Member Info for Sotolo

Yes Eva you were very smart to give up on your view of it making 300p and grabbing 265, wish I had. Yes I am indeed a one off which wasn’t great at school and first jobs but was lucky enough to find a job where original or lateral thought was useful and won 4 BAFTAs for it. I hold on to my ghastly siblings too in the hope they’ll come better. I agree with what you say about gold caught between a rock and a hard place and of course mining costs rising with inflation, all that heartens me is how many pundits now say gold will keep going down, when sentiment gets bad enough it should turn

In 30" so v broadly I make profit £55m, £75m and £80m with gold at $1800, $1900, and $2000, ig gold settles around $1700 it falls to £40m $1600 £30m and $1500 £15m compared to £120m-150m over last few years, so profits look between half and a tenth of usual this year and next, which is why share price under such pressure, unless gold reverses its fall and shoots up or our reduced ounces and raised aisc improve, of course extra spend on new concessions could reduce these numbers, all at mid predicted ounces, mid aisc and extra $200m Capex. as said done v quickly

also gold miners are mostly expensive for what they are, like us on a forward pe of maybe 25 or 30 while general miners are half or a third of the price, just a thought

I am saying expansion is a great thing and cey should be rolling in a couple of years, but in the meantime it will have to cope with higher capex, alongside already higher capex from the wall, lower production and higher aisc from this for a couple of years, plus the lower gold price; to reiterate “when gold rises and the huge capex is through we should do very well!” That is why I remain a long term holder and long term optimist. Also I hope on Monday report if ounces and costs are heralded they are already in the price, though not sure the market will like it in black and white, and hoping even more ounces and aisc are slightly less awful than heralded, and that these plus some good news on new concessions and W Africa help the share price, rather than the reverse again. Finally maybe we should all listen more to Tiger who advised selling at a bit over 200, resisted going much back on the way down, and put his money in a platinum group metal miner whose metal prices are rising, thus profits are growing and is on a PE a tenth of Cey, wish I had his nerve and prescience.

144.5 to buy Barclays, but must now resist chasing it upwards and just watch

Looks like Rhodium is heading back to 30k either as a double top or hopefully on up. Thank you Tiger, wish I had been braver and bought more

Seem to have finally made it through the impediment of 140 we’ve tried a couple of times before. Now 145p to buy.

Who are powers that be and how can they get a share price ready for big news? Why would they be selling if think good news is coming? I am with DRyland etc, there are just more sellers than buyers as the ‘froth’ move out, however that should leave all of us in a better position. I am afraid I topped up a couple of times in the higher and mic 20’s so enough for now

Now at 140p, can we please break convincingly through. I made my 12th purchase this am, now done. Hoc, Cey and Baillie Gifford Shin Nippon are still by a long chalk my biggest holdings, but now have 140k of these or around £200k

Yes, which knocks about 5% off annual worldwide PGM production. They also say ”the risk of an additional delay in the implementation of this plan cannot be completely ruled out”, which would knock off more, as you point out. Should give us a fillip, now if only we could convincingly break 140p

Gosh, now most of the froth has gone from this board we are left with some really sensible contributors. It is very hard to value Orosur now as we just don’t have the metrics yet, and neither do they. Us holders remain hopeful, but traders are buying and selling purely on sentiment and I sense a lot have moved on judging how quiet this board has become again, and how illiquid the stock

Ps I am really intrigued by the notion of share prices being ‘supressed’ on bulletin boards. Quite agree about Occams Razor, but in the late stages of 100 year cycle, where we are now, conspiracy theories, witches, and intolerance sadly seem to take off

What a really sensible pair of posts, phew and thanks DRyland!

Gosh you are an optimist! I am pretty miserable that Cley is down over half and Hoc a third, Hoc justifiably on fallen production higher costs, and short mine lives, tho you may be right that as the gold/silver ratio falls we are moving from our major metal being gold. I am expecting Hoc to fall further with the PM,s that I see in a bounce within a bear, but holding to see what happens if/when inflation takes off

Sadly gold is up barely 2.5% in Sterling, the currency that counts for sterling profit and hence sterling share price. Silver is up a lot more but collapsed more last March and is being driven up with industrial metals, the gold/ silver ratio had got absurdly high but has halved and should fall further. Finally the charts and most commentators suggest we are seeing a brief respite in gold’s fall but it should turn at $1600 (or $1500). Let’s hope so and in the meantime predictions for our very small profits this year are raised rather than shrunk further next week. The concessions could be a double edged sword as more investment on top of this and next years huge caper for later profits. But when gold rises and the huge capes is through we should do very well!

Love calling it Titter! Just bought a few more

Interim AND final combined should be 9cents or around 6½%, so next one 3c

It looks likely despite chromeSA lobbying, as said SA needs the money plus to add more value in the country; the question is what the tax rate would be and how profitable Tharisa's chromium would be after it - ie what the break even chrome price is now and will be after,

Lovely to be filtered only for saying be tolerant, although I do take you point that views without backup argument are a bit useless, but you can always just ignore rather than insult or filter posts that suggest the share might move in a different direction to the one you hope, or are intolerant or insulting. frankly I am more afraid of the far more rampers , as pushing it to 40 and grabbing a profit at others expense then selling and a tumble. Anyway I find it just so lovely to see so many here now, as it used to be a lonely post every few days a few years ago. Have a lovely weekend all and let’s hope some good news next week and onwards and upwards

Well found, well I was nearly right about gold on the up but not the shares which only made 230 or so, sadly even more wrong on the correction that didn't bottom at 1900 but has plunged much further, let us hope I am even more wrong on this plunge carrying on, on previous form I should be!