Member Info for GroundshiftInc

Colin Bird special. Are we going to see a genuine buyout of one of the copper/critical mineral assets this year, or is this just going to be another decade of endless scoping studies?

I swear if I see another RNS about 'historic diamonds' or 'imminent funding' while the share count hits a trillion, I'm done. Has anyone actually done the math on the post-consolidation EV?

The high-purity iron/titanium/vanadium story sounds great on paper, but every time there's a bounce, a massive seller dumps on the Level 2 order book. Who is offloading?

What’s the actual timeline for monetizing the titanium/vanadium at Pitombeiras? Seems like the BOD is completely asleep at the wheel while the SP slowly bleeds out.

Now that the name has changed, are they finally going to do something with the Dundas titanium project, or is it just going to sit on ice forever while they chase gas and copper?

The Mines Minister was on the news stating that private companies will no longer be given exploration rights, claiming companies are just hyping the stock market. https://youtu.be/5zUXjOfQgtw?si=8YFBPweCWgxMX_Sc

His comments roughly translated: "2 or 3 foreign companies have licenses for 300m inland of all the best coastal mineral areas of Sri Lanka. We are changing the mineral policy and will not give any beach mineral resource exploration to the private sector. That will only be handled by the Mines Bureau in the future..."

Obviously, Capital Metals is already past the initial exploration phase, but this pivot to a "state-private-public" economy sounds like moving the goal posts.

Would love to hear from anyone who understands SL politics better than I do.

(For the translation, scroll down and look for the "Show Transcript" button on YouTube. If the auto-caption option is available, click it, and the transcript will appear in Sinhala. You can drag, select, and copy the text, then paste it directly into Gemini or ChatGPT. Just use a prompt like "Provide a word-to-word transcription and translation of this text" to get the exact English context.)

Was just reading up on the local mining sector online and came across a pretty scathing article about the bureau. This excerpt stood out:

"Over 470 licenses issued in 30 years, but no new mines. Corrupt and lethargic, the mining bureau has locked genuine investors out of mines for years. Now they have suspended all exploration licenses in Sri Lanka." - The Examiner

https://www.examiner.media/over-470-licenses-issued-in-30-years-but-no-new-mines-2/?utm_source=newsletter&utm_medium=email&utm_campaign=examination&utm_content=mining

Has anyone seen confirmation on the exploration suspension?

Sean has spun out half the portfolio, but the main POW share price is still dragging. When does the incubator model actually translate into a dividend or a massive capital return for the holders?

Orom-Cross looks fantastic on paper, but graphite/critical mineral juniors are getting no love right now. Is the US DFC grant the only thing keeping the lights on?

Now that Hainan has dumped the cash in, why is the SP completely pinned? Are the market makers just spoofing the book to shake out the weak retail hands before the Bougouni ramp-up

Classic PREM. We get a shiny RNS about plant optimization and then the SP tanks 10% by lunch. Are the convertible loan note holders just shorting this into the dirt again?

Jason is tweeting about new acquisitions again, but can we just focus on getting the current critical mineral sites into steady production first? Stop spreading the CAPEX so thin.

Tin and tantalum revenues are steady, but the mcap is still lagging. Are institutional investors totally discounting our lithium credits until we hit commercial scale?

Are we going to get the Monte Muambe resource upgrade anytime soon, or is the BOD just waiting for a broader rare earth macro bounce before dropping the RNS?

The high-purity iron/titanium/vanadium story sounds great on paper, but every time there's a bounce, a massive seller dumps on the Level 2 order book. Who is offloading?

What’s the actual timeline for monetizing the titanium/vanadium at Pitombeiras? Seems like the BOD is completely asleep at the wheel while the SP slowly bleeds out.

Now that the name has changed, are they finally going to do something with the Dundas titanium project, or is it just going to sit on ice forever while they chase gas and copper?

They keep talking about optimizing the South African HMS operations, but when are we actually going to see steady, debt-free cash flow? Feels like we are permanently passing the hat around for working capital.

Pitfield is looking like a monster titanium system, but with the mcap sitting where it is, are we just going to be diluted to death before we ever see a DFS?

With European energy costs fluctuating again, how are the production rates and margins at our German and Belgian TiO2 pigment plants holding up?