Member Info for zoros

Doublehun, that's the reason for forums, isn't it? To talk about what might happen, to speculate, is part of the why we are all here.
It gets the conversation going!
Results incoming.......................
Z

somebody's got to prod the elephant in the room!
Z

The SP could be where it is because there's a leak about the 5%?
Z

JamesP21 met with SD the other night and this is what SD said to him:
"...1-2 potential partnerships in the Paterson, 1 of which he’s very excited about.
Expect an updated estimate from GGP when NCM release theirs.
5% very close, RNS drafted. ..."

Make of that what you will.
Tx James.
Z

In for a penny, in for a pound:
SD is definitely going to confirm the results of the 5% negotiations.
There, I've said it, done it, worn the T shirt. [Gulp!].
He's going to massage our emotions by managing our expectations about the amount and tell us it's all behind us now, so too the PT deal which he expertly negotiated recently.
He wants the past - properly in the past and then full steam ahead with 'his' company, not GH's.
At last we can STOP talking about the effing 5% (which is 5.8% now by the way due to inflation].
My guesstimate for the 5%: £50M (GBP).

*IMO.
Z

MFU - I convinced myself too that the resource might grow from 6.5Moz, but alas, I think we will have to wait until august at the very least when NCM release their MRE(2), too.
More knoweledgeable people than me have suggested that what actually might happen is that NCM will shift more of their "inferred" across to "indicated" as alead in for more resources, come August.
So I concede.........slowly slowly catch a monkey and dream of maybe 7.5 to 8Moz in August, eh?
We all know that NCM are ultra conservative with their findings because their shareholders have had bad experiences with them over promising and under delivering in the past.

Prepare for the mediocre and be surprised with the exceptional!
Let's enjoy the results for what they are - better than no news!
Z

What's eleven days between anonymous keyboard warriors, anyway?

[And I'm the bl oody road map editor too - duh!)

Ta LBA ;)
Z

Count me in too MR
Z

Opulentia, you said:
"...GLA LTH be interesting where SOLGOLD will be in 2023/24..."

I say:
still in NM's back pocket, methinks!
Z

Hoping for:
Decline progress update.
More inferred transferred to indicated.
6 x assay results.
Confirmation that the 90km drilling (june '21 to June '22) was successful and next new phase of drilling commenced this month.
Announcement that their MRE(2) is on track for publication on Aug 8th in their annual results.

.....for starters
Z

cmon then let’s get chatting seriously about what we expect to read about Havieron in NCM’s quarterly coming up tomorrow/Thursday?
Z

And not a day too soon. Good riddance especially wishing someone loses their investments on another stock.
Please promise to stay away.
A good day on here finally!
Z

Eich - agreed.
Only way get is aJVA.
Z

Evening SAS - glad you're still here, atleast. You're right about newbies filling the gaps after D Day a week or so ago - some haven't a clue and many of us can't be bothered to bring them up to speed any more!
You're not wrong about the deja vu, just think what's coming these next 4 months never mind 12 months:
20/07/22. NCM June quarterly results. 6 assays pending. [BST].
SD remains in London over this period and he wouldn't tell anyone why??? Something's a foot and it ain't 12 inches!!
21/07/22. GGP 6 weekly update?
I think SD is going to announce something meaty.
18/08/22. NCM Full year results. To include MR&OR update up to 30/6. (NCM mre2?) [BST].
Got to be an increase in 'indicated', might even be better than that.
01/09/22. GGP 6 weekly update?
09/22. GDXJ rebalance.
13/10/22. GGP 6 weekly update?
26/10/22. NCM quarterly results. [BST].
02/11/22. GGP Annual Report. (KPI’s for SD’s 12m share option).
11/22. Sprott ETF review of GGP.
24/11/22. GGP 6 weekly update?
12/22. GDXJ rebalance
Q4/22. D.F.S. Decision to mine (as a JV) by NCM / GGP.* [NCM loan of $50m runs out on completion of DFS].
Q4/22. Bulk Mine decline commences. [750m+ deep / 6km long].

Term sheets need to be completed by year end.
5% will be resolved by then too.

All in all - a MASSIVE amount of news incoming. If the SP doesn't rise to the occasion - I'm a kipper skipper!
Z

Quart what happened to the bit where DC said the mine odds on course for production in 2029 with the possibility of tandyama reducing the period by 2 years by opening up as an open pit???
2025, you really are delusional on an epic scale.
Made me laugh though.
Z

Just read that! It came out all wrong! I wasn't joking about your well being!!
Sorry
Z

Evening Bellers. I trust you are well?
Joking aside - what are the chances of a HAV x 2, seriously?
NCM will have enough to last generations with HAV let alone allow GGP to 'hang around' for a couple of years robbing them of 25% of the profits @ Hav.
IMO.
Z

lseo - great topic for conversation.
The answer is: "unique to the individual", I suspect. For instance if your average was say 5p and the offer was for 35p, would that person sell?
I've been with Solg for 9 years now and my 'exit window' is reducing daily at this rate! The good news about GGP is that we can see the light at the end of the tunnel - unlike Solg!
Accepting bids must be a cery personal decision - surely?
Z

That's a strange response from SD, isn't it?
What is all that about then?
Z

Citywatcher - OMG! How many companies you investing in???
How do you keep up?
PS: Solg ceased being an exciting stock just after the demise of the roman empire in AD406, I believe.
Z