Hi Esh,
This was a wonderful response from you! Thank you very much for the kind comments. I will try to respond to most of your main points:
-Unfortunately, there's plenty of childish/tiring behavior on the North American chat sites as well. But thankfully, we do have a little group that tends to be serious/positive, and it's been growing recently. As mentioned many times in my clip, all are welcome to join-in (or at least check it out). I am personally very happy that so many there are just now getting interested in ASX stocks.
-On geology, I will immediately mention I have zero expertise. In case it wasn't clear in my video, my comments on geological similarities to other deposits was simply me relaying information I heard directly from Nick Castleden over the phone. With that said, I could very easily have misheard or misinterpreted anything he said (and this would be my error), so please keep that in mind.
I think your comments on Tropicana could be valuable to the company. I believe Nick Castleden had discussions with other geologists at Diggers & Dealers about possible similarities here (though I am not at all sure...just what I have in my notes). Thank you for pointing out your post about the Champion Gniess in India, as I had taken a quick look, but completely forgot to go back to it. This also might be worth pointing out directly to management. Whatever happens, the fact that it's difficult to classify Rebecca/Bombora at this stage is exciting to me, and I will look forward to any follow-up thoughts you and others may have as results come in.
-Wow, how exciting! Thank you for sharing tidbits on your new project in this part of the world. I have some people in mind that could be interested to learn more. Yes, please do keep me in the loop, though I completely understand this can take a while to put together. I am interested in your progress even if I never directly participate.
-I have not done much research specific to NCM exploration. But I have noticed their interest in deeper targets AND emerging jurisdictions (the technical details you have provided sound interesting, though over my head at the moment). I admire their strategy, considering many of the big North American players (ex. Barrick, Goldcorp, Newmont, etc.) don't seem to be as aggressive with greenfields exploration, and might simply be lacking in creativity at this stage (in particular, I'm unimpressed with what I see with Goldcorp_.
Just a sidenote, as I find long-term strategies of the senior and mid-tier producers to be quite interesting to follow. I believe I saw you post on the RSG board, and I consider RSG (Resolute), Endeavour Mining (EDV on the TSX), and B2Gold (BTO on the TSX), to be mid-tier leaders, all with potential to become important seniors by the end of this cycle.
-Yes, there are many royalty specialists in this part of the world. As NCM advances Seguela, I will keep asking around to get a better idea on valuation here.
Again, thank you for the kind words and great comments.
MBG
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