Panther Metals Share Discussion Threads

[soulsauce] 18/4/2021 09:56

Thanks for that spud.

Unfortunately Darren doesn't have the best grasp on the use of commas and full stops, therefore I have read that piece several times and I am scratching my head.

Would appreciate your thoughts spud on what this actually means??
To me it says he thinks but not sure we will be better going down this route?

[kaos3] 18/4/2021 09:52

I am also too stupid to understand dr. Kerims corporate structures - listed holding palm, then country subsidiary owning JV eg - three corporate layers - meaning I ll get FA obligatory info (depending on consolidation needs - that % ownership structure in the JV will be a tell tell) about what is going on down there where the money is being created and handled. I am just having an honor to finance it at the top which I gladly do. all difficult work of money shuffling I ll leave to the trusted people somewhere deep down far away. I hope they get lots of options and other perks additional to their salaries from the commitee for their unselfish efforts. because I do not know if Ill be able to read about it in palm reports - due to the possible corporate structure coming our way. lets wait and see

ok - by listing in oz - I ll be able to read all about it - but - it must happen that way

[spudtheplumber] 18/4/2021 09:10

Has everyone already registered for the Panther metals emails.?Darren normally sends a group email after announcements. One quote from yesterday's email."My personal model forecasts the effect of dilution against any discovery will see Panther Metals Plc actually ahead in the longer term as a result of less dilution at the Plc level should the assets deliver on the potential we see at this stage. Should anyone wish me to quantify this statement any further just get in touch."This move to list ozzy assets has obviously been thought about very carefully.

[soulsauce] 17/4/2021 10:26

I must say I go back and forth and I am a bit on the fence about the news.
I am concerned we are hiving off the better assets and am worried we are not going to keep a big enough chunk of them.
On the other hand I know Darren is keen to build a successful company that will take care of his family, his kids and probably his grand kids. So in that respect I am hoping he has some clarity on what the Canadian assets may hold and we will be pleasantly surprised when we find out more about them.
Of course since the news broke we now have the added complication of Covid rearing its ugly head again in Canada and it looks like it is going to lockdown to some degree which is no doubt going to hamstring us for a while.

At the end of the day we are still betting on Darren's master plan which is the same place we were before the news as we don't know enough about what may be in the ground at either location.

[spudtheplumber] 17/4/2021 09:12

I'm looking forward to see what the plans are moving forward. Tick tock....

[wrtmf] 17/4/2021 08:12

my initial gut reaction is closer to spangle than spud.

i'm realistic about not having the funds to move everything forward. without the grades at merolia and without the mag at marrakai/annab and without initial exploratory work/surface grades at marrakai/annab, we don't know what we're giving up. the latter, of course being kerim's historical stomping ground and for anyone who's watched the old interviews will be familiar with the phrase 'kerim thinks the others missed something'. that carries only so much weight when trying to raise 5m and hold on to a hefty portion of oz assets.

i can only add that when interactive investor took over the share centre, access to tsx/asx opened up too, so direct ownership of palm-oz becomes an option.

canada - dotted lake public notice consultation closes in less than a week, then its up to x days for a decision from the mining dept director. [haven't listened to interview yet]. meanwhile, the drill hold up at big bear has really hit hard.

[spudtheplumber] 16/4/2021 23:13

I'm thick skinned Soul But I will be at any future shareholders event (when allowed) if anyone wants to chat about my posting lol

[soulsauce] 16/4/2021 23:09

It seems pretty random. It looks like most of us have got one over recent pages.

[spudtheplumber] 16/4/2021 23:06

They must be really shy Soul ;0))At least tell me why they disagree lol

[soulsauce] 16/4/2021 22:58

Strange tick down that spud. Not sure what you said to deserve that 🤔

[spudtheplumber] 16/4/2021 22:46

Someone voted down my post lolNot much loose stock around, you have to question some peoples motives...GLAWith a bit of luck and a fair wind the majority of my holding will be sold to institutions at multiples of todays price!Sorry for sounding rampy but there are many examples out there.. ;0))

[soulsauce] 16/4/2021 22:35

Indeed it could danmart if we are allowed to get on site and do something.

[danmart2] 16/4/2021 22:25

I am more inclined towards Spuds point of view.

The share price by this time in 2022 could look very different

[spudtheplumber] 16/4/2021 22:20

CheersStrengthening of ozzy bod and change of subsidiary to UPC had to be for a reason wrtZero financial commitment for a "substantial " % of expected exploration success is a good result imo.A few million quid of liquid assets on the balance sheet!2021 should see some meaty exploration across all assets imoImagine a discovery on Big Bear or Dotted Lake with well under 100m shares in issue......

[soulsauce] 16/4/2021 22:12

According to the BBC news website tonight it seems Canada is currently having a bad time with a new wave of Covid so it's doubtful anything will be happening there soon - sigh.

Apparently Ontario is particularly badly hit with the number of infections having overtaken those in the US.

[wrtmf] 16/4/2021 19:12

well done spud on speculating early on what might happen here [oz spin out].

[bogotatrader] 15/4/2021 22:13

Good news for floating aussie assets, sure they will get the 5million away quickly. Hope they appoint a decent broker who will support the stock when quoted on AEX

[ianbag] 15/4/2021 22:07

I think if you have the holding that DH has in panther then you do what you believe delivers the best returns and why would you do otherwise? This is great news for rapid development of all projects

[soulsauce] 15/4/2021 21:48

There are lots of examples of how not to do it spud, RBD being another, and that is why I am here.
There has to be a better way. Hopefully the journey will be worthwhile. Time will tell.

[spudtheplumber] 15/4/2021 21:39

Basic stuff, but keeping a tight rein on dilution early doors has a massive compounding effect on the share price as value is added!GBR is an example of how to do it and PREM is an example of how not to do it. IMO

[spudtheplumber] 15/4/2021 21:13

You gain a totally free carry in exploration costs and a totally free carry in any success. You also end up with management and resources focused in Canada, which is very important for a 7 mill mcap company imo.From small acorns and all that....If you think, with the very limited info we have, DH has made the wrong decision so be it.My money is on DH making the right decisionsGL

[spangle93] 15/4/2021 21:01

So spud, you seem upbeat at giving away more than 50% (IYO) in the asset that's closest to JORC resources and production, more than 50% in an Asset with 4 plays identified, and more than 50% in an asset on trend with historic workings - explain, what do I gain as a shareholder in PALM with this proposal, versus what I can easily identify that I lose.

Why wouldn't a farm out of equity for a free carry be a smarter path forward for shareholders?

[soulsauce] 15/4/2021 20:59

Sorry spud not knocking the news but Spangle does make some very salient points and as we know so very little currently about Canada, not that we know too much more about Australia but Merolia is way in front of anything else, it does feel a little bit skewed in the wrong direction at the moment.

Hopefully I will get through the Somerville article tomorrow.

[spudtheplumber] 15/4/2021 20:42

Lots of assumptions being made without any real information tbf.....I'm sure we will get more clarity moving forward. Imo not a chance of keeping 50%Nigel Somerville article covers this very well imo.