Member Info for Cebo-456

Hi JP,

I’m not sure the MRE will land in Q2.

I have it realistically pencilled in for next month. Panther will be talking to SRK, Extrakt, and other relevant parties to gather data on quantities, grades, and potentially recovery rates. To satisfy the MRE criteria of "reasonable prospects for eventual economic extraction" (RPEEE), they will need basic, ballpark figures for pre-plant Capex and Opex. Gathering this might take a bit of time and to some extent, they will need the final recovery figures from SRK and Extrakt to finalise these numbers. That said, they have likely been working on these figures for the past year or so. Therefore, it should just be a matter of inputting the final quantities and recovery rates.Ultimately, they only need a basic figure to satisfy the MRE guidance—not a full Front-End Engineering Design (FEED) study. But I agree, any update on the MRE would be appreciated.

Listing away first before news may work - but flow-through shares after news would be better - command a higher price and minise dilution.

It is disappointing that we still lack news on the Dotted Lake magnesium testing and an update on the recently completed (yes, completed) Wishbone drill.

The CSE listing should go live this month based on recent guidance. While I do not strictly hold companies to rigid timelines, constantly missing self-imposed dates is a red flag for investors.

Mr Hazlewood, a formal operational update is highly anticipated and would be appreciated — preferring a detailed release on Operations over tweets or brief interviews.

It would be beneficial to know:

When the Awkward cores went to the lab and the expected turnaround time.

The current status and results of the Wishbone drill.

The reasons behind the delayed prospectus submission for the CSE listing.

The cause of the delay regarding the Dotted Lake magnesium testing.

I still believe Panther Metals has 50 bag potential, which is why I hold a notable (although not quite notifiable) position here, but clear communication from management is crucial and overdue

Cebo

Yep, poor RNS - they decide to communicate when it suits them. Saying stuff like results expected by a certain date means nothing as with their history it doesn't mean they will release them. The fact they havent even released photo's of Core samples this time also speaks volumes. I am not ruling out a placing high teens at best.

Bo hefty fall at all, the UT yesterday was high which makes it look worse. The share price is facing a very minor consolidation, which is a healthy setup before the next breakout toward £2.00 or higher once new catalysts land. Market Makers are currently pricing in the fact that the CSE listing, the Mineral Resource Estimate (MRE), and the Wishbone spudding are all a week or two away.

The wide spread shows market uncertainty, but the MMs' willingness to buy 50k shares at at time (dummy sells) suggests upward momentum, likely targeting a 1.60p+ close today.

While we wait for the main catalysts, the Magnesium testing results from Dotted Lake and drilling updates from Awkward could drop at any time. Both are highly price-sensitive.

Although the company has a few days to verify the data, they have a strong incentive to keep the share price above 1.50p as we are currently 7 out of 20 days into the 1.50p warrant acceleration clause, so management will likely defend this level—potentially holding back a piece of news to ensure compliance.

So I am expecting a steady 1.60p finish as we await updates.

Longstrong - hey will certainly have a pint with you and certainly don't mind buying either 🤣, although I Ithink Ian B' said he was getting the first round in.

For me, I was looked for the next GGP—which started as a high-risk, 1-project play (Havieron) to buy and hold long. With Panther, I found something with much better potential that GGP had at the beginning - 4 or 4 Shots on Goal, GGP-level upside across 4 separate exploration assets (Winston, Dotted Lake, Wishbone, Awkward). If just one landed then I thought it could be massive.

Early Bullseyes - First 2 shots look like hits (Winston and now Awkward). Plus 2 more shots coming at Dotted Lake and another at Wishbone.

I always thought that the Winston tailings project numbers coukd add serious underlying value.

Another Green flag was the BoD - Darren is totally aligned and had tightly controlled the share structure, and communicates brilliantly (answers emails, regular interviews) which are a few reasons why I am highly confident but I accept there are still exploration risks. - but any single one of those projects above could give us a GGP-style 50-bagger I was looking fir . If more than one hit then we could be looking at even multiples of... oops, better stop there fodore I get accused of being a little Rampy.l 😉🤣👍

Take care guys - we should have a clearer picture on Awkward this week or next - followed by full reaults end July. Mg results from Dotted this month, CSE listing this month and Wishbone drilling this month or next.

I couldnt beleive Panther was so under the radar of so many investors - and still is. Good results and the crowds will come, this forum will become a free-for-all at which time I will move to Telegram.

