeline of projects to be announced this year

As expected - but good to hear (further) confirmed 👍🏻

Would have been an extremely brave move to bet on Man U not getting spanked.

TCM - concur.

What this system needs is a way to let posters know when they’ve been filtered, otherwise it’s like shouting into the void…

Oh dear… sorry to hear that…

If it comes off - as looks likely - then today’s prices will look cheap.

Will you wish you bought at these prices…?

@Rob It's an option - only matter of time I suppose until Saudi is capable with maturing industry themselves, so establishing that now might make more sense. Faster growth not a bad thing. On the inside we don't know conversations happening - and how stretched the team already is. I suppose it's easy to overlook the magnitude of the existing assets and opportunities, but like the thinking. Still time to do that once current projects in flight...

DV - he can't share market sensitive information. But some details around recent news and will be good to hear.

Submitted any Questions?

Once it's clear to all that the deal is done and dusted + the full details publicised and path to profitability disclosed + some clarity on how Saudi will be funded - the clear disparity between the MC and NPV will start to close.

Traders looking for big bangs - not sure - but more positive news flow will slow sellers and see sidelined £ back in.

Still risk, obvs - sure someone with zero vested interests will jump in to make this obvious point.

Hi Rob, thanks - I believe the funding includes provisions for further exploration - if only at the existing site. It would seem better overall to self-fund than to give some away to bring it forward. The position once revenue is coming in of being able to self-fund going forwards is where it becomes really interesting - especially at scale.

MRPlumper - I don’t believe I prophesised about the timing of any rerate… please don’t put words in my mouth.

We’re waiting on the rest of the finance package to fall into place, which is both positively positive and welcome, given the balance of evidence suggests this is in fact now happening.

That is all.

Time to reap the rewards soon.

Wonder when the penny will drop…

One of the reasons I invested was that - taking the emotion out of it - HAA presentations distract from the content of the presentations - the numbers and the reality of the direction of travel (slowly towards the prize). I don't feel one way or the other towards the man. I believe he's been around long enough to make this happen, and I think it's been harder and taken longer than he ever imagined. He's had to "stay positive" and remains so - or it would have all fallen apart. Ironically, this which has grated so much is in the interests of existing shareholders, as opposed to the opposite - even if taken at face value it causes so much chagrin. I fully empathise with early investors here (at least the ones who fully grasp this reality and take it on the chin.)

No, no, it'll be "wait for the disater/bad news/scam/HAA fail" all the way through to production...*

*Probably. I filtered him.

I presume all making personal comments in lieu of anything useful are in peak condition… 🙄

Ma’aden sat on stage just before hand saying they most rely on external expertise for Gold and Base metals….

Doesn’t need to be 2p…

Always 0.7, 08, 0.9…. Etc.

No. Nobody said that.

But it’s undeniably a very strong signal that things are progressing positively.

To ignore this, you’d either have to be a bit disingenuous or just plain obtuse.

I take it you do agree it is positive?

You thought getting credit approval from the lead bank was BAD news?

Okay…