Member Info for HappyLiUK

Huge Cost Reductions:

36.7% drop in mining costs and a 19.2% drop in FOB costs is significant — that directly improves profit margins.

Strong Competitive Position:

A CFR cost of US$55.46/DMT puts Amapá below or on par with some of the biggest global producers like Vale and Rio Tinto. That's rare for a junior or mid-cap iron ore project.

Premium Product Strategy:

Amapá will produce DR-grade iron ore, which typically sells at a premium price. So they’re not only lowering costs but also aiming for higher revenue per tonne.

Massive Life-of-Mine Savings:

A US$500 million cost saving over the mine’s life is a major boost to the project’s net present value (NPV) and investment appeal.

strong buy right now, waited a while to say that . .!!!

I hope you are right 'shrewed_mole'

Im not listening either way.

nobody really has an idea what's inbound.

All it seems to be doing is keeping you all arguing.

Would be far more realistic to wait and see what happens in the RNS following this.

Rpks . . .

If your angle is correct,

Core assumption:

Institutional investors e.g. EIB or EBRD may be strategically investing now, ahead of the DFS.

Possibly they’ve done enough due diligence to be comfortable pre-DFS.

Why this could be realistic:

If the project is de-risked enough already (e.g. resource proven, good ESG profile), institutions may want to secure shares early, before a DFS triggers a share price re-rate.

The EU is strategically backing critical minerals and lithium supply chains, and EMH of course fits the bill.

Skelly . . .

Core assumption:

Raising capital before a Definitive Feasibility Study (DFS) must mean:

The DFS is not coming soon, or

It’s coming, but not good enough to attract funding later at a better valuation.

Why Skelly might think this:

Companies often raise capital after a DFS to capitalize on a (hopefully) positive result and get better terms.

Raising beforehand might look like management is expecting a weak reaction to the DFS.

Who knows right now.

Masterboffin...

it's exciting stuff from BMV. The move into a U.S. Bitcoin mining project via a streaming model is actually quite smart — gives them exposure to long-term Bitcoin income without the overhead of running the mine. It’s a different approach than simply holding Bitcoin on the balance sheet (i.e. a “Bitcoin treasury”), but potentially more lucrative over time if executed well.

The fact they’re also eyeing a Nasdaq listing shows ambition and confidence. Early days, but if they deliver, this could be a very huge growth story.

BMV’s gold-to-Bitcoin strategy is shaping up to be THEE game-changer, and with Sath Ganesarajah as CEO, the SP looks primed for growth.

why I’m excited?:

1. Crypto-Savvy Leadership - SG, appointed CEO on Aug 10, 2025, brings serious crypto chops—buying Bitcoin since 2017 and advising $1B+ hedge funds. His vision to scale BMV to a £1B company aligns perfectly with the U.S. Treasury’s Strategic Bitcoin Reserve push (~198,000 BTC and counting). With Sath steering, BMV’s “physical gold + digital gold” strategy could drive serious SP upside as Bitcoin gains institutional cred.

2. Funding Fuels Bitcoin Treasury - BMV’s £2M zero-interest funding (with £1M immediate drawdown) is a major catalyst, powering Bitcoin purchases without dilution. A “Streaming Bitcoin” deal, potentially adding 30+ BTC over three years, is nearing completion by Sept 2025. This could supercharge the treasury, boosting SP as Bitcoin sentiment soars with U.S. Treasury’s budget-neutral acquisition plans.

3. Riding the Bitcoin Wave - The U.S. Treasury’s crypto-friendly moves and global adoption (e.g., JPMorgan’s blockchain pivot) make BMV’s strategy timely. With 1.8M ounces of gold projects in the Philippines and South Korea, BMV’s revenue stream supports steady Bitcoin buys, positioning it as a unique gold-crypto play. If Bitcoin breaks $124,000, the SP could see significant revaluation.

