Member Info for gidrae

Major Achievements of Key Personnel

Neal Froneman (Independent Non-Executive Chairman)

Uranium Pioneer: He was the primary architect of Uranium One, turning it into one of the world's largest uranium producers before its eventual sale.

Sibanye-Stillwater Success: As CEO, he transformed Sibanye from a South African gold miner into a global, multi-commodity giant (PGMs, Lithium, Gold) listed on the NYSE and JSE.

Global Leadership: Current Chair of the World Gold Council and a recipient of the Brigadier Stokes Memorial Award (the highest honor in South African mining).

Theo Botoulas (CEO)

Deep Technical Expertise: Over 40 years of experience in mining engineering and asset management.

Turnaround Specialist: Known for managing complex mining operations and restructuring underperforming assets across Africa.

John Wallington (Non-Executive Director)

Anglo American Veteran: Spent 27 years at Anglo American, rising to Global CEO of Anglo Coal, where he managed a $3.5 billion turnover.

Board Experience: Currently sits on the board of Glencore, one of the world’s largest diversified natural resource companies.

Sajjad Sabur (Non-Executive Director)

Investment Banking Powerhouse: Former Managing Director at HSBC Principal Investments.

Infrastructure Lead: Played a pivotal role in establishing the MENA Infrastructure Fund, specializing in large-scale project finance and M&A.

De Wet Schutte (CFO)

Financial Architect: Former CFO of Coal of Africa and executive at Harmony Gold.

Funding Specialist: Extensive experience in securing corporate funding and navigating dual listings in South Africa and the UK.

Johan Reeder (Non-Executive Director)

Project Delivery: Brings a background in technical project management and strategic development within the South African mining sector.

Is this a "Good" RNS?

From an investor's perspective, this is an exceptionally strong RNS, though it signals a high-risk/high-reward transition.

The Positives:

Credibility Injection: Bringing in Neal Froneman is a massive statement of intent. He is arguably one of the most successful mining CEOs in South African history. His presence alone acts as a "seal of approval" for the company's assets.

Strategic Alignment: The board is moving from "exploration/early-stage" directors to "heavyweight operators." The addition of Wallington (ex-Anglo) and Sabur (ex-HSBC) suggests the company is preparing for major capital raises and actual mine construction.

Clean Break: Replacing the entire previous board (Brewer, Heathcote, etc.) indicates a total shift in corporate culture and strategy, which often appeals to institutional investors who want a fresh start.

Was a good listen. Link here https://youtu.be/h2rUyQSFkLk?si=Kq2sLpLpBPpxhzwa

90% undervalued

AI review of todays RNS

Investors typically look for "de-risking" events, and this report provides several:

Path to Revenue: The Winston project shifts Panther from a "money-out" explorer to a potential "money-in" producer. The ability to generate cash from tailings is a significant catalyst that reduces the need for constant shareholder dilution.

Validation: Partnering with First Quantum Minerals (a top-10 global copper miner) provides a "seal of approval" on Panther’s project quality.

Financial Health: The February 2026 placing being oversubscribed suggests that the market has high demand for the shares and trusts the current direction.

Insider Buying: Management purchasing shares with their own money at market prices is a classic bullish signal, as it aligns their personal wealth with the company's success.

Canadian Listing: The mention of an Ontario Securities Commission review suggests an upcoming Canadian listing, which could provide access to a deeper pool of mining-specific capital.

Verdict: For a junior explorer, this is a robust report showing clear strategic progression, disciplined balance sheet management, and a high-quality asset pipeline.

How familiar are you with the "tailings" mining process, or would you like a quick breakdown of why that's a faster route to cash than traditional underground mining

Https://youtu.be/YqdWraZc_VE?si=oqL-lzpv0pnvZNFZ

From 12 mins 40 seconds

The chart looks like a classic cup and handle to me too

Need to read through it all later, but looks very positive and Panther Metals are "very pleased"

Successfully commissioning a commercial plant for a company of this size is a massive value-unlock. It suggests the MKA is trading at a lower multiple of its near-term production capacity than its peers.

Ex-div date today

Managed to buy a few at 33.7

This will put the market cap at around £125m

Market cap now a messily £128m

Nothing has changed here.. chill out and stop being so short term

Hope you folks invested in TAO im other ways. Over 80% up in the last month

Stock market is valuing the company based on the current share price at £154m

Utterly crazy

Crazy this drop on that market valuation.

46.4 buy

46.05 to sell

Real sell is 46.05p

Upside case is MKA is worth £1.05 billion from that RNS alone

The stock price is crazy low

Certainly unloved atm. That's why I am in

Can't believe MKA is down today when every thing else (11 stocks) on my watchlist are up

I didn't evenention cap-xx in my question

Here is the state of supercapacitor headphones as of March 2, 2026:

1. New & Notable: The "Major Asian Multinational" Win

In late 2025, a major Asian audio manufacturer (widely rumored to be JVC or Samsung) secured a deal with the tech firm CAP-XX to integrate supercapacitors into a next-generation "flagship" headphone platform.

The Benefit: These headphones are designed to work in extreme temperatures (-25°C to +65°C) without the battery "dying" or swelling—a common problem for outdoor workers or extreme athletes in Swindon's winter or desert climates.

The Launch: This platform was scheduled for a rollout in October 2025, with retail units hitting shelves throughout early 2026.