Member Info for allthatguff

Sitting on a gold mine 😀

My take on the tweets is that they are a misguided way of trying to bump up the share price. There is no way they would have any impact on serious suitors of the company. I don't know why they bother with the tweets, they are actually off-putting and trying too hard. Smacks of nothing going on even though that may not actually be the case.

That the sells are all being soaked up, there is possibly an underlying game in play. But far too early to tell if this is complete nonsense..just have to watch the trade action going forward.

With Glencore gone, why should Zanaga now not be in play with the bog standard major miners?? All the old rules and limitations are gone!!

I wonder who could produce such a high grade spec? 🤔😃 as detailed below.

"What Is the New High-Grade Iron Ore Silica VIU Index?

The Purpose and Development of the New Index

The high-grade iron ore 0.5% Si VIU (Value-In-Use) index, officially coded as MB-IRO-0192, was developed to provide market participants with a precise reference point for valuing high-grade iron ore with varying silica content. Launching on Friday, August 1, 2025, this specialized index addresses a critical gap in the market by quantifying how silica levels impact the value of premium iron ore products.

Unlike traditional fixed-discount models, this index employs a market-based approach to price adjustment, reflecting real-world trading conditions and value perceptions. The index specifically targets high-grade iron ore within the 63-70% Fe range,"

By John Zadeh on July 31, 2025

https://discoveryalert.com.au/news/high-grade-iron-ore-silica-index-2025-guide/

That's right Marcus, I have been saving all my thoughts for you 😄.

And previously we were told that having a critical (own) opinion was "deramping" your investment. Just for consistency sake.

Sorry..

One final thought. DO not underestimate the impact of Glencores departure for a serious surprise move or deal. This now on play, just a question of when?

One final thought. No not underestimate the impact of Glencores departure for a serious surprise move or deal. This now on play, just a question of when?

- I still don't believe this is actually being developed. They are simply fishing and while waiting building an even more compelling case. Sale is still the goal, imo.

- there is currently no serious interest yet, imo.

- however, now that Glencore is gone we can look forward to some ownership jostling. I think Greymont have no particular actual inherent interest in this (just a position?). I see a 50% manoeuvre coming on in some guise or cross party move. Maybe yesterday was the start of this??

- there is value here at this level, especially in the global scramble for top resources.

All my musings and probably complete bs 😄. I will not validate my delusions with chatgpt. Today may an interesting day??

Good luck all 🍀

Thanks, extrader 😀

That is the point, there has been no 'pump' with this rise. It may be nothing but it sure is unusual..

Maybe there is news tomorrow?

Back in. Can smell something has shifted.. 🤞

..how some, probably employee or paid for posters put in the negative topic headers ? Do not carry on these negative header threads by posting on them.

Thanks for that, great article! Timing is always total luck!! 😀

I meant July 😄

I re - entered here yesterday. Hoping for a business and operations update, could be tomorrow.(30th June). Plus Perdevlei could kickoff with granting of license at any time. Still very cheap, imo, it is producing plus diamond sales news to come.

🚀🚀🚀

Substantial rerate coming, imo. Actua short will have to unwind.