Member Info for goneawol

'..The acquired offtake contracts provide 'royalty-like' exposure with returns driven by the gold price, volatility, production profile and exploration success. Over the last 10 years, the weighted average calculated margin of the acquired offtake contracts would be approximately equivalent to an 1.33% NSR2. The illustrative returns and revenues set out in this announcement are based on that rate and a gold price of US$1,800/oz. Over the last 15 years the NSR equivalent would be approximately 1.56%2. Between February 2020 and June 2021, under Orion's ownership, the acquired contracts have delivered an NSR equivalent return of approximately 1.7%.'

https://www.lse.co.uk/rns/TRR/acquisition-35m-placing-40m-debt-facility-1dtbyqaxycni5xj.html

'Any holder who holds their shares through an online broker will be able to vote through their retail broker immediately after the investor meet.'

I'm not sure this will be possible in all cases, online brokers tend to set an earlier deadline. Someone on Telegram said AJ Bell had given them two days to vote. It's poor from RY & Co, though as expected.

‘Firstly, there was no link to the RTO document in the RNS and it was only made available when someone from AMC’s PR department read my post and then out a link on LSE’

Not from AMC’s PR

Agneissearner -

14. Adoption of New Name and Articles

It is proposed that the name of the Company be changed to CRISM Therapeutics Corporation (the “New

Name”), that an application to so change the Company's name shall be filed with the BVI Registrar, that the

number of shares that the Company is authorised to issue be increased from 2,000,000,000 to

16,000,000,000 (the “Initial Share Increase”) and that the New Articles be adopted.

The purpose of the Initial Share Increase is to create additional authorised shares to permit the issuance of

shares and to facilitate, if approved, achieving a position where the ultimate number of authorised shares is

100,000,000 following the Share Consolidation.

“ 16bn after the 1 for 160 share consolidation certainly allows for massive share dilution”

It’s 16bn before consolidation. They expect to have 100m authorised shares.

Https://amurminerals.com/content/wp-content/uploads/Proposed-Reverse-Takeover-Admission-Document.pdf

Https://www.londonstockexchange.com/news-article/KZG/heavy-mineral-sands-project-update/16448778

White Energy's quarterly activities report -

https://hotcopper.com.au/threads/ann-quarterly-activities-report-and-appendix-5b.7977663/

'...During September 2023, ionic sampling surveys were undertaken over the

tenement areas. Follow up work in early December 2023, included additional ionic sampling and rock

chip sampling. Field observations confirmed a large and complex mineral system with a number of

outcropping zones of what appear to be strong copper mineralisation of an IOCG-style.

Helicopter magnetic surveys are scheduled for late April 2024, covering the most highly prospective

areas of the project. Additional ionic sampling will be undertaken to close off a number of anomalous

areas. Completion of this work is expected to identify and confirm drill targets for a drilling campaign

during 2024'

Https://twitter.com/_focusIR_/status/1782405774095909075

I thought the La India concession expired in January 2027.

It's four months on the main market, but it's six months on AIM.

https://docs.londonstockexchange.com/sites/default/files/documents/AIM%20Rules%20for%20Companies%20%2801012021%29_1.pdf

I think they have until the end of June to publish the 2023 Annual report, 6 months from the year end.

MANAGING DIRECTOR’S STATEMENT

Dear Shareholder,

During the half year to December 2023, the Company worked closely with interested parties to secure a farm-out agreement on the Specimen Hill project tenements and the team also spent significant time on research and in-country evaluation of opportunities in the Ashanti goldfields in Ghana.

We completed a farm-out agreement, as previously announced, with ASX listed White Energy Pty Ltd. White Energy is the development vehicle of a very successful resources investment and development team in Australia. They have taken over the Specimen Hill project area with a focus on the copper mineralisation rediscovered by Tectonic over the last 5 years. White Energy is investing in the transition to renewables and the looming shortage of copper to enable the move to a lower carbon economy with electric vehicles.

The terms of the farm-out agreement provide for a staged acquisition of the project by White Energy, a $2 million payment to Tectonic and Tectonic holding a 3% royalty on any future mineral sales from the project area.

Our investment alongside London listed Kazera Global Investments Plc (“Kazera”) (LSE:KZG) in the Heavy Mineral Sands and Diamond projects in South Africa waiting on approval from the South African National Nuclear Regulator ("NNR") for final permitting. Kazera has advised that the decision is expected by the end of April 2024 with operations to commence immediately thereafter.

