Member Info for Early_Bird

https://twitter.com/PembridgeRes/status/1214830605155913728?s=20

Reminding us that we get a lot of cashflow from the gold credits especially since the recent new revision to the streaming agreement...… with Gold at 7 year highs!

How this Mcap is £10m when we are producing and cans elf fund exploration is beyond me. Rerate will come

there will be some churn but this will keep buildings. Current uncertain times id say ARB is a necessity to have in the PF has a hedge.

Traders are playing the froth but trend is very much up now

On the buying on open... Bitcoin has gone orbital since close.
Ill certainly be grabbing another chunk here on open

...

Wake me up in 3 months

MMs trying to keep a lid on.. not allowing fair market

Strap in.

Expect this pressure to continue to build

Majority of money invested here is in at 16p equivalent or over as that was raise price pre suspension (1.6p which is 16p in new money)…

I don't expect much selling down here.

averaging up

Breakout feels imminent here

https://www.forbes.com/sites/investor/2020/01/03/bitcoin-war-iran/#2fac3905343b

BTC could have the perfect storm coming, halving but now impending uncertainty with Iran war will fuel a move to Gold and BTC

Q4 revs due

140% expansion in Q1

News for you mate but we are now a producer so increasing oil is increase in cash to UOG.
The effective date for deal was Jan 2019 so all cashflows accrued land to UOG on completion

Oil Jumps near $3!

Cheapest minnow cap producer at £20m cap area for me is UOG

1100bopd net currently plus awaiting sustainable flow from 7000boepd discovery (22% net).

Could be looking at over 2000boped net and at current oil price its a cash cow!

10% over placing price is crazy cheap given placing was done before 7000bopd was flowing and oil price was 10% lower

War concerns are moving BTC, an increased hedge to the PF

The Gold production here including the recent streaming agreement here giving another $9m at current gold price makes PERE an excellent hedged exposure to Copper, best leveraged Cu play on AIM by a country mile for me

Imminently

Lots of RRE early investors have spotted this as it fits a very similar model. Huge cashflow on an end of life asset, expand asset life and use the cashflow to spring board growth to bolt on new assets.

Gati is v clear that Minto is just phase one here for Pembridge.

Lowie here has done a spreadsheet of the Cashflow including the $10m Minto loan repayment and Capstone milestone payments, also takes off tax and royalties and capex for explo:

https://twitter.com/SLowie100/status/1212755877486321664?s=20

Cash build is still significant 5x current Mcap in 5 years

https://twitter.com/SLowie100/status/1212755877486321664?s=20

Page 22 of the Brandon Hill Capital Note:

Net profit 2020: $51.5m Net to PERE 33% = $17.2m
Net profit 2021: $63.1m Net to PERE 33% = $21m
Net profit 2022: $55.8m Net to PERE 33% = $18.6m
Net profit 2023: $57.4m Net to PERE 33% = $19.1m

As we can see HUGE cashflows and a lot is thanks to the gold credits, with the new gold streaming agreement bringing in another $8.5m net in the first year as production ramps up.

Exploration underway to double the mine life to 8 years+... historic exploration costs is $0.01/lb Copper. They have huge high grade intercepts to infill drill so it wont be a problem to increase mine life.

You have explorers with no resource and a few drill holes priced higher than this company!

Current Mcap = £9.5m.....(!)