Member Info for breaktwister

I can't believe I was able to buy with a 20 handle. Time to sit tight.

Stock is down 50% and we have morons calling it "over-hyped". Hilarious stuff.

OM, I dismiss nothing because of emotion. He came on here banging on about costs to build a mine for Pepas insinuating that Orosur was overvalued at £100 m mcap because Pepas was so small they wouldn't be able to economically extract. It was factual cluelessness and when the many knowledgable posters here tried to put him straight he argued with them instead of accepting he had not done his homework and got it wrong. Thus he was filtered for arrogance while getting it wrong PLUS refusing to learn from others who know more. That is why he is an imbecile, based on facts and nothing to do with emotions at all.

I don't normally make price predictions as the market can be completely irrational, but at 21p I think this selloff is done. Private investors like myself, Dr etc, have loaded up on this dip so what will the institutions do who have invested millions? They are going to double down with Pepas now valued at around 5% NPV which is mental in and of itself given the low capex and expedited timeline to production, but to value Apta and everything else at ZERO is one of the dumbest things I have seen. Gold needs to stay above $5k, anyone that thinks it will this is easy leverage to that bet.

OM, with respect, speak for yourself. E1 is an imbecile who I quickly filtered when it became clear they had not done any research on Orosur prior to, not only sharing, but challenging others with his/her terrible, horribly incorrect analysis.

Has anyone got a link to this that they can share? As far as I can see you need the paid tier (or a free trial) to get it from research-tree

They will be in-filling there, some banger holes coming. LFG.

Its a volatile stock Caravan, as with all junir miners who have no income, moves are highly emotional. 50% retracements are common when the market is spooked and that could be anything including gold price weakness (like we are seeing today, the chart does not look good imo).

The market misunderstands the Pepas MRE and is valuing Orosur as if Pepa's is its only target. A massive mistake and opportunity for those that can see the reality of what Orosur has and will be in 2-5 years time.

400 and e1 are ******ed and i don't know why anyone is still engaging with them. they completely ignore apta and the evidence that the mid-cauca belt, of which ososur is the largest landholder, contains significant high grade gold. i have posted many times before about apta including the drill results there. the fact that these people continue to bang on about valuing orosur based only on the pepas mre shows you their mentality and idiocy. if they think its a bad investment they should move on and concentrate their efforts on where they believe the opportunities are. that is what normal investors do. very clear they have an agenda and imo everyone should filter them.

Actually, I believe Don confused two separate points from Brad. 1) Pepas quick production of 30k pa 2) Data from Apta which could indicate 2.5-3m oz

Hence why Don stated at the end of his piece "I believe they do have 3m oz". If that is what Don and others expected from Pepas alone that is a misunderstanding/mistake. Fine, I bought the dip.

Mrdigit, I believe Don made a mistake with the 300k which Brad commented on on X. What they discussed was 30k from Pepas only. Don must have noted it down wrongly. There is no wayt Brad would have said anything about 300k pa to Don! Now, could Orosur at some point have 300k pa coming from the Anza region as a whole? I believe so and that is why I bought the Pepas MRE dip with both hands.

If gold price holds above $5k next week I believe the market will re-assess the emotional over-reaction to the MRE. I refer again to Turner Pope's analysis: While the estimated number of resource ounces is close to TPI’s initial production forecast of 238,000oz over a 12-year life-of-mine (‘LOM’) (as originally outlined on 18 September 2025), the overall declared Au grading is almost 22% higher. Reworking TPI’s model on this basis, while retaining metallurgical recovery at 87% and processing efficiency of 96.9%, the deposit is projected to have a low All-in Sustaining Cost (‘AISC’) of US$1,281/oz*. Prudently, then, factoring in the recent surge in gold prices to assume an average of US$4,400/oz over the production period (compared with US$3,300/oz previously), suggests the deposit has a NPV10% of US$189m along with an exceptional IRR of 162%.

Two important points to note:

1) NPV10% should increase to NPV50% as we move closer to production, which is on an expedited timeline compared to most traditional mine builds, being 1-2 years instead of 5-8 years. This is no trifle. This is almost immediately value accreditive.

2) IRR of 162%. I'll let others here who have been negative the past week find me a better IRR in the mining space. I am all ears. There is none, and that is why the market selling over-reaction will correct (gold staying steady/bullish ofc).

"While the estimated number

of resource ounces is close to TPI’s initial production forecast of 238,000oz

over a 12-year life-of-mine (‘LOM’) (as originally outlined on 18 September

2025), the overall declared Au grading is almost 22% higher. Reworking TPI’s

model on this basis, while retaining metallurgical recovery at 87% and

processing efficiency of 96.9%, the deposit is projected to have a low All-in

Sustaining Cost (‘AISC’) of US$1,281/oz"

Stick that in your pipe all of the derampers. OMI strong rebound from here. Anyone could have got similar numbers themselves if they have done their work. The FACT of the matter is that the MRE came in roughly on expectation, slightly lower oz but at a higher grade that makes extraction even more economical. Gold price $5000 and rising, AISC $1281. Very happy to have had this opportunity to load up.

Is that moron Element1 still banging on about trucks? Glad I filtered, what a idiot.

Now AJ Bell quoting again. I must have caught them as they were moving the price up.

Sorry, it was AJ Bell and Interactive Investor that wouoldn't quote. Was able to buy just there now at IG.

They smash the stock down 45% in a week and then refuse to sell any at lows. Outright fraud if you ask me.

Topped up @ 22.97. Absolute madness imo. I guess I should thank all the derampers. Cheers guys!

If you want to compare MRE and base valuation solely on that, that is your call. It is a mistake but that's up to you.

JAN is undervalued, I own it, but they need to raise a lot of cash, OMI doesn't. Just one of the factors that makes the matter nowhere near as simple as "look at the MRE, if its the same the companies should be valued the same".

B - I will bet that JAN does NOT have more gold than OMI. OMI has only scratched the surface of what it has.