Member Info for Zan_TM

Its okay buddy. All good here, was just concerned something hadn't come over correctly.

Willow, you might want to re read the other two posts. Both of us have stated exactly what you said, rather than against.

I agree with your sentiments Tray, although the market is what the market is. I tend to think of terms such as under or over valued as false. The correct value is always what the current market prices you at as that is the price you have to pay.

I prefer to view it in terms of potential. Is POW's price a good price compared to what potential it has to be much more? Yes, for me I feel so, hence why I invested money here. I do get that is often what is being referred to when the topic of "value" comes up mind.

Internally though that potential value is in the eye of the beholder and no such thing as a "truth", simply a matter of perception.

If you take the value of the IPOs/Soon to be IPO'd, a positive beholder views todays price and figures as just the start, with bigger highs to come, whereby a less positive beholder might think to themselves, "by the time the lock in expiry finishes they will have needed more cash to drill etc and thus POWs stake may well be much smaller due to dilution from raises, unless it joins in, which means the value may drop from today".

My point is, I'm not sure anyone can say to someone else that they should view a stock as under or over valued as ones personal bias comes into play. Someone can have a different view and still understand finances.

For me, as mentioned, I view the potential here as good, but surely all investors do or why would they invest? I mean, you never here "i think this has bad potential so Im going all in" do you.

Lol Crispy. Glad I wasn't the only one who read that and felt maybe Paul hadn't used the best analogy to describe his hopes....or maybe he did...each to their own.

Agreed in that you have to wait for full results before your able to really know what you have. Even then, its just a few pilot holes really. Gives you a base idea but by no means an indepth understanding of resource available.

One thing which I can understand however is that, by annoucing xrf visible from this section, but not annoucing it on the others, it becomes natural for people to assume the others were duds. Thing is it isn't always visible, so even if those other drills had no visible nickel, it doesn't strictly mean there wasn't any.

End of the day, everything until assasys back is pure speculation. Be that over hype or over downtrodden.

In answer to your post Cereal, there is yes. I don't think your allowed to post the link on here, which is understandable however just search GCAT within TG and you should find.

I don't personally use much myself but I know others here like.

Good update Tray, thanks. Basically as we expected, but good to hear it from them directly.

That said, it must only pick up on certain words as my post never came up on the "live ramping" page, yet Cerals did, which was laden with positives where as mine was just about there search criteria.

I think all it does is track how many posts occur, irrespective of content, or largely anyway.

With the default being if you post a lot, you have an agenda, however it might just be you enjoy posting, have time on your hands or a whole host of other reasons.

Its a nice idea to have looked at in fairness, i.e. does amount of posts on here have any relation to a group attempting to manipulate the market. The thesis being if post count vastly increases before a move from its norm then it could be a group pump. Problem is so many varibles. If you look on this chat alone, posters who are long term holders get to know the company well and so as news or an event becomes due, naturally there activity levels will likely rise, often, against the ramping suggestion, more negatively, questioning where is the expected news drop lol.

And there lies the problem. While the idea is nice,it doesn't measure the depth of why posts might increase outside of RNS drops.

Cool idea though, just hard to execute. I've seen them used for twitter, whereby the aim was to jump in on a pumps rise, taken by the increase in tweets around said company. The pump in that case can be natural and not orgainised, just a load of investors suddenly becoming keen, suggests the stock is in a high volume phase.

Thanks APR.

Yes I don't have any worries over my investment so its not like its a concern for me, more just curious about 24k oz really making the most of what we have here.

Which then makes you think, it will be serviced from Kili right?

Which is great in that no additional plant costs (other than upgrades), but finds are then pure extra LOM and JORC.

So in effect any VR Gold can just be added onto the Kili figures right?

Everytime someone replies to them, it feeds them and keeps them posting. If no one replied, they would soon get bored and move on, however someone always has to reply.

TZ was deamed seperate to the 50k aim. That was just for Kilimapesa I believe.

TZ aim was for 50k as a standalone for just the TZ site.

I do agree that the aim is 24k right now, more just throwing out there future plans.

Will Vim Rutha be transported to Kili or have its own standalone plant? Again, results depending.

Again, not trying to get carriec away, more asking what I feel is valid future questions.

Feel free to shoot me down as my suggestion will reduce down the profits on the balance sheet in the short term and thus likely hold the SP back, so totally get I should just shut up and be gratful :)

I'm very much about taking a balanced view on a stock. I generally feel to much either way blinds you to any truths, so fully appreciate this post may sound a bit like counting chickens or just getting to ahead of ourselves.

However

Hitting 24k Oz production cap in March will no doubt be epic and a big milestone, but does anyone else think its to small an annual number? I know plans have been mooted for 48k over time, and as the streets would say "a grand don't come for free".

But when you look at the figures, the current Kilimapesa Jorc of 700 ish K at 24k per year is a life of mine of 29 years and thats without any MRE updates. Don't get me wrong, a long life of mine is great, but it would be nice to increase that annual free cash flow abilities.

Bills to be paid etc but I would love to see some of the profits quickly going towards increasing cap to 48k at Kilimapesa.

Mentioned*

Robbie mwntioned the delay in an interview recently.

A few things are delayed slightly as they have been putting everything into getting the finance deal over the line.

Thanks Bebeto.

Cheers Bags.

For my sins I hold some Eqt too. Be that a good or bad thing time will tell lol.

Does anyone know the any new issued shares via targets have a sell on clause attached?

Well technically it would be illegal as it would be an attempt to manipulate the market, however, no one ever gets done for that, or very rarely and a lot more obvious attempts elsewhere have gone unpunished, largely because its almost impossible to prove ones intentions.

Truth is, yes of course they could have OR they could just have wanted the money for their own projects and re-structuring. We will never know.

That said, any attempt to hold back the price would also affect the returns recieved from the sale of existing shares so you would have to weigh that potential lesser return against potential future gain into the calc.

If it is the case at say 5000 oz they are set to get a new bunch of shares (honestly, slightly ashamedly, I can't recall if they are from top of my head so would need to check) , the question becomes will they look to sell those too OR are there cavets attached restricting resale within a certain timeframe?