Member Info for Gibdog101

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

It’s really hard to gauge at the moment . Sentiment and SP are poor , but that doesn’t reflect the truth about the company . Think it’s in a significantly better place , actually think near 10p is already justified , it’s a small cap with a route to have many multiples of its current sales . I think it will get there , albeit well behind schedule.

I’ve little to no intrest in 10p

A 4 asset miner , in production on some sites , think some here will exit on 10p I’m more intrested in something in the multiple to that .

I’m going to listen in too , but actually it won’t trigger any action from me , I’m intrested in measuring performance from this point onwards, I wrote 2025 (Fy26) as a reset year from a company that was floundering , to the point we are at now . If the BOD can’t deliver on promises made today with the funding in place for everything and the commodity market in our favour , then they can’t deliver but I’m 18 months off making that call yet.

Oh I don’t doubt you are correct about most of that, what I want is some restating of timeline on plant expansion , with the extra 8M that dropped in a few weeks ago, I want to know when all this kit is coming on line , and what it means for output.

Even if I don’t totally believe it will be delivered it’s good to have a timeline stated , to measure him against. Prevoius failures can be forgiven , if he’s learnt and delivers now on a timeline .

Arrrrh thought we might get a RNS this morning , not to be it seems , makes me wonder what can actually be said at the 1300 dial in.

Just attending , who else is going to join the meeting ?

Tomorrows RNS is more exciting.

These results today , without a model (which I don’t expect at this stage) are fairly impenetrable.

Still progress is always welcome !

I think hopeing for a bit out at just over double our SP would be a poor result .

The money here is waiting for these assets to mature , UiS to get sorted and the other assets to be proven.

Nothing that he happened in 2026 has made that less likely .

I think we will get there (in the end) repost this back end of 2027 if it wrong ;)

Agreed ! A lot of pervoius people moaning about not attracting IIs , well we know we have a new one , and with fairly good mining form.

That RNS is welcome .

Conversation needs both party agreement ?

@rgbuk i actually see todays move with the CLN as not changing the likelyhood they are converted or making it slightly less likely .

1. We have more time to find other ways to kill the CLN now .

2. Converting them has just become more painful for share in issue.

3. SP should be north of conversation price in future.

But yes we still have a couple of years of debt management and juggling to do , we need to have some operating cash to hand now. Sadly the agreed JVs we had didn’t make any provision for payments to the company, we weren’t in a strong enough place.

This RNS didn’t make me happy , but then I ask myself there was always going to be a RNS about this , and this is so far from the worst that would have happened, if ATM were in trouble the CLN holders might have wanted payment no conversation , which would mean finding finance or a subscription around the current SP !! That would have been worst.

I’m not happy about the strike price being down rated , or contuining to need 12% loan for another year . There is always a however , however we didn’t have enough cash to hand , writing it up as growth strategy is AV waffle . This was always going to get re-financed or worst converted this July and a negotiated rate . This has brought us time , and hopefully it will never be converted , can be paid off with earnings or refinanced at a better rate . So the strike rate could end up irrelevant .

The company jumps the July hurdle in April , actually it’s what you want. If it was done without the strike rate change we would all be very happy , but it hasn’t been , and at least the interest rate isn’t worst !

Ok so the refinance of all the CLN is poor IMO , dropping the conversation rate is also a bad signal.

But I’m hoping that with 14/15 months till they are due better finance is available and some can be paid of with actual profit from UiS . (This will become clearer when we get finicial results) all in all , I feel slightly negative about it .

However :

Like someone said in the feed it makes me consider limiting my exposure to ATM but…..

Ok so our major share holder , is investment royalty in mining I don’t intend to get out of a mining company when Greg is getting in . Decent stake 4.7% .

Hah fair it’s tripled in 5 years , what we want to know is the route to tripling production on the next 5.

Frustrating , think so much potential . So many irons in the fire , let’s see what next week brings.

Last weeks funding/dilution came out the blue.

Think we all just want to see UiS preform as well as we’ve been promised without any further borrowing or placements now.

Spot on , creeping 10% improvements, are not delivering the numbers that have been promised, the cost has been borrowing and dilution , which the return on production. There really has to be a sea change this FY that results in 50 not 10% improved output .

I beleive our MC would be triple what it is now , if our sales were double , because it would show successful project management and controlled Cap ex .

Great geology , poor delivery . We need to change the second part of that sentance .

Gotta be loving this , by pure luck the price of tin , has transformed this share.

I’m starting to think 50K Tons could be here for the year .

To think this can go from cash hemorraging to a PE of like 8 , just off this price uplift of Tin is mental.

It could have been so different , is FY 26 was suppressed tin prices . We would all be holding a nonsense stock.

Sometimes you need a bit of luck.

At these prices I’m just reinvesting dividends , from here and a few other companies . CAML is really one of those aim companies that don’t hype . I like that , they will blind side the market one day with a Stella licence , acquisition or JV. They have the bankroll and the operating experience . For me it’s just a waiting game , and prehaps in 3 years if nothing new has come firm I will start to worry . For now it’s a content little holding.

Yea reminds me , basically we need 1600 tons a year as a baseline, 2000 ideally. We need that whilst prices are high. At the moment I suspect the royalty is more profitable than the company .

But actually I posed my

Question badly , the is a discount that our buyer is getting , it was mentioned in a RNS , but I don’t think it states what discount , do we know how much ?

Because taken in conjunction with the royalty , royalty plus discount , could be a completely cripple percent !

Thanks roughly what I’d written down, and I guesss the start or the end of May doesn’t really matter much in the grand scheme of things . $300k a month up lift in earning once that goes , unless the sliding scale off take agreement is shocking , never did get the full details behind that agreement . Prehaps a question for the shareholders meeting /

Ladies, Gents.

Can anyone recall the details on last years tin hedge? i've got 20 Tons Tin per month at circa $35,000 written down. for the life of me i cant find the original document or RNS that stated this. Fairly sure it ends May this year , but i can't find the date of that either.

Think for stability the hedge was needed, but at these current prices its good to see it go , or be replaced with a Hedge in the $40,000s

Can anyone help me out with the end date of the Hedge?