Member Info for Cacher

Some excellent drill results released by Apollo. Lake Rebecca is shaping up to be a very attractive gold project.

I think we're very similar MS. I'm more of a gold bug too. Like you, I've got plenty of exposure via some of the precious metals royalty companies.
Yes, for a relatively small amount, the Lincoln mine provides some nice near term cashflow, with plenty of potential for expansion beyond the current resource - which'll still be covered by the royalty. Just what you'd want to see in such a deal.

New interview with TRR and the Lincoln mine operator Seduli
https://youtu.be/jFEWZWG6iZo

I agree. The potential here is very compelling, and the recent interview with VSA just underlines how close TTAU are to bringing in a partner and taking Specimen Hill (and Tectonic as a company) to a whole new level.
In my opinion, TTAU is the best positioned (and most attractively valued ) gold/copper-gold explorer listed in London right now

Here's the recording of Adam's presentation at the recent Shares Magazine Investor event
https://youtu.be/4B6ThyfoI2U

I thought that was an excellent interview. Clear that majors are very interested, and Brett's comments towards the end alluded to a transaction sooner rather than later..
Exciting time for the company, and surprised more haven't picked up on TTAU. Many of the AIM listed explorers are obvious lifestyle companies, yet trade on a much higher valuation. The real opportunity is here, imv.

Updated slide deck added to Tridents website. Presume this will be used for tomorrow's presentation
https://www.tridentroyalties.com/downloads/Presentations/Trident%20Royalties%20-%20Corporate%20Presentation%20--%20Q3-2021.pdf

Morning Albus. Hope you're well. Yes, still in Anglo Pac, though wasn't particularly happy about the news regarding JT stepping down.
Very bullish regarding Trident. They've made good progress with some interesting looking nearish term gold assets, along with the Claw deposit at Koolyanobbing soon to be mined. That's predominantly within the royalty boundary there. Minimum payments at Mimbula he'll with cashflow visibility. The jewel is obviously Thacker Pass though, and as things progress there it'll become an increasingly valuable asset. Things looking good for TRR imv.

https://**************b_1HMC_UHylkZTU0

https://www.**********.co.uk/articles/traders-s-cafe-with-zak-mir-adam-davidson-ceo-trident-royalties-8e7a4ab/

Proactive interview re today's news:
https://youtu.be/h3bxH7qOMBw

https://www.proactiveinvestors.co.uk/companies/news/958993/trident-acquires-new-royalty-on-californias-mother-lode-958993.html

Looks a decent enough acquisition. Near term production on a past producing mine, with clear expansion potential.

Yes Adam alluded to a copper royalty deal with a private entity. Sounded as though that was near term. I know they're anticipating a busy H2, but deals are only deals once they're over the line.

By way of a very high-level example in order to put it in perspective, if the entire Indicated Resource at Claw is mined and sold at $120/t, it would equate to approximately US$6.3m in royalty payments on a royalty that we purchased for less than US$4m and which has already paid back +US$1.3m. And this is of course separate from any royalty payments associated with our portion of the Deception Pit (which we’ve publicly estimated is 70% covered by our royalty). So while the royalty may be hit-or-miss on a quarterly basis, I’m confident that it’ll prove to be a very good acquisition. In addition, the volatility will be less pronounced as we continue to add more paying royalties.

Not sure why that cut off... Here it is again:

"By way of a very high-level example in order to put it in perspective, if the entire Indicated Resource at Claw is mined and sold at $120/t, it would equate to approximately US$6.3m in royalty payments on a royalty that we purchased for

Caught up with Adam recently. Here's what he said about the Claw Deposit when I queried the variability in the Koolyanobbing royalty:

"By way of a very high-level example in order to put it in perspective, if the entire Indicated Resource at Claw is mined and sold at $120/t, it would equate to approximately US$6.3m in royalty payments on a royalty that we purchased for

Always good to see. Volatile at the moment, but a good opportunity to add...

https://www.mining.com/redox-flow-battery-market-expected-to-become-multi-billion-by-2031-report/

https://soundcloud.com/user-596578261/vsa-capital-tech-transitional-energy-matt-harper-of-ies-150721

Good interview. Not just about Invinity but on the energy transition in general