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thank DBW for all that - interesting read
so we're well n truly up for sale of Cascabel now - we'll likely not achieve anywhere near full potential - but you know what I'll be glad to see an end to it all...........once it's sold and we receive our pay day I will most definitely be out.......
I am not going through this sh-y-te for another 10yrs no effin way lols!!!
atb
bn.c
Add it certainly is and also quite strange how quiet NM is at this moment.
He seems quite happy to let the cgp boys get on with it.
And not a mention of JV’s in sight
Put your ear to the ground. The distant rumble of hooves is fast approaching ...... and there’s thousands of ‘em.
Stick, he must be on the same page.
Sorry , smick not stick.
Wow, a real insiders view by the men that really matter in this game. And there we have it folks.... confirmed... Blackrock part of the scum holding SOLG back with their 25m rating shares game. Bit surprised Norges included in that mix as thought they may have been more neutral.
I'm absolutely loving this! This has now become a real little guy v the super majors. The world is watching now. If the little guy delivers another blow to BHP like Wyloo and co, then it could change the entire landscape of mining going forwards. BHP simply can't afford to get into the ring and lose.
I feel vindicated on many fronts (based on past views) and great to see some 'meat' on the bones.
Whilst some might dwell on the idea of selling part or whole of cascabel, others will know that if one slice of that asset is eaten into or sold, then BHP have to attempt to thwart it or beat it or walk away yet again.
If Oz minerals ends up going for $40+ then BHP will have had to pay a whopping 60% above their original offer which they said was fair and good value.
We have some serious heavy weight guys on our side with proven expertise and they look more nibble and streetwise than the likes of Henry and biswas.
It's going to get very exciting indeed and rightfully so... Cascabel is a stunning in many ways. It's world class.
If Fortescue put in an offer for Cascabel, can Mike Henry really afford to let Twiggy pinch a Tier 1 asset from right under his nose? One that he cares enough about to publicly comment on how they go about raising cash, and that he has attempted to control through nefarious means over several years?
Yes BHP have other options that they've taken stakes in. But are any of them as big and promising as Cascabel, and have they invested as much time and resource into attempting to pick them up on the cheap?
Judging by those votes required at upcoming AGM, I think CGP deal likely to conclude before AGM then... no surprise there then. But I do wonder whether the surprise will come from an issuing of that 6.7% stake to someone like Fortescue. That would ensure Twiggy gets a foot in the door, votes the way we want and sends firm message to BHP and co. Even if BHP walk away with it all, Twiggy still gains big and with that I am assuming a 6.7% stake at around 25p a share.
Maxit, Sangha, Irwin and others are in their element. They love a fight. And they like fighting against the big guy because they are smarter and more streetwise.
Game on!
I’m happy reading this article… it’s been too long since our management showed any passion, any determination to reward shareholders.
But one question I would ask is, if the plan as said is to sell Cascabel (Ensa), surely slicing off a percentage of its future earnings to Osisko seems an odd decision??
Cheers DBW,
Much appreciated, rumble in the jungle part two
Atb
Where’s it all gone?
Just about to screen capture it, any chance a re paste please
Atb
Excellent thanks DBW!
Sangha. “We are bringing it to an end fast and smart, rather than slow and stupid.” Brilliant, bring it on!
Mathers it’s a paid for article they clearly aren’t happy
DBW,
Oh right, well it’s worth paying for, cheers anyway mate
Atb
Mathers
It’s all still there on previous page
It’s very long
DBW,
Brilliant, cheers
Scree grab whilst you can
DBW,
Got them, many thanks for that, well family are going to get smaller presents now as I must buy a few more, they get the money in the end anyway lol
Atb
Thanks DBW for posting and thanks too to Seav for the find.
Thanks dbw, excellent read. Must admit to nearly p*ss*ng myself at the "smart Sandeep" comment!!!!!!!!