Member Info for GoldRushMark

Morning all,

I'm continuing to build my position. With my latest purchase I've now amassed several millions CDL shares.

As always, everyone must make their own decisions and this certainly isn't financial advice, but I thought I'd share why I'm still here and why I'm still continuing buying.

For me, the CDL story continues to improve. We now have sophisticated investors increasing their exposure, government support being awarded to projects, strategic partnerships developing, and no doubt a growing amount of activity behind the scenes. None of that guarantees success, but it does suggest that serious people are taking the unfolding CDL story seriously.

One thing that particularly caught my attention recently was the increased position taken by Clariden. This isn't your average retail investor punting a few quid on a speculative explorer. Behind Clariden are experienced financial professionals with significant business and investment pedigrees. Investors like that don't tend to throw money around without conducting extensive due diligence first.

Does that mean CDL is guaranteed to succeed? Absolutely not, and we would be fools to ever think it's a sure thing.

Does it mean a takeover is around the corner? No.

Does it mean drill results will definitely deliver? Again, no.

What it does tell me is that financially sophisticated investors have looked at the opportunity and decided it is attractive enough to substantially increase their exposure.

Personally, I still think the really big value inflection point lies ahead. The geology, historic data, nearby discoveries and regional activity are what keep me interested. If the drill bit confirms what many of us are hoping for, today's market cap could look very different in hindsight.

Of course, exploration is a VERY high-risk game and there are no certainties. But after following this story for a long time, I remain more excited about where CDL could be in the next few years than where it is today.

As always, do your own research, whatever that means lol

Good luck all.

Very positive news today! The Australian Government doesn’t hand out these EIS grants lightly, and they tend to focus on high-potential regions. The fact that CDL secured this support shows that they’ve been doing a lot of groundwork (pun intended😃) behind the scenes. It’s a strong reflection of both the project’s promise and the team’s effort.

Let's see what this month brings at the AGM

As some of you may know I've been watching the CDL story unfold closely over recent months and today’s holdings RNS genuinely caught my attention, and my breath!

Clariden Capital increasing to 8.61% and now holding circa 190 million shares is simply not retail noise. More interestingly, Clariden is controlled by John Campbell Smyth and Dr Ann Novello Hogarth, two individuals with deep experience and sophistication in the junior resource and mining finance sector.

Campbell Smyth in particular appears to have spent decades involved in mining finance, venture capital and resource investing across London and Australia, reportedly raising hundreds of millions for junior explorers over the years. These are not newcomers to speculative mining.

What interests me most is the timing. This increase comes after the dilution concerns, after the restructuring and AFTER CDL pivoted hard into Western Australia gold and copper exploration. In other words, they have looked at the evolving story, the assets, the geology and the direction of travel… and decided to materially increase thier exposure.

I'd be the first to point out that this does not guarantee anything of course. Exploration is brutally risky and drilling remains everything in this sector. There are never certainties in junior mining. I've learnt that the hard way, time and again.

CDL feels different though, sophisticated resource money does not usually absorb nearly 200 million shares in a company casually.

Western Australia continues to stand out globally as one of the safest and most attractive mining jurisdictions on the planet. Gold sentiment has changed dramatically over the past 18 months and majors are once again becoming increasingly resource hungry.

Paterson especially remains fascinating geology.

So no guarantees here whatsoever, but for some patient long-term holders, if the geology ultimately delivers, this could potentially become life-changing money.

So Mote It Be

Morning all,

Been observing the Regis/Vault situation closely and I think some may be missing the wider picture here.

This isn’t just another mining deal. To me it signals that the majors are becoming increasingly resource hungry again. Large producers are struggling to replace reserves organically and in this environment it is often quicker, cheaper and less risky to JV or acquire than spend years exploring from scratch.

Gold is back in vogue globally too. With the geopolitical turmoil, debt concerns and uncertainty everywhere you look, investors are clearly rotating back toward hard assets and safe haven commodities. That changes sentiment across the whole sector.

Then look at Western Australia itself. Tier 1 jurisdiction, mining friendly, politically stable, established infrastructure and still producing world-class discoveries. In uncertain times the market tends to place a premium on safe jurisdictions like WA.

Not saying CDL is suddenly worth billions tomorrow and people should remember this remains speculative and early stage. But the backdrop today feels very different to a few years ago.

