Member Info for bag0

Antc on ukog is even worse

unbelievable output every day

that kind of controlling behaviour puts me off southeast from time to time

I have to say BZT is becoming a very sound bet

i always had ideas that would take it further and some are in the offing and not years away now

best to be happy with ones lot

It is not tumbleweed territory, but time is of the essence and the situation is ripe

I am not out

i said i sold some, it doesnt owe me anything now

i see short trades exactly mirrorring my position several times over

what i say wont make any difference

they control the market

Rsi was 90 last time and 84 this time so far

we are well outside bollinger bands again and although i believe in what they are doing completely,

i think it has got ahead of itself technically and timewise

and a bit ahead of the comparable GMET scenario in terms of percentage increase around OTC time

may be time to sell in may and walk away?

i might wait till D-Day

i did buy in sep, nov & dec (2025)

i also saw some coincidences that suggest broker selling short whilst we cannot sell short

Does that suggest nearly 300m of scheelite vertically or is it more complex than that do you think ?

makes GWMO.L look like a very good opportunity for sure

i was thinking a lot lot less than that BTW, it was an amateur guess

we do not know yet ...

Scheelite most likely it would seem

xenotime apparently requires xray excited imaging, monazite not sure, there is another yttrium ore, they can occur near the same systems

was wondering if they were looking for it as well and maybe in rhyolite dome

focus on tungsten for now

I dont get the price of tungsten metal itself

could be $16 or $45 per kg

on a side note:

yttrium is $220 per kg

AI suggested that the white spots could be yttrium not tungsten

can it be either ?

yttrium is used in fepo4 batterries which may be adopted more now due to the enhanced fire proofing properties of the system

Could they be yttrium ?

AI Overview

Yttrium-doped LiFePO4 batteries, commonly referred to as LiFeYPO4 or LYP batteries, are an advanced variant of lithium iron phosphate (LiFePO4) technology where a small amount of the rare earth element Yttrium (Y) is added to the cathode material. This modification enhances the structural stability, charge transport kinetics, and electrochemical performance, making them particularly suitable for high-energy density and robust, long-term applications.

Smiths had a good page on skarns

but its is blocked now dont know why....

might help one guess what it looks like undergound

i found it difficult to understand whether its likely to be depth or width that counts but they can be 100ft deep according to some or 100m deep according to others

not being a geologist I shall have to await the man who is

sometime after june i guess

my numbers are under my hat

CB has implied that the MIG could be ten times bigger than all the things you are talking about but obvsly we dont know yet

for RIO to pay its own price in order to lose control of its own company seems unworkable

but their growth is only 3%

organic growth from rapidly evolving areas in Africa could be a better bet than the risk of more glencore style corruption although the sector is rife with it glencore seems to be one of the worst

There were some guys in the garden yelling and shouting and slamming doors trying to get me sell the other day

incredible, wont work, i know what its worth...i did the numbers on what little we know, it could be £3.85

so i can understand why they need to cheat

If there is a skarn 100m wide it is big, but i dont know the geology

if it is 100mm wide or more according to map the size of a postage stamp that i cannot quite read

then i will be paying the higher rate of tax methinks

I dont expect that much - but a penny would be nice - however that looks like a lot right now

£174M MktCap

is that copper worth billions further out along the three strips of land they own ?

and does someone like rio want to develop the entire area in the next 5 years to be somewhere near the scale of one mine in chile ?

and no i am not smoking anything !

i got code to write

But there is a connection between bezant and unitrans

and unitrans has a connection to rio tinto

also rio tinto is working on a more efficient copper process bio based

reduces costs and more importantly maybe maybe for us reduces lead times so they say

all speculation on future direction otherwise unstated anywhere but possibly very relevant later in terms of scaling up

AI Overview

Unitrans (specifically its subsidiary Ubunye Mining Services) is a long-standing logistics and supply chain partner for Rio Tinto, primarily serving its Richards Bay Minerals (RBM) operations in South Africa and other African projects for over 40 years. Their relationship is particularly noted for a strong, shared emphasis on safety.

Key Aspects of the Relationship

Logistics Services: Unitrans provides essential logistics and supply chain solutions, including the use of specialized "road trains," for Rio Tinto's mining operations in Africa.

Richards Bay Minerals (RBM): The core of the partnership is at RBM, a mineral sands mine where Rio Tinto is the majority owner and operator. The two companies have collaborated for more than four decades.

Shared Safety Culture: A major feature of their relationship is the integration of Rio Tinto's safety standards and culture (based on principles of Care, Courage, Curiosity, and Collaboration) into Unitrans' operations. This includes adopting advanced technologies like collision avoidance and driver-fatigue alert systems.

Award-Winning Performance: Unitrans has been widely recognized for its safety performance, winning the "Most Outstanding Contractor Partner Safety Award" at the Rio Tinto RockStars of the Year Safety Awards for two consecutive years (2024 and 2025). Their subsidiary, Ubunye Mining Services, was also named the global Rio Tinto Contractor of the Year in 2023.

How Wide is the strike it could give us an idea of its value

OR : being a a contact skarn it is i presume near vertical and so is deep not wide

A different pine creek in california : tungsten skarn

What is the typical size of a skarn deposit?

In deposits such as these, where intrusive contacts are sub-parallel to bedding planes, skarn is usually confined to a narrow, but vertically extensive, zone. At Pine Creek skarn is typically less than 10 m wide but locally exceeds one kilometre in length and vertical extent (Newberry, 1982).2 Nov 2007

But if you count the "flat" wave we already had a 5 down so it was 1.10 or 1.15 ?

although not a conventional 5 wave in that case

could we change to 5 up and make the bigger 5 wave up ?

bit quiet today

We sort of had a 3 wave to 2 and maybe therefore an incomplete 5 wave to 0.7

Anyways...

https://www.youtube.com/shorts/zw0CzRWvvYE

The other thing to note about them is that they are involved in a 330m investment in mining

Rio Tinto is mentioned

does look like a revival of mining in africa is occurring

https://www.unitransafrica.com/unitrans-walks-away-with-rio-tinto-safety-rockstar-award/

https://www.riotinto.com/en/operations/africa/richards-bay-minerals