Member Info for WelshFalcon

Pathetic deramp attempt....

There is nothing out there to say Telfer is being decommissioned/mothballed. It is being constantly upgraded / maintained /repaired as a massive machine of this type needs.

NCM have invested massive sums in opening up more low grade areas in the Telfer Mine to keep everything running.

Telfer isn't just the processing plant, there is the mine, the village, the airport (feeds all the travel for the whole area), the gas pipeline and powerstation, it is the main communications hub for the area. Not something you shut down in a hurry!

Besides, what are you trying to say? We should ignore the JV agreements over processing and build our own processing plant / infrastructure? Now, wouldn't that be a very stupid and costly plan?

*read* obviously.

$500 to $600m including Telfer (I haven't rad it all yet.....) is a gift.

Go to it SD.......

(does raise the question of all the other NCM JV's and shareholdings in the area too, are these all up for grabs as well?)

No, that's the odds of when an RNS may land over a number of days - different thing.

Tomorrow only - either there is one or there isn't one. Simples.

Same as tossing a coin - either it is heads or it is tails. For each toss the odds are 50/50.

What are you guys on? The odds of a RNS on any one day for any company is 50%.

Either there is one, or there isn't one. i.e. one outcome from two possible outcomes = 50%

Same every day....... you can't have 15% or 20% of an RNS landing - madness!

Looks like a carefully worded piece to me. Short on real facts:

"two operations predicted to be put up for sale by Newmont..." predicted by whom - not Newmont, obviously?

"Newmont is widely expected by sector executives to sell the two Newcrest-operated mines in Western Australia...." Widely expected or wild speculation, Hmmmm!

So the two big boys say that they aren't interested.... Yeah, right! Besides, if they were preparing bids, would they really want to tip of the market this early on? Would you?

Of course Greatland will bid, we own the remaining 30% - so nothing unexpected here.

Just a piece put together by a journalist trying to earn his crust, I suspect. Nothing of substance, more speculation and fishing for a bombshell headline which wasn't forthcoming.

I'm not reading anything into this at all (in case you hadn't guessed).

So Hav has broken many records, speed being the really impressive one.

Severe danger now of completing the impossible! With the full FS being pushed back again and again along with the DTM unexpected until we have the FS. The decline continues at pace..... So

We could have an underground mine in situ, sending ore to Tefer, all being done prior to a FS and DTM? The infrastructure and reality front running the paperwork to that extent would be a new first.

Yeah, right....... and in the real world.....

So any and/or all the other large pharma companies that can see the potential (or are ready with a licensing deal) are just going to roll over and have their tummies tickled? Or they may well make competing bids? Or our board will make compelling arguments/projections to have your 'hostile bid' voted down?

Don't forget that to succeed with a hostile bid, you will need around a 30% holding to have half a chance, try getting that in place before without moving the price......

You don't scare me that easily....

Just read this: https://www.bbc.co.uk/news/health-66295170

Interesting food for thought.

"By 2040 nearly one in five will have health conditions such as dementia and cancer, up from one in six in 2019."

"Countries across the globe face the same pressures."

An effective Cancer drug without side effects will be in increasing demand, the potential to treat these patients in more of an 'out patient' setting is going to be too good to miss IMHO.

Should soon look like all the runners and riders milling around outside the starting gates.... one by one they will enter the gates and then we will be off to the races.....Big Pharma heading the field with Pots Of Cash coming up fast on the outside....

So you've sold your car. Moved on to something newer/better etc.

Do you show off your new toy to your mates, or do you bore them endlessly with obsessive ranting over your old car?

If the latter, your mates will find another pub to go....

Green binned.

Moving quickly...... No shortage of rigs, then?

Interest rate 5%. Ouch......

Don't miss the real opportunity here.

With early detection and consequent early intervention with minimal side effects will have a powerful preemptive effect on cancers period.

Any bridge players out there know how effective an opening 3 weak preempt bid is.....

Happy Falcon.

'cos they aren't massive at all. Look at the number of shares in issue - these are a tiny proportion.......

What is your agenda?

Warning..... This thread has been hijacked by team FUD.

don't respond now.......

Interesting article on the BBC website re Galleri. https://www.bbc.co.uk/news/health-65775159

Cold this be an interesting fit with us? Timing is interesting ..."and, if successful, the NHS in England plans to extend the rollout to a further one million people in 2024 and 2025."

So, just as we should be gaining approval and hitting the market, there could be an increasing market size due to more effective testing.

Love the timing....

Vault.......priceless!

@PL75, true for the UK market only. Here the 'gatekeepers' for drug prescriptions are NICE, the NHS and the doctors (consultants) in that order. Not the biggest market on a global scale.

In the US however, they have a much different (and even more complicated) system. You are marketing at the patient primarily, then the bill payer (the medical insurers etc.). Doctors come last in the food chain, although they do need to give sound advice etc.

I have been over there in a past business life - the amount of cash expended on telly averts for all things medical is mind numbing........

Oh wow!
A one post wonder...... first of the day, expect a few more....