Member Info for FigTreeHarry

Copper Super-cycle
Copper is set to rocket to new heights, and if Goldman Sachs predicts copper will approach $51,000 per metric ton by 2025, you can bet this is a 6 fold increase from current $8500. Prices.

The reasoning is simple. The role of copper in renewable energy has drastically increased as copper is essential in the production of:
* Solar panels
* Wind turbines
* Electric vehicle (EV) batteries
* EV charging stations
* Other clean energy alternatives

With so many corporations turning to renewable energy, it is predicted that, by 2030, there will be an increase in copper demand by up to 900% on an annual basis to 8.7 million tons.

Read links:

https://glescrap.com/blog/why-copper-scrap-metal/

https://www.copper.org/resources/market_data/infographics/copper-and-the-clean-energy-transition-brochure.pdf

Rerates starts with production ramp up.
If the supercycle continues, $51,000 per tonnage, we will all live happily ever after:))

B3NTL3Y
Posted in: VAST
Posts: 69
Price: 6.55
No Opinion
INVESTMENT UPDATE17 Sep 2021 23:28
5 or so regular posters here for the past year working together and validating each other to grind down hundreds if not thousands of existing holders who may check in from time to time for a quiet cup of tea and a bourbon biscuit.

Why might they want to grind you down may you wonder?

Name ONE producing company with a mine with multi-commodity PRODUCTION that you could buy with a £16m Market Cap. ?

YOUR INVESTMENT over the past few Years has been Utilised to bring this company to a cash flow positive state which has continued to mature as we progress.

The ASSETS & MULTIPLE Commodity values will look very favourably on the balance sheet in the not so distant future.

Keep POSITIVE folks and look after your wellbeing and remember, if you come away from reading this board and feeling down, then you can REST ASSURED the regular GRINDERS are achieving what they intend; to ALLUDE shareholders of there long standing investment.

BUT remember there’s hundreds of us who have invested here and are standing with you and by the COMPANY.

- For the Existing Time Served Shareholders we will soon converge and have a REAL discussion on the POSITIVE achievements WE have made by SUPPORTING the Company TOGETHER and YOUR INV£STM£NT IN THE FOLLOWING:
————————————
I can concur with the above.
Your background with miner, Billiton must have been very interesting, and insightful into the resource sector.
News from May, chanages everything, we are finally on the cusp of significant copper production ramp up (and other revenues...) and a new project announcement me believes, zimmyBe ;)

ATB / GL

.90p = £13m valuation ALREADY includes 1.4bn shares.
Already Priced in.

Please keep up.

Bridge,
Interesting read, will catch up later on written answers..

Nice and calm before the storm, market Re-rate rally is coming.
Onboard or not. That choice is yours.

.90p =Current val = £13.4m this valuation incl positive a vote on friday.

Teatime soon:)

22 greens on my screen since 9.00am.

Desperate comments from 52p crew.

Next operational update wipes them out for good.
Enjoy the day!

Good insight from bridgedogg’s post this morning:

I get the feeling that there will be a big announcement regrding Zimbabwe very soon. The company's own head of diamonds became CEO of the govenment diamond company in 2020 and we continue to work closely with him. There was definatley an air of something brewing on the Q&A with regards to Zimbabwe.

Meanwhile at BP long term shareholders have been diluted out of existance to refurbish the mine facility. Its on turn around mode and we can look forward to big jumps in production as we enter the mechanised phase. We have addional resource deliniation drilling to look forwad too as well, not to mention the final commissioning of the molybdenum circuit is expected to take place during Q2 2022. This should allow for production of between 1.0 – 5.0 tonnes of a 50% Mo concentrate per month, with the prevailing price at $42k/t that a nice little side earner.

Tajikistan promises to also add revenue streams with the 12.25% processing royalty with the processing of stockpiled ore on site expected to commence in Q2 2022. We have service agreement to add to the cash flow and overall stake in the project.

Basically there hasnt been a better time to invest in VAST. And yes, anyone who invested before now basically paid for the oppotunity newer investor have to get in at the bottom on this turna around story, and they rightly are not happy about it. They wont sell up and move on becasue even with very little invested there isnt anywhere better to be at the moment.