The interesting bit for me is that when majors start consolidating and gold starts running, the market can suddenly begin valuing “optionality” in juniors very differently.

Feels like we may be entering a period where the right discovery in the right jurisdiction attracts very serious attention.

This could be life changing for many members of this Chat board👍😃

Been quietly observing for a while and adding on the dips.

Now sitting on several million shares and still considering adding more at these levels.

The Regis/Vault situation is interesting and I can absolutely see why people are talking about possible corporate interest down the line. Personally though, I think a buyout conversation is probably too early - for now at least.

If I was running a major nearby, I’d want to see the drill results first.

That said… if the geology, location and historic data tell the story many of us think they do, those results could be HUGE.

Paterson is not the kind of region where people spend serious money for no reason. The majors know what’s in the ground around there. That’s what keeps drawing me back to CDL.

Explorers are always risky and nothing guaranteed, but sometimes you come across a setup where the risk/reward starts looking very asymmetric.

Feels like one of those moments to me.

Right off for a swim in my pool and then a beery weekend

DYOR

Just topped up too @ £0.0040

And still holding

Another RNS and yes, more shares issued along the way, dilution is part of the game with explorers.

But reading through it properly, there’s a bit more substance building here now.

Darlot West moving towards a 3,000–5,000m drill programme with POW submitted and targets already defined from geophysics and high-grade sampling up to 65g/t. Geological similarities to a nearby producing mine are being highlighted, which is at least encouraging.

Crofton continuing to show strong surface grades as well, with further work planned to define drill targets later this year.

So while it’s still early stage and nothing is guaranteed, you can perhaps see a clearer path forming - targets, drilling, results.

Gold strong, copper strong, and all of this sitting in well-known WA ground.

So yes, there’s dilution, and that needs to be acknowledged.

But equally, these are the kind of areas that could hold enough metal to make a meaningful difference if things come together.

I’m still holding and have been topping up steadily over the past few weeks.

Happy to wait and let the drill bit do the talking.

Gold sitting near historic highs.

WA booming.

Multiple projects advancing.

Drilling incoming.

And the market cap is still tiny.

Darlot identifying multiple structural targets.

Crofton delivering bonanza grades at surface.

Paterson now secured with historic copper and gold intercepts and modern geophysics planned.

This is exactly what you want from an explorer in a strong commodity cycle - ground, grades, and catalysts.

People can debate timelines. They can debate volatility. But the bigger picture is clear: gold is strong, majors are cash rich, and quality WA ground will not stay ignored forever.

For me, this is an opportunity.

I’ve topped up again today.

Happy to sit tight.

Happy to wait.

Not trading the swings.

If the drill bit delivers, the rerate will take care of itself.

GRM.

Gold is sitting at or near record levels, which changes the backdrop for every serious gold explorer.

I can see both sides of the debate here.

The bulls are rightly focused on the quality of the ground CDL has secured in Western Australia and the genuinely high grades already reported at surface, particularly at Crofton and Darlot West. In a strong gold market, that does matter.

At the same time, it’s worth keeping the science straight. An ounce is just a unit of weight, grams are simply a smaller unit of the same thing. High g/t rock chips are encouraging, but they are still surface samples, not a resource. The real value only starts to crystallise once drilling confirms continuity and scale.

The bears are also right that this is still early stage, drilling is still to come, and placings are part of exploration whether we like them or not. That’s the price of moving projects forward.

For my part, I’ve topped up again today. Not chasing headlines, not trading the swings just backing the location, the grades so far, and a gold price environment that’s about as supportive as it gets.

Happy to wait and see how the story develops over time.

DYOR and good luck all

Been reading through today’s posts and, stripping out the noise, there are a few things that are simply hard to argue with.

Gold is high. Not spiking, not frothy - structurally high. That matters. It changes behaviour right across the sector.

Mid-tier and larger gold producers are now cash-rich, balance sheets are healthier, and appetite for new ounces is very real. In that environment, high-grade projects in Tier-1 jurisdictions don’t sit unnoticed for long.

What Cebo-456's post gets right is the quality of the ingredients:

Western Australia — stable, mining-friendly, proven.

Darlot West - already showing serious grades at surface.

Crofton - bonanza-grade historic results and now boots on the ground.

Multiple projects, not a one-trick pony.

That’s not hype - that’s just the setup.