With Sath’s expertise, fresh funding, and a macro tailwind, BMV’s SP looks very undervalued. The upcoming BTC deal and £10M equity raise could be near-term catalysts.

Thoughts?

Tweeted last night 14-Aug-2025 by USA Treasury Secretary Scott Bessemer:

-Bitcoin that has been finally forfeited to the federal government will be the foundation of the Strategic Bitcoin Reserve that President Trump established in his March Executive Order.

In addition, Treasury is committed to exploring budget-neutral pathways to acquire more Bitcoin to expand the reserve, and to execute on the President’s promise to make the United States the “Bitcoin superpower of the world.”

Can’t hurt our cause at all that the USA is driving BTC so hard

Aston it’s the same tactic usually for me.

But this is going to go so much higher

Anyone selling now would be absolutely mad

Similarities to SWC (Why It Could Happen)

Factors & Descriptions:

1. Micro-cap base - BMV is a tiny company (~£5–10 million mkt cap), easy to move with volume

2. Retail investor appeal - Has seen high-interest from forums & low-cap stock pickers

3. Undervalued metrics - Trades far below book value (P/B < 1), technical analysts see “bounce zone”

4. Operational momentum - Actively progressing with permits, JVs, and exploration

5. Scarcity narrative - If gold or copper outlooks heat up, speculative flows could shift to BMV

What we do need next:

More media attention - FT, Bloomberg, Reddit, YouTube pumped SWC heavily and BMV needs to push further out than mining circles.

Very exciting time I must add & a incredibly good buy Sub 1.5p . . . . . GLA

So glad I topped up this week.

Very exciting few months ahead!!!

SWC has shown the market what’s possible when you combine bold strategy with Bitcoin exposure – from a tiny £3.7m IPO valuation to hundreds of millions in just months! They’ve become the poster child for rapid growth, powered by BTC holdings and smart funding moves.

Now, Bluebird Mining Ventures (BMV) is stepping up with its own exciting twist – real gold assets already in the pipeline plus a Bitcoin treasury strategy about to come online. With Philippine permits renewed, zero-interest funding secured for BTC buys, and a market cap still in the low millions, the upside potential is clear.

SWC proved the appetite is there. BMV has the gold, the BTC plan, and the timing. No wonder forums are buzzing it could be “the next SWC” – only this time with solid mining projects underpinning the growth story.

The runway looks wide open. 🚀🌕

That interview is not a negative in all fairness.

we all know the CRMA, strategic nature of the project, the possible funding etc etc etc

EIB is in support and committed.

We need to remember Germany alone has 1bn Euro Critical raw materials fund for securing these deposits.

We will be the first major and producing more than the rest, even if a few months delays occur.

This is still a very strong buy right now.

Duster that would make my 2025 if it hits that range

Duster when did SWC go from 7p to 600?

Nothing posted since Ripley back on July 24th.

Anything in the wings?

In short:

Funding and BTC Initiatives

-A £2 million funding facility from a vehicle managed by CEO Sath Ganesarajah is expected to be finalised by end of August.

-BMV is working on its first "Bitcoin Streaming" transaction, which could yield 30+ BTC over 3 years with no further cost.

-Completion of this deal is expected by end of September 2025.

New Website Launched

-New investor-focused website: www.bmvbtc.com

-Shareholders and investors are encouraged to sign up for updates.

CEO Comments

-Aidan Bishop will support from Asia and assist in progressing gold projects in the Philippines and South Korea.

-Sath Ganesarajah aims to turn BMV into a £1 billion company, combining gold assets with BTC for long-term growth.

A really clear communicated RNS . . . . good times ahead and a very strong buy at this price

Frankie thanks for sharing.

Genuinely happy to invested here.

Rpks what are you envisioning if the DFS lands Q4, in time for grants etc?

Still positive or has the negativity crept in?

I still think this is a great win for anyone getting in now.

KDNC is thee prime example MrC