Recent content by houtman

@mullokintyre April update. POL announced their 1/4ly report today, most companies be another 3 weeks. Still on track for May production and June cashflow. Wet commissioning this month. Now that they are near production they are moving more resources to exploration. Having compiled the...

Cheers Mick, the prices look right but the codes look to be under @peter2 's name.

April comp pick. ORD have completed a drill program and we are awaiting results. Hoping for ( good) results before end of month. Next door to RMS and GMD, searching for a Barimaia look alike. Proper team running the show. Gold now at $5000aud .

ORD thanks Joe

@mullokintyre March posts all completed thanks, the end of month is approaching.

@mullokintyre March update It has been quiet on the production front for VTX. From @Dona Ferentes post above, the headline on 28/2 was VTX PREPARES FIRST GOLD FROM PLANT COMMISSIONING FOR SALE. 4 weeks later no announcement of a sale. Earlier presentations indicated 3gpt for the stockpiled...

@mullokintyre March update - No material announcements this month. Their last presentation suggested IP30 results for SS-2H in April (targeting >10.7MMcf/day )and SS-3H mid 2025 (targeting >19MMcf/day). IP30 results will give an indication of how many wells required for the 40MMcf/day...

@mullokintyre March update. POL announced a mining conference presentation a few days ago. All on track. Looking to be producing in May and cashflow in June. $7.5mpa exploration budget. Also in the presentation "Establish a capital management policy to deliver shareholder value...

Showing the advantage of low SOI, it is difficult to get in without moving the price. We’ll see what the drill results have to say.

More visible gold for KNB in both hole 3 and the still to be completed hole4 (8-10 hole program.) They seem happy with how the geological model is coming together. First assays due early April, drilling to recommence in about a week, rain delays due to Alfred. Probably explains the price...

Simples, meanwhile in Australia, hand wringing. When I last looked( so take with a grain of salt) - NHC - mainly thermal coal, M Cap $3.4B, EV about $2.8B YAL - Mainly thermal coal. Mcap $8.2B,, EV $5.8B, had about $2.4B cash, going ex divie today. WHC - Mainly Coking coal MCap $4.9B, EV...

@mullokintyre March post. OBM made it into the S&P 300 Qtly March rebalance, announced today. They also announced some Put options at AUD$4400 for 100koz at a cost of about $14.3m. I guess that's prudent. I'm not a full bottle on options, but I presume that would require a gold price of...

Yep, agree it's a dog's breakfast of an answer it has given, my reply was more to do with the conversion table it gave you.

Looks like it may have used MPH, but still a fraction wrong. Lol. might get a "Beware of the Greenland Shark" sticker for my gate. I've been using Grok the last few days, so far it has been good for my use, although it does get a little short/cranky after about 10k words.

@mullokintyre Mine have all been posted for February, the earliest was 2nd February. I’ll post in this thread when all 4 are completed each month in future if that helps. Cheers