Member Info for andmillsy

122k volume sold.

https://twitter.com/patmvcr/status/1740419582954021190?t=evt3HLCr4MqSVJJtZmiFqw&s=19

90/93 numerco

360k volume trade went through at 6.05 at about 11.30am.

Anyone want to own up !

Could be rebalance related imho

Due end of Jan.

Trust has like limit of 10% physical and royalty holdings. This morning they had

SPUT @ 11.74%, YCA @ 3.4% and URC @ 0.5%

So some selling upcoming.

They have c11mil YCA shares....

Opportunity or threat?

Volatility here is wild. Yesterday could buy @ 585

I would add that they need to show a net increase in cash balances delivered by receipts from manica profit share and a reduction in corporate overheads which need to be c50% lower to be representative of current mcap.

256k lbs bought by SPUT. Looks about $81.40 paid.

YCA currently sitting at 12.5% discount to NAV and sitting on $33M - again seems like that dry powder should be deployed e.g. share buybacs.

Bit of bouncing around today now at 8050/8250

This was interesting new appearance

Apr-24 IND 82.50 84.00

Sput bought 100k lbs

Looking mighty tight

Signs of life

Spot Uranium: 8050/8125 numerco

So Empress have just released their financials and management discussion for Q3 which as usual contains Manica segement results.

https://empressroyalty.com/investor/financials/

In Q3 Empress earnt $430,477 from their 3.375% royalty. Q2 it was broadly same at $441,081

So gross gold value was $12.754 million applying the royalty.

Q3 gold spot average was about $1950 so I'll use that as the realised sale value per oz.

So that means Q3 production was 6541 oz broadly similar to Q2 as reported by XTR of 6450 oz see RNS from 23 Oct.

Clearly this estimate of production is influened by assumed gold price per oz.

I had hoped to see a higher production level in Q3 as the same RNS from XTR states July monthly production at 82.9kg (2665 Troy oz)

"Money" Pink Floyd

Money

Get away

You get a good job with more pay and you're okay

Money

It's a gas

Grab that cash with both hands and make a stash

New car, caviar, four star, daydream

Think I'll buy me a football team

Money

Get back

I'm alright, Jack, keep your hands off of my stack

Money

It's a hit

Don't give me that do goody good bullsh*t

Bit of a retrace on numerco

8000/8150

Spot Uranium: 8000/8200 numerco

Numerco still to catch up.

Uranium markets at 80/82

Good to see the buyers are chasing the sellers

Post from Quakes is interesting imho

https://twitter.com/quakes99/status/1725923061973799397?t=26dBQQNjc1Z7xf9l4kRzlQ&s=19

7650/7850

Sput raised $31m and sitting on $63m fire power.

C'mon yca close that NAV gap...

Seems SPUT ATM active and with good volume as well