Member Info for B_Positive

Australia's GGP of Silver

*West Coast up 7.15% overnight

*Silver officially declared as a critical mineral by the US Government, reshaping the global landscape: https://news.bloomberglaw.com/health-law-and-business/trump-administration-adds-copper-coal-to-critical-minerals-list

*Silver @ $50

*Elizabeth Hill phase 2 well underway, with initial results already reveal the extremely rare native silver

-WCE’s project was one of Australia’s highest-grade silver mines

- WCE’s project had historic production of ~1.2M ounces of silver at average grades of ~2,194g/t silver. A typical high grade project has grades around ~100g/t silver...

-WCE’s project sits on a granted Mining Lease, this gives WCE optionality with respect to getting its project back into production. IF the silver price gets high enough, WCE can get its project into production quicker than other greenfields assets.

-Historic production had cheap, simple processing - Historic mining used simple gravity processing because the ore contained visible silver nuggets easily separated from the surrounding rock. No need for chemicals or any other complex (expensive) processing routes.

-Near mine exploration upside - WCE’s project hasn’t been systematically drilled for over 25 years. We think there is potential to make new discoveries near the old Elizabeth Hill Mine - with lookalike targets along strike.

When WCE’s Elizabeth Hill mine was operating over 20 years ago, it produced 1.2M ounces of silver from just 16,830 tonnes of ore - meaning average production grades were ~2,194g/t silver...

Certainly an intriguing end to the year coming here.

You just get the feeling they will drop sometihng big with Timor GAP.

Silver now designated a critical mineral in the US

-WCE’s project was one of Australia’s highest-grade silver mines

- WCE’s project had historic production of ~1.2M ounces of silver at average grades of ~2,194g/t silver. A typical high grade project has grades around ~100g/t silver...

-WCE’s project sits on a granted Mining Lease, this gives WCE optionality with respect to getting its project back into production. IF the silver price gets high enough, WCE can get its project into production quicker than other greenfields assets.

-Historic production had cheap, simple processing - Historic mining used simple gravity processing because the ore contained visible silver nuggets easily separated from the surrounding rock. No need for chemicals or any other complex (expensive) processing routes.

-Near mine exploration upside - WCE’s project hasn’t been systematically drilled for over 25 years. We think there is potential to make new discoveries near the old Elizabeth Hill Mine - with lookalike targets along strike.

When WCE’s Elizabeth Hill mine was operating over 20 years ago, it produced 1.2M ounces of silver from just 16,830 tonnes of ore - meaning average production grades were ~2,194g/t silver...

VRCI £10m mcap

AVCT £300m mcap

I believe VRCI can do a 30x move from here and hit something akin to the AVCT market cap

I

Oil price also on its ass post sanctions, well below Russia's internal forecasts.

Ukraine disrupting Russia's oil chain.

Massive sanctions.

War dragged on much longer than Putin wanted and their war economy is struggling.

We'll see it come to a close shortly and EUA can get its sale done at 30-40p.

Great return from sub 10p.

Https://www.ft.com/content/446ebefe-1b8e-4e2d-9bff-6110fcac2dfc

https://www.bloomberg.com/news/articles/2025-11-06/trump-administration-adds-copper-coal-to-critical-minerals-list

Looks like its happening

We are just going by this article that appears to be very informed. Perhaps we see a quickie sale around half of what was previously agreed, so about 20p once the war ends within the next few months.

Let's see Hanc0ck unlocked next and growing fast just like Elizabeth Hill and building upon its already strong JORC resource.

Then the mega PGMs after that.

I can 8-10p being the new holding price soon in anticipation of the war ending in the coming months.

Especially givne this new information

He's referencing the link below in regards to 1.2 bill

https://www.undervalued-shares.com/weekly-dispatches/eurasia-mining-1000-from-selling-russian-assets/

How about Monday?

Seems a lowball

Yes a bag ahead of the incoming gold results and then another 1-2x post results sounds about right.

The rationale:

1. Australian gold is massive

2. Already proven high grade project

3. Massive amount of drilling done = a massive amount of results

Moving up to 0.1p ahead of results and then to 0.2p+ when they announce the mother load.

Big upside and tiny mcap down here for a huge Aussie gold play + THAR + HYDROGEN + COPPER in a booming copper market.

Christ

WCE building back up

-WCE’s project was one of Australia’s highest-grade silver mines

- WCE’s project had historic production of ~1.2M ounces of silver at average grades of ~2,194g/t silver. A typical high grade project has grades around ~100g/t silver...

-WCE’s project sits on a granted Mining Lease, this gives WCE optionality with respect to getting its project back into production. IF the silver price gets high enough, WCE can get its project into production quicker than other greenfields assets.

