Roundtable Discussion; The Future of Mineral Sands. Watch the video here.
Can someone please explain to me how the mkt works on this one.
Does the issuer make the market?
I have seen the price bounce around with no correlation to the underlying stock price.
For example, a few days ago I bought at 1.6c and watched it trade as high as 2.19c but w/o any significant movement in the TSLA SP.
Liquidity is good - I bought 1m no problem - yet the price moves in mysterious ways!
For those of you who don't know, LTH is a legend at CEO.Ca
https://ceo.ca/@luctenhave
"Rock-saw channel sampling over surface exposure in Tandayama Creek returned a significant assay result of 37m @ 0.25%CuEq (0.15Cu, 0.18 Au)" says otherwise.
This drilling program is looking for another discovery!
SOLG does not report otherwise.
Who has the numbers?
BHP + NCM + CGP + Blackrock + ? = WINNERS!
I'm not sure how we get from a restructured board & management to BHP/NCM ownership but clearly that will be a transparent process.
0.4-0.6x NPV, whatever range of numbers that is, I'll be happy.
The rest of the talk is just dreaming, unless ............... enter the Dragon!!!!!!!!!
Anyone able to give a summary of what Jason Ward had to say?
Thanks,
T
https://www.mining-journal.com/discovery/news/1398679/solgolds-hunt-for-more-porphyries-accelerates
Is BHP's bid for SOLG fait a compli? Is this bid going to scare off other players?
Who might these other players be?
Who has the balance sheet to go head-to-head with BHP?
Obvious potential bidders are Barrick (GOLD) & Newmonth (NEM).
I think GOLD MD Mark Bristow has said he'd look at Cu/Au porphyries. I haven't seen any similar comments from NEM. Where does NCM fit in the picture? And does RIO have its hands full?
Any European, South African or South American companies potential bidders?
Let's hope there are at least two interested parties.
"we aren't as intricately linked to gold as many think"
Who cares what the many think. All that matters is what Barrick & Newmont think!
And we can be certain they are thinking about Alpala a lot. :-)
For the first 10 years of operation Alpala is a GOLD MINE!
Seriously? FM, there's some cr*p written here.
https://www.mining-journal.com/copper/news/1373754/bhp-quietly-reports-strong-oak-dam-results
https://www.riotinto.com/en/news/releases/2020/Rio-Tinto-reveals-maiden-Resource-at-Winu-and-new-discovery
"Nick has been saying for more than two years that this will go to production!"
There are some gems this morinng!
Is anyone saying it won't go into prodn? The only question who will own it and who will operate?
Operator - BHP
Owners - BHP + ????????
"I do 100% believe Nick and think he is doing great work.
But Solgold is currently a minnow in a tank full of piranhas. There 's the rub, a real threat."
Ah, here's someone who had a good night sleep and not just returned home from a nightclub!