Member Info for CRK22

Quiet board Dave, hope you're right but this feels a long slow patient hold. Now back where it was last July.

sigh

I think drill holes should be reported with reference to the app “what 3 words” which would allow investors to use google earth to view the pad affectively. Also reporting drill angle , target depth and the second what 3 words reference above which the drill bit will finally test at depth would allow all sorts of amateur modelling to be undertaken and discussed. Just a thought

Its 29th April , do we not think Bernie might have informed his shareholder via RNS on what would be a key piece of news. Maybe even a tweet from the KOD twitter?.....

Would just like to add my thanks. Its an impressive and well communicated summary. I would encourage any new investors considering their position sizing to give it a thorough read.

I'm overweight on XTR and happy to be so.

GLA

Those two snippets Daz were the cumulative final straw for my investment here. I sold up the week after the Sino MOU expired when there was a news flow void regarding any opinion from Sino regarding FS quality or future intent between the parties. No axe to grind here, just expressing the reason I moved my money. I’m not inviting an attack from newly invested folks and wish everyone all the best who are invested here but that was the point at which the risk and uncertainty here outweighed upside potential.

GLA genuine holders. I hope the genuine folks are able to just take a full view of their investment and manage position size accordingly.

Cheers all

You can have a view of the RNS mate - have you read it yet? lol

Not unheard of to have an agreement to supply at spot price within a range (floor to ceiling) against which an economic sensitivity case can be assessed.

Altura had such an agreement in place with ganfeng who reneged (ouch) when the spot prices fell fa below the $500 floor which contributed to Altura's demise.

The right offtake partner and legal framework will be V important.

just my 2c

link please if you have it?

Actually bought a chunk in ISA today with plan to sell in dealing account on another platform but have cancelled my sell when CB bought another 1m

There's many reasons a CEO could be selling shares

There's only one reason they are buying

DYOR and GLA

Yes, overly quiet on here.

Lots going on in next few month for ADT1 too

Strange board

Bird1 must have lost some value in their history with CB companies

Time will tell but I'm bullish with where XTR is heading trajectory wise and have been fortunate enough to come to the party more recently than 2016

Its often the way that PI's get hammered at some point and the stock finds an investable level again.

DYOR one and all

I’m long gone from here but still pop back occasionally to see the evolution of the BB.

There used to be some good discussion on fundamentals even though there was disagreement.

Time will tell what the future holds for KOD, having had many disagreements with Daz since I first bought 2 Oct 2018 I have to say they were only based on interpretation of the macro or where the macro may move the underlying fundamentals claimed in the FS.

I have to say he’s certainly not trying to hammer the sp down in order to load up and engaging in a reasoned discussion around the points he raises may help people achieve an informed view.

It’s observable that there’s not much discussion of substance on this BB anymore.

Full disclosure - sold up in KOD earlier this year. Made a profit overall but it was not a great 2.5 years experience.

Many of the chaps pumping this will be gone in a flash.

Trust no poster, trust only your own due diligence and don’t be lazy.

Advice freely given and folks are free to take it or to leave it.

GLALTH those who remain

Hi CE , 1day is in a prediction competition with a 2p coin I have and is seriously playing catch up...

;)

Link to empress royalty source info would be helpful Littlewing if you have it.

Thanks in advance

Agree Chris it just becomes quite tiresome. Perhaps folk would benefit from thinking about the hit rate of their daily prediction of blue or red as I’ve got a 2p coin that seems to be outperforming them.

Worth a read for anyone interested in understanding mining investment pros/cons/risks/rewards

https://twitter.com/cruxinvestor/status/1379836861741461506?s=10

Good luck with your KOD holdings everyone.

The amount of open minded research you do and the conviction you build will no doubt determine your successes here and elsewhere.

Quite a lengthy read so perhaps not for those who simply like a punt.

nice holding LEX, wish you good luck with it. This share is providing an education in porphyry discovery as we go thanks to some very well informed posters who have been very generous sharing their thoughts and research

Nope,

Topped up yesterday no problem at all

Teds just got confused as to which account he’s logged in on. He’s given the game away and will probably need to be moved on to another diocese now lol

Interesting to compare ALK vs XTR - thanks news.

Worth noting mcap of ALK is £234m vs XTR £48m - this on a like for like comparison would put valuation of XTR circa 31p.

Lots still to play out here I feel folks