Member Info for djmsecurity

Would have liked to have seen a real promotional push from Sunrise to highlight to the market just how undervalued they are then raise funds at a higher price so less dilution. Surely they had enough cash to complete the mine planning then permit application.. permit granted and proper promotion should easy have seen the SP above 0.3p then warrants would give £600k.. Very disappointed here... to be raising funds at 0.14p.. come on Patrick your company is worth more than that.

Would like to see some tonnage estimates here as I'm struggling to place a value on our HQNP and Perlite resource at the CS project. Has anyone got estimates for the tonnage on the information supplied please? Lots of demand drivers for the 2 minerals and prices in the minerals markets are purely driven by demand. It would be good to have Tonnage estimates so we can see the resource value fluctuate with changing prices.

High risk high return from here. No point me saying it because everyone here knows.. but new cashed up JV partner and commercial flow rates from the secret sauce for the proppant as described by Schlumberger and Baker Hughes and there's no question this will fly. Wanted to mention the value of 4.4TCF to be clear on how much this re rates should the company achieve commercial flow. GLTA.. just hope we don't get in a legal battle with GSPC.

Just wanted to post re the value of 4.4TCF of gas. Recently worked at a gas storage site with a reservoir capacity of 4billion CF. The operator buys gas cheap when demand is low (piped in to the reservoir) they then sit on it and wait for demand and price to rise during colder months a d pump it to the grid.. license to print money basically. Anyway long story short is I asked the site supervisor approx value for 4billion CF and was informed around £21million (fluctuates).. Cambay @ 4.4TCF is over 1000x the value.. £21 Billion or around 2 trillion Indian Rupee if you prefer!

Thanks is for your quality reply Dubliner! Man I'd love to know who the 2 MOUs for Perlite are with.. said it before but it's only the big guys who look for none disclosure. Spoke to a lot of holders here and Patrick has always answered their questions and the thing that comes across most is his belief in the quality of our Pozzolan and Perlite at the CS project. Evident now as it is referred to in official company RNS as HQNP. So far advanced of many other AIM explorers here it's untrue. Not sure some who are invested in early stage gold plays listed on AIM understand just how long it takes from targeting drilling / sampling / environmental and feasibility studies / mine planing etc actually takes.. I read that it is the best part of 10 years and thats if you actually achieve the most unlikely thing of all.. identify an economically feasible resource! Only 1 in 3000 identified targets actually make it to mining. Anyway rambling.. but Q1 2019 and Sunrise look highly likely to go from explorer to producer.. the #1 catalyst for the biggest jump in valuation. Good luck to all holders.

Genuine question.. would it be possible to enter into an offtake agreement prior to receiving the mining permit at the CS project? I'm assuming that an offtake agreement would be contractual hence the MOU status from 2 clients that Sunrise currently have in place for future Perlite production. Also, I did find the following statement from PC v interesting.. "In addition to the previously reported interest in our future perlite production, we are pleased with the high level of interest being shown by potential customers in our future HQNP production and we continue to service these enquiries and provide samples for the customers' own testwork." The above statement caught my eye as the 2 MOUs (which to me is a big deal) was expressed as "interest" yet the HQNP that we are yet to receive a single MOU for was expressed as "high level of interest" V happy with progress from Sunrise.. hopefully the price will soon start to reflect that progress.

Lol.. Spoon is not for sale! neither are my SRES shares. Expecting big things here. Secrecy around tonnage estimates and who the 2 MOUs are with has got me thinking the CS project is a big deal. If it was "Bob's minerals" and "Pete's Perlite" for the MOUs I don't really think they'd be looking for none disclosure. Most other AIM traded explorers would leave me questioning the validity of the MOUs but with PC at the helm I'm very confident. Tonnage could follow permit for a savage rise IMO. Apologies if a little rampy but it's an incredible opportunity from these levels.

MMs are gonna have to offer a hell of a lot more than 0.15p to have any of my shares. I'd sell everything I own except a mattress and a spoon before selling SRES down here.

Just topped up at .7p (300000). Just to confirm that was a buy. As soon as I bought the bid dropped. GLA

Perlite will be the big play at the CS project in my opinion. Industrial mineral prices driven by demand and the demand from agriculture with large scale medical cannabis growers in particular, the main driver. Pozzolan also a very clever play from Patrick with coal fired power stations closing on mass across America, leading to a fly ash shortage. Pozzolan also offers added qualities to concrete and to top it all off cement companies have a financial incentive to go greener. TYM will shine a huge spotlight here and many from TYM will move their profits across to SRES as they connect the dots and realise Possehi are in the Perlite business as detailed on their website.and Patrick Cheetham is Executive chairman at TYM and SRES. Look out AIM.. this could be the next super riser. Don't let the MMs rob you out of this quality stock with highly experienced management.

