Member Info for SurreyNot123

Eh. I'm not sure i think you need to consider the company's broader strategy and the types of investors it attracts. Darren's not going to be in it for perpetual, unending growth. Reinvestment is obviously a huge plus (a la MTL holders that have been in.since CNR announcement- must be wetting themselves having made huge gains!) but at some point divis and buy back schemes present a level of intrinsic value and shareholder appreciation that constant "growth" might not. At the end of the day, everyone wants to get some cash out of their investments. You don't always want that to be rooted in the need for selling your shares. Hence my point about the types of investors.

Divis would be a good thing once la india's up and running, and if the right now brainer project presents itself then jump on it then.

We could take nearly a thousand dollar drop on gold for this to have material impact on our fundamentals. The gold bull run is just the compounding value-add, which makes our situation laughably good. The concerns at Condor were rooted in the fact that there was uncertainty around moving into production. That uncertainty's been fully removed as DB is fully pressing on and has the capital to do so without further risk of dilution or third party financing. This takes us from a laughably good position to a materially derisked no brainer. AGAIN, the price increase here isn't a rise, it's simply a normalisation to where CNR should have been if it had found a successful partner or moved in to pour. On the topic of global economics - the POG increase is less a bull run, as much as a global migration to stability. Dollar's lost so much credibility that the central banks are chomping at the bit for gold. I'm thankful every time The Don opens his stupid mouth or announces another tariff because all it does is fuel that uncertainty massively and pushes IIs and the banks toward our commodity.

This is a true time and place investment: if Mellon and MC set the fuse, all it took was DB to bring a lighter to the party and Donald Trump to expedite the gold rush.

Sincerely wishing everyone here the best on this one. Especially the fellow bag holders. I'm very grateful to see this value start to be crystallised, indeed as I've said before we had a principal investor who died on the La India timeline, but was a massive believer the its intrinsic value and where things were headed globally. So this is a somewhat bitter sweet journey for us.

And anyone that thinks I won't make good on our school trip the Hawksmoor has me woefully misconstrued.

I deleted that because I thought it was low hanging fruit..I'm already to frivolous with my Dad jokes!

Glad you picked it up and ran with it..will be more bold in the future!

Bert just read your comment, sorry.

Yea, align with your divi thoughts.

This will be 50p by 2027 open if DB stays on target.

If they opt for that route, expect divis of 1-4p depending on how he wants to develop the pipeline.

Right now we should be on a clean run to 22p.

I HATE the rampy hyperbolic comments - DYOR etc., but this project (with free cashflow from Philis) is an.absolute freighttrain.

II's are going to make cash hand over fist here when they can buy in. AIM's a frustrating limitation like that but the fact that we're able to operate without under AIM conditions has worked for us so far.

Again - as a condorian it's just brilliant to see someone with the stones actually moving the project along..

High time indeed. The future's real £%#!ing bright.

True.

Still a bad day to be broom though. Not sure there'll be much credibility left, there.

Holly moving in for the hostile takeover

Oi William..

https://i.pinimg.com/564x/20/c8/5f/20c85fdb9fef985ce4e43f221c0a8b9a.jpg

Lol same.

The deal was still a bust. Annoyed I didn't put more of the cash that was freed up from the sale back in, but well. We're already over 20m. I think that's enough to get the juices flowing.

Agronomics and medicine. He's ruthless and tired of the project. Nothing more it it in my view.

Heard of neither of these cats. They must have been proper old guard - I've been in CNR for the best part of a decade and don't recall them

LOTS of new names popping up here with neither the knowledge or reputation to qualify for any meaningful input.

Once again to reiterate, this is simply a normalisation toward NPV pre pour / news. We should have been at these levels five years ago.

This is only just getting started. Unfortunate for those that sold out but you can't ignore that sometimes people need liquidity or find another opportunity.

Ignore the rampers. Do your own research into NPV vs AISC vs Project pipeline vs Price per Oz.

This has still got a LONG way to go. We don't need luck - we've got fundamentals.

18p is very conservative. Who was the author?

Probably just offloaded looking at those deep sells at COP!

I'd be happy to not engage with MC again.

Not a huge amount of substance there looking at how things landed with Condor and the sale. He wasn't wrong, in terms of his perspective concerning the project, but he did rely on it selling itself vs. trying to broker a decent deal.

This is nothing more than a normalisation. The fireworks havent even commenced yet. 🚀

Jesus. You really kept the receipts..

Pedro I wouldn't throw too many stones either mate - you spat on this BB on your way out the door.

THX was obviously wearing a pushup that day..

Ugh. I was horribly underwater on CNR, my payday was supposed to be the sale.

It's all love man, let's not worry. Prudent to not poke holes in our own boat, especially where it seems like you personally are making cash hand over fist as well - perhaps you should be getting the bloody steaks in!

Plus his predictions on POG were absolutely nailed on. Just took about three years longer than he predicted, and.you can't ignore that our bumbling orange friend over the pond helped us along by expediting the move away from the USD into gold equities.

Thank you very much.

I don't even think it's a case of "where gold sits by then". Christ - at $3k we'd still be making free cash hand over fist.

Again - La India is once in a lifetime project.

As you all know, my only gripe is that MC and Mellon didnt eother dig it up or get a better deal. THAT being said, when i spoke to JM he said he wasn't in a rush to dig the stuff up - it's not going anywhere and the only thing it was going was accruing value. The words "like leaving your cash in a safe for a rainy day" were used.