RE: NEW Interview with CEO and NED from @TMSreach19 Jun 2026 11:54
Interesting interview. Thank you for highlighting it.
The overall Molly plot including the 'boomerang' area seems to be the key Jangada asset now.
The speakers also highlighted there was to be a far more detailed survey of the whole Molly claim over this year and maybe part of next, which Paolo was also quick to highlight was "fully funded".
It was good that they talked about a realistic timescale for a full Molly PEA (by the end of '27). There was also an as yet unproven, optimistic but reasoned valuation of 0.5 - 1M oz just from the gold for the overall site (plus the other commodity metals).
With current price levels, overall I personally think it makes Jangada an interesting medium to longer term investment 'gamble'. But then again, isn't every investment a gamble? Remember, the BOD are significant % holders here.
The price will still probably be a bit 'choppy' especially due short term profit seeking players at this low price, but I believe there is potential for serious multiples here if the results and surveys prove the initial evaluations of all sites.
This BBoard seems full of news hungry, nervous desperados, but unfortunately the company is at the mercy of external labs at this stage of exploration. No doubt every man and his dog has been sending in samples with the recent gold price levels!
There'll probably be further raises/dilution to bring these assets to production, but hopefully these will be kept to a minimum with partnerships or smelting agreements etc. Or, of course, we could be subject to a takeover/merger!
Toe in or toe out? It's really up to you!
all IMHO...