Member Info for elcobbledore

Https://x.com/kimbrunhuber/status/1986750549509673307

Yep agreed, down at these levels it is so undervalued. Maybe we will get some buys coming in once people have taken profit from ctai

Wonder if MFAI can have a similar rise at some point, here is hoping! If MFAI do decide to sell their stake in CTAI with a decent profit do you think share buybacks could be on the cards, or they will reinvest the funds in SVV?

Yep agree lil peep, I sold at a significant loss at Atlantic as govt really do take the mick on ratification and probably want a larger slice of the pie ie greed. Mali attain 35 per cent of the share here and I think that’s reasonable. At the time I was a bit cheesed off as it was up from 20 per cent but it’s their land and therefore should get a decent cut. Relations with Mali are clearly v strong here which means a great long term partnership.

Https://www.gold.org/goldhub/research/gold-demand-trends/us-gold-demand-trends-q3-2025#:~:text=As%20analysts%20digest%20the%20move,%244%2C500%20to%20US%245%2C000%2Foz.

Https://m.youtube.com/watch?v=6EcWMSpGajw

Good interview on what’s happening and future forecasts for gold (and silver)

Https://www.globenewswire.com/news-release/2025/11/03/3179631/0/en/B2Gold-s-Operations-at-the-Fekola-Complex-in-Mali-Continue-Unimpeded.html

Https://www.investing.com/news/company-news/resolute-mining-reports-minimal-disruption-at-mali-operations-93CH-4329480

Well you could always transfer the stock to someone else if you aren’t happy with II, you do have a choice

I’m with ii and haven’t tried buying over the last few weeks but historically I’ve never had an issue with them (I’ve got a significant investment). Strange, maybe keep trying.

Yep fair enough George. I regret not top slicing at 0.88 but I was a newbie then and hindsight is a wonderful thing. I have no doubts we will get to and surpass 0.88 but not sure when. It may be a while down the road but happy waiting…

Best advice is to do your own research and ignore the noise. Fundamentals incredible here and to successfully produce decent quality lithium spodumene without major issues is something 99 per cent of junior miners never get to do.

The infamous johnnypc, best to green bin him, totally and utterly clueless and hangs around like a bad smell. When he comes onboard it’s time to buy!

Totally agree, China are looking to dominate global dominance in minerals. Don’t forget there is Goulamina next door owned by Ganfeng. One country not to mess with is China. They will do everything in their power to continue mining and not lose the mine to insurgents. Most of the fighting and issues are in central and north. But it’s not ideal what’s happening, bad timing!

Https://www.sharecafe.com.au/2025/10/30/lithium-stocks-surge-on-upgraded-forecasts/#:~:text=The%20long%2Dterm%20price%20projection,news%2C%20marker%20movers%20&%20expertise.

Also I do think CameraMatics is one where we could do well. Colm Menton is probably close to this from his history in that sector and has 35m shares here I think. All it takes is a few that realise significant investments then we are off. £1.5m cash in the bank too I think?

The Company made a direct investment in CameraMatics in order to help fund future expansion. CameraMatics, in which the Company already has exposure through its investment in SVV1, has recently secured a number of significant new contracts.

To be fair though if IR was anywhere near that valuation and MFAI cashed shares in it would bag many many times. For me IR is the icing on the cake if it does list and MFAI can cash out. But there are loads of other investments. All it takes is a few of these to be winners and then share price will rapidly rise here. Zero debt and bod don’t take a salary. So fundamentals are strong just have to be patient.

Just wondered why Newmont sold Havieron/Telfer at the time, was this due to reducing debt? Not de ramping here, genuine question on why they didn’t hold onto incredible assets.

Don’t worry it’s the kodal curve, basically the opposite of the lassonde curve!

I do agree, being debt free is HUGE for a micro cap company. So many riddled in debt, large expenses etc and fail. But being debt free across many different AI projects it’s a case of holding firm and buying dips. It will re rate, but no idea when!