Member Info for TalkingSense

Gino,
I'm not going to be trading this time.
We are starting the countdown towards the Covid restrictions bring lifted in Victoria so I think anticipation of a possible JV will grow so the SP could hold/continue to rise
I'm not going to risk being out for the sake of another 10-15%.
And we could get drill rig arrival and drilling plan details any time

Pity that video is taken from the interview in June.

$1906

Is that business update on 8th Oct scheduled or has it been called by the company?

I guess we are just on hold now until we get the rig arrival and drilling plan or Victoria opens up fully following lockdown.
Until then low daily volumes.
Took advantage today and did my last top up ...funds are exhausted and fully on board for the ride.

Just going to sit and watch while this plays out over the coming weeks.

Have a good day everyone.

25% was the figure before they took on the extra $10bn of debt to finance....probably a much higher figure now.

Surely something is driving a c5% rise??
Trumps promise (again) of a vaccine before the end of the year in the debate?

It will be interesting to see where the cruise lines go on pricing.
Pent up demand due to FCCs, more restrictions on board and I would presume lower capacity at this point and changed itineries.
Absolute juggling act for the pricing team (I don't envy them).

1.715 - 1.775
SP 1.745

Was that a Rolex or a Bolex?

He said the drill was coming from China....sounded like they'd bought one from his old company.
Does not mean that the drill itself was made in china.

Morning Gino,
Craig Brown has never offered any timescale on the JV (I think the November statement was yours :-).
He did say in his last interview that he would hope things would move pretty quickly once restrictions are lifted.
Having said that a late October/ November timeline is the most likely.

Nothing too new from the interview.
It would be good to get an arrival & estimated operational date for the drill rig.

Proving Blue Moon up to a JORC compliant resource was one of the priorities so you would expect that to be the first deployment

If they do clear sailing in the US it will be a major boost for the burn rate on cash.
Would be a major development ...nice to see some potential good news.

I did see a video yesterday of a cruise ship in which they have built Covid isolation rooms within the medical centre on board.
A good move if the air circulation is isolated from the rest of the ship.
That will help stop the spread.

Perhaps the 'flu' issue was a driving factor n all the cruise lines postponing sailings until next spring when flu season is over - would be a sensible reason for that decision.

Calling people loonies would be abuse.

Diamond frill = Diamond drill
lol

I assumed that the site visit personnel would be out of state as Craig has mentioned a 14 day quarantine in a few interviews which would indicate this.

Hopefully we can get the diamond frill on site, start drilling and get a few early results in Blue Moon in October, and the look forward to a JV in November.

Alyhels, No need for the name calling.
Just because everyone does not share your point of view does not mean you have to get abusive.

I respect your point of view so please keep it civil.

To my point:
Is it not true that MSC do not let their passengers ashore unless they are in organised excursions. Therefore it would not be unreasonable to assume CCL would be bound by the same rules.

If I am reading it correctly you can only travel within the state.
I don't think the interstate ban will be lifted until the next stage on October 26th.

Happy to be corrected.