Member Info for 28jaczar01

Quite a strange result for the First Au drill hole when compared with the adjacent historical Hamak drill hole result. In the main section the gold grade has significantly reduced with the greater depth, whilst in the minor section the gold grade has increased with the greater depth. Any geologists on the board here that can give reasoning for this interesting split finding?

Spades1973….”Victrex is currently cheap at this price against its peers…..”

Victrex has a niche market position, being essentially a business with only one supplied product (PAEK) in various forms. Their publicly listed competition from my research are mainly Solvay (listed in Brussels) and Evonik Industries (listed in Frankfurt). These two are far larger market cap Companies whose involvement with PAEK supply is only as a relatively small part of their overall businesses. These two Companies have not suffered the market cap major % decline as experienced by Victrex in recent years. I would not foresee them as being directly comparable for determining whether Victrex is now relatively cheap (or not).

If you have some other suitable peer names you are aware of that would allow for making direct market value performance comparisons with Victrex, then it would be most welcome if you can please provide their names in this thread so that readers here can research for it and hopefully arrive same outcome as your stated finding.

CAML were the winners of the Diversity Champion Award.

https://app.aim-awards.co.uk/digital-brochure/winners

This news from Reuters today….interesting developments:

https://www.reuters.com/markets/commodities/depleted-lme-zinc-stocks-may-need-chinese-booster-2025-10-01/

Just noticed the new notified short position dated 24th Sept…..Walleye Capital at 0.5%.

Quite surprising considering the SP is already at a low level. I guess they foresee more downside.

Mast is mentioned in the Riverfort Global Capital Ltd website. This Company is different, it is not RGO (now TOO).

https://www.riverfort.com/news-updates-2

The CHF half year report stated:

“We also completed a partial sale of our holding in Sterling Metals, realising value while retaining a significant interest. We are excited to follow the outcome of the drilling programme that Sterling is currently undertaking, which we believe has the potential to further enhance the value of our investment.”

Bodes well.

Good RNS here today.

Sure beats the one over on TERN for yet another of their very regular placings (this time down at 0.5p).

Boy did MFAI (formerly Pires) stock holders dodge a bullet back in 2022 by voting against the proposed takeover by TERN.

I expect the coal tax rate increase to be passed onto OPG customers via a corresponding adjustment to their power supply rate.

Yes with the yesterday afternoon news of the upsized financing that indicates for the very strong investor demand, then we should foresee a rapid closure. Particularly with having Red Cloud, Turner Pope and Greenwood likely racing each other to maximise upon their own portions of the related broker fees.

The benefits of achieving rapid closure includes:

✅ Early receipt of the funds that in turn allows for earlier deployment by Mgt on expanded Anza exploration activities (e.g mobilisation of more drill rigs, etc).

✅ Frees them up to timely issue further operational updates (latest assay results, etc) which generally does not happen within the open funding time period.

Bodes well. DYOR.

Hazbeen…..looks like the answer is YES…. Buyer still around.

Reminder….the conference starts tomorrow.

Looking forward to their well planned investor evening. Will travel to event via the London Underground. See you all there 👍

Yes DrR I think you have our Mgt rumbled…..There is another standout aspect in my mind that suggests they have been deliberately slow rolling the NORTH PEPAS story in the past few months, despite being very well cashed up from the last Canadian placing + exercised warrants. With shallow depth drilling costs here being about as cheap as you can find globally and the lab assay results turnaround being super fast you have to ask yourself why did they not timely mobilise a second rig to facilitate exploration drilling of NORTH PEPAS whilst in parallel using the first rig to undertake the ongoing MRE infill drilling of PEPAS. Particularly bearing in mind that EL CEDRO had until recently been having a lack of access issue (weather related) for several months that had stopped the exploration work there, which would have allowed the Orosur field staff (geologists etc) to return back to fully focus on the PEPAS / NORTH PEPAS area. It’s a very interesting strategic storyline that is developing here.

Another 250K trade shows up so far this morning which would hint that it’s maybe the same buyer ongoing. Seems to be using slowly slowly approach to sweep up stock cheaply from few remaining sellers in the 0.7s range. Well played imo.

Harchris….disagree. things can change in terms of reporting periods (and pour periods) as we have seen in the last year or so.

they could not have reported the July production so exactly without having done a related pour imo. With all the fun and games at the AGM they imo would make sure the data issued in that RNS was nailed on 100% accurate. Consequently we should take the view that todays pour information was capturing for the August days only.

While they are actively changing the ore sourcing from their various pits in the recent period it makes sense that they would be increasing the regularity of doing the pours in order to get a more informed understanding of how the Feed basis is impacting upon the gold production.

All good imo and don’t understand why you have become chief bear in recent weeks versus previously the chief champion?

This latest production news looks to be far better than we could have expected, logic being as follows:

In the 12th August RNS they stated that 213.7 Troy Ounces were produced in July 2025. If we take this at face value it means they did a gold pour that captured for the 31 days of July. Hence 213.7/31 = 6.89 Troy Ounces per day.

Todays 2nd September RNS states that they did a gold pour during week commencing Monday 18th August that was approximately 355.6 Dore Ounces, which based on previously established Dore Ounce to Troy Ounce ratio of 79% gives approx 280.9 Troy Ounces. Now because they already gave us the July production in the previous RNS then we can reasonably take the view that this latest gold pour was capturing only for the August days production upto and including the day before making the pour. So if we take the range of the week commencing 18th August it could reflect a production period of best case being 1st to 17th (17 days) to worst case of being 1st to 23rd (23 days). Assumes the pour day is not included in the number of days. So this equates to the best case of 280.9/17 = 16.5 Ounces per day (equates to 512 Troy Ounces in a 31 day month) and worse case of 280.9/23 = 12.2 Ounces per day (equates to 379 Troy Ounces in a 31 day month).

This range is far better than July production, particularly the best case basis that equates to just over 500 Troy Ounces per month. IMO they are moving forwards in a positive way.

DYOR

Wise to settle your divorce pronto to avoid her getting access to 50% of your Avacta shareholding true end game value 👏👏

Of the remaining 31,509,822 unexercised warrants we can safely assume that 17, 647,058 (accounting for 56%) of them are the ones priced at 0.25 CAD (circa 13.5p) from the last Canadian based placing (March 2025). Would be nice to get those nicely in the money in the coming month or so with aid of anticipated positive upcoming news so that they can be cleared from any non sticky hands short term holders within 2025 to free up the share price to continue rising & further extend Orosur’s cash runway.

Optimised marketability for Big Pharma, Nasdaq, Institutional Investors, etc….Watch this space.