So we go again Monday.

Hoping for the following news next week as follows - and very day is a day closer to the news dropping .

🇨🇦 RNS Update on Awkward drilling: Reached Target Depth (TD) and what the cores look like, particularly the deeper ones.

🇨🇦 RNS Update on CSE listing: Probably the following week, but an update would be great and get the SP flying.

🇨🇦 RNS Update on Wishbone - When the company will start drilling—likely included in the same RNS as the Awkward drill update.

🇨🇦 RNS on Dotted Lake: Specifically the Mg results.

🇨🇦 Interviews: New media with Darren and maybe Nick?🇨🇦🇨🇦🇨🇦 Conference Update: A general update on how the recent conference went.

🇨🇦 MRE RNS: Although I think we are a few weeks away from the Mineral Resource Estimate, I could be wrong.

🇨🇦 Maybe TR-1 notification : Any major shareholder notifications resulting from last week's buying volume.

🇨🇦 Partnerships - News on interest to Farm-in or Joint Venture (JV) on Awkward. I think this will take a few more weeks to mature, and I hope DH holds out longer unless the terms and conditions are simply too good to turn down.

🇨🇦 Plus anything else they have up their sleeves.

A Billion MC if even 3 out of the 4 come in.

Winston and now Awkward look almost guarenteed.

If they sell Awkward then they can take Wishbone, Dotted and Winston a lot further down the line - which means they can demand a premium. To get top dollar. Wishbone, Dotted and Awkward could be worth half a £ billion each - but to get to that stage they need about 30 drills on each (which would cost in total about 6mill). Monitising awkward early doors would mean that we could progress the other asset through to the FID stage - where the big boys will pay top dollar.

Or issue a million Flow through shares @ £5 each and drill 30 holes on all three.

So many options here.

Stretch, not even close (just my opinion) but good luck across there.

We are moving, but still hugely undervalued and under the radar. - looks like a buyer in the background so watch out for delayed trades later on

Have the deeper Cores from Awkward been leaked or are we seeing some buying on the back of the conference. Maybe a TR1 in a day or so also.

Free float is minimal as well si when this moves properly then watch this space.

£2 on no news this week looks achievable.

OilRiches,

If you read my previous posts - all factually correct but all on the bullish side as I trully beleive this has potential to be a Billion $ company. The ongoing Awkward drill had probably the least CoS of all the assets - and it looks like it has hit. Awkward could be sold in quick order for $20-40m which would fund all other drilling and potentially the majority of the plant @ Winston - what it does is give us options.

There are currently no other similar small Caps in as good a position as Panther Metals, with huge potential from muliple projects - in my opinion.

Shot 4. Not 3 👍👍👍😮👍

Shot "3" hits the bull. Shots 1,2 and 4 to follow. Plus Winston any day. This is easy a 50-100 bag potential now.

Darren has all the ammo and cards when talking to industry leaders today and tomorrow. Releasing the news of the drill today means he is not restricted talking about what they are seeing.

Thats about as good as it gets and exactly what Panther were hoping for. We now need the Assay results and some step-out drills to confirm grades and size before we can confirm how large this is. But potentially worth hundreds of millions $$$$$$.

Never trust them - this should be RNS'd. The BoD prefer putting bits out on Socials and interveiws, staying just on the right side of the Regs and never answer emails for a reason - they can't be trusted. They will raise money again and again through dilution. The chosen few will get the heads up - caution advised.

Exercise of Warrant - thats another 50k into the Comoany Coffers - or another 300-400m step-out drill at awkward with the same Rig and Crew. Saving £10-15k mobilisation costs as the Rig already in place.

Have they see the first Core's from the drill and are getting thier ducks in a row.

Time to buy - this would look good value with a £30m Market Cap. The historic grades, with todays Gold Prices, would have made those Commercial discoveries now back then. Market will eventually pick this up and we should see some real price movement towards that MC.

Once the deal is agreed fully in principle, we will see buying right up to just below the 50p offer price. We will see tge shorts/hedges closing this week as well.

It doesn't mean that someone else won't come in with an increased offer before the Shareholders accept - possibly a small bidding war between a couple of suitors.

No nailed on hence still 30% down from Take-over price. But Volume and Buys suggest that some people are confident.

Possibly just a hedge - heading up towards the TO price - do those in the know, know????? Possibly an update early next week