Member Info for BigDave13

Thks for clarification

According to Grok:

The all-in sustaining cost (AISC) for gold mining globally typically ranges between $900 and $1,300 per ounce, with some variation by region. For the Philippines, a mineral-rich country with significant gold deposits, costs are likely within this range but could be lower due to cheaper labor and less stringent environmental regulations compared to Western countries.

Strong BTC bounce back to $105k.

BTC treasury announcement due anytime now.

Let's go COIN

Anyone know the lifespan of the mine and when first production?

Looks like the investee companies have been updated but there are differences in the holdings (& %) when compared to the previous investment update. For Igraine, there was a dilution when GEM came onboard, reducing its overall relative %. Looks like ENET now fully disposed.

https://igraineplc.com/rule-4-14/

Yeah, probably should have gone with the rocket emoji !!

Https://www.lse.co.uk/rns/COIN.PL/coinsilium-group-limited-website-update-and-bitcoin-treasury-policy-and-strategic-plan-5i2lfd3t8sdv3ci.html

Slow and steady here, and a quiet board now whilst everyone else chases the next big thing. For those in early, these 10% rises mean another bag. £5.5m remains in the kitty ready to deploy and with BTC lower, expect another RNS along any moment, following 3 last week. GLA

@Thatslifebro, thanks for the correction on the original share sale date.

Boom Boom indeed. In a day or 2 they may be able to raise funds at 10p rather than

Doing some background reading on CLAI and not sure where this is heading just yet. I noticed that in Feb/Mar Matthew Lodge sold his then c15% stake. Now he is back with a new, smaller holding and he contributed 80% of the recent raise. From company house records, both he and Olivia Edwards appear to reside in Singapore so perhaps they require a UK company for their next venture. I do feel that the number of share in issue now may limit the upside if large raises are required. I have a small position here for now, moved some to AMOI in the interim though.

These numbers highlight my earlier point. If BTC price surges from here, I would then expect MC to re-rate accordingly. This is a more mature coy in this space whilst the likes of SWC and COIN are still in early stage price discovery – end game unknown!

20/11/24 HODL 386,700, MC $91B, BTC $94,284

20/06/25 HODL 592,100, MC $94B, BTC $103,850

Just spent some time reviewing the company background info and listening to the Bixby interview. Really exciting stuff. I understand TIR may not be available on HL, anyone know if this is due in near future?

I would agree with those thoughts and during this phase the multiple will/has disconnected from usual accounting norms. Take MSTR as an example, the SP went on a big run last year thru to Nov. Saylor has continued/increased the mega BTC purchase spree since but the SP has effectively gone sideways for 6 months. At some point SWC and COIN will top out their market caps but don’t know how one would assess timeframe. I will top slice at some point, just not yet.

Only warrants end June 25, there is a batch of options that will expire at various prices/dates thru to Nov 26 (per note18 of last years accs).

I think some are just noticing the RNS and responding to it only now. Plus US was closed y'day so that helps as well. Next week going to be a good one.

Great Friday afternoon buying action, really moving now..

£5.5m still available to deploy from recent raises, worth about 70 BTC. I think next buy will hit the £1m / 13 BTC range, maybe Tues. Would prefer a 7am announcement for more impact/eyeballs.

Treasury purchase announcements released more frequently with increasing values which is a v.good sign.

BTC stronger today moving back towards $106k.

Next BTC treasury purchase maybe Mon & followed by a large II raise?