Member Info for swest42

Note to self Neil. Its better that way.

Line drawn. move on.

Stanger things have happened ref tomorrow ..

If not, then I think its fair to say without (much) objection it'll be within a month.

And that, as the overall storey unfolds , will be a mere footnote.

And rightly so

As has been well documented and is well understood by LTRs here, the overall narrative doesn't change a jot if a short term date slips a bit

This thing is happening

Market not liking it guys. Unforgiving.

I'm surprised it didn't land this week

My previous frustrations over GH are dispelled now MIIF on board. MIIL is defacto ML imo, royalties are agreed and satisfactory by now or MIIF wouldn't have joined.

I'm eager to see procurement announcements from KM and resource increases (in time).

Rubber stamp time is upon us. We're set to procure, have funds, have the build manager, lets go.

Today as funds available. Its a reasoned choice, I try to remain objective / 'dispassionate'.

The unknown is the free carry / royalty. However I happen to believe that it will be reasonable; body language, comments, demeanour, participants, character of those involved. They are all factors. Something like PREM fails many of those hoops for me.

Directors buys, recent MIIF, and obviously ML is about to land, all factor.

Personal logic, other may differ, and thats healthy. Anyone is always is urged to remain with in limits.

More precisely. We need to exit the 20s to avoid a low ball offer.

DGR gone.

New, willing, very well positioned partner on board.

Hmm, you're missing the symbolism / significance

I think so. In some regards a first move in the process of of Ghana coming on board in the broad sense

A significant rns. A great one imo.

The anomaly between the sp and everything else continues

If u believe, all one can do is sit tight and add when u you sensibly can

To think, we never even actually recovered from the BO non event, an anomaly in itself

A strange path we tread indeed.

Very valid point

Wouldn't be surprised that free carry settles at around 8%. Closed negotiations continue, unless its someone at that table no one knows. Our project economics are good enough to carry that, we want to get out the blocks and start ordering long leads ...

Secondly, one for Teddy - I think MIIF are clever and will want to get in just before ML to swerve exactly the rerate you prophesise.

September is and will be exceptionally busy here. gl

I want to say there is an unwarranted disparity in the sp with all our forthcoming news.

However deep down I think the reason for the muted sp could be the risk of dilution from forthcoming MIIF investment. Has anyone a view on this, it's difficult, we're very low already, I would really hope to minimise dilution, but MIIF are entering at a very opportune time ndeed imo, everyone plays their best hand..

Normally we have become rather muted on more conferences, however in line with carps comments below, and noting PLL current campaign which I also think will promote us, personally I'm hopeful its a pre cursor to the significant announcement we now all await

Positive. Some big payments from NAL operations filling coffers. When liquidity flows so does confidence.

KP supports us in words and wallet, have to say I take to his air of enthusiasm.

I have been jaded with MIIF in the past, that was my bad really, I wasn't alone.

I found that article very informative. MIIF are thinking deep strategic, to the extent of generational.

positive signals here.

A well received post. because its another positive. Yet we gasp for air at 21 with 7% spread

Anomalous/ crazy.

Mr Market knows best. ML soon.

Despite the ongoing small increments of positive events and news here, the SP will not relent, more accurately money stubbornly sits out.

Many others have moved on less, many on ASX. I'm left to think is our time will come

I wouldn't necessarily expect an immediate rerate with the ML (others will differ on that)

I believe the rerate will come post ML with new institutional money, Q4 ish and beyond.

For certain IIs/ funds, no ML is clearly valid bar.

Events in Niger will also be on any sensible persons 'wider radar', however marginal. keep it real regards the part of the world we are in.

Don't completely understand the mechanics / reasoning of this regards paying at a premium, a large one.

Perhaps someone could elaborate if they have time, be grateful.