Member Info for Ayecuramba

9:09 I think it was meant to show that Canaccord can get it wrong, sure but that was on speculative drill so I give them a pass on Royston, their new note confirms their BUY and raised the PT from 95p to 100p based on current information from the company, new RNS's may move this higher in the coming months...

Anyone got access on Research Tree that can share the post of give some highlights?

Canaccord Genuity has published a new research note on: Touchstone Exploration Inc.

New video interview, posted 2 hours ago;

https://ca.finance.yahoo.com/news/touchstone-exploration-says-drilling-results-125833669.html

So weird how censorship is a blunt instrument, maybe I am too simple to understand what transgression occurred but it all seem like banter to me Grumpy, hey ho, you will never know all the nice things I said to you :-) GLTA

... we have lost a lot of recent posts, oops :-)

Reconfirming choke upgrade and expecting new drill sites to begin on schedule, don't think it unreasonable to expect updated numbers for production ahead of Q4 and FY23 results, so some time late Feb or early Mar...

Clearly he has trouble with keeping it simple, why say 100 words when 1,000 has more gravitas but 1,000 words about nothing seems to be Scots forte, so knock yourself out big man, you are fooling no one with your anti-spin and FUD

In the past I think PB would have been shouting about this change in choke size saying a wall of gas would be released and profits, clearly he has learned to hold it in and wait until the uprated choke size is in place and the gas has increased it's flow rate before hype anything, the great news here is we only have to wait til the end of Feb. '24 to get this jump in gas production, maybe RNS in early March '24 about the results :-) The good news keeps coming...

Agree corpse, while the old PB was good for bringing in new shareholders the RNS rarely lived up to his overselling, while all he said may come true in time, dissappointed shareholders is never good for business, I think his smack on the wrist has caused him to go a bit far in the other direction and say very little, we need a balance, I want to know what the potential is with a range of opportunity and range of timelines, that way the possibilities are clear, it is hard to walk that fine line but PB needs to edge it up a small amount without going over the top!

This passage was key for me in terms of imminent factors;

> Currently, Cascadura-1ST1 production is restricted based on surface choke size.

> Prior to the end of the month, we intend to replace the current surface choke with

> a larger unit, which will enable increased natural gas production.

So this will effect Q1 results as it is likely to be a significant uptick in production levels...

Everyone on the merry go round, round and round we go :-)

Too much oxygen to pointless conjecture and bashing, reality 10 days before rig activation and 20-30 days before we know the reality, everything before then is just ‘he said, she said’ bit seemingly facts aren’t fun :-)

Now online from recent briefing cycle…

https://www.touchstoneexploration.com/wp-content/uploads/2024/01/Corporate-Presentation-January-2024-2.pdf

So Scot your saying PANRs management is happy to overplay their resources and 88E’s management is underplaying their value, I like it I am full in, not long now for the big results, happy days!

Well clearly summary is not Scots forte, so many digs at 88E and all glory to PANR, I think it is clear the bias in the posts, jog on my friend, results will make your ‘facts’ irrelevant…

I would rather have quality over quantity, a lot of words does not make an argument any more 'factual' or right, the reality is Scots words are against and the upcoming drill is an unknown, we just have to wait and see and no amount of 'facts' posted about PANR or 88E will mean a hill of beans vs results ;-)

Yes of course relevant but in 3-6 months and a year the pricing is likely to be very different, at this point the stock price is reflecting that they have done all these deals at the lows whereas they are unlikely to sign priced agreements for another year ahead of full production, so no real concerns all we have is upside...

Key element from the article;

The reality is that short-term sentiment will be insufficient to undermine longer-term prospects for lithium in the world and lithium in batteries in particular. Mine capacity is insufficient for demand two to three years out, and current low prices will ensure marginal projects will not achieve funding.

Well another week another presentation from Cleantech Lithium, this Wednesday 7th at 18:00GMT, sign up here...

https://us02web.zoom.us/webinar/register/WN_q_-Vb3huTQetkmPHK9HFZA#/registration

For those who didn't watch video;

1st Feb - Pad and road

17-18th Feb - commissioning of rig

1st week Mar - 1st set of results

2-3 week Mar - 2nd set of result

Just my quick summary, anyone got any more thoughts or elements I missed? GLTA