Member Info for 28jaczar01

Good news!!

Newmont was very unlikely to ever come back on board actively with OMI in Colombia as this would entail losing face. So this stock sale clears the deck and properly frees Orosur up to better pursue partnerships in future with other interested mining company(s). e.g the likes of AE, etc.

You only have to look at the likes of Solgold with their multiple mining company stakeholdings to see that this typically stifles timely development progress of an asset when there are too many cooks spoiling the broth.

Furthermore the timing of this sale works well coming just before Beaver Creek.

Onwards and upwards….

Did Kinterra just have rug pulled on them by Trump….Maybe they try find a loophole to lower / exit the deal before ratified.

https://finance.yahoo.com/news/us-copper-prices-plunge-trump-183006620.html

This likely to impact copper price globally to the downside. Wonder which revision of the circular Leon is busy re-typing now.

https://finance.yahoo.com/news/us-copper-prices-plunge-trump-183006620.html

.

Hi Laura,

Yesterday RNS says nothing about the balance of unexercised cash warrants. It only speaks about the pre-paid warrants status for which it advised that they have now all been exercised. This seems to be less than half the warrant story being clarified.

As you are a seemingly large holder of this stock maybe you are keeping a running tally of the cash warrants exercising status, as it is likely a fundamental aspect towards the ongoing trading momentum and SP movements.

I am not a holder here (currently) and just looking in to try and properly understand the situation and to consider whether worth spending more of my time to do further due diligence going through in detail all of the recent RNS etc before maybe taking a position at a suitable de-risked price. I like their Uranium assets potential btw as Nuclear energy source is getting lots of worldwide traction now.

Please kindly reply on the cash warrants exercise status if you can or if any of the other large holders like JamesSimon, etc on here can jump in with this info it would be welcomed. Many thanks.

How many of these 2p cash warrants remain unexercised ?

The “about” word in there gives Leon wriggle room to be later than the last week of July 2025. Just saying….He’s an expert on wriggle room.

Even at current SP in the 4/5p area it still makes good sense for the remaining unexercised cash warrant holders to exercise them at their 2p value before the approaching expiry deadline date, so they can still proceed to make a nice profit on them.

Expiry date is somewhat unclear. It can potentially be as early as cob tomorrow (31st July) or maybe some near term later date as is being intimated by some posters here. Perhaps we get clarity on this aspect from Company in their next Equity Issue RNS ?

There are two cash warrants for every pre-paid warrant, which is therefore a large volume of warrants.

Has anyone here been keeping close track from the many Equity Issue RNS in recent months for how many more cash warrants still remain to be exercised ? This is important info to make assessment for just how much more related selling overhang could be envisaged here in the coming days/weeks.

In theory the SP could ultimately get close to or even below the 2p exercise price of the warrants over time with continuation of a strong selling overhang, similar to what often happens when placing shares get flipped on stocks.

Done ok on the placing price (I was expecting 0.2p or even lower) but this time they have had to throw in 1 for 1 warrants at the same 0.3p price. This will mean the majority of the placing shares will likely get sold off which is an unwelcome overhang to the SP in the coming weeks/months. Not sure where the buy side liquidity is going to come from with an expected lack of any near term news for their assets.

Sure….110 degF / 45 degC in Dubai (midday) right now…..enjoy jet-skiing in bath water. I don’t think so but send us a pic thx.

Dare I say DONE.

Https://www.bing.com/entitydetails?q=avacta+share+price+chart+for+last+two+years&wt=FinanceGenericL3TabModule&ocid=ansMSNMoney11&qid=ao67k2&t=Stock.ao67k2.AVCT.r6dwok&src=b_secdans&id=ao67k2&l3=L3_Chart&chart=quote&timeFrame=3Y&chartType=line&projection=false

Looking at the SP chart history of Avacta you would have to say that the GSA short position getting actively further increased during the spring period of 2024 held some risk for them (a case of how low do you try to go….) and I would guess their mindset would have been bullish that their increasing short position was actively contributing towards the continued downward momentum of the stock during that period. What we can then see is that when the SP significantly rose in the summer of 2024 that GSA took just 0.03% of 359,042,104 shares off the shorted table. This amounts to just 107,713 shares. They held their nerve and retained most of their short position, which with the benefit of hindsight was the right thing to do. What they did not do is further increase their short position moving forward as the return to a downward trend in SP played out from autumn 2024 onwards. So they kinda moved from being bullish to becoming somewhat neutral, almost as if they forgot / put on the back burner that they retained the majority of their short position.

Fast forward a year to now with their latest declaration where they have just reduced by 90,051 shares, which is a similar amount as the 107,713 shares reduction they did last year, it seems they are at an inflection point as to whether they do same as last year and hold their nerve to retain majority of short position or do they pursue a different path forward this time and move towards a close out?

It’s too soon to tell and we need to watch the GSA position with keen interest in the coming days/weeks, but we should be hopeful that their lack of bullishness in the past year means they will be more inclined to now pursue for the short closeout.

Leaky?

Agnico Eagle are Gold level sponsor.

Newmont are Silver level sponsor.

Both will therefore be well represented at the event.

With gold up around its ATH the event should have a real buzz this year.

Lots of big players already in or wanting to be in the mining space (mining majors, Offtakers, II’s, HNW, etc) will likely be attending and actively looking to splash their cash on the good opportunities they see at the event.

Good to see Serabi are on the Company attendance listing for this years premier conference. The Beaver Creek Precious Metals Summit running from 9th to 12th Sept, which is just 6 weeks away. With gold at ATH this years event should have a real buzz.

https://www.precioussummit.com/events/2025-precious-metals-summit-beaver-creek/

Envisage they will target to get some positive news issued beforehand (e.g. Dividend/Share buyback plans, etc) to beneficially support their attendance. Furthermore we will likely get a crux investor interview with Mike whilst he is attending.

CAML Mgt should look to visit the upcoming annual Beaver Creek event (9th to 12th Sept 2025) to network with many attending Companies having copper, etc assets that could be their potential plan B.

https://www.precioussummit.com/events/2025-precious-metals-summit-beaver-creek/

The Beaver Creek Precious Metals Summit runs from 9th to 12th September 2025.

That’s just six weeks away. Expect this to be a news rich period to beneficially support their attendance.

The event website confirms OMI are on the Companies attendance listing.

https://www.precioussummit.com/events/2025-precious-metals-summit-beaver-creek/

The increased 0.67 AUD share price offer from Kinterra was achieved today. Every little helps….

https://api.investi.com.au/api/announcements/nwc/6c3d2ce3-78a.pdf

Chilting, Product sourced from TRX that’s “made in USA” will not be subject to any US tariffs (versus any of their competitors who source product from overseas, which would likely be tariffed)….this will give a commercial advantage to TRX versus overseas based sourcing…..that’s the tariff point that I was making.