Member Info for WelshFalcon

Scary times indeed.

A failure of leadership IMO.

What they should do is identify and do their best to fix the problem rather than quibble about the contract and threaten to close borders. They should talk to AZ, try and understand what and where the bottlenecks are and offer to help in fixing the problem. That's the only way to get this problem sorted, not wasting time bickering!

Doris, the sheepdog, doesn't know. I just asked her.

There's a cat somewhere that may know!

'breakneck speed'.....
After the latest report (65,000m more drilling to come over the next 6 months!) I guess that they haven't found an angle grinder yet. The one they need to cut the the welds that GH used to weld down their gas pedal before he made his big announcement!

Thanks, as ever, to Paddy.

I have a timing observation, though. Your numbers and reasoning are sound, but only really work as an average with an average grade.

Here's where the time element gets interesting. Of course we don't know the full mining plan yet as, well, there isn't one (it hasn't been fully developed yet). The expectation, though is that initial ore will be from a stoping operation from mainly the high grade sulphide zone(s). The mining costs will be higher (as the mine is being developed), but the initial grades will be higher too.

I can see the potential of the AISC turning negative in the first years of full production. As the mine develops with block caving coming online, there will be the economies of block caving, but lower grades, so we may well move more towards your $500.

An interesting lesson in mine economics playing out in real time for us!

Ah, but with what background soundtrack?

I'm with you @panama. Witing here for the long haul.

You have to do your own research - go and have a look at all the RNS releases from the company. Tons of information there. Weekend reading for you!

Come back with more specific questions next week, when you have gained a better (some) idea of what this company does.

Yup, I know - we will also have 3 times that coming out of HAV each year for around 30 years.......

They've cancelled BGT? Oh no!

I've spent all of this Covid year training my Roller Skating Dog just for this. Now nobody get to see it!

WOW, that much gold! We must be looking in the wrong place?

I too am invested, but have no entitlements. Do you buy them, earn them or inherit them?

The SWAG results weren't bad. Lots of pathfinder......... Oh, I give up. I'll just top up more when the idiots find an excuse to push it down again.....

I've done my top up, £6k at sub 25. Why on earth should I be waiting for Weds?

Besides, if you guys are all going to buy then, some of the traders will be waiting for your manipulated spike to sell.

I'm far too old to play herd mentality games!

The actual trust doesn't matter, what does matter is the professionals are talking about SNG001 in a good way. This is from a trust not in the trial, so they get their knowledge from elsewhere. It is a close medical community with links to their colleagues worldwide.

I see this as immensely encouraging. The right people, in the right places are talking.....

Delete the 'nexto' bit, then.

185, that's a cheap thrill, then.

Is that one or two 'm's with your Plumet (plummet) sir?

What inspires me most is his professionalism.

He is doing exactly what he should be doing. He obviously has a business plan to progress SNG and the drug to market. His plan has the obvious inclusion of long term uses, reels off a long list of conditions to focus on. He has manufacturing and scale up right up front. Strategic partnerships required to bring the expertise and (their) investment to the table. Parexel, Clinigen, Activ-2.

None of this is sitting back, waiting for the takeover/licensing deal! He is actively and very effectively managing this company/product along a well considered plan.

And then, he is well aware and actively encouraging the potential of a left field offer.

I can't thing of a better man for the moment for this company. Hats off to RM from me.

He was keen to make the point that the US does / can / will move quick. Just need to work out what quick means!

Very interesting, don't forget that bang in the middle of this there could be some interesting interim data from our own Home Trial.

That fed into the mix, we may well better those times!