Panther Metals Share Discussion Threads

[spudtheplumber] 21/4/2021 07:39

2 sticky holdersI'm guessing they could be tr1 holders already

[soulsauce] 21/4/2021 07:23

Now that's how to raise money 👍

[mikeh30] 19/4/2021 09:37

I wanna see some buys from Darren's team

[soulsauce] 19/4/2021 09:04

wrtmf all available information should be given to shareholders to make an informed decision, but if we aren't allowed a vote it won't matter and would be extremely disappointing.

spud, nothing clears the head better than a dog walk. I hope to have one of my own later in the year. It's a long time since the passing of my last one but now I can dedicate myself full time so looking forward to it.

I can't disagree with what you are saying. With keeping dilution to a minimum something had to give.
All I would say is that shareholders need more information as to why hiving off Australia as opposed to Canada has come about when what we know so far points to Australia being the better assets.
Darren said in the interview yesterday that both the TSX and ASX are more mining savvy so it isn't that.

I hope Kerim has not being tasked with raising the money and shaking the tin in Australia or we might end up with a couple of old buttons and a bag of magic beans ;-)

[spudtheplumber] 19/4/2021 07:58

Some thoughts from my early morning dog walk.Panther would have had to dilute the best part of 50% to fund what the ASX listing will raise imo.Drill success or other value creation will reflect on Panther's balance sheet (and hopefully sp)We are free to concentrate our limited corporate and financial resources in Canada.This way we move forward on ALL fronts. As our mcap (and liquidity) grow other options become available. I am starting to understand our buisness model much better now (I think lol)

[spudtheplumber] 19/4/2021 07:51

I agree wrt

[kaos3] 19/4/2021 07:26

logic plays

[wrtmf] 19/4/2021 07:23

my current thinking is, it would be fairer for existing shareholders if the merolia augers are published first then the asx listing takes place, rather than the opposite. that way you may entice more of those involved in the fund raise to stick around for the follow up rc/diamond drill. if done the other way, the fund raise is done from a weaker position and then the auger results get immediately sold into.

how's that sound?
[i'm assuming there is no shareholder vote and the ball is rolling on this]

[soulsauce] 19/4/2021 07:19

kaos no worries. I like to think we can discuss everything on here without falling out even when we have differing opinions.

[kaos3] 19/4/2021 06:06

from panr

Rudyard Kipling

If you can keep your head when all about you
Are losing theirs and blaming it on you;
If you can trust yourself when all men doubt you,
But make allowance for their doubting too:
If you can wait and not be tired by waiting,
Or, being lied about, don't deal in lies,
Or being hated don't give way to hating,
And yet don't look too good, nor talk too wise;
If you can make one heap of all your winnings
And risk it on one turn of pitch-and-toss,
And lose, and start again at your beginnings,
And never breathe a word about your loss:
If you can fill the unforgiving minute
With sixty seconds' worth of distance run,
Yours is the Earth and everything that's in it,
And---which is more---you'll be a Man, my son!

[kaos3] 19/4/2021 06:03

I would like to thank you all for treating me and my yesterdays writing kindly. I am an emotional Balkan gardener and PALM was my main bet and hope due the supposed assets quality - and still is but to the much lesser degree .....

interviewer on Oz said - controlling stake - Darren answered - substantial stake in OZ - not denying controlling (and that is what I was talking about - spill the beans - do not corner and curve (is this the saying? I hope). Why not telling exactly as it is atm?

And here we go - Australia "sold" but asset gathering and flipping not finished in Oz, Dotted lake is the focus.

There is only one issue - palm did not get any fresh money for Canada - this issue is still coming to be resolved soon

Will also be important where the Oz new gathered assets will be put in - into Palm or into Oz listed (non palm controlled eg substantial) entity - where is the mental (pocket) focus of the PALM board

[soulsauce] 18/4/2021 19:03

Cheers wrtmf, a much better interview than the other 2, no disrespect to the gorgeous Katie.

Fills in a few of the gaps and adds a bit more detail.
At first he talks a lot about Oz and I get to wonder again why we are giving it up but then switches almost seamlessly to the possibilities in Canada as if he realised he was selling Oz too much 🤔😄

[wrtmf] 18/4/2021 18:45

new darren interview with zak mir


sounds like darren's had a quick read of the bb
:)

hoping for palladium/copper as per east-west neighbours [not new news] @dotted lake

[soulsauce] 18/4/2021 17:07

Not totally disagreeing with you spud, as I say I am on the fence with it and just spit balling.

Will suck it and see for a bit to see what materialises but will no doubt have some contact with a few questions when things become clearer.

[spudtheplumber] 18/4/2021 15:58

We'll just have to agree to disagree Soul.Why not give DH a ring?

[soulsauce] 18/4/2021 15:12

A free carry with an ever diminishing holding depending on dilution that is why it important to have much more than 30% at kick off.
Unless Palm was to take a part in any further dilution which would kind of defeat the object.

[spudtheplumber] 18/4/2021 13:01

Not sure what advantage a JV would give £7mill mcap Panther?We would still have to fund our share.This way we have a free carry up to discovery stage

[soulsauce] 18/4/2021 11:17

Lol kaos.

Let's see what develops this week.
You never know we could actually get something to get our teeth in to on the Canadian licences instead wondering what is actually going on there beyond what other companies are doing and seeing.

Fingers crossed.

[danmart2] 18/4/2021 11:13

Canada play is key to major growth with Panther, let’s see what develops in the coming months

[kaos3] 18/4/2021 11:02

so you are suggesting - industry JV partner would not give as much money as we expect from the market and would ask questions before giving it and after giving it. best avoid - agree

just kidding

and will stop todays rant

as people are good, life is beautiful and no one should be put uncomfortable

SMILE :)

[soulsauce] 18/4/2021 10:58

I doubt there is enough information on the assets to get a worthwhile JV away kaos and no doubt would have to give up too much.
Also you are then at the whim of a 3rd party and all the baggage that comes with it.

[kaos3] 18/4/2021 10:42

also why listing and not partnering in a JV (still an option till listing - and just getting cash without an industry partner is a fact)? is it a JV via listing?

being left alone - and having money is a very comfortable outcome for the most

[kaos3] 18/4/2021 10:33

I am not saying the proposed action is bad !!! something had to be done and the easiest way is to "sell" the best and most liquid

I am aware - they provided oz to us and "kinda" can do with it whatever they want - from their perspective.

they could just have went into these assets as individuals and started a separate Co once again or injected those assets into some other Co (as seen elsewhere) - so who I am to complain?

it is just - we were not presented with what work was done on the other possible options, the math on those options and why this is the best way forward - I think that is a fair question

[spudtheplumber] 18/4/2021 10:33

Hopefully Darren has a read of this bb over the weekend makes himself aware of shareholdersqueries/concerns