Member Info for 5x5Croire

The ex-Fortescue guy has something we want, contacts, knowhow etc.. We also maybe have something more interesting to work on, which we seem to have, that he wants to be a part of. Win Win.

That's why I only read a few posts on GGP. I don't consider it's really a miner, just a percentage partner, like others they have. BBG said we will not be miners either. Aim is full of dead bodies, cue Mapp. Guess none of us are in here expecting UFO to fail. At least this board is mainly pleasant. I enjoy your posts Dip.

Would think with BBG's background, the Iron ore is boring. Just need enough to be saleable. Any viable quantity of PGM's will be challenging and fascinating. Can't accuse him of being inactive ( although some have ). I'm still happy to hold, but haven't put the house on it. The end game will be Mexico. Just my opinion, which we are all entitled to have.

4 Mar 2020 RNS, certainly hinted at PGM's

Sounds about right Prospector. From Sunday roast interview, we won't be mining. Not the RNS we were expecting, still waiting on that one.

TP "still considering", just get on with it! Still think they are shocked by the numbers they arrive at, so will not publish.

Trying to get my head round this move. Know ARV are drilling Apollo, next to Havieron. Have they lost interest in Munni Munni?

Rare Earth's better than gold if in viable quantities. Looks like Christmas coming early.

Designed to spread confusion - so it's working, who know?

Majors have been paying down their debt, some paid too much in 2011/2 for project bought. Will just take a few moves on M&A to get the juniors going. Also many will be looking for green projects.

Maybe smiller. If it's up to 50 mt on phase 4, we could sell it. Then get working on Brockman, with plenty of cash to prove up.

See chart 18 Nov -

gold price v miners

https://twitter.com/Crescat_Capital?ref_src=twsrc%5Egoogle%7Ctwcamp%5Eserp%7Ctwgr%5Eauthor

Or the Halo, which could attract serious attention.

Think there will be a Phase 4 before any knocking on doors either way. Bigger the resources is the better, would rather wait 6-8 months and get full value.

Old article in terms of price info., but 'Australia replacement projects boost high-grade supply' section is worth reading.

https://www.spglobal.com/platts/en/market-insights/latest-news/metals/060821-high-grade-iron-ore-supply-to-struggle-to-meet-demand-as-china-decarbonizes-mi

& still S&P500 continues to rise, pure madness, going to be a very large drop when it comes.

Nothing like a 1 day profit HH, hope you have taken it. I'll stick with Fres, think you hold that too.

Mexico has every chance of being the big prize, maybe at the end of the road.

Glad we're not in Peru, anyone follow the story on HOC. Could add to a silver shortage.

smiller, did you see one of the charts Tavi put up, gold miners need to rise 61% to be at their usual level compared to the gold price. You'll need to do the Maths, based on where you expect the Iron & gold prices to be going forward. $120 & $3000 currently my guestimate. Then we have silver here and maybe PGM's. If you have no GGP, then it's a no brainer, it's as close as you can get to a dead cert. I've more of my capital in here, just because of top slicing GGP in Dec, but the shares are worth considerably more. Good Luck whatever you decide. Very nasty board over there, slate newcomers. Dip & Bamps put up good info.