Member Info for EliasJones

A new presentation by Anton Du Plessis, CEO and Q&A @ 10 am BST on 16 October via investor hub.

Questions can be submitted in advance.

Good to see Katherine Roe (ex Wentworth) appointed as Pharos Energy's new CEO with immediate start. Company is in a strong position as Katherine takes over, new energy and impetus now for growth.

Katherine has over 20 years of senior corporate, industry and capital markets experience and most recently served as the CEO of Wentworth Resources plc (Wentworth),

Very much worth watching. Some very encouraging information from the CEO.

Dan Betts - Interview with Zak Mir on Zaks Traders Podcast - Hummingbird Resources Plc

https://www.hummingbirdresources.co.uk/corporate-interviews/dan-betts-interview-with-zak-mir-on-zaks-traders-podcast-2/

Blasting into the high-grade ore. Now into the virgin untouched high-grade ore

Unbelievably high-grade open pit mine at Kouroussa

Probably one of the highest-grade open pit mines on the continent

4 mining fleets working flat out and daily mining volume now as per the mine plan.

On the cusp of turning things round quite aggressively and set for transformational performance

Will be name plate this month and then full H2 on name plate performance

Record gold prices low AISC

Thanks emptyend for sharing.

Excellent exploration update by Hummingbird and some very impressive results including 21m at 14.93 g/t which will help grow the reserves and resource base. 

Excellent report that reiterates the good work and engagement over a long time now by the company in the Philippines which results in longevity of operations and opportunities in country. The importance of the social licence MTL has should not be underestimated.

A very bright future here for the company. MTL is now a cash machine.

AGM statement on Thursday will be interesting with regards to Vietnam drilling and hopefully dividend nod at the AGM

Goes ex dividend 13 June paying 0.77p per share.

Will pop on many radars when we get the rig news. Oil revenue at premium to brent in Vietnam.

27/3 "advancing plans to drill the potentially transformational Block 125 in Vietnam"

£6m market cap is just too low here with Copper at all time high and we have a nice licence here with First Quantum Minerals a major.

Some assay results pending and due any day from the 9 RC holes totalling 780m which were completed at Chipopa testing.

"Arrow believes the horizontal wells at Carrizales Norte will be transformative for the Company, resulting in a step change in production"

Posed a question on the new ZNWD investors hub.

Excellent initiative and very encouraging to see the engagement with investors.

Could I please ask, now the European critical raw materials act has been enshrined in law, when do you envisage the application process opening for our asset / project to be put forward for consideration as a strategic priority.

Many thanks,

Elias

Within the small cap world African Pioneer are in a fortunate position not to be swimming alone, but rather as they are being with a major quality partner such as First Quantum Mineral who have exercised their option over the 4 licences African Pioneer have in Zambia.

This is a very exciting asset with near surface copper. The outlook for copper is much publicised and looking very good.

Colin Bird has previously hit big with selling a copper property in Northern Zambia to First Quantum Minerals for US$260 million back in January 2010 when at Kiwara Resources.

Hopefully he can replicate it again with FQM

With the EU critical raw materials act now set in Law with Lithium of strategic importance.

The news very soon will be an application by Zinnwald to be one of the EU strategic projects for fast tracking.

Zinnwald lithium project in Germany now EU's 2nd largest and getting the green light by the EU will set the company and its share price on a fast upward trajectory.

https://www.consilium.europa.eu/en/infographics/critical-raw-materials/

Just signed up for the new interactive investors hub.

Zinnwald Lithium CEO, Anton du Plessis, commented: "We are delighted to launch our new Investor Hub, which will allow us to share more content and insights about our activities and plans and facilitate increased engagement with shareholders. We encourage our stakeholders to trial Investor Hub and to provide feedback."

Please leave your questions below and we will endeavour to respond as soon as we can.

https://investors.zinnwaldlithium.com/announcements/6325990?fromLink=true

2024 Capital Budget of $50.9m, 15 wells in Central Alberta, Simonette, and its northern Clearwater acreage.

Forecast exit 2024 production of 20,250 - 21,250 boepd

$70 - 75 million of 2024 Net Operating Income and $55 - 60 million of EBITDA

Caledonia's Blanket mine lifts its first-quarter output by 6% y/y

https://www.miningweekly.com/article/caledonias-blanket-mine-lifts-its-first-quarter-output-by-6-yy-2024-04-10

James Mufara commented:

"I am excited that I will be joining Caledonia and look forward to working with the talented team to drive operational performance across the group's high-quality portfolio."

A key info the market has not grasped is the life of mine at Blanket has been extended from 2034 out to 2041.

This will be highlighted in the will revised report on resource and reserve soon.

Another key factor is Caledonia maintained their quarterly dividend, goes ex on Thursday, which as the CEO stated "reflects the good start to 2024 and our confidence that the remainder of 2024 will be strong"

Liberum notes the buy rating on a strong start to 2024 at the Blanket mine, and according to the broker in the coming weeks we should also see two potential material catalysts (updated Blanket resources; Bilboes sulphides studies).

https://www.proactiveinvestors.co.uk/companies/news/1044386/caledonia-buy-rating-restored-by-broker-ahead-of-material-catalysts-1044386.html

With gold trading at all time highs I would expect Caledonia Mining to be trading well above £10 per share.

Next quarterly dividend coming up, with ex date 11 April.