Member Info for Culpepper

Amrq about 10 in. Amounts to a Charles Archer repeat, is all really.

12 for 2025: Companies on Our Radar Review - YouTube

I have never met them, but over the years I've built up a mental picture of old Smiffy being a sort of technically, digitally clever Boycie, ony fools...

As a fairly long term MXC shareholder - private now but bought a load so far advantageously when delisting - you have to watch them.

Crafty bunch.

You just don’t know what their own end game is.

They’ll still be looking to sell up Mxc assets. Taking longer than the 5 years they predicted.

For Tialis, read MXC - with a little help from their friends.

You can bet whatever they now do with it, and they will be still teeing it up for sale, it will benefit the Smith and Wheeler partners and the MXC concert party.

Rather than next somewhat anticipated Q4 production figures, it’s my view that increased Telfer resource will be a driver.

It seems the ASX listing was overhyped on here in terms of immediate expectations. I thought that might be the case, leading to a degree of disappointment.

If the company performs, the sp should also, on both venues - and subject to a degree or two of punter sentiment.

And on-market index linking, whatever that amounts to, and fund buying, is yet to prove itself. I see little prospect, on what is known, of a further raise to let them in.

Ie. 2.5 mt extracted, trucked and processed, and sold, is my general expectation - pending FS.

Life expectancy being what it is, though I understand years off discussion, and accretion of an enhanced operation in time, I’m inclined to have shorter time frame hopes - and on this one, just trucking stuff to Telfer which was always said to de risk Greatlands then 30%. And now, with complete control, they have sole optionality.

One imagines plans may change with time and events.

All the best.

That also will be for the feasibility study, looking at the prospect of 4 million plus tons a year.

They don’t know, haven’t told us, if or when.

Yes.

As things stand, I think extending the Telfer current 2 year plan and upgrading the resource, will be greatly appreciated.

No doubt those issues will, or may be resolved, or a direction of travel at least, with the Feasability study. And Havieron commercial ore, I think, is not scheduled until 2028.

As posted, there are some who are more inclined to consider events in a shorter time frame, on what information may have become available.

On the conversation, quarterlies/finals. Provided listing rules are complied with on frequency/minimum of reporting, bottom line is the company can report what it chooses, when it chooses.

Ggp, there’s been conversation before, is now in Q1. Many, like me, may anticipate a quarterly update and finals in due course.

So we wait to see where Ggp might finish up.

And how that might affect weighting/shares held respectively.

Doesn’t help just now.

Thanks for response.

They want your shares - don't they Plode?

I think index linking will likely require it anyway.

I am not up on the ins and outs of GDX, GDXJ.

Unless there is overlap, I believe sometimes there is, on a move from GDXJ to GDX, does one sell, the other buy, or transfer across?

Https://thatstocksguy.substack.com/p/small-cap-mining-july-review?utm_source=post-email-title&publication_id=1504413&post_id=167254297&utm_campaign=email-post-title&isFreemail=true&r=4xupfa&triedRedirect=true&utm_medium=email

Https://thatstocksguy.substack.com/p/small-cap-mining-july-review?utm_source=post-email-title&publication_id=1504413&post_id=167254297&utm_campaign=email-post-title&isFreemail=true&r=4xupfa&triedRedirect=true&utm_medium=email

Https://www.lse.co.uk/rns/AMRQ/formation-of-strategic-services-jv-company-and-investment-by-jv-partner-ng1e5ogev8kz0u0.html#:~:text=Formation%20of%20Strategic-,Services,-JV%20Company%20and

Included in RNS

“as we execute on our strategy of becoming the proxy for Greenland’s growing mining and infrastructure industries.”

I read into that that execution of strategy is going to plan, as we move towards 1st half results on 14th August, and hopefully confirmation.

With perhaps then, if not before, progress on Suliaq JV, as part of that strategy.

Original RNS.

Amaroq Minerals Regulatory News. Live AMRQ RNS. Regulatory News Articles for Amaroq Minerals Ltd. Com Shs Npv (di)

I wasn’t meaning to add anything to comment. Just a copy/paste on what it is in the scheme of things.

Doing something for new American institutions - from last raise?