Member Info for zoros

Freddie - keep some perspective shall we?
https://uk.linkedin.com/posts/greatland-gold-plc-ggp-_12-september-2022-activity-6974970729641496576-iUHF?trk=public_profile_like_view

https://polaris.brighterir.com/public/greatland_gold/news/rns/story/xpn9qjr

They're not here for the view are they? They have to work hard to earn their money .
They make money - we make money (a minimum of 12p/share as the starting point, to be exact).

StarBright - always a fresh take on matters - thank you.
I leave you with the same nagging question most of us have:
Why are the team of 5 here? Why have they hung their reputations on the line hanging around a minnow like GGP - if GGP simply sits back and takes it like a man!
Somethings afoot - and it's not 12 inches this time.
GGP has first refusal to mine @ Hav if NCM/NEM walk away........
That is where SD has unique and TOTAL control of the JV. It is his safety net in all of this.
Best
Z

Well well, nothing like a game of chess to keep us on our pins!
So NCM would 'normally' shout from the hills that all their mines are productive and profitable after confirming to the world that NEM have asked to 'look at the books' in more detail. They want best value for their shareholders obviously.
NEM 'must' declare their intentions within the next 2 weeks (May 11th). After this they cannot re-bid again.
We already knew that NCM were spending hundreds of millions extending Telfer to 2025 and they are quoted as mentioning Hav as the medium term saviour in this regard. In fact they are already re-rating one of their trains to prepare for such an event.
MRE2 is well overdue and (personally) might even be circumvented with a DFS instead.[Including a technical re-rating for increasing the resource output to 9mt+/annum from the SLOS]
SD and his premier league BoD are most certainly aware that the next resource update is going to 'raise eyebrows' and I also think GGP are aware that NCM are revising their thinking about increasing output @Hav from either the SLOS and or the future block cave.
To that end and "IMO" I think that GGP/Wyloo have commenced negotiations to buy out NCM @ Hav. I think these negotiations commenced weeks ago - before NEM made an approach for NCM. I think GGP/Wyloo have asked for confidentiality during these talks in the event they come to nothing.
I keep asking myself this: why would SD pull together one of the best BoD's in the mining world (let alone on AIM) if all he intends to do is continue with a minority share in a gold mine?
Coffee break over - now back to reality!
Z

Warren, if you’re listening- I’ll sell you all of mine for 40p/share?
Z

Please use the sharing tools found via the share button at the top or side of articles. Copying articles to share with others is a breach of FT.com T&Cs and Copyright Policy. Email licensing@ft.com to buy additional rights. Subscribers may share up to 10 or 20 articles per month using the gift article service. More information can be found at https://www.ft.com/tour.
https://www.ft.com/content/ebd48bbc-1390-4679-99fe-682975bbdba8

The plans require the country’s two existing lithium miners, Chile’s SQM and the US company Albemarle, to negotiate an unspecified state participation in their existing concessions, which run to 2030 and 2043 respectively. Boric said the duration of these contracts would be respected.
Z

Please use the sharing tools found via the share button at the top or side of articles. Copying articles to share with others is a breach of FT.com T&Cs and Copyright Policy. Email licensing@ft.com to buy additional rights. Subscribers may share up to 10 or 20 articles per month using the gift article service. More information can be found at https://www.ft.com/tour.
https://www.ft.com/content/ebd48bbc-1390-4679-99fe-682975bbdba8

Chile’s leftwing president Gabriel Boric has unveiled plans to bring the lithium industry under state control, creating uncertainty for investors in the world’s second-largest producer of the metal crucial to electric car batteries.