I’m not interested in guessing timelines or shouting targets. I’m holding firm, letting the work happen, and seeing how this unfolds against a backdrop of strong metal prices and cashed-up producers.

Whether it’s 10x, 20x, or something else entirely… who knows.

All I know is this feels bigger than a quick trade.

Still holding. Still patient.

(Not advice — just my take.) Look

Holding....and topping up slowly

Seeing a few posts asking why assays are taking time, so here’s my take for what it’s worth.

Delays on assay results are pretty normal, especially in Western Australia when labs are busy. Samples don’t come back one by one, they get batched, checked, sometimes re-run if anything looks unusual. That takes time but it also means the company is being careful rather than rushing half a story out.

Worth remembering these aren’t just low-grade soil numbers. When you start seeing rock chips running 20g, 40g, even 65g per tonne, labs and geos tend to slow down, not speed up. High grades get scrutinised hard before anyone puts their name to an RNS.

CDL have been consistent in saying assays are pending and they’ve been steadily advancing the project in the meantime. Expanding the land package at Darlot West and locking in ground between two producing mines doesn’t feel like a company trying to hide bad news.

Could it still disappoint? Of course, that’s exploration. But a bit of waiting here doesn’t ring alarm bells for me. It feels more like the usual patience tax you pay in this game.

I’m happy to sit tight and let the work do the talking.

Not advice, just how I’m looking at it.

GRM

I’ll take the hint Hillybilly. You’re a long standing poster and I respect that.

My mum always said “If you can’t say anything nice, say nowt at all,” so I’ll step back and won’t post again. No offence taken.

I’ve been quietly topping up plenty over the last couple of weeks, so I’ll just sit back, hold my shares, and let the story play out.

Have a good day everyone and let’s see what CDL brings next

Over & Out

NO CARRIER.......

*** Holding & Topping Up ***

Still here, still watching the trades and yesterday was a fascinating one.

The stand-out feature: the big blocks moving

Across the session we saw:

1,651,645 @ 0.909p (Unknown)

1,045,089 @ 0.958p (Unknown)

1,000,000 @ 0.985p (Unknown)

1,000,000 @ 0.938p (Unknown)

Plus multiple 400k–500k buys in the 1.01–1.04p region.

It could suggest someone quietly building a line without disturbing the price. Sensible, getting in while the SP is still cheap.

Or it could simply be the MMs matching off chunky buy orders with willing sellers.

Either way, it looks like steady, non-panicked accumulation.

The sells were mostly smaller

Most of the selling during the day came in mid-sized blocks:

20k, 40k, 50k, 100k blocks

Mostly in the 0.90–0.96p region

Sprinkled with tiny £2–£10 “micro trades”

The larger sells (such as 333k @ 0.961) were outnumbered by multi-hundred-k buys later on.

If anything, the selling looked like thinning out by short-term traders rather than major holders.

Micro trades yet again, always makes no apparent sense, who'd buy 94 shares, less that a quid, the commission alone makes it look suss.

Those odd little trades, 200 shares here, 300 there look very similar to previous days.

Now this could be:

Automated market maker balancing

Test pings

Fractional fills

Or simple retail drip-feeding small orders

I couldn't tell you which I suspect more if I'm honest.

However, no need to automatically assume manipulation, tiny trades often appear when liquidity is active.

Price action context

We pushed into the 1.00–1.05p range multiple times.

Buyers stepped up every time price dipped into the 0.90–0.96p zone, accumulation.

The day almost has a “soaking up supply” feel to it, cautiously, that’s often how a base forms before a move.

Not a guarantee, just a pattern worth noting.

A qietly interesting day.

Big blocks still showing up.

Sellers appear to be thinning out, supports my theory of holding.

No panic anywhere.

Buyers happy to pay 1p+. This is important, shows an appetite for risk with this share.

And best of all the project news flow hasn’t even restarted yet. The anticipation is the best bit for me, I'm not in any rush.

So to sum up, nothing dramatic, just that slow, patient accumulation rhythm you sometimes see when an idea is brewing.

Not financial advice, just ramblings while I drink my Dolche Gusto Pod Coffee in bed on a cold, wet, dark Winter morning. Apparently snow is on its way, which will be 👍

😃👍

*** Holding, watching, Waiting...***

Just a quick one from me and I reckon the Darlot West assay results must be getting close now.