Good luck all.

Firwood,

Some have discussed how AP handling of Atlas could have been better or how Atlas very likely took advantage of a rising sp. (Trading and Investing is a dog eats dog business, let’s be honest...) Look at the lengths Pectasyplate are going (emoji staring)

However...Going back to AP, let’s take a look at Elon Musk, a CEO who has some truly extraordinary business skillls (space X to paypal..) and engineering accomplishments to his name. However his handling of his attempt to buy Twitter corp has demonstrated a kind of recklessness and unseriousness that should make people concerned about how he might manage the company itself, if the deal does end up going through. The result has been Tesla and Twitter stocks dropping like a ton, losing shareholders £bn’s. A group of disgruntled Twitter shareholders even suing Musk. It is a $Billion’s+++ organisation, perhaps understandable. $50bn org, and Tesla was $500bn+.

Nothing compared to VAST. This is current news.

And that is the TESLA - CEO who is looked upon highly by many globally, not to mention very intelligent, highly successful and the richest man in the world.

Making errors or losing your focus can happen to anybody, (ask teflon Boris) it’s how you respond back, how you bounce back up from such events. Point being “Nobody is infallible” Including Musk, never mind AP. If he acknowledges, makes the amends, rights the wrong and the market re-rates nearer to asset valuation, estimates and forecasts are met, jam is delivered, trust me the past will be forgotten, and the men behaving badly will disperse and we are very close now...

Rest assured, the market is not dictated by a couple of trolls who bought at 50p.
VAST can move rapidly, 60%-100% in an afternoon is not out of the question.
We’ve all seen it, even higher actually.

Expect the unexpected again;)
Va va voom...

Bridgedogg,

Thanks for correcting:
Re independent NAV, is this figure just BP? I thought ‘over £200m’ was mentioned on the q&a?

Agree it is over £200m.NAV, which is amazing considering my entry is from £14m ...= 1p
I was trying to be very conservative with NAV.
Just BP alone was £139m if i recall.

Some very good reasons to be confident after yesterday’s QnA
Take aways for the week...

Independant valuation NAV of near £200m
Numerous assets of 100% ownership
Assets in: Romania, Tajikstan Zimbabwe

Current Sp= 1p / £14.4 Mcap
Current Fair re-rate valuation= 4p / £50-£60m Mcap
(Incl. Total Issued Shares: 1.4bn)
Potential Upside from 1p - 15x = +1500%
CEO: Past 52weeks Director BUYS @ 6p - 8p = £2m invested by CEO
CEO: Market Re-rate expected
CEO:2Independant valuation report expected
CEO: $800k =Further $1m debt to be paid off
CEO: Since 2018 VAST Debt reduced from £40m to £8m.
CEO: No further dilution expected
Good ties with local Govt’s.
No further Atlas convertible bonds

Romania Project
Month on month production increase
BP asset Copper Production imminent
Mechanical Drilling phase imminent
2 new drilling machines with training
Copper production buyer and demand
High copper $prices expected
Projected copper production to substantially increase to 14000T pm
Positive Cash generation forecast
Viability and Profitability of assets
Manilla zone next viable project

Plus
Additional assets incl gold, silver, molyB
Tajikstan more news to follow soon
Zimbabwe diamonds asset project confirmed still Live in QnA

...................
Risks are always there, this is part n parcel of investing in any market, AIM market, FTSE, UK, any markets sector can go up/ down, sideways. But yesterdays QnA was uplifting and very positive. New mechanical drilling has been the missing link to date, and will pave the way for viability of romania project

New investor patience and support will pay-off.
3-4p is the next base and support with production set to power up substantially.
Exciting time to buy in at 1p, won’t last forever.

That Choice is entirely yours....

Point is 22,000 per quarter to 14,000 tonnes per month, is a massive increase.

This is is super news.
Staff are already being trained since May, we already know this, no questions were asked about this today, but that’s ok.
It was covered.

