Member Info for AG1989

Yeah, I've listened again and the regional exploration within the current Kenyan license sounds extremely promising. There are millions of oz's to be mined. For the company to have already started, and input data on a Resource Upgrade internally is outstanding and testament to the drilling campaign this far. Get that MCAP up to £50-£100m and take advantage of additional projects landing on RM's desk, but in the mean time, plenty to focus on. Drilling all being financed by the mine itself, in a unique posiiton

It does mater to a certain extent LW, you get companies peddling confetti shares out

But as long as your MCAP growth grows and increases stronger than the rate of shares/Dilution, these worries are somewhat eased. And that's what I've found here. The shares to be issued are upon certain milestones being hit, so you'd expect the share price to be higher. But having been in this sector for a while now, hitting certain milestones does not directly correlate to an increase in share price.

I think the overall strategy and direction the company are taking, you'll get significant returns on your investment here. They've basically reinvented Junior Gold exploration. They've cut out the lengthy and costly process of
-Acquiring an asset
-spending millions drilling it
-Feasibility studies
-Raising $20m for CAPEX and plant installation

If we have to raise a couple of million along the way to compliment the increase in production oz's, I'l take that all day long

I think it's easy to forget sometimes, although placing will be a requirement for the future, the company have a "profitable" revenue stream. A £14m Gold company with a profitable revenue stream, with margins favorably set to continue to benefit the company. Once they're in a position of 24,000 oz per annum, the growth will take care of itself

They usually release them in batches but like Candlestick states, they could all be released as one. If not, we'd definitely hear the results targeting the exiting zones. The areas which need upgrading from inferred to indicated, the sooner the better. Whether these results can still be introduced into the DFS? who knows, that could be going on as we speak.

The company will be targeting additional zones to grow the 800,000, towards 1 Moz, there's not really a priority rush to get these through.

Agreed LW, a big 2 months ahead, two months which should outline to the market the Scope of Sanankoro and all of its future potential, and timescales. At this stage I'm definitely in the category "I'd rather be in than out", with all of this news due But i can't give any guarantees on price action and may have an opportunity to top up in the 6p range. But all of that awaits

I think we'll get assays next week. Q1 Production figures too, can't wait to see how much meat on the bones the Heap Leach adds.

I don't think the market are expecting Blockbuster results in the up and coming Quarterly. It's just waiting for the company to begin consistently delivering, which I'm confident we're going to see
- CIL production figures
- Heap Leach Production figures
- Cost per Oz
- Assays (with RM confident in bringing out an updated resource in the near future, you'd imagine he'd have to be pretty encouraged and confident with the drilling and Core analysis to date)

and whilst all of this takes care of itself, work can commence at our other Million Oz asset in neighbouring Tanzania.

Yeah, the company did not need any further acquisitions (at this stage). There will still be outstanding payments needing to be met for Nyakafuru and Simba.

Get into a position at Kilimapesa of delivering 1,500-2,000 oz per month with reduced costs, and kick off a strong drilling campaign at Nyakafuru whilst running one parallel in Kenya, and you'll see this pull together and shift on. Plenty of options in the future but for a company with a £14m MCAP to have an existing Gold producing mine which is expanding, that's all the investment attraction i need right now. Blessed to lower my average here

Topped up. I trust Robbies vision and direction here. There are numerous Catalysts at play here, they just need time to breathe in come into play.

Another excellent opportunity for a Top up - imo, for a longer term investment reward

AmatraB -Although i was under the same mindset as yourself regarding NZ, in Naheed's latest Q&A she did state, they're now waiting on Jundee East assays return. Once analysed, they can draw up the next programme of works for Jundee East & Northern Zone.

News imminent

Barna

https://antipaminerals.com.au/upload/documents/investors/asx-announcements/211220012056_WilkiPatersonProjectsExplnProgUpdate-20211220.pdf

Page 5 on that announcement shows just how close GGP land is. This borders Antipas JV with Newcrest.

I think PRE further north borders Antipas JV with IGO. Lots of greenfields going on close by, which could fall very closely with a number of GGP tenements

https://antipaminerals.com.au/upload/documents/investors/asx-announcements/201130021337_2020-07-09-IGO-Farm-in1.pdf

Page 3

GoGreen1, agreed.

I feel like if you can’t appreciate how significant the Minyari discovery can be, it’s going to take something out of this world to get you excited about what’s happening at Scallywag and the Juri JV. It is a GGP board granted, and I’ve said for a long time, I was never comfortable with the board making the Havieron comparisons, it really is chalk and cheese. Havieron is next level, that said, if Minyari continues to grow, especially at depth where limited drilling has been successful, they’re also in for a very bright future.

