Member Info for B_Positive

OVER $6 MILLION RAISED TO ACCELERATE

EXPLORATION AT ELIZABETH HILL

The raise was overwhelmingly oversubscribed.

Wow!!!

Revenue of $5-6m would leave me pretty chuffed as that's 3-4x over last year. Not only that that would be revenue before this crypto boom and before BAKE has properly been factored in.

The potential here is absolutely frightening! Imagine SEMNET floating on NASDAQ too

Some news anticipated this quarter includes exits, I am thinking Infinite Reality and updated NAV and from my research I anticipate well over 3p.

More to come via Sure Valley.

https://www.londonstockexchange.com/stock/SURE/sure-ventures-plc/company-page

"The Company is working actively toward additional liquidity events from Fund I, and subject to positive outcomes, it expects to consider a special dividend as a reward to shareholders for their continued support and patience."

Fund 1 is the one MFAI has the most exposure too at present and the one which GV was in and the one IR is in. Which is fully done in terms of further investment.

If they are indeed about to make the exit then Mindflair is going to recieve money both directly and also through a special dividend going by that.

FYI: As at 31 March 2025, Mindflair plc holds 1,816,790 ordinary shares in the Company, representing 22.86% of the Company's ordinary shares in issue at 31 March 2025.

Final Results & Notice of AGM

https://www.lse.co.uk/rns/MFAI/final-results-notice-of-agm-25amm87iq9alvfc.html

We expect that in the coming months we will see some additional realisations or liquidity events from the investment portfolio which is expected to generate further cash inflows for the Company.

The delayed 42.5m buy is from yesterday and if you go back and match the time print to yesterday you will see that they paid well above asking price.

There is also a delayed 13.5m buy just before the market closed today

Delayed 42.5 MIl buy

Results will show a strong growth in NAV.

Semnet alone valued at $36m for GST.

Hanc0ck update feels close on the developmental partnership.

3rd july

"the exploration target at our han**** iron ore project is an outstanding result that further validates the scale and quality of this high-grade opportunity. the exploration target shows that the han**** iron ore project could be materially larger than previously considered and positions alien in a very strong commercial and technical position as we advance discussions with potential partners to develop this project."

"with infrastructure access progressing and market interest in high-grade, low-impurity iron ore intensifying, alien is exceptionally well-placed to complete a value-accretive transaction. the board remains focused on delivering outcomes that unlock the full value of han**** for shareholders while preserving our strategic optionality across the broader portfolio."

followed by what was said in the archer june podcast

Then on top of that drill results from 10 drill holes at Elizabeth Hill which will show exceptional world class grades

Well AFPs twin BZT has just had 2-3x rise.

You also can't deny that Bird has secured ALL permitting for AFP, as posted just below.

The progress is real, the copper is real and substantial.

Backed by First Quantum Minerals valued in the billions.

Copper price surging to new heights as we speak.

Now await either a buyout at multiples of the current price of a big partner deal at a project level.

Feels close to me.

The difference between negotiating a partner for Hanc0ck vs Elizabeth Hill, is that Hanc0ck has a JORC compliant resource, whilst EH just had historic grades (albeit world class grades).

I expect the Hanc0ck deal to be very strong for Alien in terms of unlocking the potential billion$ of Iron in the ground.

Key Highlights

· All required Namibian government approvals now formally granted

· Mining Licence No. 240 is fully active and unconditional and is valid to 23 March 2045

Executive Chairman Colin Bird commented: "We are extremely pleased to have secured the final permitting for the Ongombo Project and would like to thank the Namibian Ministries of Mines and Environment for their collaboration and support. This marks a significant milestone for African Pioneer, enabling us to transition from permitting into project execution. The substantial upgrade in mineral resources and the decision to initiate low-cost, open-pit mining as a 'starter' operation puts us on a fast-track path toward production. We look forward to advancing Ongombo into a key contributor to the copper and gold production in the Khomas Region of Namibia."

Definitely not unlikely, but very likely considering where the project stands right now and with copper at all time highs and going higher.

The Birdy boy must have a big joint venture to announce here to commence production

That's another $3m then towards EH drilling and development at no cost to us

Let me buy you fkers!!!!

Imagine when they announce £10M Bitcoin purchases this will bag several times over

No heard from a source who attended

The Middle East contract is ongoing and due shortly was my feeling

So around £2M cash and I reckon £15-25M in assets, all of which have the room to grow.

Cash in the bank is at least £1,800,000 after the debts were cleared,as £2,600,000 came in through GV. Cash burn is also tiny here.

More to come via Sure Valley.

https://www.londonstockexchange.com/stock/SURE/sure-ventures-plc/company-page

"The Company is working actively toward additional liquidity events from Fund I, and subject to positive outcomes, it expects to consider a special dividend as a reward to shareholders for their continued support and patience."

Fund 1 is the one MFAI has the most exposure too at present and the one which GV was in and the one IR is in. Which is fully done in terms of further investment.

If they are indeed about to make the exit then Mindflair is going to recieve money both directly and also through a special dividend going by that.

FYI: As at 31 March 2025, Mindflair plc holds 1,816,790 ordinary shares in the Company, representing 22.86% of the Company's ordinary shares in issue at 31 March 2025.

Final Results & Notice of AGM

https://www.lse.co.uk/rns/MFAI/final-results-notice-of-agm-25amm87iq9alvfc.html

We expect that in the coming months we will see some additional realisations or liquidity events from the investment portfolio which is expected to generate further cash inflows for the Company.

At they AGM they hinted at contracts closing in, now that the AGM is done we may get the news finally

There's been a 3x increase in the reported value of Infinite Reality in 2025 and its still rising.

2024 NAV 2.05p

2025 a lot higher