Member Info for swest42

Min res or pilbara not sure which lost the article aregoing to sell at auction to get price' transparency' on spod spot, and it seems that auctions are challenging Chinese spot to the upside

Imo all important inentive is 1500. That includes ability to bring new resource online.

Out soon. 24k uk. Some Oems need to start shxtting themselves. China absolutely stealing march. It'll snap at a Taycan, but the cost..

Selling at this stage, no chance, reiterate my first sentence

Its a valid concern (to me), but its outweighed by the positives

Nothing is a 'no brainer' (hate that term), objectivity though is good

We wait

There are so many positives here and I won't go on to list them again because its been amply done

My concern here is riven from the fable of Achilles

What exactly is the timetable for the Government, 'Q2' is just us/ALL saying . Someone on here said something recently about the elections in December and we being used as a mere pawn, a football. It struck a chord.

Theres a deathly silence around the specific subject of timescale, are we in a queue, is that queue published. No.

With sincere regret, I'm not sure thy know what they're doing.

Great optimism and caution all in one for me. I have no doubt whatsoever about the Project, but if we're sitting her awaiting for an election in Dec, secondary consequences await, including another raise ..

If anyone has hard data on the ratification debate or vote timescale please post

1300 encouraging, we make a pretty margin at that, of course we have a mine to build first (!)

If they can just ratify, it appears fair winds lie ahead for us .. Assore aren't stupid, hence the bid, if they could scoop us up down here what a result for them ..

Citi and GS predict sell predict sell into this mini rise as large surplus looms over next 2 years and prices back down, your view ?

I'm on the fence, don't know how to call it, GS called it right before for the wrong reasons ..

After 2 years, which is where we come in, consensus seems to be back to deficit

On another positive, Lepidolite seems to shut up shop on cost at spod sub 1200 or something like that, maybe higher

As for us, we are termite like, with Feldspar premium we can survive AISC under the ashes when many many players are dead

At 550p I confess any buyer would receive my full attention :)

(TBH at a quid 'Mrs sw' would have taken more than a 'passing interest' in her ISA, but thats another storey ..)

GL, ball sits with you Ghana I believe, don't mess it up ..

I'm of the opinion theres a 'wall' of money perched waiting a crucial derisk event of ratification, akin to planning permission

uk analogy. We have a field without planning, few cows can graze but nowt else.

Once planning lands, that field soars in value, it rockets, it oft then changes hands, rapidly, large sums involved, sometimes several times, b4 spades go in.

We have the unusual situation where say 40p is both 'cheap' (define), and unlikely to occur at such premium to current sp

Both sides of the coin are 'right'. Personally I cannot understand why the floor isn't in at 33, the bid price.

People the term 'undervalued', and I know they're expressing an opinion, buts its a similar anomaly, the one and only value is 19.20 as of 2 minutes ago. There is no other actual 'value', only perception. ATB

A good run through.

As the time for talking draws to a close vis a vis ratification you is either in or out here. Feels that binary to me. I'm amazed we're 18.9.

Its possible every post regards revenue should be suffixed 'once ratified'(!)

we sit we wait

ATB

FWIW I consider ratification the no.1 milestone by a country mile.

With it we go go; without it, we might as well all go home, bids , listings, take offs all have no legs.

akin to UK planning permission. one can make all the plans one wants, but without planning, its for the birds ..

I'm sitting tight and keeping the faith, but it ain't easy, and I don't think I'm alone in that. Come on Ghana! GL

Still getting sold into on every attempted breakout

All one can do is sit tight and wait for continued news

I happen to think the recent huge refining funding package news lurking in the background is as significant and interesting as anything else. Ghana are clearly looking to go into the energy transition in a massive way. Fair play

Thats the refining cheque then

They kept talking about it, but refining is big bucks, and I think it was too much out of the Works Bank/IMF money, we appear to have our answer

It piles the pressure to ratify imo. To have refining with nothing to put in it would be 'unjoined dots' to put mildly

I've been railing against calling rat a 'formality', but is is finally looking that way imo..

Someones thrown in the big towel today guys

Each to their own, everyone sells for different reasons and so forth ... gulp

I know I know, I just get frustrated, only human

For the record, I just hold now for whatever happens, I'm not buying or selling any more of these, so frankly I may as well just switch off

But I know you 'd all miss my lovely musings :))

Being brutally honest. The Ghanaians concern me. the Company, resource , are great, but I'm afraid it will all count for nought if we can't get the jurisdiction out the way. I'd go so far to say the the jurisdiction is felling like an an obstacle now, a millstone.

NH keeps saying they are fully on board, if so, then just sign the blxxdy thing off?

Given the positive spod outlook, our price actions concerns

I do hope something bad isn't in the offing

Testing times indeed for shareholders, less so BOD whom are hedged via renumeration

Yep.

Ahh the golden question, when ..

I believe we're targeting by Q2.

Trouble is, if you've seen them waffling on in their chamber, you might ask which Q2 which year.

Talking at length while saying almost nothing seems to be the parliamentary Ghanaian way (sorry if that a but offensive, just opinion)