Member Info for AnnaRobinson

Based on current Pepas knowns, free cash each year will be north of £65m. Our valuation is now bonkers. Buy and hold!

Much appreciated, OMI is on the cusp of something very material imo

And look at Gold today, new records (above $3,900!)

Good seeing Canada closing at highs of the day yesterday, very strong double digit% session

Sense next week is going to be very good here

Just digest for a moment that the free cash from Pepas for just one year (Greenwood are projecting 13yrs+ before further good news) is equivalent to most of OMIs market cap today. At some point the shares will go vertical.

One of the strongest buy and holds in the market right now

I would urge you to read some of the broker coverage

What makes this such a spectacular setup is the size of the cashflows that will unravel at Pepas. That is obviously being fast tracked now (given the rally in gold) with a focus on further expansion through the drill bit.

Ignore noise and in the days, weeks and months ahead, expect a material move north.

Pepas just the beginning -

Orosur has many other fish to fry: Pepas North (a few 100m to the north) has even more impressive surface geochem but only 3 holes have been drilled so far. APTA, with 38,000m of historical drilling and intercepts such as 40m at 14.09g/t Au could be moved to resource status with minimal drilling. Soil sampling has recommenced at El Cedro which offers large-scale CuAu porphyry potential which in time may be of interest to majors, in our view. Over in Argentina, Orosur has a 560km2 footprint in Argentina’s Deseado Massif at the El Pantano Au-Ag project (pathway to 100% ownership) - early-stage blue sky but located between Newmont’s Cerro Negro and AngloGold’s Cerro Vanguardia mines. Maiden drilling is set to kick off in October.

Some of the coverage from Greenwood:

Orosur is rapidly advancing the Pepas discovery at its 100%-owned flagship Anzá gold project in Colombia. Infill drilling for a maiden resource is underway and continues to deliver some of the best gold intersections anywhere in the world from surface. High grades create optionality and a low capex, high-margin development scenario is unfolding.

Orosur has made stellar progress at Anzá since regaining 100% control in Nov 2024 from its previous JV partner MMA, a 50-50 venture between Agnico Eagle and Newmont. MMA drilled discovery hole PEP001 in 2022 (150m at 3g/t Au from surface) targeting the downdip extension of one small high-grade outcrop. The JV then stepped out to other prospects, drilling deep to look for >5Moz monster deposits, and minimal further work was undertaken leaving walk-up drill targets for Orosur, which now holds 100% of Anzá. The share price has rallied 5x since the MMA acquisition and liquidity continues to increase against the backdrop of discovery excitement and gold price.

Some of the best gold intersections globally. Orosur’s first hole (PEP012) back into Pepas returned 66.75m at 5.64g/t Au from surface and the rest is history with the majority of subsequent holes returning spectacular grades, typically from surface; 62.3m at 12.76g/t Au from 9.5m and 104m at 6.61g/t Au from surface being recent highlights.

Dominant footprint in the Mid-Cauca Belt, with Orosur holding a 400km2 land position situated on the key crustal-scale structure controlling gold mineralisation in this fertile metallogenic belt, on trend and bookended between major gold deposits; Zijin’s Buritica (9Moz) in the north and Aris Mining’s Marmato (9Moz) in the south (plus Collective Mining’s Guayabales project) and a myriad of quality projects in between including AngloGold’s Quebradona asset.

Pepas offers the prospect of near-term production due to the coalescence of several factors; exceptionally high-grade mineralisation with consistently thick intervals from surface, “top of hill” very low strip ratio, and proximity to grid power and a main highway. Location in an established gold mining district presents an opportunity for 3rd party toll treatment which means only mining and crushing at site, translating to low capex and easier permitting with no need to build a plant or tailings facility in rugged terrain. A portion of the Anzá licence already has a valid environmental permit that could be expanded to cover Pepas and potentially provide a pathway to a shorter permitting timeframe. Pepas should be a low-risk, easily fundable and high margin project, especially at the current gold price. Infill drilling and geological modelling is underway to define a maiden MRE.

Just remind yourselves that were at 27p at start of the week. We are crazy cheap still here.

The Free cash yield at spot pricing is probably nearly 80%, quite crazy figures. The shares should be double this level (as worst case scenario).

That £220k buy is maybe the largest we've seen here for a bit. Could be someone following Baron in, I know he has a lot of the iis following etc.

Anyway, good to see.

Not surprising to see such a large print (and resulting tick up). Market knows OMI are capitalised for a significant drilling program and have a future cash machine in Pepas (aisc near $1,000).

Some of the more rampy characters on here are over on ukog today and spamming those forums. I would suggest that a few have sold here to average down there.

There is ridiculous value on offer right now, at some point the shares will ignite again.

Https://www.bloomberg.com/quote/OMI:CN?embedded-checkout=true

Official close was .435 so 23p+

In case no one has noticed, Canada closed over 23p equivalent!

Thrilled I had the chance to buy more yesterday and expecting a materially higher sp ahead.

A reminder what Greenwood recently said:

"Pepas just the beginning. Orosur has many other fish to fry: Pepas North (a few 100m to the north) has even more impressive surface geochem but only 3 holes have been drilled so far. APTA, with 38,000m of historical drilling and intercepts such as 40m at 14.09g/t Au could be moved to resource status with minimal drilling. Soil sampling has recommenced at El Cedro which offers large-scale CuAu porphyry potential which in time may be of interest to majors, in our view. Over in Argentina, Orosur has a 560km2 footprint in Argentina’s Deseado Massif at the El Pantano Au-Ag project (pathway to 100% ownership) - early-stage blue sky but located between Newmont’s Cerro Negro and AngloGold’s Cerro Vanguardia mines. Maiden drilling is set to kick off in October"

Unique and eminently achievable.

"Pepas offers the prospect of near-term production due to the coalescence of several factors; exceptionally high-grade mineralisation with consistently thick intervals from surface, “top of hill” very low strip ratio, and proximity to grid power and a main highway. Location in an established gold mining district presents an opportunity for 3rd party toll treatment which means only mining and crushing at site, translating to low capex and easier permitting with no need to build a plant or tailings facility in rugged terrain"

Several months? lot longer than that!

Raised $20m cad (£10.6m) and had $4.2m as of yesterday.

Trust your research and ignore noise (up and down)

This will be trading materially higher very soon

Crazy day, we should be motoring

Exactly right Breaktwister albeit I think slightly higher on the FCF (and you're numbers already make the market cap look daft!)

Gargantuan upside for those focused on the fundamentals

Silly drop so i have added again. Looks like lots of others are too.