Member Info for bonker99

Fumes now I think - some spread ...

PMs are flying chaps - who knows but this could be it.

That 7.7p bid is deep ...

Nice volume - it's a looooong way back up from an oversold weekly RSI chaps ...

"Another bit of good news is the recent USA 450 billion dollars package to boost inflation, including investments to encourage electric vehicles."

Fixed

BTW - that package, in reality, is anti-EV, anti-direct sales and pro-fossil fuels but it doesn't matter - whatever makes number go up is all that counts for the forseeable and that will include the spod/lithium price.

He did.

He also slated gold then bought a ****ton of Barrick ;)

Afternoon - yes :)

VANECK VECTORS ETF GOLD MINERS UCITS (GDX)

Top 10 holdings

NEWMONT CORPORATION 16.66% (I also hold this separately @ $44)
BARRICK GOLD CORP 11.39%
FRANCO NEVADA CORP 8.91%
WHEATON PRECIOUS METALS CORP 6.51%
NEWCREST MINING 4.90%
AGNICO EAGLE MINES LTD 4.38%
KIRKLAND LAKE GOLD LTD 3.73%
GOLD FIELDS 3.29%
ANGLOGOLD ASHANTI 2.95%
NORTHERN STAR RESOURCES LTD 2.68%

and

VANECK VECTORS ETF JUNIOR GOLD MINERS UCITS (GDXJ)

Top 10 holdings

PAN AMERICAN SILVER CORP 5.51%
EVOLUTION MINING LTD 4.46%
YAMANA GOLD INC 4.23%
MERDEKA COPPER GOLD TBK PT 3.98%
SSR MINING INC 3.45%
B2GOLD CORP 3.42%
ENDEAVOUR MINING 3.28%
ALAMOS GOLD 2.74%
PRETIUM RESOURCES INC 2.65%
FIRST MAJESTIC SILVER CORP 2.62%

Looks to be more silver exposure in the GDXJ

I also hold, just recently and going great so far - this one is only a year old:

VANECK UCITS ETFS PLC RARE EARTH AND STRATEGIC METALS UCITS ETF ACC (REGB)

Top 10 Holdings
ZHEJIANG HUAYOU COBALT CO LTD 8.35%
PILBARA MINERALS LTD 6.87%
CHINA NORTHERN RARE EARTH GROUP HIGH-TE 6.54%
ALLKEM LTD 6.31%
LYNAS RARE EARTHS LTD 6.29%
SHENGHE RESOURCES HOLDING CO LTD 5.99%
XIAMEN TUNGSTEN CO LTD 5.82%
LIONTOWN RESOURCES LTD 4.91%
LITHIUM AMERICAS CORP 4.86%
AVZ MINERALS LTD 4.61%
SUBTOTAL - TOP 10 60.55%
REMAINING HOLDINGS 39.20%

Bought my first platinum coin on the weekend - a 2022 1 oz Britannia.

Lithium picking up some buzz again on the back of the ESG ramp - none of us know where the ESG stuff is really heading but if it's for real then this could go a lot further than 4p to my eye.

Nice work.

Saw some of those over at HUM the other day, a similarly crushed goldy - who knows.

Those NPV valuations would be what and are at PFS or DFS stage?

Yup - a somewhat similar story to their HUM neighbours if HUM ever get their **** together.

September looks important to me re the gold price - I virtually expect $2.4k within a year - maybe even this year - which will more than offset miner's rising costs going forward.

Testing a breakout here to my eye.

Sorry for you and any others who are feeling stress at the decline but that's why the other clowns on here start talking about the company going bust etc - that's complete and utter nonsense of course.

What those guys need to achieve is getting LTHers to dump their shares into their laps at stupid prices.

Yes, the gold price is key obviously but I have no concerns about the gold price over the medium term or whether I'll net a big win here in time.

My next buy will multiply my holding here.

I agree, they have.

Game time for real now though innit and money is money - let's see what happens.

The timing is the thing.

Let's see if we get a placing at a ****take price this year ...

Let's just say it's been useful in decimating the sp ahead of a period that very, very likely multiplies the sp next year.

Per chance the grades suddenly start improving from Q4/Q1?

I won't be swooning at your emotive language or dumping any of my shares down here but then your post/language isn't aimed at me ;)

GL getting your shares at whatever price - if the fix is well and truly in (BOD behavior so far suggests it is) then they'll drop another **** q3 in October and go for 4p imo.

They could try for that sooner/now of course but the timing is wrong imo and I doubt they'll break 6s anytime soon.

Certainly has been so far.

Would 10% get you a seat on the board so you could find out just wtf they've been up to this past year?

At just £3m I'd go for it if I was minted lol

That's 2.75m oz of reserves, 5.28m oz of resources both net to HUM of course.

Agree about a bid cherry, I mentioned it the other day as I've never seen numbers like these being openly offered to the market before and in a sector that's capturing significant interest/money right now. I think we can all agree that people managing to turn a loss from a gold mine (ffs!) should give all pause for thought but when the numbers become as eye-watering as these then it's hard to ignore, right?

I wonder if the company regs have a poison pill clause ...