Member Info for TalkingSense

up 15 bucks today to $1919.5 /oz :-)

I'd usually utilise my trading holding at these levels, but feel we are about to head to another level.
Strange that there is no news on the drilling rig and programme yet.
Looking forward to the rig getting in to action and proving up to JORC the excellent grades that we got in previous RC drilling.

From explorer to producer would be a massive step forward for ECR within the next year (not even taking in to account the Creswick JV and new licenses opportunities).

The stars are aligning for ECR.

There are a large number of cruise ships moored along the south coast (ruins the view from Sandbanks and Bournemouth beaches) including RCL, P&O, NCL and Cunard.
They have to refuel every couple of months and therefore go in to Southampton to do this.

Must be a delay getting the spray paint for the name on the rig...once done we should see the drill turning very shortly.

just quietly ....... Gold back to $1900/oz

You can all go back to sleep now.

Don't listen to Dill, I want to top up more sub 2p....Sell you fools....lol

Unfortunately we should get some drill rig/drilling plan updates this week so I may not get the chance as then it's onwards and upwards with a good steady stream of updates once drilling commences.

Sorry for the duplicate posts...LSE chat system is s*** at the moment in the mornings.

It's definitely a step in the right direction.
Will be interesting to see the timeline to run through all the staff only/ volunteer passenger tests, etc.
My guess would be end of Jan/Feb before we see any passenger cruises ...if all goes smoothly.
Also will be good to know what (if any) restrictions will be placed on passenger capacity.

https://edition.cnn.com/travel/article/cdc-cruise-ships-conditional-sailing-order-pandemic/index.html

A step in the right direction (finally) , not an immediate return , but a step towards resuming cruises in the US.
It will be interesting to see the timeline required to go through all the protocols to get to recommencement of cruises....my guess would be mid/end Jan or Feb..... if all goes well.
https://edition.cnn.com/travel/article/cdc-cruise-ships-conditional-sailing-order-pandemic/index.html

Western Australia has brought travel restrictions from Victoria in line with travel from the other states. A nice step towards getting the DD site visits.

Below from the WA gov website :
"Victoria brought into line with other jurisdictions
Based on the continuing low numbers of COVID-19 cases in Victoria, WA’s Chief Health Officer has also recommended bringing Victoria into line with all other jurisdictions.

From Saturday, 31 October, Victoria will move to the same entry conditions that apply to other states and territories. "

She is a beautiful ship.
Unlike the new Cunard ship that was due in 2022 (don't know when now) which I think they may call the Queen Camilla ...definitely not a looker.
In all probability it will be called the Queen Anne as there aren't many other options.

I believe that their is currently a total travel ban from Victoria to WA (with a few exceptions).
So a movement of that to a 14 day quarantine may enable the site visits (I guess it depends if the JV partners can have remote working for their staff for the visit quarantine periods or need to wait for a total lifting???)

Everyone has their own tactics on trading..I sold my trading holding at2.4 , bought Sareum, topsliced so on a free ride and bought back here 20% cheaper.
I wish I had the balls to trade more , but keep 85% of my holding here as a core holding and will not touch that for at least another 12 months and will trade the other if/when an obvious opportunity arises.
Would certainly not risk my core holding here as it's an excellent share and once WA lift the travel ban this will be heading in one direction...no more trading at that point, will just sit and watch my investment grow.

Hi Davee, This time around I think you are being very optimistic.
If that report from the CDC the other day is correct and all cruises get suspended until at least March then you are going to see more fund raising here and this almost becomes a survival play.
@$600m a month that's another $3BN on top of the debt pile...and that will be cruising in March AT THE EARLIEST.
Income will also be hit as the proportion of FCC passengers is going up and up each month they cancel current cruises , so the opportunity for fresh income from new fare payers diminishes each month (I'm assuming AIDA will be also shut down for the next month with the German lockdown?)
Seems to be brewing in to the perfect storm for Carnival...and cruise ships don't do well in storms.
I hope I am wrong and some winter miracle happens on the covid front...I like Carnival and would like to see it kept in tact.

Morning Jojos, The situation in Victoria has improved significantly although the all important travel ban from Victoria to WA remains.
Hopefully WA will review it's stance on this shortly and bring Vic to WA travel in line with all other states travelling to WA.
Then we should see rapid progress on the JV front. Until then we hold & wait for the JV.
Hopefully we will get an update on the new drill rig arrival and the initial drilling plan for Blue Moon.
also I would expect us to get an update on director share holdings following the share distribution last week....see how much skin in the game Craig & co now have.

Managed another (small) top up this morning sub 2p...was not expecting to be able to do that again

Breached..onwards to the next level

And once developed it takes time to vaccinate the population (with a lot of Trump supporters refusing to have it as it offends their freedom/rights/the constitution).
So even if available on Jan 1st, it does not mean that everyone will be vaccinated on Jan 2nd...it will take months.

Perhaps it will be the other way???.....since June ….ECR + 230%. GGP up 100% (both approximate).
Obviously if you go back further GGP will have the whip hand.

Crumbs Andy, you are still here….Finally looks like SAR are going to pay back some faith.
Beginning to move and plenty of newsflow and progress over the coming months.
Going to be fun.