Member Info for Genghis15

The point here is that whatever Trump does the facts in the ground don't change, and it is very, very, unmlikey property rights would be affected either.

AMRQ is superbly placed to exploit US interest in Greenland, and if any state takeover happens it can only get more valuable imho. If US mining incentives and tax breaks are brought to bear AMRQ profitability increases, as does the likelihood of a corporate takeover bid.

Easy hold here for me.

"tarriff taxes that have made usa trillions"

Oh, dear.

Tbh they don't really neeed the oil anyway. It did USED to come from there, but Trump stopped it with sanctions in 2018......which he can reverse at any time.

Plus, US has plenty of heavy crude for its reineries from Canada now..

Oh, wait.. look out Canada!

Don't fall for the critical minerals argument. As you saay, thet can get them anyway....so irrelevant. This is a about US expansionism, and has clearly stated by some in the current WH in past statements. They want a US flag over Greenland, probably the Canal Zone again too.

Others? who knows. Remember the Philippines was once theirs, and Canada is being spoken of. Either or both of those are unlikely imv, but Trump 2.0 and his henchmen may not know when to stop.

Trump is clearly going to take Greenland one way or another. The world of international "rights" she qotes is behind us, and we are back in the 19thC world of might is right, winner takes all, and colonial conquest.

Amaroq would one hopes be unaffected, but those large Nordic shareholders might find things a bit awkward.

Interesting times.

the recent SP rise may indicate something afoot, or mb just growing investor interest.

Yes. but that will be Q3 (Sept) so well behind the gold curve. And if. as in the June aCCOUNTS, IT DOESN'T TRY TO REVALUE THE UNLISTED INVESTMENTS IT WILL REFLECT NEITHER THE IMPASCT OF HIGHER METAL PRICING, NOR OPERATIONAL PROGRESS, AT THOSE PROJECTS. .

Apols for CAPSLOCK.

Sop it may not be the high figure we know to be the case, but it should at least move the figure upwards. True NAV must be an absolute minimum 50p, more likely close to OB's 75p. Happy holding here.

I wouldn't count on Trump to bring "stability" to anywhere. Agree he's little threat to Nigeria generally, but the ultra Christian ideologues behind him are more likely to destabilise anything than fix it. Tho imho the country they are destabilising most is the good ole USA. And imho that will be good for gold and for THX, which is why I'm not ony long and large here but hold other gold interests too.

Buckle up for a rocky geopolitical 2026, imv.

Forget Li. No one knows how long it will wear the battery metal crown. Other tech is moving rapidly.

Gold endures.

Nothing to see here.

Https://x.com/BlokeOak57182/status/2003495357452550480

Ambitious, yes, but quite possible, esp if PoG keeps rising.

There is always a possibility of banana skins, but in 3 years £5 is possible. I'm pegging my best guess at £2.50 to £3.00 in that timeframe, with £1+ by mid 26. Bring it on!

A very +ve view, desertjoe, hope you'r right.

But I fear the broligarchs, ultraChristians, ultranationalists, white supremacists and the downright unhinged in the MAGA coalition will not surender power so easily. Turbulent times ahead I fear.

That's why I'm long and large on gold.

EoB I am also v strong and long #THX. Suspect THX will outperform, but a little diversification s in order for me.

Each to our own.

Me too. Mon/Tue, then.

I see some silver bulls disagree, saying silver needs to gigher to get back to the normal GSR. I have no idea. I'm long gold (not just THX, which I've been in for years) mostly because I took the view a year ago that the Great Orange Baboon was a danger to the $. Many appeared to share my view and it's commonly called the debasement trade. Many of the underlying factors preceded Trump, but I had some confidence they cou;ld be managed.

The current administration, in my view, couldn't manage a good $h**, so when crises come along (and they always do, sooner or later) we are alll in trouble. I am of course talking of financials here, tho i suspect the same is true in wider fields. Gather up your gold!

Hopefully b4 Xmas Eve, then!

As a former accountant, I agree that "crows nest" bookkeeping mb more of a problem than slow auditors! If you want to produce accounts and have then audited quickly, you prepare them accurately and anticipate auditor requirements by having prepared notes, as far as possible to expedite the audit process, minimise queries, and avoid duplicating work later to satisfy auditors..

So mb not so much the auditor being unhappy, just hasty or overpressured accountants making the job harder for all parties.

Just rewatched JC's 2 ct interview where he states YE accoumts will be out in "about 6 to 8 weeks", saying "an auditing process takes a little while".. So end November.... perhaps he should change the auditors, or get the accounts cleaned up b4 audit come in.

Anyway, hopefully b4 Xmas.....v confident of substantial NAV and ops progress here. But if not touched on in that report. the really interesting RNS will be in mid Jan when usually we get 30/09 NAV. Should be spectacular. IMHO, dyor, etc, ....

There is no need to take umbrage on behalf of the BoD. I'm aware of the holdings etc. Just pointing out that when there is easy potential for a 50%+concert party, at some point that could become a temptation. Such things happen.

I would hope that as the co grows, the current 3 director structure expands to incorporate some credible NEDs to represent minority holders, tho of course that is no guarantee.

It's a very interesting company but risk i all its forms must be recognised.

The other question is ; how far do you trust the BoD + TR1 holders not to shaft PIs later?