Member Info for bonker99

Looks like America is tossing Japan to the Chinese wolves btw ...

Remember what I said - *poof* just like that, they're gone ........

That's the way to do it :)

It definitely helps get a grip on what's going on - which is a lot.

:)

Good Q but no doubt it's my fault ;)

Chunky delayed buys.

Topped-up @ 0.44p.

"China escalated tensions with Japan over PM Sanae Takaichi’s Taiwan remarks. The state broadcaster warned of “substantive retaliation” including sanctions and trade curbs as Beijing cautioned against travel to Japan. BBG

Japan moved on Monday to tamp down an escalating row with China over Taiwan that has prompted Beijing to urge citizens to halt travel to its East Asian neighbor. The dispute erupted after Prime Minister Sanae Takaichi told Japanese lawmakers this month that a Chinese attack on Taiwan threatening Japan's survival could trigger a military response. RTRS"

https://x.com/zerohedge/status/1990413302938186011?s=20

Lithium is flying chaps ...

All part of the game - I'd like lettuce hands from others right now too ;)

Lithium is flying BTW ...

Yup - saw that ...

+-5-10% is pretty much every day here because of the way the MMs manipulate it at 0.05 advertised spread but it's usually much closer than that in reality of course.

Prioritising the monetisation of the assets is precisely the strategy I wanted to see here - proves we're not just another lifestyle drilling-forever AIM clown show and puts pressure on those who would like to drop her - I'll be adding throughout the next six months regularly and on every dip.

Diamond drills spin at Titan next week, Carlow drilled again before Xmas, Titan RC assays could drop at any moment, it's all good :)

There's always one muppet :)

Japan Summons Chinese Ambassador Over Online Threats Against Prime Minister

https://x.com/zerohedge/status/1990203264428650569

A somewhat prescient post from me on Thursday then:

"Sure but I'm a keep-it-real kinda guy :)

The main message IMO is that the very worst case here is that we find no more Gold (already proven to be untrue with the first hole at Titan) or anything else and our firesale market value of existing resource is well above 2x the current mcap/SP.

That's why you fill your boots down here while you still can.

Or - and we know for sure that they're looking at doing this:

We don't sell at firesale prices - we fast track to production via Radio Hill - at 374k oz only over 10 years with $1,750 AISC, $4,200 Gold and $200m CAPEX debt that mine will throw off c£70m (Pounds) of cash pa for the next 10 years, clearing the debt in under three years, leaving north of £500m (Pounds) in gross profit over the LoM.

This is why I'm buying £Large @ £20m."

I'm really very pleased indeed that they're prioritising the latter route as the production numbers could be extraordinary (at this mcap) by the middle of next year with increased resource/possible multiple satellite resources and maybe a much higher gold price, this is the smarter and most profitable route by a long chalk.

Lots of consistent and meaningful news flow coming over the next 4-5 months then.

ASX Announcement

17 November 2025

Mining Study Underway at Carlow Gold and Copper Project

Carlow Extensional Drilling to Commence in December

Study to assess development scenarios in parallel with high-grade extensional drilling

Highlights

• Gold prices have increased by approximately 250% since the October 2022 Mineral

Resource (US$1,640/oz)1 with copper also up approximately 30%

• Conceptual mining study at Carlow being undertaken by Snowden-Optiro including open

pit and underground optimisations

• Study outputs to guide extensional drilling, resource growth, metallurgy and early-stage

development thinking

• Extensional drilling at Carlow due to commence in December 2025, initially to follow up

an earlier intersection of 7m at 2.9g/t Au 600m east of the resource envelope2

• Recent high-grade intersection at Titan East (5m at 13.1g/t Au from 132m3) confirms

excellent potential of satellite targets near Carlow. Follow-up drilling starting next week.

https://wcsecure.weblink.com.au/pdf/ARV/03023566.pdf

Keen :)

Concur re Japan, especially as China seem to be poking them again - my god are the Japanese owed some payback from China re WWII and they've cut Japan off their rare earths completely in the past.

An offtake with Japan, y'know, the *country* would be stellar here and chart-wise, I wouldn't be surprised to see it before December.

"As of May 2025, nearly 60% of 🇨🇳#China's total installed power capacity comes from clean sources—a stunning one-third increase from just four years ago. #GreenChina"

Little wonder they're not giving up those rare earths.

https://x.com/KingKong9888/status/1989366461371138345?s=20