Ryan Mee, CEO of Fulcrum Metals, reviews FY23 and progress on the Gold Tailings Hub in Canada. Watch the video here.
The leases run for years and on success will be held by production at which point that theory as you rightly put it is a non-starter.
People like me you are again wrongly assuming you know everything and are always right.
Big mistake IMHO
Louis /Oilman Jim
It amazes me that people are sucked in by them. I do find the shorter's blind faith and over confidence, it is the same the longs had at a £1.40 in reverse.
Time will tell interesting few weeks ahead IMHO
Shorter's posts are becoming more farcical by the day.
Facts are
CPR is due
Pantheon need to fund the project obviously in stages (which is hugely being misrepresented by some)
Methods currently known for funding
Equity raise
Reserve backed lending
Farmout or partial farmout
Sale of part of the acreage
Direct equity investment in Pantheon
Others things currently ignored
Outright bid for the company
Once we get the CPR we can talk some more.
In the mean time Pantheon is currently undervalued based on likely contingent resource
IMHO
Loads of BS:- As expected Yeah but no but noooooo!
Agrees Loads of I don't believe a word of what you are posting, your a trader all day long. Opinions are fine its just when you are posting with an agenda as a trader i don't find it morally very strong.
For balance why don't you provide a forecast valuation on Microsalt market cap at 31 .12 .23 31.12.24 and 31.12.25 and explain why/how you get to this valuation, just to give yourself an element of credibility and show how well researched you are.
This is going to be interesting I suspect we are in for a Vicky Pollard moment Yeah but no but
IMHO
Are OK Loads of I now understand why you ae posting BS to get a lower share price to facilitate your trade makes sense. At which point we can take your posts with a large pinch of Microsalt.
I have a strong view that the long view buying here and holding for all the companies to achieve their potential is a better option than trading to make a few £.
IMHO
I do find Loads of BS commentary about TEK taking money off the table if he was so smart why on earth didn't he sell TEK at 37p and but back at 10p.
I know all that sure you do lol
Loads of BS
If I can buy assets at massive under valuation I am more than happy to do so the market can do what it wants it won't always be like this.
The market isn't even giving a valuation anywhere near NAV but realistically future value is going to be based around quoted companies trading in multi billion £ markets there is a fair chance that each of our investments will be worth significantly more than our current market cap each imho
The size and scale of the market for Microsalt is absolutely gigantic and isn't remotely reflected in any valuation currently to name but one of our companies
Puma
Personally I think when you look at fundamentals it is undervalued NAV etc.
They have raised money fairly recently so they shouldn't need any this year.
Microsalt float means it should't need cash nor should the otherquoted companies.
Guident has income grant monies and could raise elsewhere.
Microsalt float should be interesting as this isn't really a Tech company IMHO
Currently TEK is valued at £18m
We have
Belluscura holding at £5.75m quoted
Lucyd holding £3.5m
so leaving less than £9m for
Microsalt
Guident Autonomus vehicle business
Guident shock Business
Plus an element of cash
Are we all sure you have to be kidding me
The Netherland and Sewell report will be a very significant document still very comfortable with the risk reward down here. Investor meet the company will be interesting near term we have the report the assumption nothing is happening in the background and no one believes is a huge mistake imho
Pantheon has been manipulated down to a very low level to say the least. Shares often over shoot to the upside but the current over shoot to the downside across many companies is very much over done Pantheon upside is many multiples from here.
It will change at some point, The new chairman has come in and there has been a change is strategy which has pretty much been ignored. I don't know the chair but he has is clearly a sharp fellow. Pantheon have to change tac as raising significant money down here isn't an option .
So where does that leave us obviously tomorrow will reveal some more how much I am not sure but from such a low base a swift move up is likely as it has fallen way to far. As the plan becomes more apparent and we see elements of funding/farmout/sales hybrid deals it will fly from here.
I come from a point that they do have commercial oil which Netherland and Sewell should confirm and back up
Will they get it out yes I think they will the biggest question is what percentage will they have of it when the do.
One good well result changes everything
One other party believing it and investing and the whole thing changes
The number is so large only 10% of what they have at $5 is likely to be $1b circa 10 bagger. Ultimately risk reward from here is compelling. I suspect they will ultimately hold in the order of half what they currently have someone will move it along at some point and both will exit at a decent profit from here.
IMHO
Once the Netherland and Sewell report is out Panr and the market will have bankable numbers. Currently the company is for sale at chump change for the big boys. Yes it's early stage but at current levels it has to he tempting to make a bid. Similarly a strategic investment in Pantheon at a half sensible valuation would be a wise move. Imho