Member Info for breaktwister

Watched the interview again and Brad is super bullish on El Pantano. There must be data doing the rounds on it to be getting phone calls from majors looking to JV. Great to hear the confidence in the prospect to say NO to such offers.

If he can hit a few good holes at El Cedro and El Pantano the stock will moon, none of it is priced in, all free upside which is exactly the opportunities I like to invest in.

I am a little confused by the video as he had the perfect opportunity at the end to give us a little more detail on what the plan is now they are cashed up, he basically said everything aligned to produce newsflow around these assets but left me wondering what exactly? More drill rigs at Pepas - if so why not say that? Was there a detailed planning discussion earlier in the video that I missed? Will have to watch again in case I missed something.

I see that delayed trade from 3pm. They were happy to lower the price but when somebody wanted just 100k shares they charged over the ask. I added in two accounts.

You are welcome :)

I am starting to see Orosur popping up now in various X.com posts. In one Australian's top 5 pick, confirmed by theApe. Interestingly GoldVentures replied who has one of the largest precious metals accounts, 122k followers.

https://x.com/TheApeOfGoldST/status/1905959411593756875

Dk, how do you see the auction? I have L2 via IG but they don't have AIM stocks on it.

Let's see what Brad can do with $7-8m and some of the most prospective land packages in the world. I am buzzing as it seems to all be falling into place. I am going to tune out the noise from the CA forum, some of them are crying over there about the fairness of placements - I dgaf, I am happy to buy in my ISA and SIPP and take the tax efficient longer-term approach. Will be buying dips as usual as I think 2025 is gonna be HUGE for Orosur.

Looks like its about to pop, 14p the new floor soon

Islandgirl, I am a longterm holder as I suspected the project was once of the best in the world from data many years ago before the MMA JV. I only held a small position then, but added slowly then aggressively from 8p to 2p even though I was furious at the handling of MMAs care&maintenance, I stand by my numerous rants on this board about that.

However, it was clear well before the signing of the official MMA exit that a deal had been done thus providing excellent opportunity for investors in the 5p-2p range, especially those of us on AIM following the story, as the Canadians had not heard of Orosur at that stage. That low price coincided with severe pessimism in the sector otherwise I am not sure we would have seen 2p. I have a decent following on X (sndmnystckr) and a lot of junior mining investors that I communicate with and NOBODY had Orosur on their radar until the drilling started again this year, I am sure realisation by Kilcona and other bigger players, including institutions, can now drive us multiples higher given the right newsflow. There are a LOT of eyes on it now.

Brad had said "Agnico drilled the wrong way at Pepas" and we had that steller Pep1 hole, but even I have been very pleasantly surprised at the grades uncovered since, plus they continue to find more targets in the surrounding area including more artisinal tunnels. The progress we have made this year is of top tier potential and I am very glad to hold as my largest portfolio position.

Don't listen to mapp on this point, he fell out with his broker once upon a time, probably 20 years ago or more, and he has writing terrible limericks about it ever since.

Aeromag coming soon DrR

Been busy and away from home so not able to do my my usual level of analysis of news. But from the recent tweet regarding massive quartz south of Pepas, did they say how far south? Do we think this is evidence of Pepas continuation or a potential new target?

Say goodbye to sub 10p stock. I hope everyone topped up.

What kind of spread is this 9.5 to 10.5?

RNS today saying that the placing is closed would be good. We could get it via Canadian SEDAR.

Not sure why my last message cut-off, was just finishing by saying the lowest grade projects should now be $100 per ounce inferred with Pepas way higher, $300+, although hopefully that is academic, I cannot see why Orosur would want to sell when we are sitting on a low capex cash cow.

Under 10p is hilarious - easy 5 bagger this year.

I was thinking about how gold in the ground is valued at the weekend. 20 years ago it ranged from $25 to $100 per ounce (inferred ounces) depending on the project, grades, jurisdiction risk etc. Gold was $1000 an ounce then. I don't think the wider market has realised that gold in the ground must now be re-valued at a minimum of $300 per ounce inferred for the best projects of which Pepas certainly is. This valuation would increase further for M&I and P&P.

Brad's tweet from a few days ago "as the gold price hits another record high..we find ourselves having to reassess. Everything is up in the air - what was once waste is now very nice ore". He is reassessing the value of Anza and of Orosur as a company in light of the fact that gold in the ground MUST re-rate. The lowest grade projects of

Just catching up on todays news, the TP note in particular. I am glad I bought as much as I could this week as it is going to be a really exciting year for Orosur. El Cedro looks good from the data shared, high grade samples with copper and molyb also, yes please. Canada action very bullish. Orosur is my largest holding and I am very happy about that. Have a good weekend all.

If the placing is well and truely oversubscribed I hope they don't extend it as I have seen happen with other companies.

Ideally they communicte closure asap, and further demand can buy on the open market same as us plebs.

I note this language which I assume is boilerplate and not a suggestion that Directors will in fact be buying (although it would be great if they did ofc):

It is anticipated that certain directors of the Company may acquire Units under the Offering.....The directors' anticipated participation is also likely to constitute a related party transaction under the AIM Rules for Companies. Further details of the directors' participation in the Offering will be set out in the announcement regarding the results of the Offering.