Independent studies conducted for Kazera valued this project at £150 million. Tectonic holds a non-diluting 10% interest in the project and a further 30% economic interest via a sale and loan agreement with a Black Economic Empowerment (BEE) consortium to bring them in as partners on the project.

Tectonic is in ongoing discussions with gold mining project owners in Ghana. We have identified an attractive acquisition target and approached the parties controlling the mine to buy it. We have also identified potential investors in Ghana who have an appetite to fund the acquisition in a UK listed company and provide working capital to bring the mine into profitable production.

The team continues to evaluate other opportunities that are being presented and securing a suitable transaction for the Company will be the focus for the remainder of the year.

We received approval from the Australian Federal Government earlier this month for Signature Gold’s 2023 project work to be included in the Research and Development funding program and we are working with our accountants to complete the submission for our cash refund. Initial estimates are that it will be circa A$150,000.

https://www.londonstockexchange.com/news-article/market-news/interims-for-period-ended-31-december-2023/16404709

Tectonic Gold plc (TDIM: TTAU) has experienced a delay in filing our group consolidated interim financial statements for the period ending 31 December 2023. This delay is attributed to an unforeseen disruption caused by the relocation of our Australian office, which temporarily interrupted access to our systems over the past week.

We are pleased to announce that the office move has now been successfully completed. Our team is diligently working to finalize the consolidation of accounts and we anticipate completion early next week, following the Easter break.

In addition to the interim financials, we will be providing a comprehensive corporate update. This will include progress updates on the Specimen Hill project farm out, details regarding the submission and approval of the 2023 Australian Federal Government R&D refund claim, and insights into our ongoing joint venture activities.

https://www.londonstockexchange.com/news-article/market-news/delay-in-publication-of-interims/16402236

Although Condor normally publish their audited accounts in March, they do have until the end of June under AIM rules. I think we will see them soon, but it could be a long wait.

Https://666e6ee8-31af-4e4f-9a0d-6a192f414444.usrfiles.com/ugd/666e6e_3213d104899440acba44450b4c013615.pdf

Mr. Brett Boynton, Managing Director – Tectonic Gold Plc

“We are very pleased to be partnering with the exceptional team at White Energy. They share

Tectonic’s deep tech approach and are the perfect partner to take our Specimen Hill

discoveries into resource definition.

The royalty enables our shareholders to retain meaningful the long term upside in the

discoveries Tectonic has made at Specimen Hill while White Energy steps in to take over

operations and assume ongoing financial responsibility.

It has been a long journey since we first acquired the initial ground at Specimen Hill and this

is a good result and proof our original exploration thesis had merit. We still hold the Mt Cassidy

project area to the north of Specimen Hill which the Queensland Government has waived

license fees on so we have time to consider development options.

I would like to congratulate the team for taking this project from concept to discovery and

successful transaction. They are now freed up to focus on other opportunities which we have

been working up over the last six months and look forward to sharing in due course.”

Https://cdn-api.markitdigital.com/apiman-gateway/ASX/asx-research/1.0/file/2924-02770380-2A1503785

Accounts are due this month. Hopefully we will hear more about the Specimen Hill farm-out to Fiddlers Creek/White Energy. There has been no announcement on the farm-out from White Energy, but they have just raised 2.9m AUD before costs.

It would be nice to hear from Brett, it's been a while.

Https://www.thisismoney.co.uk/money/investing/article-12552239/MIDAS-SHARE-TIPS-UPDATE-Lithium-powers-Trident-Royalties.html?ico=mol_desktop_moneymarkets-newtab&molReferrerUrl=https%3A%2F%2Fwww.dailymail.co.uk%2Fmoney%2Fmarkets%2Findex.html&_ga=2.157289596.758025479.1695542255-1504148608.1637757497&_gl=1*tlnvmd*_ga*MTUwNDE0ODYwOC4xNjM3NzU3NDk3*_ga_XE0XLFFF16*MTY5NTU0MjI1Mi40NC4xLjE2OTU1NDIyOTUuMC4wLjA

Https://www.investegate.co.uk/announcement/prn/tectonic-gold-plc--ttau/statement-re-directorate-change/7697741