Member Info for TalkingSense

Gino, I with you on the overexposed on ECR.
It's the biggest share of my portfolio I've ever had in a company.
I've broken a few of my own rules on this one , but I am very confident it will pay off.

Gino, Did you not top up on the last dip...you seem to be pushing the possible P&D message a lot today....although I think there is substance behind the rise now.
With the restrictions being lifted this or next week to WA, by the looks of that article, then anticipation of the site visit and progress will increase as 'news any time' becomes more possible.
Personally I don't think we will see a confirmed JV on Creswick until Feb, although the company may provide progress updates in the interim.
Ballieston being back on a deal possibility was the big revelation from Craig's interview last week...and we have no idea on a possible timescale on that one???
And once the drill starts turning we should be getting regular updates on that front as well

I think the sub 2 days are now over and the SP will maintain /progress over the coming days/weeks.

Again that was from a Victoria standpoint.
Its the return to WA that is the issue.

They can visit, but must urrently quarantine when returning to WA.
Hopefully we will get an update from WA over the weekend.

Ooops! banned from cruising should have a question mark...that's not a statement of fact.

That's older people in the UK prioritised.
Any idea what the process will be in the US (the main market).
Also what will happen to all the anti-vaxers...banned from cruising.

Has anyone got any info if cruises will be (or have been) allowed at full capacity?

belhus, Don't take that offer .
I'll sell you all my shares today for a bargain 50p per share.

Surprised it's taken this long to react

If there was no risk there would be no potential gains ...true for all shares

Hi Mel,
Carnival are just changing/extending the existing Queen Elizabeth terminal in Southampton so it can accommodate the Iona class ships.
The fifth terminal that has just been opened is a stunning new terminal for MSC & Norwegian and it can accommodate their big ships.
A lot of new capacity on order (I think that , prior to Covid, the orders for new ships meant that worldwide cruise capacity was due to increase by 40% over 3 years) so the market will be very competitive when cruising returns and I can see some serious competition on pricing to enable ships to fill , assuming of course that they are not forced to sail at over x% of capacity due to covid.

Forget the SP...the big money is betting that the chat number exceeds the trade number today ...odds are very short though :-)
Have a good day all !

Can someone please provide evidence of a 5m order everyone keeps banging on about...cannot see that this actually exists

Good news for our other license applications...decisions to be made sooner:

https://www.australianmining.com.au/news/victorian-government-boosts-mineral-licensing-applications/

End of November to mid January is more than 2/3 weeks

Not the time to be catching a falling knife....seen many make that mistake.
Good luck all whatever your choices here.

If Blue Moon (and other areas of the licence) are potentially under negotiation then they may be subject to NDA which would account for the lack of info in this weeks RNS.

We will see how this starts to play out tomorrow once the interview has been seen by a wider audience

I get the feeling the interview was recorded before the RNS as it alludes to the drill rig update arriving soon.

Any update/progress towards a Balilieston JV will set the cat amongst the pigeons as we've being 'going it alone' since June so that is not factored in the SP at all. My bet is initially a Blue Moon JV as it's been alluded to before that this is the most easy to progress area of the license

Initial drilling is to extend the resource map and add potential value to any further/future Bailieston JV discussions.

Gino,
In this case I believe that when he said trade it he meant the value in in the SP increase and not in dividends so it's a buy now sell later trade.
Not a let it rise 20% and sell, wait for the fall & repeat.

This is not a twitter ramp, but a statement of intent...I truly believe we may finally take a huge step forward (I'll take the 12 bagger he alludes to for starters)

Another piece of info we had no had before: One potential partner has visited on site in Creswick.
So 1 possible partner has completed (or almost completed) DD.
The other is awaiting Vic to WA restriction lifting.

On the Bailieston JV front, could Blue Moon be the target of a JV?
Mentions it a lot in the interview, but there was a distinct lack of it being mentioned in the recent RNS.

All looking positive, just a patience game

Incredibly bullish n future value.....got a few more at 1.825 before this rises