Worth remembering what we’ve already seen from that ground: surface samples coming in at 65 g/t, multiple hits over 10–20 g/t, and a steadily expanding structural model. For a near-surface, early-stage WA gold play, those are not throwaway numbers.

Paterson will have its day and it could end up the bigger long-term story but we’re not at assay stage there yet. No drilling done, so nothing in the lab.

So for now, the logical next catalyst is Darlot West assays. Whether they land this week, next, or whenever the lab gods feel generous, they’re the ones worth watching.

Not advice — just how I see the timeline.

*** Holding & Considering Tupping up ***

Still here, still watching the ebb & flow for CDL… and today’s deals had a few little things worth noting.

We had a couple of chunky “Unknown” blocks again

• 2.35M shares @ 0.847p (~£19.9k)

• 2.2M shares @ 0.855p (~£18.8k)

Hard to say exactly what they mean, but trades that size often suggest to me either quiet accumulation or MMs matching something off-book. Could be nothing, but it fits the pattern we’ve seen recently.

A fair amount of buying kept popping up in the 0.83p–0.85p area, 500k here, 250k there, clusters of 40k–200k. To me, that might indicate someone happy to soak up shares whenever the price drifts down. But again, just an observation.

Sells were there too, but they looked more like dribs and drabs, the bigger ones (700k @ 0.808p, 500k @ 0.804p) were taken without much fuss. Perhaps a sign that someone was ready and waiting for them.

Overall, the price stayed in a fairly tight band between 0.80p–0.85p, which could mean the market’s trying to find a base. Hard to tell. But it didn’t have the feel of panic, more like a slow balancing act between people who want out(day traders) and people quietly taking the other side.

Definitely not financial advice, just thought out loud of a happy holder.

*** As ever Stong Hold, possible buy ***

Gentlemen, I may top up again with another Million before the weeks out. Mind you, I'm 4 fingers deep into a bottle of Cardhu Gold...I'm not affiliated to them at all but winners all drink it. Eas do your own research.....🥃🥃🥃😁

So, I've had a good look through today’s trades, I'm watching this like a hawk despite my seemingly laissez faire, laissez passer attitude to this share. this could be the One. Today the trading looked like quiet accumulation again. You can see those familiar 300–500k blocks repeating around 0.91–0.92p, classic signs of MMs quietly filling bigger orders. The pattern’s clear: buyers steady, sellers thinning out - every dip into the high 0.8s gets soaked up fast.

It’s calm, deliberate trading - no panic, no dump, just the lid being held down while pressure builds underneath. We’ve all seen this before… and we know what tends to follow.

(Definitely not financial advice - just the musings of a man with too much Whisky inside him, a wife divorcing him, a mistress loving him and living the dream...it doesn't better 😁👍)

*** As ever I'm a Strong Hold for CDL ***

So I've had a peek at yesterday’s trades — looks like quiet accumulation to me. Same block sizes popping up around 0.9p, MMs probably filling bigger orders and keeping the lid on.

Feels calm… like pressure building under the surface. Wouldn’t surprise me if the next RNS is the spark that lifts it.

(Not advice — just how I see it.)

"Sleep slides me?!? " ... Ah yes, the poetic handiwork of autocorrect. Eludes, not slides - clearly my phone’s had a drink without me. Gotta love modern tech…

***. Strong Hold ***

Morning All

Sleep slides me, if like to report it's the heady anticipation of CDL blasting off, Miranda, however, tells me it's guilt lol.

Anyhoo, been watching yesterday’s trades roll through the tape and something caught my eye in the chat - all those tiny £2 and £3 buys dotted between the big blocks. I was intrigued, so I dug a little deeper.

Turns out, these could well be auto top-ups from apps like Trading212 or Freetrade, rather than any sort of manipulation. It’s just the modern retail crowd adding pocket change whenever their spare cash hits — not the dark arts at work after all. A few thousand of these a day might not sound like much, but they add liquidity and can help keep the market ticking along quietly in the background.

Meanwhile, the MMs played it cool — boxed us in under a penny, soaked up a few million shares from nervous sellers, and walked away with full pockets. I can feel it building. Tight range, stealth accumulation, and not a whiff of panic from long-holders.

Patience, and plenty of it — pressure’s rising in the pipe. All it needs is a spark from a well timed RNS

(As ever not financial advice - just one curious insomniac staring too long at Level 2.)