Member Info for zoros

Event horizon - has to be 'post election' time. Once this is sorted (and great news that Perez is losing traction to Lasso), BHP will move towards a JV or a bid. I am leaning towards a JV for a variety of reasons, Solg has kudos in Ecuador and they have oiled the wheels at government level. Secondly, if NM had the faintest whiff of a buy out in the near future, he would have walked....
A JV will fit in nicely with the regionals -Keep a grip on Cascabel ultimately leading to an income. This income will generate the next project and for me it is a toss up between Porvenir and Tandayama Americas.......both of which I (personally) believe will end up a bigger find than Alpala.
Wherever you go, whoever you listen to now - it's all about a supercycle in commodities........starting very very shortly......
We are about to enter a long bull market in PM's/BM's (Gold, Silver, Copper, Cobalt, Paladium, Uranium, Lithium......) The markets have finally accepted there is going to be the mother of all demands for these goods now and for years to come.
March - the event horizon......
Z

DBW - ********** isa the missing word

https://www.v ox mar ket s.co.uk/articles/zaim-credit-systems-vadim-alexandre-john-meyer-e28924a/
Z

https://www.**********.co.uk/articles/zaim-credit-systems-vadim-alexandre-john-meyer-e28924a/

Minute: 44:00. and listen again @ 46:00

Interesting comments:
1. Solg sitting on a massive mine. Glad it has rethought the mine design, as it was going too fast!
2. Regional exploration is exciting - every possibility of finding something bigger than Alpala!

Z

SW - your arguments are succinct logical and polite.......content is not to everyone's taste but we need balance.......always. Thank you.
Good night all.
Z

To clarify - Sandeep was merely expressing a view that the grades @ Telfer compared to those expected to come from the top of the ore were considerably worse. IE...when the Hav ore is processed @ Telfer processing plant, not as much ore from Hav needs to go thru to be equal to or better than the existing telfer ore. I heard it as "twice as good". But it's late and I was watching Peston, ordering a valentine card and posting on Solg!
Z

SW - to be fair he also stated earlier on that there was "more value" @ Hav than the current inferred estimates.
He also went onto suggest that the regionals too would add value....
C'mon...let's have both sides of the conversation - eh ;)
I'm grateful for your considered inputs though, this evening...all grist to the mill.
Z

Sandeep hasn't decided on transport yet. But he stated it was a nice problem to have.
Plan is to work top down using the decline to hit the high grade quickly and early. Later (years later) - they will look at deeper and bulk mining.
Ideally he would like continuity between Telfer ending and Hav starting production.
One train will be used - probably up to but not in excess of 12 Mil tonnes/annum.
Grades @ hav coming from the breccias will be twice the quality of that at Telfer so it will affect the throughput.
Z

NCM webinar 1030 GMT
https://edge.media-server.com/mmc/p/tjtnz7az
Z

https://edge.media-server.com/mmc/p/tjtnz7az
Z

Bamps - concur. NCM knows there is something @ Juri. It hasn't had time to review Scally except the early results and consequently opted not to include it in the JV agreement.
BUT - if, as you say Scally hits........NCM will be in there like a rat up a drainpipe!
Z

I'm a shareholder in Artemis too. WhY. They surround Havieron on three sides (N,E,S).
Alistair Clayton, loves GGP and the success it is making @ Hav, with NCM.
He wants a part of the action and so is drilling along the same split off fault line that Hav sits on (north south) His drill site is called Atlas (Apollo is also close by).
IF...IF he strikes gold here...it will mean the mineralisation leads all the way back to Hav and Artemis will have effectively drilled on our behalf! He is aware of that.
He thinks Hav will produce an enormous amount of Au/CU over the coming years and he says he has been quoted as saying how much.
He reminded GGPers that they were lucky to have NCM (my words) because it was only companies like this that could continue mining between Christmas and end of March due to the air con units and safety systems in place that minnows couldn't afford. Almost no-one is drilling there now until March except NCM!!
He also commented on the markets - in that he was at a loss to understand why the markets are undervaluing small miners etc. He said that the markets expected good news and constant good results to continue to ignite the value of the company. [Maybe we are the victim of our own success having pumped out 14 brilliant results at break neck speed - my words].

