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HSBC Holdings plc Message Board

markedtofuture 144 posts  |  Last Activity: May 20, 2015 9:15 PM Member since: May 25, 2011
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  • markedtofuture markedtofuture May 20, 2015 9:15 PM Flag

    Interesting thread

  • markedtofuture markedtofuture May 20, 2015 9:12 PM Flag

    I knew that was familiar. How about that website change.

    Before

    Our investment management team brings a diverse background and 12-year track record as leading investors in private and public companies in North America, Europe, Asia, and Australia. Our internal project evaluations group was formerly responsible for evaluating and vetting all asset acquisitions for Barrick Gold, the world’s largest gold producer.

    After

    Our investment management team brings a diverse background and 12-year track record as leading investors in private and public companies in North America, Europe, Asia, and Australia. Our internal project evaluations group was formerly responsible for evaluating and vetting all asset acquisitions for some of the world’s largest gold producers.

  • Reply to

    My question is

    by forwardflash May 19, 2015 5:28 PM
    markedtofuture markedtofuture May 20, 2015 7:25 PM Flag

    Thanks for the reply. This whole story will be one for the books. Did any of you guys know flanders? Flanders Inc. has heavy mining equipment, including drilling automation.

    Some of the scuttlebutt - may one day be fact.

  • markedtofuture by markedtofuture May 20, 2015 12:24 PM Flag

    Motion To Stop Sale Of Debtors' Exploration Properties And Related Assets
    Case 15-10503-MFW Doc 423 Filed 05/20/15 Page 1 of 13

  • Case 15-10503-MFW Doc 423 Filed 05/20/15 Page 1 of 13

  • Reply to

    My question is

    by forwardflash May 19, 2015 5:28 PM
    markedtofuture markedtofuture May 19, 2015 9:08 PM Flag

    forward - if the hedgefunds and others don't get tripped up, they are looking to make a token warrant offer.

    My two questions to you are, who told you Gold Corp was buying Allied back in January? Was it Tracey Thom or another Allied Nevada employee?

    When I walked by the vineyard
    forwardflash • Jan 27, 2015 8:26 PM

    a grape told me Goldcorp will buy out ANV.

    flanders.automation • Nov 25, 2014 12:33 PM

    She did mention 1 share of GG for every 5 shares of ANV but that was 2 weeks ago when both companies were trading lower. When I questioned majority ownership, she said the conditions for the exchange required ANV to own a minimum of 51% of the shares. My rough figures show that Hycroft could be fully funded with as little as 30 million shares

  • Reply to

    Rule 2019 Statement

    by markedtofuture May 19, 2015 5:18 PM
    markedtofuture markedtofuture May 19, 2015 5:22 PM Flag

    Notice of Appearance Filed by California Public Employees Retirement System.

    Case 15-10503-MFW Doc 417 Filed 05/19/15 Page 1 of 2

  • markedtofuture by markedtofuture May 19, 2015 5:18 PM Flag

    EC members with skin in the game.

    To see share count of EC members - primeclerk Case 15-10503-MFW Doc 402-1 Filed 05/18/15 Page 2 of 2

    The Equity Committee members hold shares of common stock issued by Allied Nevada Corp.

    Sharecounts do not separate pre & post CH-11 holdings.

  • Reply to

    THE SECURITY AND EXCHANGE COMMIISSON

    by dennishosem May 15, 2015 4:27 PM
    markedtofuture markedtofuture May 15, 2015 6:59 PM Flag

    Squiggy - he is entitled to his own thoughts. If he feels white collar crimes have been committed at ANV so be it. He isn't the only one that has read misleading statements.

  • Case 15-10503-MFW Doc 371 Filed 05/14/15 Page 1 of 1

    New member...Michael Willingham

  • markedtofuture markedtofuture May 13, 2015 12:27 PM Flag

    It looks like Royal is working on something with Allied Nevada. They filed a Notice of Appearance yesterday.

    PLEASE TAKE NOTICE that the undersigned hereby appears as counsel to ROYAL GOLD, INC. and, pursuant to 11 U.S.C. § 1109(b) and Federal Rules of Bankruptcy Procedure 2002, 9007, and 9010, request that all notices given or required to be given in this bankruptcy case, and all papers served or required to be served in this bankruptcy case, be served upon ROYAL GOLD, INC. by and through service on the undersigned counsel.

    Docket # 368 @ primeclerk

  • Reply to

    Notice of Appearance Filed by Royal Gold.

    by markedtofuture May 12, 2015 5:46 PM
    markedtofuture markedtofuture May 12, 2015 6:10 PM Flag

    Other parties are taking an interest in Allied. They want to be kept in the know and they don't play for peanuts. They are one of the largest royality companies in the world.