The new numbers are going to be amazing;)
I loved the fact every question was answered, never ducked, no matter how many times.
The answers all made for an interesting analysis of the crap spouted on here.
Company debt is more than manageable, if you can reduce from$40m to $8m, just before going into mass production....
Further reduction of debt by $1m to be announced.
Minimum £200m valuation at rock bottom price at current price.

Nothing much else out there.....

Rick/ Bridgedogg,

What was figure for Copper Production Potential Tonnage per month
14,000-16,000 per month?

Initially it was 22,000 per quarter?

Great summary Bridgedogg1 !!
Thank you.

Since 2018 - $40m debt reduced to $8m debt

>Prop up the current share price is now the main priority
>Board’s priority is Unlocking the value of BP....and all the other assets held 100%
>Funding From new cashflow ...
>Not going back to the market.

....1p is an interesting key entry point.....(indeed)

Better than expected Q/A, if i am honest.
Both answered all the difficult questions, however they were twisted. Well done.

However Covid issues and reducing company debt from $40m to $8m is something never mentioned by many here.....???

Added.....

Market will recognise and to re-rate
Directos bought at 8p

CEO:
Company is very Undervalued
(2 independant valuations concluded this report)
Market will correct itself true value of the company.
£139m is minimum independant

Nothing is valued in currently
2p-6p re-rate
Patience....

Further debt reduction by $1m in

With 2 Mantis drills and the transition to mechanised mining, together with the implementation of long hole stope mining, significantly increased production output is expected from the end of Q2 onwards.

No holiday in romania.

Everything has a history in life, does not mean it remains the same ...
Some peoples own mentality needs to chnage in own their lives here.

If NEW INVESTORS wish to invest in battered aerlines, resource compnies, debt ridden cinemas, they should be allowed..
If they wish to vote for a political party they should be allowed to freely
If they wish to give a 2nd chnace to a ex-criminal, they should be allowed to.
Our society needs to change, rid the people who’s heads live in the past.

Our freedom of choice.
Our money - NOT YOURS.

Thank you.

Reminder;
The crux
The cashflows support a valuation in excess of £100 million that represents a floor to the fundamental value of the mine with potential upside coming from:

More aggressive development programme as a result of the new mechanised equipment: 2 new drilling rigs. 2nd arrival imminent. This changes evrything for VAST.
• Foundation for continued exploration and investment in production scale
• Increased resource
• Increased capacity
• Grade improvement
• Increased demand for copper
• Romanian Asset pipeline access
• Reduction in country and project risk

That is just Romania BP

Prime time, right place, right price. >>>1p entry <<<
Just as Q2-Q3 mechanised production finally... kicks off.
Re-rate =2-4p

(Wrong entry = 50p or £1, trolls need to dust-off and move on from the past)

Devil is in the detail..

‘Andrew Prelea (CEO) and Andrew Hall (CCO) will provide a live investor update’
Q/A comes after....the above.
QA was brought forward to 6th, and GM on 10th

Test using first drill a success.
The second Drill likely arrived.
Formal Training for use of both drills was ongoing, had already started in May.

Production using old method has been ongoing since begining Q2...
Tajikstan progress update

Production using new mechanical drilling modern methods, is a game chnager and makes the whole romania business viable.

That’s why VAST is finally worth investing in, (at early stage mechanical drilling post-pandemic) as the numbers chanage substantially....... (not before...global pandmeic was 2years)

MM’s know the game of the trolls.

Last chance to go long from 1p tonight.

The choice is entirely yours.
Fig

If the operational update on Monday is positive, this will shoot up!
If new investors get on-board even more-so.
Re-rate is on imho.
Small pi’s have today and tomorrow, to buy-in, or be left behind.

If folks are still asking is 1p a good entry point.
I rest my case, what are you all doing here.
MM’s will price this up towards...2-3p
PRODUCTION KICK-OFF is on, Monday will prove this.

I suggest this maybe not for you..
Try national grid.

Q&A session via the Investor Meet Company platform on Monday 6 June 2022 at 2:00pm BST.

Operations Update in : 4 days live ;)