Member Info for breaktwister

I should have added in my previous post, with minimal capex. Capex requirements are obviously a key input into project valuations. OMI does not have the same problem that other juniors have, that Brad discussed in some detail with Donald on the most recent interview so I won't repeat it here. I researched top grades from surface in the world, and Pepas is a top 5 project by grade IN THE WORLD. Let that sink in, these economics are not found anywhere else.

E1 wants to use $135 per oz to value Pepas - LOL!!!

I am close to blocking OrangeMoon as well for his continued support for the idiot E1, which is a shame as other than that his posts are typically good.

This one for example: "I agree that using industry-standard norms and high-risk adjustments for mining and exploration projects is reasonable—you can't really argue with that approach". This issue here is that E1 is NOT using industry standard valuations. As per my previous post on this topic the "gold in the ground valuation" of $50-$130 is only for explorers and is replaced by a completely different valuation approach based on NPV once a MRE is available and the valuation approach changes yet again once a pathway to production is in place. Why on earth would any asset that could produce $4000 per oz profit within 24 months be sold for $130 per oz? It wouldn't be - ever. And Brad as said as much regarding the cheque-wavers at PDAC.

E1 either knows nothing about how miners in the development stage are valued, or he is a purposeful deramper. I believe it could be a bit of both.

I had him blocked from day 1 when he kept arguing about costs to build a mine for Pepas. Back to the block list.

E1 the gold won't be in the ground at Pepas for long you clown. The valuations you are using are for explorers with no pathway to production, valued at ounces in the ground, many such projects require hundreds of millions or even billions of dollars of capex to progress. Pepas does not and is now a development asset. Attempting to value it at $135 per ounce is the one of the dumbest things I have ever heard. $50m for Pepas LOL!

I unblocked E1 to see what he has been saying that others are calling for reports. I noticed that he values Pepas, that contains $1b of high-grade gold, at $50m. I wish anybody trying to buy it for $50m good luck, it is not going to happen. I see he is still banging on about development risk which is minimal as minimal activities will be required for trucking to toll milling. Furthermore he values the whole of the Anza and El Pantano licencing at "perhaps $5–15m combined ". LOL! Again, good luck with that. Complete and utter drivel. Back to the filter list where you belong.

This price decline feels very similar to when the price was 2p, which is hit a few times from Sep 2023 to Nov 2024. Myself and many others here took advantage of that market mispricing then and are doing so now. Back then the market was pricing OMI like it was going to go bust even though Brad and Louis informed the market that a deal had been made and the legal paperwork was still being sorted. The market did not react under after the paperwork had been signed. Being able to buy at 2p when it was obvious that positive news was just around the corner was the most insane market mis-pricing I have ever seen in my life. Now we see it again here at 20p.

There are some differences between now and then: gold is $5k not $2.5k, OMI are progressing exploration on all targets while moving one towards production. There are no other juniors under $100m that have a near-term (2yrs) and economical pathway to production. We will start to see analyst estimates of Apta in preparation for an MRE later this year. I think this is the key that the market is mis-pricing this time. If Apta comes in at 2m oz (just an estimate) but the market has priced OMI stupidly on the Pepas 200k oz only, how will it react on the Apta number? Not to mention other news that could come from Grand Pepas, El Cedro, El Pantano, or even LaVirginceta (although I think that is not a near-term catalyst).

In summary, the market has got it wrong here yet again but failing to see the fairly obvious events of the pathway to Apta MRE - 20p is the new 2p - take advantage.

No idea what all the bickering is about, I have blocked all the trolls and de-rampers, most of which it appears are alt accounts of the deranged E1. Sure Orosur is only worth 11p, LOL! If true why do you waste time on this board, you have made your point, now F OFF and let those who are interested in the prospect discuss it.

I cannot imagine wasting my time on the BB of a company which I have passed on investing.

I can see the board has turned into a circus of derampers, all from the time the idiot E1 appeared. I guess they have won for now, share price has been sliding for weeks, even though gold is still over $5k. As an investor the best thing that can be done is buy more and wait for the newsflow.

MRE usually puts a floor under the price. Floor should be much higher than £79m mcap imo. Obviously the market doesn't agree. Orosur is already my largest position but I have a strong inclination to sell other positions to buy here at 20p. What am I missing?

Nice top up Nap. My lowest was 20.95 yesterday. Hilarious to be able to buy here at a 20 handle!

It was interesting to hear Brad publicly comment on the fact that everyone is surprised that a tiddler like OMI is moving at pace towards production. This is NOT priced in at present.

A continuing decline when gold is steady above $5k is very frustrating. One has to now accept that a fall of almost 50% will scare away almost all retail investors who will want to see price stabilise first. As I posted recently the market seems to have forgotten about Apta, Brad has recognised the need to re-focus on this asset, kicking off a drill program with goal of progressing to MRE later this year. We should start to see analyst estimates on that, there is a case that TP should dust off the previous drill results and give an Ageos-style resource estimate to stop the bleeding.

Hi punter, I thought as much, no trade at 17:07, and no way to tell when it was actually made.

Normally any delayed trades are shown with the time of the actual trade. There should be no trading at 17:07 yet someone has logged two large trades, nearly £100k. I know there can be an auction for 15 mins after the close but 17:07?

Its a bloodbath in the juniors, some of the silver focused juniors are down 15%. You would only expect an RNS if the price movement was company specific. I am deploying most of my free cash today, bulk into OMI.

Apologies, I looked at March'24 by mistake. OMI was 8p in March 25. Still, could have had a 5 bagger.

With respect GoldGeezer, you could have bought OMI at 2.5p a year ago. To come here saying "I had doubts and still do" isn't the win you think it is. Your doubts then cost you a 10 bagger. How much are today's doubts going to cost you?

I am sure the trolls are dancing as if they predicted this, glad I have them blocked. Amazing to get such an opportunity imo.

Was able to buy a few weeks ago, no issues, in my ISA. Ever since IG are refusing to quote to buy more, and now even refusing to place a sell order. It is like they have removed access "not a valid instrument". I am furious as my whole strategy revolves around scaling in and out of stocks, which I cannot do if I have to telephone trade every time I need to buy/sell. How can they get away with this in a stocks and shares ISA, simply refusing to take a sell instruction? Futhermore, they are restricting the market for potential buyers of this stock.

Orosur is now cheaper than it was throughout September 2025, when gold was $3600 on average. I will leave it to others to figure out whether that is justified and any rational basis for it. I was able to buy at 23p today which showed as a sell.