Member Info for Gibdog101

Yea I think 1.7B would find very few people voting against that !

Honestly until we know the true size of the LR inferred asset I’m completely unable to come up with a number that would be good value.

@bohercom yes agree , and see that as a potentail outcome that would instantly clear ATM liabilities , and fund proper upscaling at Uis , development of BW , the 15M option we have at G. Dependent on he results , prehaps something spare for further acquisitions . If LR does get sold off , I hope they manage to maximise the value there , prehaps retaining a small royalty.

Not sure why people love the idea of a buy out , sure instant great profits. Is there is another way , can this company grow to become truely profitable and at scale? Certainly not impossible and prehaps that’s the longer term win , not a quick triple bagger from a buy out , but growing a company of regional significance that turns consistanr profits and generates shareholder returns.

Seemed posative feedback , I’d take March , just want to know it’s up and running , get the grade up.

Shadow , shares or a return of cash invested , plus 1 million dollars ?

Yes I can see the risk there , and that put option would be a significant failure , if it was down to not meeting the milestone.

I’m just wondering what people/the market dislike about that RNS ?

Down side reduces the companies potentail at BW by half , but this brings the exploration into reality and into the 2020s .

In essence things are happening going to be happening with all 3 assets , UiS production should be going up , as is tin price .

LR JV with SQM should have some drilling results this year .

BW JR will have results post that .

Tiny MC company with production , and a pipe line of assets coming.

Someone wanna call me out for being optimistic ?

I don’t see the negative here

Fair points , when you look at the cost of repayment rather than the capital sum borrowed , then actually 60m shares seems about right for current SP, and yes I think I too take it as a vote of confidence rather than my initial thoughts which were , more dilution .

Happy to reload debt a little.

Like to hear people’s thoughts on this , converting £1.85M? Of debt into 59M shares .

Seems like Orange just got in at 3.1p per share massive discount.

Was the always a clause on the loan ?

Seems feels , 3% of the company for 1.85M think we just sold ourself very cheaply.

At these copper prices , the company seems to be making more money than they know what to do with, should the price stay here. we risk having 100m cash in bank and nothing to do with it. it does make me wonder is the BOD are looking around for another site to by in , given the pull back last year in America . I know this is a good problem to have and it’s an exciting time to hold this stock.

Richy thanks for the comment, help me out I’ve been looking at last results where we achieved $33,000 a ton , so at 1200 ton contained metal PA selling at $40,000 are we expecting the company to be turning a profit ?

Yea I think I’m going to relax on this one and check back in 6 months , want to hold this long . LTH for me .

As the Market seems to feel as posative as I do now , I’ve added to my modest holding here , it’s raised my average purchase price a little, but I think there is a mining company here :) and i think in a year 4.7p will seem very cheap.

Great sum up , at these prices we are as a company making a killing in the tin we sell.

It is now about maximising this chance , using that profit , speed up commisioning ramp up production, drive down AISC. Then if there is spare capital pay down some debt .

I think in essence we are doing most of the above , and that will be shown in hard facts on the next operational update, which will show we have moved beyond speculative loss making mining , into the profitable producer . The challenge now and what will take the MC into the hudrends of millions , is a BOD that demonstrates it knows how to grow a operation in a time of plentiful profit.

The JV on LR is an exciting medium term venture , but the focus really needs to be making some hay whilst the sun shines , lets up scale and maximise the ton operation which

Agree with you on the vagueness here and lack of RNS , is suspect we will carry on waiting for a meaningful RNS for sometime yet , although with external market conditions contuine to strengthen ATM it’s getting to a point where it’s hard not to be profitable at these prices , and if the AiSC is lowering potential for meaning profit and debt free.

Ok enough thing seem to be aligning here for me to have added to my posistion here.

Still looking to hold long term .

Yea could be a pump on Glencore with Rio , we’re you long term here or taking profits ?

Well I’m not sure about your billon Dollar part of your post , but as a modest personal

Investor, it’s a intresting time to hold ATM and enjoying watching it progress towards a profitable miner. 2026 could be a pivital year for this company.

Rapid 180 degree turn about your mornings posativity, good luck in PAF.

Not sure why there is a little SP drop, nothing in that update seems negative to me , production numbers seem to be exactly where expected, albeit selling copper at a vastly increased price at the moment.

The copper operation seems to have to the legs to extend past pervoius expected lifetime.

Profitable junior miner , with healthy bank balance that looks profitable for 10 years , a board that knows when to walk away (NW 2025) . For me , they remain a really intresting prospect that generates a decent Div for their Mkt Cap. I welcomed the Div coming down last year , on the hope for some assets being acquired 2026 . Long term hold for me , I remain impressed.