Keep an eye on Artemis Resources (ARV:ASX) and Antipa (to a lesser extent) to see what our "satelite companies" are finding because they are doing our dirty work for us..effectively....

A reminder of what's next:

NCM half yearly results: 10th February. (10:30 GMT)
Scally Assays (Pt 2): Spring 2021.
GDXJ quarterly review: 12th March.
Rig at Parlay in March.
Juri-Juri joint venture drilling commences.
Rig at Paterson Range East in April.
NCM March quarterly results: 29th April 2021.
Completion of Box Cut by Spring.
Decline commences….Summer 2021.
Late summer possible admission to GDX?
Havieron PFS late 2021.
Production from decline 2022.
Full production est. 2024.

Z

Yawn............................
Z

errrm - last sunday.........................
Z

A tad lazy - but can't be ar se d to tell you.
Z

FFS Quady - you really are a pain in the ar s e. You tell us you have done very well out of investing in the stock market over the last 40 years. Feck me, you must have started with Solg @ the age of 10 and you still have it as it's your only stock!
This is the true story...............

In the beginning solg bought half of Ecuador. At their first dig - they discovered Copper...lots and lots of it, oh - and gold. Then Nick decided he was very good at discovering so he decided to go to change the company logo from discoverer to miner.
He told the world he was very good at this and inspred thousands to follow him (most of whom were on this BB for years).
On the second day...he gave interviews and webinars and presentations and invented words like ......."Shock and Ore"....."Title is Vital"...Porvenir will change the course of history for Solg".
His followers scraped and bowed and gave blood.
On the third day - Nick drew pictures of the mine, sold copies to sponsors, promised riches.
On day four - he got bored with his mine and went looking for other mines.
On day five - he got bored looking for other mines and got bored with his partner, his PR girl, his CFO and fecked them all off.
On day six - he accidentally fell on his sword while playing king Herod.
On day seven - a dark mist fell upon his empire and swirled about casting the king and his plans into the abyss.
And suddenly...there was calm...and all around was clarity...confusion was gone....a new beginning...from the ground up.
And lo..the makings of a new empire was upon us.
Z

I take this away from it:
"...Liberum highlighted that with most of the bad news "likely out of the way" and fresh management coming into the business, it still expects a bid once the Ecuadorian elections have passed, representing 73% upside to the stock's current price..."

Roll on late April......

Z

Theitalian - r u a subscriber to Liberum?
You need to - to read their note.

Try this instead ;)
https://www.sharecast.com/news/broker-recommendations/liberum-lowers-target-price-on-solgold--7808441.html

Best
Z
Z

BHOPPER04 - Your 11:38 post.
Thank you very much indeed for that rare insight to the bloomberg terminal Jan uptake.
Rare but essential information.
GGP remains a very popular 'must have' it seems.
@$2500/month for access to such info, we are lucky to have benefitted from your contribution - thanks
Z

Redknight - please sell up and F.O. elsewhere, we are all sick and tired of your daily buys and sells all over the place. It's fecking dizzy reading what you and your missus are making...ffs!
Z

Ssmithtrader:
"...Redknight, it's neither good news or bad news. I understand you are talking up your book now that you are long again and back in size..."

He's not...he's sold (again!). Surprised he hasn't gone into fine detail (again) as to how much he has made(again) this time (again).

"...So sold 375,000...now just 100k for her and 200k for me...
A takeover bid or rumour could prove me very wrong but I'm very happy with what we've made so far and taken a view...
A chunk of the cash for each of us invested in CEY (high yielding goldie...)..."

Yawn

Z