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Since end H1 '17 (that article) S&P has risen 6.7% whereas GSCI has risen 16.3%. Definite turn.....Just starting I reckon. GK.

I expect many small explorer/developers that have seen a rough time for some years will now benefit from this ratio turning. http://www.visualcapitalist.com/commodities-h1-2017-cheap/ Thor - a well run co with prize assets - very much highly geared to it. GK.

Shore's Yuan Low is very proactive and enthusiastic with the stocks he covers. Expect a detailed valuation of Goldfields project soon. For a 400kt/y project I'll go for him coming up with ballpark 90p for a present risk adjusted NPV per share. See what he does :-) GK.

Hi AL P41 of the latest AR.... plus any that have been issued since, minus any exercised since. GK.

Consolidation is looking to be complete and buying recommenced. With an assessment of the projects it's obvious fair value is far above here. GLA GK.

"This brings the total gross proceeds from the exercise of warrants and options since the beginning of November 2017 to GBP367,577.70...... " Co now well cashed. MB: "The money from warrant and option conversions, when added to the GBP565,000 raised during the recent placing (partially conditional upon shareholder approval at the forthcoming AGM) puts the Company in a robust financial position. As previously outlined, the Company will focus its core financial resources on commercialisation of its key interests." "As highlighted within the announcement of 2 November 2017, the GBP125,000 invested by Paul Johnson, Non-Executive Director, has now been received by the Company and will be applied to a restricted fund for the due diligence and assessment of potentially high impact exploration opportunities in Australia, including in the Pilbara region." ----------- End RNS: "Subject to receiving shareholder approval at the forthcoming AGM to complete the conditional placing announced on 20 October 2017, and assuming that Thor issues no further Ordinary Shares in the meantime, following the completion of the conditional placing, Thor will have 525,480,174 Ordinary Shares in issue." ======== I expect a valuation of �20 to 30m once this initial revaluation has run through....4 to 6p. Further positive development/purchase news may well take it higher. GK.

Today's 2p resistance is under some pressure. Disposals from weak or stale bulls are rapidly being mopped up. As are disposals from recent placees, who are no doubt looking toward their end of year figures only. Very strong. GK.

Rise in valuation since 20th Oct = 116% to �7.27m. With the change in direction to: "move them [selected projects] towards commercialisation, in order to generate quantifiable shareholder value" it is of some interest that it is estimated that just one project (Pilot Mountain) has a resource of $1.3bn of mineral value once commercialised................A very large factor above the present �7.3m Mcap. PDYOR. GK.

Should break this AM. Volume is here. GLA. GK.

Daily vol is rising, but not that much above what the daily's been running at for last two weeks since the 'stratergy change' RNS. Herd only in small part here yet aisi. GK.

Done his sums. 1.8 gone. GK.

Short pause indeed. Dummy buy just now gives 1.72. Highest selling price this AM was 1.718. already costing more to get back in. Hold. GK.

I have done so so many times. Too often sell too early and regret missing the far too often very significant further gains. Further gains here are? What's the valuation? �6 1/2m. There'll be pauses, obviously likely when a previous peak is being tested. But I think they will be short as this will then resume the rerate to fair value. That value uplift coming from the dawning understanding of the massive potential of what Thor have, that the commod cycle for these valuable minor metals is now in a firm upswing (not seen for 5y+) and that Thor's prospects on valuation are highly geared to that cycle. Hang in. GK.

Just added another 600k. Expectation is for this to settle around Mcap �20 to 30m once this rerate is through this stage. An sp around 4 to 5p when accounting for the further development cash coming from already flagged issue. Then as assets get turned into producing mines via sale, partnership or organic development, who knows? Proper assessment of the actual grades within these properties here gives the steer. PDYOR GLA. GK.

Yep. The reappraisal here is powerful. Though now 50% up from the pre 'direction change' RNS, there is much, much further to go I reckon. Run those profits!! Very pleased with own 50% gain since first looking in last Feb. Only put 1/3rd of what PJ has thrown in but not complaining. ;-) Good luck All. GK.

https://twitter.com/WWICK_HG GK.

CORE Tv. Billing on Thor: http://www.corelondon.tv/thor-mining-mick-billing-bad-times-replaced-good-times/ GK.

This potentially very valuable project is starting to get noticed I reckon. GLA. GK.

Hi IHB Some movement up here today. I had a stab last June at a simplistic valuation expectation using the production levels envisaged in the AFW study and came to similar conclusions as you have. Whether SLP choose the organic route of starting small and adding as free cash allows or bring in a partner with full build money, with in both cases the aim being to get to the volumes mentioned in the study, I think the eventual valuation per share in the end will not differ that much. For a 400kt/y scheme and EBITDA around $400/t and then that $160m/y spread over a then enlarged issue of say 350m gives 45c per share. Set a 10x PER gives an sp expectation of ~�3-50 in say around 5-6 years as expected debt is paid down. This is just SOP from LW. ATB. GK.

Impressed this is continuing. We all know the assets are there and if mined, street values are $bn+. But nonetheless it is impressive that a simple statement that the priority has changed has completely changed the attitude toward this. Where will it settle? Other developers that PJ has got involved with may give a steer. Mcap valuation in multiple 10ms looks achievable at this stage. With I expect, significantly further to go once specific project development and its financing gets mapped out. Just the start. GLA. GK.