Member Info for gggg21

Been shared before I think. Easy to see where we are and where we are going.

https://smallcapinvestor.ca/the-lassonde-curve-understanding-the-mining-life-cycle/

Tr1 as expected

Here we go. Gold soaring back up nearly highest price in a month. Strait open. Oil plummeting (down over 10%)

No big selling since placing shares hitting market market yesterday so does indicate that iis and funds took them and are sticky. TR1s due anytime between now and cop Monday given settlement

Gold should continue its march back over 5,000.

It will be this afternoon onwards to Monday that we should start seeing tr1 as to who and what took the placing.

I am also under the impression that there is an updated broker note on the way for Kefi with revised target prices. Similar to what we saw on sml yesterday.

Feels like the same pull back we had monday only for the price to ping back up, good day to add

“ returns will be astronomical if the spot price can be maintained.”

That’s based on a tungsten price of 850. We all know tungsten is over 3000 right now.

Post the 2025 drilling campaign and updated MRE (and economic assessment) published in early 2026 on the Redmoor tungsten-tin-copper deposit (W-Sn-Cu) in Cornwall, we have looked carefully at our numbers for Strategic Minerals and updated our fair value to 14.9p per share (from 4.8p per share). Redmoor is a highimpact project and is one of the highest grade tungsten resources globally with valuable contributions from other critical metals such as tin, copper and silver. The 2025 drilling showed the resource was larger than previously expected and had more to offer in the way of potential orebody extensions, additional mineralised zones (e.g. the North Tin zone) and indications that the deposit is zoned in a way that will help with mine scheduling. Strategic is now embarking on its Prefeasibility Study (PFS) drilling to convert part of the resource to the Indicated resource category in support of a more meaningful economic evaluation; we are confident that the deposit has the makings of a future mine. To summarise the investment case for Strategic Minerals we see: a high-grade project in an area that understands mining; mining for a series of high-value minerals in a robust price environment, and at a time when funding is available to break the stranglehold of Chinese primary supply. We expect a continuous stream of positive news flow from the drilling campaign and the PFS programme.

Very nice. It is why I wanted starter position. Now await what tr1 pops up.

Realised I clicked enter too soon. It reminded me of tungsten west I did nicely on. Placing there to complete funding (they yet to officially announce the finance) was done at 18p. Hit 43 today adyer a few weeks and still climbing I suspect. The placing was done with ii and funds. Nice tr1 came through. They had to have special meeting etc. they are a little way off production again.

The placing here to complete funding done at 1.2. You can see the other similarities.

Been waiting for my entry. Took starter 15k at 1.379. Was most I could get before being nt at that time.

Surprised this pulled back from yesterday. Patience. Gold consolidation higher. Tempted to slice some sml I had from 3.8 and add here.

Been a buzz on x around tungsten

https://logos-pres.md/en/news/new-surprises-of-iran-war-u-s-doesnt-have-enough-tungsten-for-weapons-production/

https://x.com/jukan05/status/2039853707333144877?s=46&t=klceItdHWWIeRy0yz3tFOQ

Not only not enough tungsten for US but semi conductors either

Indeed would make sense with new tax year. Good posts. This is a good read. https://miningdigital.com/news/uk-become-leading-supplier-of-tungsten

Tungsten price for the week over 3000 mid 3150. https://news.metal.com/newscontent/103839827-European-Tungsten-Prices-Rise-as-Supply-Tightens-Ahead-of-Easter-Holidays

Markets flipped blue

It is just summary of the rns other day and just states this as comment

"Zeus View. The recent release of the new MRE (17.4Mt grading 0.65% tungsten equiv.*) and updated scoping study with a reported NPV8 of $1.5bn show the importance of this project. We expect the infill drilling program to be successful. "

No price or valuation breakdown. Waiting for another

With any placing there is always broker shares handed out to mates There will have been quick flippers. You see this all the time. Even when a large stair is taken by a particular individual or entity.

You are probably right to some extent but flippers and stops would have contributed. Anyways onwards and upwards. Waiting for tungsten west for the big jump to then slice and add more here

Morning shake down then back up.

Good listen. Interesting what they said about being inundated and multi nationals.

Tungsten price up again for Rotterdamn.

Also someone noted no large delayed trades popping up like the last few days. I alluded to it yesterday that I think the shares from placing Coffey didn’t take were just being flipped and that would be them clear. Seller cleared.

Https://x.com/strategicmnrls/status/2039357374922629328?s=46&t=klceItdHWWIeRy0yz3tFOQ

https://www.bbc.co.uk/sounds/play/m002syyf

Listen from 45.00

Agree with that, what we may have seen in the last few days is the placing shares that Coffey didn't take being flipped - we saw a similar occurrence and churn back in January when the placing shares hit the market with a churn for a week or so before the next move up. Of course as you get flipping you also get stops being hit to and them taken out. Higher lows put in ready for the next leg up. Was NT on buy side for quite a while at 4.00 this morning.

Rotterdam tungsten prices showing an indicative rise again on prices this week.