Hi Spec,And I thought my views at times were a little abrasive …...

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wassa

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21/04/24

19:05

Post #: 73446229
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Originally posted by speculator101: ↑

ha, rest assured my skin is quite thick

I do agree that HC sentiment can be a useful tool in choosing a time to enter a stock, though as I continue my investment journey, the No.1 challenge is trying to wait even longer before taking a position, as things rarely occur as quickly I think they could/should.

Agree with you post and GOR does have great assets, which if it becomes cheaper would sway me to possibly taking a position, but... for now, the stocks I have offer greater upside (I hope).

Management have proven so far, they are very willing to simply do anything other than mine and I have little doubt they pride themselves on having kicked the tires at a 100 different projects, but whatever deal they pull off, they don't have any ability to improve what they buy, so... in a nut shell, are a waste of space.

What I do find interesting is that, buy looking to buy up the oversea's asset, to me it implies they are going to divest their DEG at some point. So.... as above, what have they valued added to DEG (not much). Seems like GOR is directionless, other than trying to buy assets that they don't have to operate, sort of like a royalty company, but with huge management fees.

Oh how I would love to know what other projects GOR has made tentative bids on.....

Good luck to all holders.

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Hi Spec,

And I thought my views at times were a little abrasive … Wow … “a waste of space”

You may not like their business model but they are No.11 Gold miner by market cap and hold 20% of No.5 DEG so something is working for them.

Not sure how you determine “they have no ability to improve what they buy” … big statement.

Also not sure as an investor it’s their job to add value to DEG, it’s De Grey’s management job to do that for them …

Imo your views on GOR seem more personal than rational.

Last edited by wassa: 21/04/24

GOR Price at posting: $1.61 Sentiment: Buy Disclosure: Held
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