Member Info for Antroot

Cornish has better grades? Overall so far rime seems to be better.

Anyone know these unknown trades ? Are they usually buy or sell?

I mean if you are feeling brave why not invest in Turkish lira with yield of mind blowing 30% of 10 year treasury. There's a reason they sold off gold to stabilise there economy, though they do need weapons to get inches off Syria.

Well from basic maths. Cost to la India is about 171 mil USD and have spent 80 mil so far. That's 90 mil left.

Perhaps can get cash flow of 29 million for another 2 quarters?

They have 45 mil in bank and 30 mil in gold prepay not withdrawn yet.

So I guess won't expect big dilution. But the risk of course is just in Nicaragua as a jurisdiction and in middle of construction, Some may not like that and might not see it as attractive especially as other big miners are continually expanding with m&a with less risk and bigger budget.

Not surprised about the results, though 2k increase in runro aisc.

Looks like both Abra and dupax are out indefinitely.

Was hoping there would be another asset that is deliverable, though nic grades appreciating, which is good but energy cost could inflate up.

Expect sp to go down or sideways short termish, but expecting higher come autumn.

Perhaps yes, it might cut into opex cost but also presents a good opportunity for m & a especially advanced exploration projects that will be distressed or some with low margins that requires different management.

Also note to activists and environmental types that prefer artisanal miners such as in Ghana has been devastating to environment as well as lives lost lives and treat lives lower than animals. It's a precautionary tale. Let the professionals do the mining, especially good consistent ones.

If peeps were to look at strategic minerals. It gained 1000% in a year. The grades for tin are ok if not supported by price of tungsten.

Highly doubt the economics of extracting it in the UK, as their next door neighbour tungsten west has gone numerous iteration and has not been economic to mine for ages.

But I guess peeps think due to safer jurisdictions thay it could turn into a mine compared to DRC, but DRC actually has been better jurisdiction for miners to actually mine with low cost opex compared to the UK.

@ benben

Was wondering when does your shorts expire?

I think your target price was under .10 or was it 0.05?

Unsure what you mean. Abra tenement is apparently 1st class tier asset and Darren mentioned there is domestic political scuffle making mining in phillipines difficult.

I think this sort of quagmire applies to all mining sector, but especially small cap miners.

As ppl have said, aus, Canada, if in Africa Namibia looks like the best jurisdiction.

Well that's a shame. Phillipines in general will be left behind in coming multi decade commodities boom, especially copper.

The children want to stay as agrarian farmers?

Sounds like future UK army could be in similar state someday. Army reduced to controlling crowds and being glorified postal workers.

Looked at brief history on both sides. British state agreed to creation of Israel, as that piece of land was controlled by the British empire at that time.

I guess Zionism became more popular as was a way of dealing with the refugees in way and arguing for Jewish ethnostate became somewhat accepted.

I guess British state didn't care about the ppl already there though that piece of land was somewhat backwater place.

I guess you can say there has been political mismanagement on both sides as to what they want. Both sides seems to not want hard resolution on where the border should be so waging war is one way of dealing with it.

There's this lot of bickering about what Israel does or Palestine using civics as shields etc but both sides seem quite intentional in not wanting to come to a meaningful deal that both sides would have to compromise on.

The 2 week ceasefire is provisional. Unsure why any western nation would listen to those demands, especially Israel.

And if Iran did win, why the biggest losers are south east Asia and Europe and the biggest winner is Russia and china by proxy.

There's been this tension that has built up over Iran for decades, funnily enough we get to see in real time what strategem works against Iran in real combat.

Equinox have been drilling at the valentine mine, expanding the resources. It will be one of the biggest gold mine in Canada.

Also if they can overcome social conflict in los filos. Should be a large resource in Mexico and say what you want bout trump admin. They have been doing what it's called fast 41 program, and equinox is in the program.

I think market needs confirmation of the overall mre is big. Beside the war headwind has many ppl into cash.

Unsure who you are referring to as bots?

*Market slightly up..

i don't know why ****stan is blipped here?

there's were other signals as well. iran president saying they would prefer a deal.

as well as ****stan/china negotiations in the background.

https://www.axios.com/2026/03/31/china-****stan-iran-peace-deal-strait-ceasefire

so there's somewhat positive direction to some sort of ceasefire and hence market somewhat

trump admin might focus on cuba, but cuba isn't as relevant as iran in global stage.

Yes, appears Israel wants to keep bombing iran and usa doesn't have clear objectives of what winning looks like.

They are also also asking help from European countries after all sort of Gerrymandering, about invading Greenland. Even though Europe has had main contracts from Qatar, and will have to go back to Russian oil and gas and have been telling zelensky not to hit oil refineries, even if its in their capabilities.

It is understandable that gold miners have had profit taking and ppl have gone to cash, due to uncertainty.

If this war continues, recession is on the cards, but at the same time if oil prices at above 100 USD due to logistical bottle neck and not supply. I imagine, ppl who can afford EVs and solar package could somewhat mitigate it.

We are seeing real breakdown of globalisation, and understanding that real commodities and energy independence matters.

In the UK, there is talk that even salt has to be imported. Truly all the nationalists don't realize how far the UK depend on importing stuff.