Member Info for Gibdog101

Agree and it’s likely end of aug till we see the profits on paper , suspect only thing that will break the current trading range is Stella results from one of the projects. However I think the LR phase 1 results won’t land till after the full year results.

Notice another million of uncrossing trades this morning , anyone ideas on why so much of our recent volume is uncrosssing ?

I guess the question is what does the project in Aus look like in size and grades in comparison to LR ?

That would help us guage the possible LR value

What is GTK?

Bizarre practice ! Dumping that much stock in one sitting made sure they achieved a terrible price Z

Great comments below on the under value here , LR and BW both with close to zero nominal value . That and the SP not moving up even on the back of $55k Tin. It’s such a strange stock that seems to value only UiS but doesn’t change on the back of Tin either.

I would , and I suspect the market would also dislike a increased or special dividend .

The cash pile the company has , which is a significant amount of the Mc ! Should , nay must be used for pipeline projects , there are so many projects this company could bring to life , loads of failing or smaller miners with decent assets that our cash could bring into production . Save the cash for growth not shareholders at this point .

So that’s talent 10 up 36 M shares ??

Now have they brought them as part of the last placement , or slowly on the open market.

36M plus GCs shares don’t make up the whole placement .

Thoughts ?

Yea geologist more than inspirationalist !

$54k plus on tin , is 60 possible that hedge turned out to be a mega deal for our off taker !

Thank god it ends this month !

@V1per I do wonder if you are invested in ATM or just have a historic axe to grind , no one is saying he’s delivered. However for investors him stating 18 months is useful gives us a new stick to measure him with. Little intrest in past failures future focused .

Agree with you and @bohercom likely have to wait till November for there to be a substantive change of opionion on the UiS operation. Hopefully we can demonstrate 110T per month by that point , and if Tin stays north of 45k. It should look very compelling. Two Ifs ! But I actually see them both happening with prehaps the 110t PM being the riskier bet , but if we miss that it won’t be by much !

Yesterday AV promised circa 140T PM by close of calendar year 27, With incremental gains . So 100-110 for the next interim seems realistic .

@nesty are you working off Aug for the results up until end of feb 2026.

That’s my reackoning , issue is here that will only show a good 4/5 months of production and higher sales prices so I don’t know if that FY will show a net profit yet.

No doubt month in month out since Feb have all been profit generative , likely netting 1.5-2M USd , To truely get the picture of profits we are going to have to wait till Aug 27 !! Suddenly that seems like a long way off . Unless we move to H1 and H2 reporting.

Seen !

Very strange that it doesn’t effect our SP in the slightest ! As was said today , we are making money off UiS , think PIs lose sight of how rare that is at this MC , despite the underdelivery people are able to buy in here on a fairly derisked basis , at a very under valued SP. Thats why our iis dropped 8m a few weeks back and why im staying

Price drop today came before the meeting, likely not related .

I mean bodes well for BW work !

Yes that seems to fit , sooo likely all results in Dec. I don’t remember the timeline for this in Sept 25 RNS , however a year plus a few months actually feels like keeping to a timeline .

Not sure I can credit AV with this or our JV partners but it bodes well for BE work.

Nothing barnstorming at LR right now , but I don’t know a great deal about lithium , I will gauge it off SQMs response to the full results in Dec , they are the experts not me for sure.

I really do think it does cut it , ask yourself what is the company worth today if we were producing 1800 tons ?! That’s $90M of sales , and a lower royalty.

If you also beleive the CFO that AISC will fall. We could be talking $30m positive cash flow, clearly thats dependant on price of Tin. Either way it moves the company from where we are , and will change sentiment , get debt free and generating cash , kill the CLNs next year . If that alone aligns !!

BW , LR 3rd party ore , all value adding side shows !

Laser focus !!! Deliver at UiS the market doesn’t ignore profits for long .

18 months to hit 1600-1800 ton

Did he just say 6-8 weeks to finish drilling on LR ?!