Member Info for Cnutgoestheeasal

Poof call that a qualification! This is mine.

Look on my Works, ye troll, and despair!

https://ibb.co/bMbv65yc

What a hoot - it's all redacted! Smoke and mirrors, sums you up doesn't it!!!

Better than that I've had extensive face time with him. What would you know?

You'll note the word Geology on his Bsc....

Education

Deakin University logo

Deakin University

Master of Business Administration - MBA

1991 – 1993

University of Sydney logo

University of Sydney

Bachelor of Science - BS, Geology

1983 – 1988

CEO/Director

Orosur Mining

May 2020 - Present · 6 yrs 2 mos

UK

CEO and Director at TSX/AIM listed gold miner with South American focus

International Geoscience logo

Director

International Geoscience · Full-time

Feb 2015 - Present · 11 yrs 5 mos

Greater Perth Area

Boutique technical and commercial consultancy. Specialising in mineral exploration, assessment, commercial structuring and financing

Managing Director

Total Earth Solutions Ltd

Jan 2018 - Aug 2022 · 4 yrs 8 mos

London Area, United Kingdom

Total Earth Solutions is a UK firm focussed on identifying, assessing and developing entrepreneurial business oportunites in Africa related to mining, mineral processing, agriculture and other sectors in the natural resources space.

AG Vision Mining Ltd logo

Commercial Director

AG Vision Mining Ltd

Jan 2017 - Aug 2021 · 4 yrs 8 mos

Nigeria

Multifunction consulting group developing the mining industry in Nigeria.

Currently focused on managing major government and WB funded geoscience programs to assess the gold potential of Nigeria.

CEO

BrazIron Ltd

Jun 2012 - Sep 2013 · 1 yr 4 mos

Greater Perth Area

CEO of Junior miner advancing a major iron ore project in Brazil

Exploration Manager

Sundance Resources LTD

May 2011 - May 2012 · 1 yr 1 mo

Cameroon

On site managing large exploration team defining major DSO Iron Ore resource in Cameroon and Republic of Congo

Partner - Head of Mining and Metals

Matrix Investment Bank

Jan 2007 - Jan 2011 · 4 yrs 1 mo

London Area, United Kingdom

Mining Analyst and Head of Mining and Metals for boutique, full service London broking and banking house. Specialist in small to medium cap and emerging markets

If they can wait without degrading their license they should wait. Given we only have one initial holes and thus limited knowledge any JV partner is likely to drive a hard bargain. I prefer a better bargain later on.

I will be attending. I certainly found last year worth it.

I must confess I thought you were just another mindless AI fuelled re-ramper. Your change of heart (based on objective drilling results) and admission you under estimated OMI is a rare thing indeed. Humility and clearly a flexible mind.

As Keynes (probably apocryphally) said - "when the facts change, I change my mind. What do you do sir?"

I shall pay more attention to your posts in future.

Bullsh{t

bullsh^t

bullsh$t

Come on at least one of these should escape the censor. Surely?

i must confess that i was slightly befuddled by your most exquisite analysis. that is until i reached the last sentence.

"the sp has now moved above the parabolic sar indicator used to provide trailing stop values in both daily and weekly charts, which is bullish. dyor."

now if you replace bullish with bull****. now that makes perfect sense. to me a least!

I feel I need to set the story straight on AAZ. I've been an AAZ shareholder since the 10-20p days. It was on the brink then and had to be bailed out by the CEO. But it survived and thrived. It had a path to a sustainable future and dividends given what was known at the time was a perfectly reasonable policy.

Then came the short lived war with Armenia. The good news was that previous tenements given to them more symbolically than anything since they were deep in Armenian control at the time suddenly became a viable proposition. They swapped their interest in Europe's largest gold mine for that of a large copper mine. It all looked good.

That is until as sustained social media campaign from Armenian expats managed to rile up the locals and believe they were in danger from an unsafe tailings dam. Queue protests and a government order to shut down temporarily whilst the whole thing was sorted out. The share price slumped but given my experience of the management I felt they had the tenacity to see it through. The divi stopped immediately their borrowings shot up and crucially, no new shares. NO DILUTION

Well they and I are sitting pretty, my investment has now massively increased I'm happy to stick.

What has this to do with MTL? Clearly no 2 situations are the same but I do see a common denominator, namely tenacious competent management.

Here's to hoping...

You missed a couple. Finance - MTL are relying on the dregs of Runruno plus a loan facility to get us over the line in La India. If Runruno takes more hits or implementation of La India comes above budget we might have to resort to very expensive gold streaming.

Also we are assuming the ramp up to full production at La India goes smoothly.

But the problem is that Gentile only talks about juniors in tier 1 jurisdictions. Nicaragua is most certainly not that and so all the numbers about gold values and prospective M&A are moot. We'll just have to plough our own furrow and let the cash we should be generating shortly speak for itself

Without wanting to appear to deramp I would point out the the S&P500 is at record levels right now. We can argue all day long that why this is stupid but it is a fact.

Larger gold miners are picking up but generally junior gold miners are not. It's tough but if you want to be a contrarian investor as opposed to a momentum guy, this is you fate!

Looking back to the glory days of PEP20-40ish the news was coming out roughly every 3-5 weeks. Next week will be around the 4 week mark since the last drill news so I'll be expecting something latest, week after next if not next week.

If as the reports are indicating a putative deal will involve the US dropping all sanctions against Iran that means Iran can reclaim all its FX assets not least $ frozen assets. Now I wonder once they get their hands on these assets denied them since the revolution?

Will they keep them in USD on convert them into something a bit more untouchable...like....perhaps.....gold!

Don't get me wrong I'm very happy that gold is knocking at the 4800 door but I'm thinking this is on shaky foundations. Given that gold moves inversely with the price of oil and oil is down significantly today, my confusion is this. It seems Trump's much ballyhooed breaking of the Iranian blockade has collapsed inside 2 days. Surely this is bad news not good news as the market seems to think.

Iran it seems has won at least this round. It might make some conciliatory noises about wanting a comprehensive settlement but in reality as master of stringing out negotiations, it is doing just that!

No ships of significance are getting through, the blockade tightens every day. Surely in this scenario oil should be going up and, sadly, gold going down.

I just don't get it! Anyone care to enlighten me?

I can't speak for other industries but Philippines looks pretty uninvestable. There should always be a fair distribution of profits between investors i.e. the company, locals and the government. Seems to be the government's writ doesn't run very far, the locals are excessively greedy leeching (sorry pun definitely intended) of the company's exploration efforts so investors get stuffed.

DB just extract as much as you can from Runrunro at get the hell out. Eventually the economy will collapse along with the environment from all the arsenic and cyanide leeching at they'll beg the Chinese to come in. The Chinese will then clean up (though not in a good way) and the locals get a look in not even by being employed. The Chinese employ their own.

They deserve everything coming to them.

Sorry if it sound bitter but I don't like being taken for a useful idiot and that's exactly what has been happening.

On a brighter note I agree with many posters they drill results in Nicaragua will outweigh the loss in yield from Runruno in cash terms many times over. The price will recover and once the plant is completed could easily double. The usual risks apply however....

Ah finally finally we got their.

Tungsten after failing to rubbish OMI in the face of today's rise finally breaks cover and reveals his ulterior motive. I want you to buy Strat Mins because.....?

How much are you being paid to do this?

In my experience investing in anything mining related in the UK e.g. scotgold, or that silly mine for fertiliser with the 50 mile conveyor belt is a sure fire way to loose money.

Given the already rich valuation of SM (more than OMI) with no defined resource looks like another dog.

Ignore, ignore, ignore....