Member Info for EyesOfBlue

Reducing? Includes me I have to confess! Reduced after a good run recently, still holding long-term tho.

Https://theoakbloke.substack.com/p/consistently-low-begs-the-question

Worth subscribing to his free emails, his analysis is obsessively thorough, super detailed and usually spot on. Made me a great profit on minerals like gold already and now assembling his 2026 ideas. BEG not included in that... yet.

Buy in the 80s, sell when it crawls over 100p. Slow process but usually works fine.

Meanwhile the gold price has gone up by a paltry 3% today. Surprised more on here aren't all over this 😇

4,326.92

+138.39

+3.30%

https://goldprice.org/

*that

Not bloody tungsten 🙄

Https://theoakbloke.substack.com/p/sunshine-and-dec-is-throwing-off

Lots of interesting macro and DEC views in OB's latest article. Including his view tungsten the current SP would have to rise to around £12 for DEC to qualify for passive funds as part of the relevant US index. Think he said mcap of 1.2b but don't quote me on that!

For any poor bar steward still tuning into that odious git BTW and his illiterate sidekicks, I strongly recommend The Oak Bloke on Substack, lovely bloke with actual knowledge who picked out a bunch of amazing precious metal plays for 2025 and who's already picking good shouts for 2026 (hinting that many will be energy/resources-related FWIW). Genuine deep-dives on undervalued companies and trusts.

Apologies if already posted.

Canadian miner Thor Explorations' Q3 revenue hits $69.5 mln on high gold prices

Oct 15, 2025, 09:52 GMT+1RefinitivLess than 1 min read

THX

+1.45%

Overview

Thor Explorations Q3 2025 rev at $69.5 mln, driven by high gold prices

Company maintains FY 2025 production and cost guidance, continues exploration activities

Gold production at Segilola mine supports strong operational performance

Outlook

Thor Explorations maintains FY 2025 gold production guidance at 85,000 to 95,000 oz

Company maintains FY 2025 all-in sustaining cost (AISC) guidance at $800 to $1,000 per ounce

Thor Explorations plans additional drilling at Guitry and Marahui in Q4 2025

Result Drivers

HIGH GOLD PRICES - Realized price of $3,535 per ounce contributed to strong revenue

RISING STOCKPILES - Ore stockpile increased by 2,977 oz to 44,069 oz of gold at an average grade of 0.83 g/t

Rather muted market reaction so added a few more this morning. Hopefully the Canadistanians will wake the SP up this afternoon. Conversely my holding in MAFL has risen by more on no news at all.

Segun states that the rainy season has affected exploration mainly. He's looking forward to that side of things going full tilt again soon. Can't see a mention of ☔ production effects which would be... oresome (see what I did there?)

Seems a rather muted SP reaction to such a positive update from one of the mines of a company with very very few of them? Waiting for Canada to open perhaps? Or already baked in?

Proactive summary much easier to grasp than the technical stuff in the RNS.

Https://www.proactiveinvestors.co.uk/companies/news/1080209/thor-explorations-shares-rise-on-latest-upbeat-results-from-guitry-gold-project-1080209.html

Nope. Mid November probably. It's a production update expected later this week, poss Thurs?

Thanks for posting but the IC article is behind a pay wall... any subscribers on here who can summarise the gist? 🙃

Https://www.lse.co.uk/ShareShortPositions.html?shareprice=FGEN&share=Foresight-Envr

Omits to say HOW applications are being scaled back. Literally the only reason anyone would bother opening it. Nice one.

Https://money-makers.co/2025/10/04/money-makers-podcast-04-oct-2025/

Really good listen tbf. I hadn't heard of GPM before but they speak sensibly about the metals markets. According to HL, their 9th biggest holding is THX, whoever they are 👀🙂

Trying to second guess where the scaling down cut off will be set, I applied for £499 of shares. Toss up between limit of £500 or £1,000 is my guess.

Weird that the tone of the discussions today is disagreeable and yet EVERY retail shareholder agrees that this utterly unworthy BOD has DELIBERATELY sought to cover up declining returns by every means possible. Did they really think we'd not spot the omission of an entire quarterly dividend?

No point arguing the toss on here but thank you to those filling in the gaps. Stick together and direct any contempt at those nitwits who are probably peeing themselves at our confusion.

Oh and can you all stop claiming the rights to the word OBFUSCATION. It's mine 😡