Member Info for ChirpyCheep

LWHL won't be voting for or against.

He's not even a shareholder!!!

RM in his first TMS interview definitely said they were funded for the year.

Good articel, IMO, on Copper

https://www.mining.com/five-reasons-why-we-are-entering-the-next-copper-super-cycle/

I've put this on because the JV between AA and Arc Minerals has hit a roadblock.

Perhaps Zambia might not be the place to be.

Sorry to see you go.

Do you mind me asking how many shares you had.

It's just that you said you sold your position but there didn't seem to be a lot of volume last Friday ?

Sorry for the delayed reply.

I would love to go to the AGM but I can't go for a number of reasons.

The main one is that I live in Cornwall and having a lot of shares in JAY I cannot afford the Peak Time fare!

You said you were hoping to attend the AA AGM.

Did you ?

.......... and ES is still Chief Operating Officer at White Flame.

Not quite sure what there is to do when there is a ban on oil and gas.

You'd think that if JAY wants to move into helium this where they would start.

NS on Twitter says it is NEXT to Thunderstone.

Unless I am mistaken , I often am, the RNS 22/02/23 clearly states the first 2m has been received from Towards Net Zero and will be used to fund Kanga

Are you implying misappropriation ?

Even worse ?

I am aware that they also raised $2m to drill Kanga which never happened ?

But even the biggest bulls here aren't saying things have been well managed ?

Thank you, that answers the questions !

II hasn't realised that it was at PFS stage rather than BFS, not really looked into in that much detail.

Looks to me that an awful lot of those figures can change , negatively or positively.

Cap Ex doesn't look massive and perhaps LOM ( and hence resource ) is key

Limenite is not a priority for GROC. Hard to see it moving forward any time soon.

Hands full with Graphite, as evidenced by a few placings recently.

I thought Ashton's reply was rather nebulous, unusual as he is normally so precise. No criticism intended as he might not have the answers.

I'll put it another way.

What needs to happen for Dundas to attract cash /interest etc

Surely it's not as simple as a resource reinstatement or upgrade ? You'd think it would have to be a large upgrade as many will question the veracity of the numbers.

As RS said in his recent podcast , good projects attract exploration dollars.

Mentioned in recent Met1 Podcast.

https://talonmetals.com/core-values.

Maybe some of the experts on here can pick the bones out of it.

Yes, it's got a tie up with Tesla ( who are not the only EV producer out there )

However, it's still only an explorer and I'm not sure US is the easiest place to permit.

MC...................... $178M !!

PS Thanks for the reply Ashton

Thank you for your reply.

As I have said before my background is in Investment advice so I understand things like Efficient Frontier, Sharp Ratios etc.. I have no background in mining, so apologies for my ignorance

Hannan & Partners back in March 2022 put a valuation on Dundas of $338m.

Simple maths therefore tells you it's a dead duck.

Don't forget that JAY own ( I think!)) the whole of Dundas but only 48% of Disko so that's got to motor to match that. Basically they are saying half of Disko has more potential than the whole of Dundas ?

Do you mind educating me please.

Back in 2021 Bulk Samples " exceeded expectations " and yet the project was being written off way before the announcement that the project was uneconomic. Why ?

Who on earth is going to believe any figures going forward ?

There are plenty of people, much more qualified than me, who simply cannot understand what is going on.

So , in your opinion, what needs to happen to put Dundas back on track ?

Thanks...........I'll give that one a miss.

Look at your posts..........desperate.

As I said I know nothing about mining.

I do know , however, that the value of companies with multiple assets rarely match the combined value of those individual assets.

JAY has bitten off more than it can chew; it needs to rationalise- and has the assets to do so.

As an aside the problem with Kanga is that its assets are out of kilter with the rest of the assets ie not Cu or Ni.

Thank you for your post.

Agreed, it's a shame this Board has descended into a farce.

I was an ex Chartered Financial Planner and did hold a qualification to qualify me as a Stockbroker (IMC).

However, I know nothing about mining, so know a lot less than many on here; still gives me a right to an opinion

So , a couple of questions please ?

Dundas, haven't the new Management agreed it's a dead duck by not only trying to sell it and stating Disko has more potential even though it's further down the curve - especially considering the MC of JAY is< £5m and Dundas was valued by some at > £200 m? Isn't this regrading a last throw of the dice ?

Kanga... , you say it's a world class asset; isn't Disko ? You seem to prefer Kanga, are you saying the Management wrong as they say the " priority " is Disko.

Agree , the assets need to be rationalised; RE wanted them all on one " platform" and look where that got him!

Thanks

Thank you for your reply.

I can understand the Altruists being deeply unhappy at losing money; I'm just taken back at the scale of their anger.

A few have asked you to keep posting and I'll do it again.

I am sure you are aware but it's worth reiterating; the smaller the MC the greater the impact of smaller investors

Your posts DO make a difference.

Another personal attack from a troll. Can I respectfully ask you to ignore such messages and add posts in a manner that you see fit.