Member Info for Dcat80

Not when referencing pitombeiras. Refers to it as waste there, do the work and it’s clearly not the waste.

Shows you how much research Brandon hill have done referencing in at waste. Should have done some peer reviews...

Well we’re all expecting it if infrastructure spending, both on structural steel and renewable energy where redox batteries may be solution. Vanadium is quite a low volume product ie not huge huge market, any demand increase can hugely affect price as we say few years back. It’s a resource I’m very confident on in medium term!!

Tex - we know Jangada will be working in a PEA. I had envisaged this would purely look at the magnetic ore containing the iron and vanadium (any tio2 credits to follow at a much later stage).

There is a possibility though that they may look at what fodere are doing and bring this into the PEA. I really don’t know. Just like we don’t know exactly what model Jangada will take to monetize - I suspect it’ll be a low capex model in which the ore is just crushed and magnetically separates before trucked to an offtaker (steel mill). Now all assays are in hopefully the Jorc will follow shortly and after we’ll start to get a clearer sight on companies plans

10% at the time, not sure what current position is as Fodere changed share structure later and now has 2 different share types.

I think Fodere will do very well for themselves, their technology and approach of targeting tailing dumps and making money from what previous operators would consider a liability (would need to be cleaned up) is a good one. I’d caution against trying to prescribe any value to our shareholding though at this time. It’s the connection and knowledge of a tio2 specialist company that is at the heading edge of new science that will provide great benefit to Jangada. They may work on a tweaked version that would be bespoke to our project.

https://twitter.com/davidca041980/status/1286554633419227137?s=21

AL - think you miss the point. Perfectly fine with selling, at end of day that’s something we’d all be looking to do at some point! It’s the manner in which it’s being done on these illiquid stocks. For example between 1.8p -2.2p about 6million shares were sold in a similar pattern, slowly into buys in a way the created a market and the SP slowly rose. That’s the kind of seller I’d genuinely wish well in their future endeavours. Dumping stock quickly involving hitting the BID or selling below does damage and is often the traders in for a quick buck who don’t actually care about.

In respect of Goela yes I think it’ll add to the Jorc. It’s tested the structure enough and believe Jorc uses other components such as trench and other samples, it won’t be to a high degree of confidence though and might be more inferred than proven.

My own thoughts are we’ve an eye on trial mining. Proving you a large resource then isn’t necessary, obviously we want to have some degree of confidence we’re sitting on a decent side deposit. However practically for next step at least a smaller well defined deposit should be enough for trial mining. Pitombeiras North was drilled in a grid formation and I suspect gives more of the confidence level we’d want for trial mining, whereas Goela drilling appears more to test for inferred purposes. Hope that helps!

Idiots hitting bid and selling below again today. Maybe we picked up some traders buying in on yesterday’s news that don’t understand patience is required on illiquid shares! Hopefully they learn the lesson and don’t buy back in...

Swizz - feels like I’ve been saying it until my throat goes horse, but that tio2 should be as valuable as a gold deposit with grace if 10g per tonne from surface. Will take a while for economic reports on that side, but smart investors research the sector and look at what peers have done!!!

Super excited largo are again stating relevance to them on their 13 tailings (non magnetic ore) whilst our grads is a massive 33.75% in the non magnetic ore tests!!!

I believe Hargreaves lansdowne, A J bell and IG don’t let you buy TSX-V listed companies, interactive investor only one I know of that you can. Have to say I’ve been extremely impressed with the discovery group and their approach and hope to open this years isa account with them just for access to tsx-v and Discovery group companies

Welcome Kray, been a little tied up elsewhere so apologises for delay. In answer to your question why Jan over Valore, obvious answer is the BOD saw more potential in pitombeiras than PB. That says something as PB is exceptional! Will see if we can find a route to getting some notes over to you.

palladium seems to have broken through the $2k that was a ceiling, up over 3% and over $2100 per oz. Could valoe finally have a little luck with interest in the sector whilst drilling?! Fingers crossed as we know asset is good!!!

Sure Jangada could join discovery group and really hope plans to do so.

Royalty agreements tend to be on precious metals though so don’t think that’s as likely for pitombeiras

Could be nothing, could be something. Looks like a Royalty company that has recently raised c$23m is joining the discovery group. Possible they’re be doing royalty deals with discovery group companies (why else join a group of explorers?). If so possible a deal with Valore being considered? Have to wait and see

https://twitter.com/davidca041980/status/1285180398033686529?s=21

POI- first off all let me congratulate on today’s SNG news, posting history shows you’ve held before this morning and that’s one hell of a rise to wake up to. Hope your run continues here for all of us!

Very confident with jangada, this BB is quite helpful su sure if you’ve questions they’ll be answered

Nope. 2.8p is my average on Arcm having held for a few years. Huge story over there and another I expect to do very well on, just frustrating to some extend that at this stage people can get in at my average! Still that’s the way things go at times.

A number of new investors here at Jangada hold Arcm. I reached out to some I know as longer term horizon investors from my networking in that share and provided them with my notes. That’s why I’ve been saying with some confidence that a lot of the buying from 1.8p has been going into sticky hands.

I don’t need to tell those here during the quieter period last year that it’s often a matter of doing research, finding quality and holding. SP doesn’t always go as you like and it can be frustrating waiting, but as the old saying goes economics wins out in the end, regardless of how irrational market values something at any given time

Over 2% of freefloat traded buys being circa 62% of transactions. Even after sells MMs were offering nothing to buy, looks like they’re trying to bring price down (insert swear word here).

Twice as many buys as sells looking at it and over 1.5% of freefloat traded. Pressure builds slowly and hopefully if we jump this time it’ll stick, or at least sellers won’t hit the BID as much as last time we went over 3p. Still annoyed about that selling method!!!

Thanks for letting us know, genuinely is interesting the different way people come across these quieter stocks.

Liquidity is low, obviously brings some advantages and some disadvantages. Either building or reducing position has to be done over more time than the liquid stocks or price spikes or crashes!

Not sure we’ll see particularly large buys until a much higher SP. The limited stock MMs offer at a time makes large transactions difficult, but higher the SP gets the less shares £10k, £20k etc can buy. Buying now and you’ll certainly be in a good place when such buys become possible.

I suspect that if/when the crowd arrive I’ll be much quieter. If anyone wants to chat to me then then you’d be better trying via messaging on twitter where I can filter out the noise!! Maybe I’m becoming miserable in my middle age!!

Nice to see a couple of newbies, still very much under the radar without too much PR. Would be interesting to hear how you came across Jan. As you’ll see from my posts I’m very bullish on projects and with strong news flow due think we’ll do very well.

Over 1% of free float traded this morning. Definitely been more volume recently whilst staying quiet, hopefully it’s given a chance for those that wanted to move on to do so and re-rate will be strong with news flow!