Member Info for andmillsy

1. https://www.woodmac.com/news/opinion/will-a-lack-of-supply-growth-come-back-to-bite-the-copper-industry/
2. https://www.woodmac.com/news/opinion/build-or-buy-are-the-copper-majors-rising-to-the-growth-challenge/

"A shortage of quality, large-scale probable projects: There is a lack of sizeable, well-advanced projects in low-risk jurisdictions which are ready to be green-lighted with high confidence of delivery.

A shortage of projects threatens supply from mid-decade
Just prior to the global financial crisis in 2008 there were around 4.8 Mt of probable projects available to be developed. That equated to 30% of the existing market at the time, or approximately 10 years of growth. By comparison, there are currently just 1.7 Mt of probable projects, only enough to meet less than three years of demand growth."

That made me laugh Datacheck but I'll keep an eye open for these spurious numbers

My smallish top up of 49068 showing as a sell. Others probably are too.

Also in at 45.01 less volume :( higher target :)
Like your conviction

Taken some more today in 2 top ups sipp and Isa as below 4p. Surprised to be able to average down. Hoping next RNS is more complete however spending time digesting the YouTube video gives the necessary insight but not hitting many views.

Might be worth reading some of the recent updates on MTR board on Sandfire A4. Feels positive for GLR

L2 Thanks I'm already there but small. Xtr looks bigger upside but I'll certainly look a bit deeper

Good point Cyber on freedom to buy, which incidentally we also have, and with the info shared the timing is accumulation phase imho

Thanks gecko

News thanks for kindly sharing your knowledge and insights. Keenly awaiting further updates from Mr Bird. Potential game changer at least.

just have and showing as a sell
GLA

Agreed Xeiger - I've asked the @ResourcesXtract twitter to retweet the post announcing the video presentation. Also suggested they include a link to it from their corporate website. Word clearly isn't getting out.

https://twitter.com/ZaksTradersCafe/status/1419614323526225922?s=20

https://twitter.com/METhompson72/status/1418471610076520449?s=19

I've taken more today just before close @5.4175

Just wish the news would come soon but I am going to use todays info as my justification for topping up a bit further.

https://twitter.com/ResourcesXtract
hope it works for you

bodes well for GLR
https://www.lse.co.uk/rns/MTR/sandfire-resources-increased-a4-mineral-resource-estimate-ycajh79565fdoxp.html

Volume tiny today this drop in sp presents great value imho. I will top up tmrw. GLA

it does appear 43 will breach or has just fallen - what is next support 41.6 ?