Very well spotted. I have sent a link to a tweet I posted regarding this. GLA. https://twitter.com/DanielMcMulle11/status/936371750576762880

Come on Patrick. Your making this too easy for the MMs. Get yourself on share talk or proactive investors and get some awareness of the fantastic minerals at the CS project. Perlite for the booming medical cannabis sector and Pozzolan for more environmentally friendly cement. Industrial minerals are big business and we are at the advanced stage of detailed testing from interested parties. No good having great products if investors are not aware. Some resource estimates would help investors realise potential value. "What we got here.. is failure to communicate".

Agree with that Rodster.. it's all well and good having patience and belief but when you have 10s of thousands of £s invested progress updates and a roadmap of the next steps to realising value of company assets is essential. Regular updates and shareholder Comms are almost as important as the assets themselves.

https://twitter.com/mozEIGHT/status/922405071954104320 Say what you want about Twitter but this chart is fact. SRES could see some big gains medium term too along with Alba IMO. What a great portfolio we have. GLA.

Whenever I have concerns regarding placings I just ask myself.. 1.do the board have plenty of skin in the game? and 2.. would a fund raise ultimately benefit the SP as the proceeds would advance the projects. If the samples sent to prospective buyers are well recieved then it's not beyond the realms of possibly that a down payment could me made to SRES to speed up delivery. Done lots of reading about Pozz and it has multiple uses across the cement industry.. not only making it more environmentally friendly but also making it more durable in most cases. To add to that certain Pozz' can benefit agriculture with upto 80% water saving. As always with any AIM share (or other market) "the easier it is to see, the more you will pay". I'm happy to load up here and be involved medium to long term. The potential revenues are crazy high.

Just having a read through some recent RNS' from SVE. Can anyone confirm if the fund raise that Starvest took part in at Greatland Gold came with 1 for 1 warrants?? If so Starvest have 35333333 warrants available in GBP with an exercise price of 0.2p. This would cost Starvest £70666 to exercise but the price at market close at GGP today would mean the value to SVE would be £650133.? So SVE could net £579467 (roughly) at today's close. If this is the case then the real value of GGP to SVE is 8533333 x .00184 (£1570133) + net from warrants (£579467) = £2149600..... PRETTY MUCH OUR MCAP FROM GGP ALONE. If this is correct then the SP represents a major imbalance and the market makers should look to move on this or risk a major lack of confidence in the London stock exchange.

Totally agree with all that Miller1972. Investment only today.. not a project level asset. Although I am very much looking forward to developments at Cora.. looks like they have already identified some seriously high grades. It's my opinion that the mining / exploration / resource / commodity space is about to go on a major bull run and we have irons in plenty of fires to see some very big returns here. Greatland Gold may be about to realise some huge value at Ernest Giles with what may become a new gold province.. not to mention Panorama (Cobalt / gold) and Paterson (multiple IOCG targets). I bought GGP in Feb 2017 and always intended to buy SVE should GGP have a big move and SVE not follow suit. Come on guys GGP did a 90% rise on 11/10/2017 and no one even commented on the chat board. Long story short is GGP in the coming months will move us to a whole new trading range.

Interesting to note that SVE share price on 28.09.17 hit 5.63p while investee company Greatland gold share price was trading around 0.61p. At this point SVE net asset value at GGP would have an approximate value of £518500 (85mil x 0.61). At market close on 13.10.17 SVE closed at 4.125p with GGP closing at 1.2p, giving SVE a net asset value on GGP stock of £1020000. I'm confident that CEO Callum Baxter will identify an asset of our own that will ignite this stock to another level.. the fact he recently identified the Panorama project for GGP which contains potentially the largest Cobalt in streams anomaly in Western Australia is validation of this. Really looking forward to developments here in the short, medium and long term. GLA

Bought in today £12500, trade not showing yet. Greatland will cause a massive rerate here. The recent fund raise at GGP through sophisticated resource investors will no doubt benefit SVE with the Callum Baxter link. I bought in on the strength of GGP, looking like an imminent JV or buy out from Newmount. Im going to fully research the other investments but to be honest the MCAP at the current level will soon be lower than the GGP stock value alone. GLA.

Daft thing is ASX still way behind any valuation of 4.4TCF at Cambay.. and we are behind ASX. Just on another note.. and I know this is a bit out there but, Our huge blocks in the Pilbara region of Western OZ could prove to be bigger than Cambay. The Pilbara region is currently under a huge spotlight due to Novos discovery of gold nuggets, the region is been compared to the Witswatersrand in South Africa.. mines need power and lots of it, long term view but you never know. GLA