-Historic production had cheap, simple processing - Historic mining used simple gravity processing because the ore contained visible silver nuggets easily separated from the surrounding rock. No need for chemicals or any other complex (expensive) processing routes.

-Near mine exploration upside - WCE’s project hasn’t been systematically drilled for over 25 years. We think there is potential to make new discoveries near the old Elizabeth Hill Mine - with lookalike targets along strike.

When WCE’s Elizabeth Hill mine was operating over 20 years ago, it produced 1.2M ounces of silver from just 16,830 tonnes of ore - meaning average production grades were ~2,194g/t silver...

Summary of research.

Thermo Fisher: $213B market cap on NASDAQ backing this company.

334 tests ordered for the whole of FY 2024. They make $2,650 per test.

Q1+ Q2 = 591 Tutivia™ tests ordered in H1 2025

Q3 = 286 tests ordered, as per investor presentation.

Q1 + Q2 + Q3 = 877 vs 334 last year.

As fo Q4: Commercial scale-up of Tutivia test adoption, a test for acute rejection post transplant, has progressed in Q3, with a 19% increase in ordering clinicians in the quarter, and the addition of nine new centres, making a total of 30 transplant centres now onboarded, representing 16% of annual transplants in the US. Volume growth from this progress is expected from Q4 and the number of orders in Q3 were consistent with the previous two quarters.

So they expect a big rise in orders in Q4.

Assume it's about 350 tests to be conservative (likely higher given the number of new centres onboarded) then that is 1,227 tests for the entirety of 2025 compared to just about 300 in 2024. Then imagine the scale up in 2026.

About $3.4mil revenue just from these tests + about $1.5mil licensing revenues from Thermo for 2025. The turnaround is hard and fast.

__

This is what excites me:

*The addition of nine new centres, making a total of 30 transplant centres now onboarded, representing 16% of annual transplants in the US.

Most of the orders you references was when the company only had about 5-7% centres onboarded and they are now at 16%, which is still just a fraction of the centres in the US. Then also consider international expansion.

Also: Tutivia is the best in class.

Also: Multiple tests per patient is essentially a requirement

When you factor it altogether the market value down here is absolutely insane. Especially as the IP, tech, patents, FDA approval is all worth so much more.

No wonder we have a monster in Thermo Fisher leading here

__

Prime health have over 1 million healthcare providers in the US thats between 33 to 50 % of all providers total in America This is much bigger than has been factored in share price.

And they are in talks as we speak with more providers.Plenty to look forward to! Exciting times for much needed best in class tests that will speak for themselves.

Should see a climb above 0.1p ahead of results and then to 0.2p

Big upside

Awesome timing

Summary of research.

Thermo Fisher: $213B market cap on NASDAQ backing this company.

334 tests ordered for the whole of FY 2024. They make $2,650 per test.

Q1+ Q2 = 591 Tutivia™ tests ordered in H1 2025

Q3 = 286 tests ordered, as per investor presentation.

Q1 + Q2 + Q3 = 877 vs 334 last year.

As fo Q4: Commercial scale-up of Tutivia test adoption, a test for acute rejection post transplant, has progressed in Q3, with a 19% increase in ordering clinicians in the quarter, and the addition of nine new centres, making a total of 30 transplant centres now onboarded, representing 16% of annual transplants in the US. Volume growth from this progress is expected from Q4 and the number of orders in Q3 were consistent with the previous two quarters.

So they expect a big rise in orders in Q4.

Assume it's about 350 tests to be conservative (likely higher given the number of new centres onboarded) then that is 1,227 tests for the entirety of 2025 compared to just about 300 in 2024. Then imagine the scale up in 2026.

About $3.4mil revenue just from these tests + about $1.5mil licensing revenues from Thermo for 2025. The turnaround is hard and fast.

__

This is what excites me:

*The addition of nine new centres, making a total of 30 transplant centres now onboarded, representing 16% of annual transplants in the US.

Most of the orders you references was when the company only had about 5-7% centres onboarded and they are now at 16%, which is still just a fraction of the centres in the US. Then also consider international expansion.

Also: Tutivia is the best in class.

Also: Multiple tests per patient is essentially a requirement

When you factor it altogether the market value down here is absolutely insane. Especially as the IP, tech, patents, FDA approval is all worth so much more.

No wonder we have a monster in Thermo Fisher leading here

__

Prime health have over 1 million healthcare providers in the US thats between 33 to 50 % of all providers total in America This is much bigger than has been factored in share price.

And they are in talks as we speak with more providers.Plenty to look forward to! Exciting times for much needed best in class tests that will speak for themselves.