In a television address mentioning socialist president Salvador Allende’s 1971 nationalisation of copper, Boric said “the state will participate in the whole [lithium] production cycle and create a National Lithium Company to do so”. It would also impose stricter environmental rules, he said
Z

Chilean government decides to nationalise lithium mines.
https://www.ft.com/content/ebd48bbc-1390-4679-99fe-682975bbdba8
Z

Starbright - what a pleasure seeing you post again after so so long!
Hope all is well.
Any further views on the way forward, gratefully appreciated.
Regards
Z

Condolences dip.
May he RiP.
Z

https://www.bloomberg.com/news/articles/2023-03-15/bhp-risks-36-billion-bill-in-uk-lawsuit-over-dam-collapse

BHP ain’t splashing the cash for some time yet, less of all on expanding their portfolio!!!
Z

...................or.............
Barrick?
Z

And so says the village idiot (again).
Christ cookiescrew can’t you post anything constructive?
Nothings going to happen soon cos no one is interested.
Z

Afternoon Speedy - that's the point here - whoever is "shorting" [NCM / NEM / JPM / uncle tom cobbley], it is a pittance in the grand scheme of things! So why would a company like NCM get a broker to do it for them? (Especially now, when they are thinking of selling up)?
IMO - whoever is 'shorting' - it's just routine business.
Best
Z

1981investor - don't forget has lovely wife - bless her. She's got bazillions too....;0
Bless them.
Z

Colonel - why are you still (after all these years) spouting ******?
You post as if you are all knowledgeable about what is going on - always have done....and yet in reality you know the square root of nothing (as do I).
Where in the name of (your)god do you learn that the chinese are in discussion with Ecuador??? I'll let you into a secret - the chinese have been entwined in Ecuador for over thirty years, from a commercial perspective. They have propped up the regime (financially) for as long as the last 2 decades. Ecuador owes China a considerab;e sum of money and much of it had to be written off by the chinese last month 'balance' their books!
I will say this - if ANYONE is closer to what is going on, both in the ecuadorian mining fraternity and in Solg - it IS the chinese.
All of the above is available on line for research purposes by the way.

We are all watching the PoG start its inexorable rise - the longer it continues - the more expensive the purchase of Alpala becomes. Someone needs to act soon to get a shop floor bargain @ENSA - or this 'hiatus' we are experiencing will continue for bl oody months if not years!
Z

Aqua - good morning.
Are you suggesting that NEM have received the 'shorting' baton from NCM???? Like some kind of ceremony at head office?
How about this: JPM are and always have been carrying the torch for shorters here @ GGP and they are simply acting independently because of the revenue stream it brings in?
Z

I've "dropped the ball" regarding Solg these days. Fecking company has done the same too, it seems.
Would appreciate therefore - peeps views on the way fwd, vis a vie:
1. No drilling? No exploration?
2. No further physical progress regarding Cascabel?
3. 800+ hungry mouths to feed?
4. No money coming in?
5. Lasso could be ejected from office before he leaves anyway in 2024?
6. Is the SR just a paper exercise?

Can't think of any positives - sorry (other than amalgamating CGP and Solg).

What exactly is Solg doing - day in, day out - anyone?
Z

works for me Addicknt
Z

It's "The Slug". He trashes every platform he posts on.
Don't be suckered in. Filter and enjoy the rest of your day.
Z

It may have been answered before, so I apologise in advance fit asking the same question, but why is it that every single advert for future employment at Havieron - indicate that the employment is only until June 2024??
Z

96dc2- sorry no one picked up on your request. Try this if it helps:
https://www.ggpchat.co.uk/viewtopic.php?t=564
The NCM/NEM combo is ongoing behind the scenes. NCM have divulged more data to try to seduce NEM.
The markets believe it will be a fine deal somewhere between April and June.
Until then it could be quiet (ish).
However on the GGP front, I am expecting formal news about drilling @ scally/ juri. By end of April perhaps.
I also believe SD don’t leave It too long between broadcasts. So look out for those.
As I’ve said recently, H2/23 is going to be manic!
Sit back enjoy the approaching warm spring weather and long evenings, stock up your wine cellar and enjoy the moment.
Best.
Z