Member Info for Genghis15

I don't get why they should need to delay further. It's a PFS, if further tweaks are needed b4 DFS/FID, that can be done later. Get the PFS out rather than another missed timeline.

either ir's just ppl ****ting the bed over the delay, or the assays are disappointing and it's leaked. i'm holding cos i think its just nerves from weak holders.

we shall see.

Seg update is Q1. Douta PFS Q4, so surely b4 Xmas.

Hopefully it moves higher soon, cos I've added at 3.6 on today's news. You never know, tho EST seems to be a bit below radar, perhaps AW will do an interview in the next few days to push things along.

Should, but probably won't. Executing this gives AW the credibility that other JVs will follow on other targets, with minimal or no shareholder dilution. Chinese invol;vement mb no bad thing, tho it comes with some political risk. But that's the game.

Thanks for observations. I know Mr Archers views, and concur. Yes, grades are spectacular. They will need to build port facilies, of course, but have the cash to do it.

Many would argue (inc me, I hold) that #THX is also undervalued. We'll see . One day thise rate, as long as PoG holds up. Hopefully i increase here in time to catch the train, but if not, well, another one that got away!

Co is appallingly erratic with reporting both of " quarterly" NAV updates which are sometimes omitted altogether and rarely timely. YE (30/06!) accounts normally some out last week b4 Xmas..... tho one year it was Nov.

So i think we can be reasonably confident of YE accounts b4 Xmas. That will give us an updtaed NAV @ 30/06, at least. Will it give us a later one? Usually 30/09 NAV comes out in January.

Both 30/06 and 30/09 should show a significant uplift on the 33p last presented. 30/09 should be c. 50p imho given PoG and ops progress at investees. Dec 25 is likely well higher again, but don't expect to hear that before June, earliest. Truly dreadful comms. Truly spectacular returns, tho.

Yes, it is. But is it fairly valued for now? Compared to #THX, say which tho in some ways completely different (divi payer, W Africa, 90k oz pa) is in a very broad way in a similar stage of progress (one current mine, 2 or 3 in various stages) and has a almost exactly the same Mcap.

I have a toe in the water here, and will be looking to increase at some point. But perhaps I'll watch and wait just a little longer.

Icarus

I think that was the picture they painted for us. I suspect they couldn't get a FO on the terms they wanted so went this route. They have enough now to drill, so the prospect is of good drill results attracting funding by seling down the stake in whatever prospects they prove up. All eyes on the drill resaults in I guess Q2/3. Also on PoO, tho with onshore even at low PoO partners will surely arrive if results are as juicy as they appear to expect.

Dangermouse

Good point but oc the Van Eck fund will capture dogs along with unicorns. We do have #GPM in London, and #MAFL, both of which have served me well this year ; not that they will be immune to the odd dog, but hopefully stock selection will win out, along with the ability to capture unlisted companies.

Some good points here. I'm just dipping my toe into TSX (+rather morec tentatively, ASX) and it shows how AIM in particular, and London in general, is declining in importance. I see also JP Morgan moved its entire gold trading desk to Singapore.

Anyway, definitely worth tracking TSX miners, oc THX listed there too, and seems to lead the way on SP moves.

Sorry, should read " Country risk is oc higher but valuations are lower".

Looking good here now. Funded, partnered, with assays to come and Verkhuba FO in the offing. It is time markets woke up to the mineral potential of Kazahkstan. A lot of attention on Greenland but Kazahkstan likely has nearly as much potential with fewer infrastructure hurdles. Country risk is oc higher, but so are valuations.

I'm a little disapointed Endeavour's entry wasn't a bit higher than 2.3p, and AW has floated Verkhuba partners b4 without them materialising. But overall things seem at a stage where holders can be reaasonably confident of significant value creation with minimal dilution.

If you believe in charts- bit sceptical myself, but...- Zak Mir sees EST hitting 4p by YE. Let's see.

That " the predicatable santa rally " has gone missing for the last couple years. Mb it returns this year, who knows, but I would hesitate to call it "predictable"

Better link here

https://www.trustintelligence.co.uk/investor/articles/fund-research-investor-golden-prospect-precious-metals-gpm-retail-nov-2025

Of course. The opportunity here is attractive, but so are LOTS of junior miners atm. The differentiator here is the appeal, which if upheld, and even partly paid, almost eliminates dilution risk for the near future.

Scrwal

my reading exactly, which is why I am currently out. Watching with interest as I think there is a lot of potential here, but always wary of near (ish) term cash calls in these early stage explorers.

Well, I welcome anyone pointing outany -ves therem but imv a very +ve presentation that covered pretty much all the points that could be covered when looking into the future. I'm certainly very happy holding here.

Hear, hear. 30/06 YE acs sometime soon, but no indication of updated NAV. Poor.

But if NAV keeps increasing as in the past, and in the current PoG environment how could it not?--Im confident it will be worh the wait.

As Custard pot said earlier, it is a shame to see fellow investors and informative posters falling into the sort of fourth year slanging match they would never do if present in person. The perils of social media.

A few deep breaths, and let's see what Segun has to say.