Further dilution & equity raisings of sorts was always on the cards for Antipa, let’s not pretend this is a new factor to contend with, or they’re the only company to meet this road block on the way to production. But to get yourself in that position, you need a strong “proof of product”, and the 2021 drilling campaigns certainly delivered that with a 250% increase. Whether it would ever be an option, it would be interesting to see what Rio would pay for Calibre and Magnun up north (2Moz+). Funds could be used to drive a stand alone operation forward. Or they could be playing hardball with Newcrest, with the idea of always utilising Telfer

It’s GOOD news. The company now have options and will be well placed to generate interest, continue the growth and see what happens. I do believe there are further discoveries to be made yet, on who’s land ? Let’s find out.

To 1.8Moz. Never in my life expected that

What else is in the Paterson. Potentially on GGP tenement?

Great RNS

More like volume, it's virtually none existent. this is all i need reminding about, with results due any time now. This has 2Moz+ long term written all over it

Selin
32m@8.73g/t incl 4m@53g/t
49m@15g/t incl 8m@89g/t
56m@3.54g/t incl 21m@8g/t
54m@2g/t
12m@6g/t incl 5m@14g/t
46m@4g/t (Hole ended in Mineralisation)
19m@4g/t incl 7m@8g/t
52m@2.14g/t incl 1m@41g/t
17m@5g/t
32m@6.9g/t
66m@1.58g/t
103m@2g/t

Zone A
27m@2.43g/t
36 @2.40g/t
13m 1.84g/t
17.5m@2.70g/t
19m @ 31.56 g/t Au from 65m
21m@5.75g/t
17m@2.44g/t
19m@2.07g/t
10m@5g/t
37m@2.3g/t
59m@1.2g/t
2m@34g/t

Zone B
31m@1.39g/t
8m @ 19.11 g/t
32m@4.43 g/t
28m@2.85 g/t
13m@3.03 g/t
25m@1.35 g/t
21m @ 3.13 g/t
24m @1.8 g/t including 8m@3.53 g/t
22m @1.48 g/t including 1m@11.67g/t
25m @1.13 g/t
2m@146g/t
23m@1.88g/t
73m@2g/t
22m@3g/t

Zone C
14m@8.54g/t
7m @12.17g/t
24m@2.32g/t
30m@1.68g/t

Good to see a nice rebound from the 6p zone and holding nicely. Pending we see good results, I can see 10p in the near future and who knows beyond then

Just seeing results elsewhere in this sector recently and knowing the project Cora is lay on, it’s really filled me with more confidence.

Buffer ** find **

Apologies.

Just to add on, you’ve got to presume from this point the confidence in the geologists employed out in WA

7,000m planned and only 3,800m completed. You’d imagine they’d have confidence in the mineralisation they did fine between 60-80m, otherwise you’d use the remaining bigger, and metres to drill deeper/in a separate location.

Results will do the talking at the end of the day. Shouldn’t be too long

I found it very vague if I’m honest with not much to hang my hat on. It’s a bit of the same old until we get “concrete news”. There are a lot of moving parts within THAT and GREEN HYDROGEN, I don’t know whether news will come next month or early 2022. Was hoping for a little more and I’m sure we’ll recieve it as and when it’s ready

Naheed going back to Jundee East numerous times. Hitting “mineralisation” a lot shallower than expected between 60-80m. If the assays from the lab return favourable Gold at such shallow depths, this could really get interesting. Likely to drill again at both which is promising, but waiting on results to determine work programmes for both.

Only a short 13 minute Q&A and all that being said, I still think it’s a steal of a price down here, I really mean that. It doesn’t come without its risks but any one of those projects has the potential to drive this MCAP over £100m IMO, probably a lot higher. DYOR and enjoy your weekend :)

I think undervalued or not, the market prices us at what we’re at. I rarely concentrate on the differences and comparisons between peers because you could go on forever reeling off a list of differentiating factors. Cora are 2 years away from production, but they’re targeting 50,000 oz per annum from the start. Significant investment at Kilimapesa and time still needs investing in, before we reach those goals

But we’re producing. We’re producing Gold, and initial results from September to December shown very encouraging signs. We’re now producing on 2 fronts and the expansion will continue. When the Quarterly results consistently show that we have a board, and a project that can deliver to shareholders, this investment will take care of itself. It’s certainly not an overnight process but in a short space of time, the Resources on multiple projects will increase, the production levels will increase and we’ll see this soon expansion plan unfold. I thought assays would have arrived by now, but a 2-3 week delay with the labs every now and then is expected in this industry.

POG rocketing, lots to look forward to on here

Elephant in the room, case closed.

Let’s move on and grow Caracal into a monster. Somebody with his hands in so many pies cannot bring total dedication to this company

Thanks for your efforts Jason, and securing Nyakafuru which will be a company maker. Best of luck for the future.