Member Info for EliasJones

TBC is a fantastic stock with really good growth potential.

Strong position on the dividend growth potential also going forward from the current chunky c.6%

Quarterly dividend, need to be on the register for the next payment 21/05 this week

AMG is a €1.5b co and you can hold and sell and their shares via any of the UK trading platforms, such as Halifax, Hargreves Lansdown, II etc

Listed on HL as AMG Critical Metals

I have worked it out on the cash payout i would get and the free AMG shares I would get at today’s sp for AMG (dividend paying co), the deal is worth 10.58p.

Fantastic set of results and cash build for Thor also nice to see the bonus dividend and also worth remembering Segilola before any mine life extension can produce 20,000oz quarterly until 2029 covering much of developing a 2nd mine i would imagine.

Set for a good 2026 starting this month.

23/01: Ex dividend (plus bonus cash)

26/01: Douta PFS

27/01: Investors Meet $THX CEO Interview

Q1: Drill results Segilola "encouraged by the exploration results" "drilling at a faster rate"

Q1: Guitry Cote d'Ivorie set of results

AltynGold

Initiation – A golden opportunity

Gold miner in Kazakhstan with rapidly growing production

https://altyngold.uk/wp-content/uploads/2025/10/ALTN-initiation-1_10_25.pdf

Had a reply back from a question I had sent to Metals Exp around resuming gold production and target production at Runruno.

From the reply I presume production was back up and running within 2 weeks of 28 Aug 2025 as stated by the CEO Darren Bowden and gold production range intact.

Here is the reply

Good morning Elias,

Thanks for your email.

With regards to your enquiry, if the board’s expectations around remediating the cyanide issue were not correct, then a further RNS would have been required.

Kind regards,

Matt

------

28/08/25 RNS "Production is expected to be back up and running within the next two weeks, and importantly, we do not envisage the need to amend our production forecast range for 2025."

Mark Learmonth, Chief Executive Officer, commented:

"Caledonia has delivered an exceptional first quarter with gold production up 9.3% and gross profit nearly doubling to $26.9 million compared to the same period last year. This strong performance demonstrates our operational resilience and ability to capitalise on favorable gold prices.

"The successful completion of the solar plant sale for $22.35 million has significantly strengthened our balance sheet, positioning us well to accelerate our growth plans at Bilboes and Motapa whilst investing to achieve operational improvements and efficiencies at Blanket Mine.

"As we move forward in 2025, we remain focused on three strategic priorities: maximising profitable production at Blanket, optimising the economics of the Bilboes project, and unlocking the exploration potential at Motapa. I am confident that our disciplined approach to capital allocation and strategic growth will continue to deliver strong returns for our shareholders."

Positive Q1 RNS today, Another quarter of increased production AltynGold

Revenues have increased 61% YoY from $15.7m in Q1 2024 to $25.3m in Q1 2025

Very disappointing news

Some key bits of info in the post period section of today’s RNS, importantly the PFS is being published within the next 2 weeks.

The solar power LOI is interesting also and will fit nicely into the EU criteria, also good to see increased production scenarios and the Metso work progressing into the final stages.

Post period end to 7 March 2025

The PFS remains on track to be published in Q1 2025.

Detailed mine plan finalised to deliver increased production scenarios, following the publication of an updated MRE in June 2024.

Metso process engineering and design work in final stages following completion of mineral processing basic engineering and the key calcination, and hydrometallurgical testwork programmes.

Site layout design and infrastructure completed indicating sufficient supply of key utilities.

The geotechnical drill programme has been completed as part of detailed planning for constructing an exploration adit to access the Zinnwald orebody.

Advancing environmental licencing and permitting, with updates to the spatial planning process submitted to Landesdirektion Sachsen.

LOI signed with solar development company Solar-Bau to explore the option for long term clean power offtake.

IF we get the strategic project designation in line with the Critical Raw Materials Act then this will be a really good boost. They have reiterated that the EU will be announcing this month. Let’s see.

EUROPEAN UNION AND GERMANY DEVELOPMENTS

“The European Commission has confirmed the application has passed the initial evaluation stage and anticipates informing applicants of the final outcome in March 2025, following the high number of applications (170 in total, of which 121 were from within the EU). Zinnwald believes the Project holds significant potential for recognition as a Strategic Project, given its significant contribution to LiOH production in the EU, its resource scale, feasibility, sustainability credentials and broader EU benefits”

Interesting snippet regarding the Zinnwald Lithium Project getting mentioned / referenced in the approved coalition agreement.

Saxony Government

“On 16 December 2024, the Christlich Demokratische Union Deutschlands ('CDU'), which won the highest individual share of the state elections in September 2024, approved a coalition agreement with the Sozialdemokratische Partei Deutschlands ('SPD') to form a minority coalition government. Zinnwald Lithium was delighted that this agreement specifically refers to the importance of the raw material industry to Saxony and establishes as a key goal the ability to simplify and speed up the planning and approval of mining projects. The agreement specifically refers to the Zinnwald Lithium Project in this context and is the only project formally referenced”

Excellent new article by the armchair trader, well worth a read.

Zinnwald Lithium: Germany’s answer to strategic mineral security?

https://www.thearmchairtrader.com/uk-shares/zinnwald-lithium-germanys-answer-to-strategic-mineral-security/

Mike Ralston focusIR Webinar

focusIR Webinar on the 25th of February at 6pm

Investor Update and Q&A with Mike Ralston, CEO Blencowe Resources

Registration link: https://us06web.zoom.us/webinar/register/9017375625003/WN_Nn5JF-03RN2Gc3ovKHS0hg#/registrationt

Hi Rob

The CEO said in the presentation tonight the hourly rate was similar to what they had already factored in their company budget, the ni is 0.5m this year and the mitigation going forward is the high margin growth area of recycling.

Yes, thanks for that Robthebob

Excellent presentation by the CEO and CFO at the mellow event tonight. The recycling growth potential element out of the network very exciting with good margins.

Trading on p/e o 5, pbt £34m, eps 10.6p

One for the divi account Smiths News, current sp 62p have a special dividend of 5.4p which is worth 8.77%, goes ex div on 9 Jan. Already paid 4.5p in dividends in 24.

Exceeded its profit expectations during its financial year and has 91% of revenue contracted to 2029.

Absolutely fantastic set of quarterly results released by Metals Exploration, with the company now debt free and producing record quarterly gold revenue of $52.6m (Q2 24$46.7m) and record quarterly positive free cash flow of $27.9m (Q2 24 $24.8m). The company is in excellent shape and has an extremely low AISC with the 2024 YTD on $1,088, couple this with a gold price in the $2,700 area and the metrics are exceptional, compare this the current market capitalisation of £95m and the value here is clear and the gap will close over the next couple of months ahead of the end of December quarterly statement.

Good support here from the National German Government and the Government of the State of Saxony, good chance of a grant also with a decision due before year end.

December could potentially be a game changing month where a decision is expected on the application for the #lithium Project to be designated as 'strategic' under the European Critical Raw Materials Act.