Member Info for Berlioz

I'm surprised FDR and POW haven't steadied the ship with some clear "next steps and schedule" in an RNS. Does look a bit amateur right now but they have only attempted one hole...we need to know what the plan is.

Blasted through normal volume on the ASX in less than 30 mins and currently over 8% up. We are definitely off to the races now.

Big ASX volume on a big move last night and vol is significant here already. Incidentally, my buy today is displayed as a sell, they should do away with that feature if it is always showing incorrect info, or just sort it. Anyway, the interview promising impending news is definitely getting things going. With the febrile geopolitics going on, I'd be astounded if this resource wasn't seen as of vital importance.

Did anyone catch the presentation? Seems not to have steadied the ship, was anything negative said? This looks compelling value now, if it was reasonably positive.

The interview confirms exactly the thesis of Joeman1 below.... they want to meet the performance criteria for sure

The macro is decisively turning in SVML's favour. Once punters do their research and talking heads on YT etc start reminding people about their graphite, we should be set up for an epic run

https://x.com/matt_fernley/status/1976571935422075275?s=19

Look at the American Tungsten share price. We have been going very well but that's gone parabolic. A good sign for GMET, I presume

Other tungsten stocks were also on fire today, so looks like it was metal rather than company specific

I don't know why, but the large volume today and multiple 5 figure buys suggest interest has returned earlier than I thought it would. Accumulation by someone going on...?

After 3pm and there's 11 trades... looks like lack of interest until the aforementioned catalyst is impending. Lots of excitement elsewhere just now. Of course at a low like now is the time to buy if you believe in the thesis. If/when it has shot up and rising everyday is likely when the crowd will return.

The market can be very short term, especially when there are potentially quick returns else where. The strategy here of getting all their ducks in a row by bringing forward construction and commissioning regarding the flotation facility, to the detriment of short term processing but advantageous to longer term will be economics means that many are likely on the sidelines waiting for the spark that will instigate the next big rise. The company needs to deliver on its plans for production and get some exciting drilling results released from its announced programme. I'm confident that the interest is there and the next upward run will be far bigger than the last in due course if they do stay on course. We're all expecting that their unparalleled geological knowledge of the region will pay off. I'm long and waiting patiently.

The fall and wallowing around in the depths by this share price since the raise in March is one of my headscratchers of the year so far. I don't quite get it, with the DFS fast approaching. I'm presuming that when the DFS is even faster approaching then FOMO will kick in. The raise at the time, if memory serves, was way above the current price, and was a discount at the time. Institutions bought in. The resources sector has been going gangbusters recently but it is noticable that SVML's promo has tailed off. Management does need to pull its socks up, and I presume that when the DFS is, say, a month away that the messaging will pick up massively, as the market is now sleeping on what is a remarkable and geopolitically very important project.

Thought my chance to buy this at a decent price was long gone but this drop is a gift. Very happy to take a position here with a more than 50% discount. I bet many others are thinking/doing the same. Right before the major catalyst of an MRE, literally next month.

Any POW holders here intending to buy FDR?

Exit scam? Do tell us more. What do you mean, exactly?

Given the undoubted quality of the asset and impressive, consistent methodical progress of management, this co continues to slightly baffle me that it doesn't get more interest, and hasn't done much apart from a very slow incremental grind up since the financing killed the year's price momentum. Today's RNS, which is all positive news and is gradually derisking the project, has been met with a smattering of sells and not much else. Is it seen as dead money until the DFS get closer? A healthy premium if Rio buys not expected? What gives? Am I missing something?

Why is the spread on this often so silly? You look at buying, look at the spread and think .... nah.

Just saw an Andrada ad on X, formerly twitter, consisting of one of those rather cringeworthy videos that some mining companies seem to think are on message, or cool, or whatever, starting with an "inspirational quote" and getting worse thereafter. Suffice to say every comment under it is less than complimentary. Remarkably, it has 1 3 million impressions, which won't have been cheap. Surely there's a better use of their marketing budget? Seems symbolic of their whole comms strategy, which needs to improve drastically.

Chart looking quite nasty this week. Any expected catalysts aside, obviously, from the nexr earnings?

Is that a double bottom I see, with the RSI having recently exited oversold territory and volume picking up today? New accumulation phase? Went on a run after the last double bottom in Jan and before that in Sep.

I topped up today.

Some clarity from the Malawian government on their proposed new mining code would be welcome, unless I missed it. This could be weighing on sentiment. But today looks bullish, even accounting for the US tariff melt up.