    PLEASE TAKE FURTHER NOTICE that, pursuant to 11 U.S.C. § 1109(b), the foregoing request includes, but is not limited to, all pleadings, orders, notices, and other papers referred to in any rule of the Federal Rules of Bankruptcy Procedure and Local Bankruptcy Rules and additionally includes, without limitation, notices of any application,

  • PLEASE TAKE NOTICE that the undersigned hereby appears as counsel to ROYAL GOLD, INC. and, pursuant to 11 U.S.C. § 1109(b) and Federal Rules of Bankruptcy Procedure 2002, 9007, and 9010, request that all notices given or required to be given in this bankruptcy case, and all papers served or required to be served in this bankruptcy case, be served upon ROYAL GOLD, INC. by and through service on the undersigned counsel.

    Docket # 368

  • markedtofuture markedtofuture Apr 30, 2015 7:31 AM Flag

    It took 7 months for that best short term outcome to play out. What happened after the tires were kicked?

    Allied has been quite the cash cow for management and directors, according to filings. It's clear, they would not want to lose out, by another miner taking majority interest.

  • markedtofuture markedtofuture Apr 29, 2015 9:17 PM Flag

    Aren't you the least bit interested in how things went down? We do know that I/R gave the heads up just under 2 weeks in advance about the time of an earnings release.

    lenny.squiggy • Mar 14, 2015 9:42 PM
    Per Tracey in IR, earnings will be released on March 26th but I am not confident of anything they say

    10-K: ALLIED NEVADA GOLD CORP. Published: Mar 27, 2015 1:10 p.m. ET

    Disclosure - this is total speculation and is nothing more than coincidence.

    Do a google search of flanders automation and see what kind of information can be found. For example...

    We’re Never Satisfied

    Since our inception in 1947, FLANDERS has been driven by the need to develop better products, techniques, and materials and to apply them in new ways to meet our customers’ needs.

    More than six decades later, we remain on the forefront of advanced technology and innovation for the metals and mining industries, applying our experience, knowledge and insight to develop unique solutions to your operation’s unique challenges.

    Our most recent advances for the mining industry include the FLANDERS ARDVARC® (Advanced Rotary Drill Vector Automated Radio Control) drill automation system, the SureTrip™ dipper trip system, Freedom™ open architecture platform, and DC-to-AC Dragline Upgrades.

    To learn more about how FLANDERS is revolutionizing heavy industry...

  • flanders.automation • Aug 13, 2014 4:40 PM
    Allied Nevada isn't a startup and the board and other "founders" like Pescio know what the potential is so I also don't think a buyout is coming. They don't want to sell and will dig it out with tin cups if they have to. They can also backburner the whole project and pick it up in 3 years, not like the gold is going to evaporate. These people are miners, not executives, and don't know how to tap capital markets so that's why we sit here at $3.12. I'm sure they had many offers to partner up but they want a partnership and not a takeover or sale, and on their terms. The best short term outcome is for volume to dry up, short % to work it's way up to 50%, and everyone just gives up and sells ANV at a loss. This will be a $10+ stock not because of management, but in spite of management.
    - The recurrent theme.... BOD does not want to sell the company !

    flanders.automation • Nov 25, 2014 12:33 PM

    She did mention 1 share of GG for every 5 shares of ANV but that was 2 weeks ago when both companies were trading lower. When I questioned majority ownership, she said the conditions for the exchange required ANV to own a minimum of 51% of the shares. My rough figures show that Hycroft could be fully funded with as little as 30 million shares

  • markedtofuture markedtofuture Apr 28, 2015 11:17 AM Flag

    The news is from over a year ago. That was the point!

    Gold was around $1300.00 an oz and silver was around $20.00 when they sold those properties. There is a pattern of selling properties for half price.

    The project economics are quite robust, with a 60% after-tax IRR and an after-tax NPV (6%) of $98.7 million. Analysts valued Hasbrouck at much higher values, with Scotia’s analyst, Trevor Turnball, believing the value to be closer to $75 million. Cowen and Co’s Adam Graf believes the market value is closer to $60 million. The steep discount could be due to the fact that Allied Nevada has its hands full with Hycroft and needed to shore up the balance sheet in case of further weakness in the gold price.

  • markedtofuture markedtofuture Apr 27, 2015 4:14 PM Flag

    It wouldn't surprise me if this whole operation was timed going into the low in Gold.

  • Reply to

    ANV Special Meeting

    by markedtofuture Apr 24, 2015 8:43 PM
    markedtofuture markedtofuture Apr 25, 2015 12:07 PM Flag

    The US trustee isn't taking the share count to get the 20% required for a vote.

    It is a group of activist shareholders that are doing what is right. They had my share count 2 days ago. This is just the beginning to get the votes needed to have a vote on replacing the folks that caused this mess. How do you think the EC got going?

  • markedtofuture by markedtofuture Apr 24, 2015 9:03 PM Flag

    They are putting shareholders together to get a share count. Details on the ANV board.

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