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Eloro, do you honestly believe that with 16 days to go and negotiations at a critical point, he would come to London for the sole purpose of a 'jolly'?
MF I don't think I can compete with you in being a pratt. You should consider pulling your finger out of your jacksie before having a go.
Many here expect that important news will be communicated by Scott today. Surely he would need to rns any price sensitive news before mentioning it in a presentation? No rns, clearly he will not be speaking on anything price sensitive and therefore nothing of any significance. Not hard to grasp even for you master prattđ
Hannam are a highly regarded investment bank specialising in mergers and acquisitions and have acted for amongst others BHP in transformational transactions.
Whilst I expected confirmation about the royalty deal today, I'm more excited about why we haven't.
Majors been spooked into action??
News from Bolivia shows that the USA will do anything to prevent resources falling into âunfriendly â hands. More reason to get this sold asap if Chinese are considered to be in the box seat.
I don't think Franco will be up for fully financing Alpala. More likely a JV deal with chinese and possible another streamer or player. Spreads the risk and lower capital deployment.
That said, I wonder what kind of royalty stake would be on the table for $1.5bln up front with some risk discount embedded in?? 0.5% for $50m x 30?? That simple? I doubt it. So what's the expectation for a full royalty deal?? 40% royalty?? That would be deal of century for Franco considering Alpala is due to knock out $1bln+ in profits for 15 years+ (approx!) first 4 years capex discounted.
Was just about to say. No need for an RNS right away
It's going on behind the scenes. This is getting closer every day! Finance package going to be released soon. Within a few days and next week will be hot! Let's see. Today should bring new investments on board. Nobody can ignore SolGold and cascabel anymore.
Eloro,
You wanted a RNS before the event has actually happened? You were informed that the event is today, so what else do you expect before this event?
Such a negative Fwit, most depressing poster I know
Try and enjoy your life instead of looking for the next whinge ffs
No RNS, hence nothing of any significance I would wager. Just a jolly for Scott to get away from Quito.
In my experience there comes a point in any negotiation of this kind when the vibes change and you get a pretty clear view if the deal has legs or not. The atmosphere changes and the adversarial nature of the discussions morphs into a more collaborative venture.
Of course, you virtually always end up with tedious argy-bargy in the final meetings, which often involve balls-achingly dull all nighters as the lawyers parade their macho pride in a ludicrous attempt to outwit the other side's lawyers, whilst simultaneously racking-up as much in fees as possible. But if the principals are robust enough they can instruct the spotty herberts to get on with it.
So are we at the point where the point where the vibes have changed? Are the main elements of the package already agreed? Has credit committee given approval? (this is the biggest challenge. If they say no, they very, very rarely go back on the decision)
I wouldn't want to hazard a guess, but I come back to the point in my original point - why is he here?
Great piece of detective work Add!
Are we not all expecting an important RNS this morning? Unfolding of the various Solgold mysteries ?
Just asking for a friend, LOL!
Is SOLG attending this year's Expominas in Quito?
Addicknt thanks for the detective work!
Let us see whether Scott can deliver more than hot air heh Addđ Hopefully he will not mentio The Rocks!!
Good morning everyone, I think today will be a good day for us. Looking forward to seeing what SC has to say at Hannam and partners today
There will be lots of investors watching! Something is going on in the background that's for sure!
Goodluck all, hold for gold. Not long now until we hear the good news of who's interested, who's financing etc
Share price has been too low for too long. Time to let it go.
SC really be presenting at the Hannam shindig if he was worried about delivering the finance package? We have 16 working days before the loan is due for repayment, so if there were too many worries you'd have thought his time would have been better spent hammering out the details. It would take some brass balls to stand up in front of an audience and tell them all is well with the world if in fact the solids were about to hit the fan.
There's also the question of venue. I assume he's attending in person, so why would he come all the way from Quito just to attend yet another conference?
I believe Eversheds in London produced the various documentation for the loan and Charge, so I wonder if they will also be preparing the legals for the package? This would make sense, both for continuity reasons and as an explanation for Caldwell's visit.
I'm not remotely complacent about the outcome, but there appears to be plenty of positive indications of success. Fingers crossed, a lot is riding on this.
Incidentally, having emailed the company with my findings about the loan, overnight I finally received a reply from CS confirming FN as being the lender. Fair play to him, but he must have assumed the RNS had escaped my attention.
That's the spirit needalife..
Be nice .
You must be on final warning by now.
With Everyone reporting you for that potty mouth.
Aquinas, I agree 100%.it was a good board today.
Take away raspberry and strawberries contribution. And today we had
Adult factual discussion.
I hadn't seen the share price, but seeing bnc turn up, I guessed it must be on the up, good news, I'm sure we will get a candlestick update very soon.
No clowns and there wild claims.
Unfortunately we still have Needapooh.
But STACKHIGH disappeared the other week.
Well the two antagonists are absentâŚ.
Nice to see some proper discussion on the board today.
đđ
Bnc yeah itâs not that important to know but when youâve designed and written the code and understand what happens in the âblack boxâ itâs a bit annoying when some know it all tries to tell you otherwise
Discipline is of course the key skill, have a strategy and stick by it. Iâve made a fair amount of money on solgold spreads simply because Iâve watched L2 so long that I know the book and how it works.
Assume youâre still long here on your main investment? Any opinion on the last RNS and how you see things unfolding?
84
right ho........
I cant say nor have I bothered myself to need to know how everything works behind the scenes & structures of trades.........
All I concern myself with is that my trades (as best possibke) have some technical reason for taking them - dont risk too much - and (the hardest bit) be disciplined re getting out if things turn against.........
All that said - due to work commitments - I hardly trade at all these days as simply dont have the time to analyse and trade & know all too well - just diving in can be very costly very quickly.
I guess it would be interesting to learn all the gubbins behind the bets / positions etc - never too old to learn!!
BN.c
Never left Novice matey - just couldnt add anything of value - nor could I be ar-sed with all the nastiness and arguments on here - became really toxic.
Hope ur well matey
BN.c
Nice one bnc, I know them inside out having worked on one. They may soon become a very important option as a means to a tax free income under a labour government that will destroy investment.
Iâm actually not allowed an account on the one I helped build for obvious reasons but theyâre all pretty similar
This idiot Hubris tried to tell me that every position shirt or long is automatically mirrored in the open
Market with actual share positions
You can probably work out why thatâs tosh but he spent half the night trying to argue he was right
84
I see
Use them myself a little but wouldnt profess to be an expert by any means - do like the leverage benefits (bigger bang for your buck n all that)
BN.c