Member Info for Edgein

Ian,

True, Zeus still see fair value as 8p per share. The only reason it fell back from 4p was that people didn't understand the financing arrangement with Zeus. The assets remain as robust as ever, well even more robust now that the HREE is widespread. Probably even further robust when they start drilling again. :)

Regards,

Ed.

It might even go further than that. Now that they have shown that the HREE are closely associated with the fluorspar its starting to tick even more boxes in terms of rare earths and critical metals. I wouldn't be shocked if the US also started funding this side of the project too. Ironically it could end up being the more valuable side compared to the TREO. Company has already stated the expo upside potential of the gallium.

Regards,

Ed.

Jono,

You were wrong. The company only recently discovered the HREE in with flourspar and had to get material re-assayed. These are very much new results that further enhance the already significant economics of the flourspar gallium. You'll find out by how much when the scoping study is completed later this year.

Regards,

Ed.

Pac,

This one has certainly been oversold of late, but continues to deliver top results. To get the HREE widespread and associated with the flourspar is very positive as there's lots more flourspar to drill. Another very valuable set of commodities to go along with the gallium. Yeah wasn't that keen on KEN either, their TREO is mainly the low value rare earths from the assays I saw, no mining licence, US grant. REE are much further ahead and the HREE and gallium is like KEN on steroids. REE already have JORC for $bn of contained metal and lots more to drill in the future, this horse hasn't bolted yet.

Regards,

Ed.

Well guys and gals it looks like they have done it again. Hole no.2 coming in better than expected with larger widths. 67.5m @ 3.08% zinc sounds really impressive. Looking forward to what the rest of the holes come up with as they think it extends further deeper and laterally. Will the market pick up on this release?

Regards,

Ed.

Tbcx,

Yeah true, to think that our non-core fringe assets can attract major production companies in for exploration shows the strength of the portfolio of assets. As Ed has said Nevada is a tier 1 area so the upside across the assets is huge. It would be great to see KGHM come in on some of the other copper assets so that Ed can focus on just getting the tungsten through the resource drilling stages and then hopefully SS and DFS etc.

Regards,

Ed.

Yeah guys great to see the approval coming from EG so quickly. I'm sure many here have experience of how long it takes to get this from most African regimes. Great to see some governments like EG prioritise progress. Chinese approval required next and then rig hunting! Great to see the main assets making progress here. A minor slip from H2 26 to Q1 27 won't be the end of the world. We can count ourselves lucky here, TRP's drill in Cameroon has currently slipped from mid 25 to perhaps sometime in 27 if they get approval of their JV. So well done to Will and team, one major hurdle jumped just one more to go. Chinese are very pro African investment, so lets be seeing some more action and a more realistic share price for what lies ahead.

Regards,

Ed.

Yeah that pullback for such a small amount of warrants was over done for sure. Plenty of news coming to clear that and more. Most days now we do multiples of that volume. Hopefully US investors will also be taking up any slack here soon too.

Regards,

Ed.

H5O,

I believe you could be correct on that one. Sure does look cheap even regardless of their planned 50% resource uplift. Be interesting to see if they do get some assays for Gallium and Germanium too. Lots of potential here for sure.

Regards,

Ed.

Edgar,

Thanks for posting that new interview. He sure does like to do his homework, good to see such enthusiasm and focus to fast track to development. Really interesting comments about dough god and the current trenching and the thickness of the skarn. Strike length at surface covered too, its all shaping up quite nicely at the moment and Ed keen to promote that to the right people at the upcoming conference. I'm quite glad I kept buying on those first trenching assays, excited to see the next trenching assays around dough god!

Regards,

Ed.

BB,

Thanks for posting that X update. sounds very positive, lots of interest in these contracts it seems. Also very good to read that they're looking to commence ground work again as soon as practicable. Not hanging around.

Regards,

Ed.

TB,

Thanks for posting that, another great video from Ed! Again shows how much there could be on this trend and again he's not gone deep in that old mine. He's certainly highlighting the potential ahead of the next trenching results. Great to see them busy on the ground over there.

Regards,

Ed.

Break,

Mr Archers's initial target price looks fine to me, what his 2nd, 3rd and 4th target prices will be could be more interesting though. He may up his target once we see the assays of the phase 1 drilling campaign this summer. If the strike can be proven between Defender, Pine Crow and M2 then the potential is certainly similar to that of GMET. Exciting times for sure. Looking forward to the trenching assays and July drilling after seeing those glow in the dark videos. :)

Regards,

Ed.

This is from a few days ago, shows quite an active programme this year and early next:

https://app.sharelinktechnologies.com/announcement-preview/asx/63e16c7a6cca926574557286309856c3

Regards,

Ed.

Loving the look of that video, hopefully the tungsten spreads far and wide and possibly right back to M2! I reckon you guys are looking forward to the next trenching assays as much as old Ed here!

Regards,

Ed.

That's a possibility for sure, the share price only went down after the MRE due to some traders exiting. Otherwise the MRE supported a 9.5 year mine life which is quite good for a maiden resource. Especially when you take into focus what they said about the gallium upside. When you use the subsequent Stockbox interview in context where Cedric says they've so far found gallium when they drilled below the soil anomaly then it gets really positive. The £2m fundraise certainly did distract from what was a really solid maiden MRE. The gallium alone in the ground has a value at over $1.2bn ($2100/kg)

Regards,

Ed.

Wow, my estimation of the management here has just went up again. Its very rare that a company would put out a speeding ticket for a downward movement, these are nearly all for rapid rises. Good to see them combat the misinformation with this release. So a floor has been set at 4p and above for the facility, so definitely very positive given the news flow that's coming here as set out in the recent stockbox interview.

Good man Cedric, thumbs up!

Regards,

Ed.

Bamb,

Thanks for posting that interview, that information straight from the horse's mouth counters a lot of the misinformation being posted yesterday. Zeus to hold and sell into demand. Hopefully that demand will come from a future strategic investor. Looking forward to all this news flow over the rest of the year.

Regards,

Ed.

Well that update sure is very positive, looking forward to the assays especially from Molly 2.

Regards,

Ed.

These guys are really moving ahead at pace now. It'll be good to see the results of this work and just how recoverable the tungsten from this asset will be. Also looking forward to the assays from the current round of trenching and of course the result of the US meetings. Company certainly making very rapid progress and its all guns blazing on the news front. Didn't expect to see this met testwork until after the drilling, they cannot be accused of sitting on their hands.

Regards,

Ed.