Member Info for zoros

correction - I was of the impression that the MMRE would be available either just before xmas or just after (after listening to GH)
Z

Generasl consensus? Where? Who?
The chinese know better than to fiddle up front!
Z

Well said that man.
Z

Expecting the NCM Interim Report this evening around the 9.30pm mark. As GH explained @ his AGM, there will be an update on Havieron by NCM.
However, I was definitely left with the impression that the MMRE would not be available either before christmas or shortly thereafter.
Z

notrader - I think this was answered a while back and I believe you can only join if you generate income.
Others will confirm or otherwise.
Z

lebugue addickt - whats the date got to do with it ????
(a) it was meant for bamps/hydro because they are geo's ...you aren't!
It's more to do with the background @ Havieron not the current situation .
Please try to keep up...
Z

Hopefully what are you on about?
Care to update me please?
Z

This name was flagged up over on Solg today.....apparently the guy wasn't very popular because he 'bailed' shortly after the MRE on Alpala was produced.
And as we know, certain posters who shall remain anonymous hate anyone selling their shares!

This link below takes you to this guys Blog. This time he is speaking about Havieron from a 'Geo' perspective and whether it is promising or not.
I have never hreard of the guy, some on here may have. He's called the 'Angry Geologist':

Scroll down past the first company called Vizsla and you'll find GGP.

Would appreciate your views/observations?

https://angrygeologist.blogspot.com/2020/

Z

Padmaster - thanks for the link to the angry geologist...Very interesting reading! Admittedly out of date now (2016) but his description of Alpala possibly reflects why there has been no activity in the takeover / JV market.
Now that NM has expanded his drilling programme, we have yet to see any significant changes...............yet...
Z

Thank you very much indeed for imparting your knowledge on here, it dearly needs it. Apart from a handful of constructive posters, the rest are simply background noise most of the time.
Your 'disection' of the assays was comprehensive and unbiased, I thought.
As a layperson - I could tell this RNS was underwhelming because of the language used (as mentioned in my earlier post).
Agreed it is early days and we would hope they have drilled in the wrong areas but will make up for it with the 'revised plan'.
Don't be put off by those who desperately cling to positive news only. In reality of course this is a nonsense. We require both to get a balanced view.
Please continue to contribute at your leisure - I look fwd to improving my knowledge as I have from certain others on here.
Best wishes
Z

GGP?

Absolutely Earthling - the perceived funding could be enormous:
Alpala $3Bn+
All the other regionals - ??

Where will all this come from?
It HAS to be a buy out or a JV with one or more partners.

NM has already confirmed that the PFS won't be this year. He has also intimated that the CFP will therefore be delayed because the two are inter related. A quality CFP needs a FS behind it, not a PFS (correct me if wrong?).
We won't know the cost of building Alpala therefore until this time next year.
Is a major going to hang around till then, to make a bid, or will they do their own review based on what information they can glean 'outwith' solg's data and pounce between then and now?
Z

Warning to the great 'unwashed'. TMF is about as reliable as as your local MP is, in following thru on promises!
They are probably the pits when it comes to share comments.
They have writers who (at the same time) ramp and de-ramp articles on any given day.
Why - because they each get paid to write a column.
They are not worth the paper they are written on....please avoid.
Z

To my learned gentleman from .......may I refer you to my 7th Dec@22:18 post? You obviously missed it.

In summary and for your pleasure:
".....My overall take on this is that a Cu grade <0.5% is 'low' grade. Over 1% is high grade.
As important of course, is the overall volume. Low grade...but loads of it, is very economical.
High grade in small pockets is not.

The two RNS' from Porvenir (IMO) appear to be low grade...but an enormous amount of it?...."

Z

Stebo....I'll give it a go. Bearing in mind my 30p projection was a day early!
It all depends on how many of the below happen before or after chrimbo.

Scallywag update before end of December. +2p
MMRE - Dec 2020 (Inc. some of the extended intercepts). +3p
Newcrest interim report tomorrow. +0.5p
Box Cut by end of 2020.
GDXJ rebalance due – completed 11th Dec. Index uodated 18th Dec. +5p
Possible GDX addition following GDXJ inclusion?
[https://twitter.com/Ukdavec01/status/1331687300858748929/photo/1]

Regarding the GDX.....I don't think it will happen this year....but IF it does........well.................let's not go there without a defibrillator shall we!!!!!
Z

Dillon see my @12:02
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FC1865 - one broker has already stated they cannot issue a note because of the cluster of news reports emanating from NMC/GGP. Seems wise to me?
Z

Welsh Falcon - Once the decline is finished down to approx 450m, ore will be mined as part of their preparations for the future mine design and to get closer to the motherlode.
Income will be generated as of this event.
Z

Redknight1 - concur wholeheartedly with your comments.
In addition, the closer we get to the GE's in Ecuador, the less likely any future JV partner will want to intercede.
Added value - by revealing resources elsewhere "appears" (by market standards) to have stalled after the assay results @ Porvenir.
Read this statement from Benn, carefully
"...Benn Whistler says: "The assay results from the first hole at Porvenir totalling almost 900 metres at a half percent copper equivalent is an encouraging start to the Cacharposa drilling program. This couples with the strong copper and molybdenum assay results received over the final metres of the first drill hole to make the project even more interesting..."
If I could embolden certain words, they would be:
'encouraging' and 'interesting'.
Now when do we as individuals use these words? NOT when we are exalting somebody or something. We use these words to put a positive spin on something quite 'adequate' and nothing more!
I was hoping that the Porvenir assays would have supported NM's exciteable comment:
"This will go down in Solgold history as one of our greatest moments".
Currently it has fallen on deaf ears!
I can only hope the motherlode is struck during this next series of drills, otherwise we are sitting on a damp squib for bl oody ages............
So with
Christmas.
Covid.
Aussie weather over the summer.
Ecuador GE.

Chronic Fatigue Syndrome might well set in.......................

Zzzzzzz

Says they read the boards (???) and find them entertaining - they even learn something sometimes.
Z

Not an SXX claimant by any chance!!
Z