Member Info for Toffers

Just b+gger off IKN/theofficecat/DimitryReacts/DmitrysCousin

Must change the batteries on my keyboard well over due apologies for the typos!

Remember these tweets of Mike Hammond from Feb 2020?

7 Feb - "Correct - institutional investors in PGM space now taking EU seriously mkt cap allows institutional investors the liquidity to invest in meaningful unit size - this will dampen the valitility of the share ovr time, especially on the down side."

9 Feb - "Understand good meetings at Indaba. EUA making good progress on negotiations with Russian, Asian, and S.African PGM producers. Citic Merchant has signed engagement lett with EUA. PGM very much in focus at Indaba!"

Remember how everyone got swept along with the euphoria of Dmitry going to Indaba and posting screen shots of himself entering the building! Jeez, were we taken for a ride!

Interesting officecat that your writing still is exactly like another handle here! multi monikers abound!

Yes outofreach, but I didn't say I had done it yet did I? You continue to twist things. In the meantime, I see EQT is going down the pan. So Logik sue eurasia, then Logik get sued by eqtec, and now eqtec is going down the pan, if it's the same company, but looks as though it is.

Tramore, that iphone got hacked last summer. I have not used it since. However, it has a lot of photos on it that I would like to to retrieve but not sure how once a phone has been hacked. That's why I was looking at it last night still trying to work out what I can do and i was looking for a specific photo as well, not to do with eurasia, but I saw some of the screen shots I had taken in 2021 of the comments here and I had to giggle. How things have changed!

Https://www.miningweekly.com/article/newmont-draws-on-goldcorp-integration-lessons-as-it-nears-closing-of-newcrest-deal-2023-09-20

Bfl - he disappeared!

Outofreach, I never said I HAD made a complaint tot he FCA, just that I would, but I haven't, and I've clarified that previously by saying I haven't. So just to be sure for you, I have not made a complaint to the FCA about Eurasia or Mac and co, but I will add, yet!!

Should say rhodium!

I was going through some old posts I had photographed last night, some such as these from 2021, where did all these posters go? You have to laugh at the content now!

Tricky57 - post is headed 'Sale at 3 Billion' - in the post he states 'I am with the 7-10 Billion group. Anything less and EUA may as well mine it tbh. And that doesn't seem likely give time invested on FSP to date'

Another;

FilbertFox - 'Me too, had my resignation letter in my hand ready. Time for a lie down. Nuuuuuuurse! Filbert'

Oh and this, I've got plenty more for amusement too!

Hoochy1234 'Re: Puurrrfect time to announce a deal - Thanks "Demi" Tigger do you know have equated the maths to this EUA deal and what ever way I calculate I always hit my lowest figure. The other day Big Mac produced a Rhodium sum and just took a small slice = 0.5% of total, the number was huge!, if you calculate significant amounts of Rhodium X $28000/oz,

you start to realise that I was no joking

Todays metal prices

Iridium $4800 oz

Rhodiuk $28000 oz

Platinum $1182 oz

Palladium $2365 oz

About 6 months ago I communicated the share price. The majority thought this was crazy when the 2nd highest was £3.50.

The events that have occurred have made the projected price a reality to the non believers, we have nearly destroyed all the vermin that were feeding on the B.B.

The events that are happening in the world are making the £50.00 projection a conservative amount.

I have said this and I will repeat this "if the RNS are correct then the maths is correct". The Sibayne Stillwater deal if used to calculate the sale of EUA would equate to £10 Billion per 1 million oz of Pgms. The Board have already said that they would use the Stillwater scenario as the Benchmark calculator. If we don't get the "Neil The Deal" we still get the money. I am confident the amount is Mega A Biblical sum, so be patient its on its way. GOD BLESS KEEP SAFE"

Isn't it funny when you look back. There's a few handles that use the word 'biblical' even now isn't there Tillywhiz? or is it really just the one?

I'll post a few more gems during the week for you, there's a great one of Mac's I've got, you will howl!

Dip, the war has changed everything for miners, safe havens where it's safe to mine without the risk of political unrest are now the real 'gold dust'! Anything remotely connected to Russia is a no no. Africa is always risky due to so many coups here and there, so Australia is about the 'safest' territory you can get right now! and Rio aren't daft! imo of course!

I still think Newmont will divest, but I wonder if they will divest their 70% to Rio, now there's a thought, and GGP take over the management and Rio then allow us to increase our %? There's so many damned imponderables, but whatever the scenario, just 14 trading days to go folks and at least the vote will be done! and I think whatever, it will be good for us regardless.

You Tube - Mike Yeadon, Keep Cash! look it up if you haven't seen it, it's quite frightening if you think where our govt might be taking us! Big Brother is watching you!!!

Agree with you Bertie's boy, Tom Palmer has made it quite clear, he will divest. So assumedly to divest, he will buy our 30% and then get shot to a third party so that Hav will be the sweetener. That leaves us free to concentrate on the JV with Rio and I think that it what Shaun wants, it will be far more lucrative in the end, and it gives time to get the whole GGP household finances in order. Plus Rio are already listed in the asx, so we don't need it now if this is what is going to happen, and I would say it certainly looks likely regarding Palmer and what he intends to do.

It will be a massive incentive for us all to keep a hold of our shares, although there will undoubtedly be consolidation at some point perhaps 10:1?

I mention Rio with a smile on my face, because I once encountered the persuasive charm of the top dog there many moons ago and that top dog didn't take kindly to being turned down, so I have personal experience!!!

Regarding late trades, unless I'm missing something?I can't see anything to write home about there surely.

As for IMO, yes, I normally do end with IMO, or my views, so just to take it clear, my views, as always! :)

I keep saying this Bamps, the JV with Rio is of far more interest and will be far more lucrative to us in the long run I'm sure. Also ,Rio will move at speed, especially with the gold price escalating, they will want to get the stuff lifted out of the ground pronto.

I'm also certain in my mind that Shaun will be offered a place on the Board of Rio at some point in the not too distant future to help head up the Australian division.

That JV will be the making of GGP, forget Tel/Hav, let Newmont have it and just give us a decent special divi. Newmont can do what the hell they like with it!

Unimaginative look up the mining definition of non core assets, also referred to as non-operating assets. They are essentially assets that re no longer considered core to a b business's operation. Tom Palmer is quoted as saying in the article that he would sell non core assets if a merger took place between Newmont and Newcrest, so based on what he has said, in February this year, it would seem he will let go of Telfar. Whether that includes Have, who knows!

Well that's interesting woodlaker because I haven't used twitter for some time! I blocked virtually everyone long ago when IKN first stated on here that he was stalking me on twitter! Pretty sensible move on my part I would say and not as a result of your conspiracy theories.

Zac is loved by the shorting brigade though and I suspect his announcement was a signal to the shorting brigade to prepare to go long!

24 Feb 2023 said

"Newmont chief Tom Palmer says he has started engagement with Newcrest Mining on its offer for access to non-public information and heavily hinted he would sell non-core assets if a merger of the two companies was completed."

What was the non-public information? did that include updated figures/MRE and was Shaun aware?

Also, note it states that Palmer said "he would sell non-core assets if a merger of the two companies was completed." A non core asset would be Telfar!

Dip, many thanks for the transcript, very helpful :)