Member Info for Culpepper

C’mon then Ace. What does Macquarie put on the price? As against their all3ged wrong caoex note?

Just state where I’m wrong. On publication.

Not what you or I ‘think’.

I mean, Ace, as a comeback regular poster, take a view.

And put something behind your somewhat vague views, reading what comes next, and chucking in.

I mean, the consensus on here seems to be along the lines Macquarie and Arrowstreet are sort of in Cahoots. Archer sort of, I think, suggests the same.

Yet, unless you’re clarify the position, Macquarie ta4get is better than as is?

Whaddya think?

“Bit contradictory that, as Macquarie give upside.

Not necessarily”

Why?

And it can’t escape you, that Telfer, the cash cow, is also a huge responsibility - the longer that can be put off the better.

Some posters continue to promote, index passive buying. Well and good. It is, maybe, happening. I dunno, nor do you. When they’ve done, they’ve done.

Or maybe the conspiracy theorists have it right, tiny short ( it is, isn’t it) and Macquarie are in league. Bit contradictory that, as Macquarie give upside.

It’s in the drill results, Telfer mine life and ECONOMIC extraction.

Well, he has his views, like all hacks.

Take what you want from it. It’s a view, I doubt no worse, generally, than the other punters you mention.

In the end, it’s the RNS’s, isn’t it?

I don’t see why the date of index inclusion, passive buying, should be uppermost. Unless you’re considering selling, once done.

It will come. And go.

Drilling results to the fore, fundamentally, to underscore the road to Hav.

10 months old Archer reckons for ‘free’Hav development, as things stand - nothing to do with sp.

I don’t know any more than anybody else, of course, but Mr. Olaffson says the gold is only half its business.

So, ignoring Suliaq and the Hydro power, to be advanced this year and next, the substantial part of the other half must be the rare earth, exploration side, with Gardaq. Currently 51% Amrq, 49% Bacon and Co ( dependent on a rare earth strike )

I suspect the majors, though not willing to take early risk, are looking at AMRQ progress - JVs and the like.

Old one. Slow old business, the old checking out - going from political talk to reality

Nevertheless, what they seem to be thinking, somewhat ahead.

And they put in.

https://www.miningnewsnorth.com/story/2025/06/13/northern-neighbors/denmark-bank-invests-us155m-in-amaroq/9123.html

For MP Minerals context. Couple months ago from Bloomberg. report from Bloomberg.

‘Greenland’s biggest miner Amaroq Minerals is in talks with several state-backed agencies as Donald Trump’s political spotlight translates into concrete investor interest, the company’s chief executive officer said.

The US and Europe are racing to secure critical minerals and reduce reliance on China, which currently dominates global supply chains for materials used in electric vehicles, wind turbines and defense technologies. Once dismissed as remote and inaccessible, Greenland is gaining strategic relevance as melting ice improves access to its mineral-rich terrain.

Amaroq, which operates a newly opened gold mine and holds the largest portfolio of mineral exploration licenses in Greenland, is in talks with a number of government-backed lenders and institutions in the US and the European Union about state loans, offtake agreements and direct investments, CEO Eldur Olafsson said in an interview. He declined to provide specific names.

“They are looking for ways to either back businesses, back mining projects, back energy projects,” Olafsson said. “They’re looking for ways to secure supply of certain minerals to the US, for example. And we see the same thing on the Danish side and the European side.”

Amaroq I covered in depth this month - but think it’s worth repeating that the reduced gold production guidance this year is not an operational problem but a conscious choice to increase long-term production at its flagship processing plant at Nalunaq.

The share price performance this year has in a sense been disappointing (down circa 40% compared to GGP’s 100%+ rise, though slightly up still over the past year) but it also represents an exceptional opportunity.

I note the comments on its head of exploration selling down his shareholding - but this was due to an immediate need for capital to cover an inheritance tax bill after a bereavement.

Could this have been managed better optically? Yes, and there’s no getting away from that.

However, I’d argue that James has given nothing less than 100% to the company for years and deserves some sympathy. We have all had to sell assets when we didn’t want to.

A particularly frustrating and damaging aspect of IHT is that the liability is generally immediate - perhaps the government could do something useful and look into this?

But anyway, as a fundamental investor - and especially given the recent raise at a significant premium to today’s share price, which has enabled the faster gold optimisation - Amaroq is in a much better position that it was at the start of 2025.

And as the CEO told Bloomberg a couple of months ago, the US remains keen to get involved.

We all saw what happened to MP Materials.

Https://thatstocksguy.substack.com/p/small-cap-mining-september-review?utm_source=post-email-title&publication_id=1504413&post_id=172339252&utm_campaign=email-post-title&isFreemail=true&r=4xupfa&triedRedirect=true&utm_medium=email

Brief mention. Nothing much since last to add.

https://thatstocksguy.substack.com/p/small-cap-mining-september-review?utm_source=post-email-title&publication_id=1504413&post_id=172339252&utm_campaign=email-post-title&isFreemail=true&r=4xupfa&triedRedirect=true&utm_medium=email

Strange, isn’t it, them on here, one in particular banging on about the Macquarie ‘note’, but Macquarie still see considerable upside.

Well, forget pot noodles, Wetherspoons, paid for flagellation ( a few useful topics on here ) there was somebody the other day who said he sold his car for £20k to put in here.

Crikey.

You nuts, or what?

You said that 1724.

Wetherspoons? Too many pot noodles? Pornhub?

Fish and chips actually.

Thankyou for your concern, unwarranted.

And still no sensible response from Cheeky, or his ilk.

Getting to the stage on here, where no matter how I might disagree with some posting, it becomes pointless.

Butter yourselves up.

Good riddance.

All the best.

Cheeky.

‘Your alternative, and opposite views, are welcome.’

You don’t have any?