Member Info for HappyLiUK

Skelly what’s your genuine play here?

I’ve always maintained you offer many valid points, and counter BS when it’s clear.

But there must be a play.

Drive it down to such a low pre-DFS that it’s buy-in time?

As an LTH here I’ve been up & down, but I topped up to average down very well this past year.

I just can’t see this being anywhere below 50p when DFS lands, regardless of if it’s a good-average DFS, or better still a game changer

At 8p a share it’s surely worth the gamble now

We’ve got people who’ve hardly been on here a minute and they claim the Czechs are not all in.

What a loon.

This project & Lithium are the Czechs way out of obscurity.

It’s a hugely pivotal project for their nation.

It’ll soon be Q4 and we’ll have our eagerly awaited DFS.

Absolutely certain this’ll be immediately backed up by our first offtake

We all need to keep some composure, we are at the final furlong

In full agreement with you.

This really is a coiled spring too, so pleased I got in when I did

genuine GLA

aat****z you could be right, but we have to follow the optimism when ceo/bods make promises

All the buys dropping in last minute before tomorrow . . . . . they know!!!!

See you in the morning folks ;-)

Tomorrows committed news from Sath Ganesarajah should come in a RNS or 2.

Would expect a jump north of 2p

GLA

404x fully agree.

So glad I topped up lately.

Shrewed_mole exaclty my thinking.

So glad I have been topping up here lately.

Near 10% opening in the blue and a few large buys.

Also high spread, whats the indicators ?

Bluebird Mining (Half-Year Update) – Big Shift Coming

New Chairman has laid out an ambitious plan: grow Bluebird into a £1bn company.

Company is pivoting from pure gold to a hybrid platform – gold assets + Bitcoin exposure + structured yield strategies.

That “loss” in the report? Not a real cash loss – just an accounting move from the recent share price spike (warrants adjustment).

Next moves:

-Streaming deals in progress

-Unlocking more value from gold projects

-Adding digital asset-linked returns

Why this matters:

They’re not just a mining play anymore. If they execute on streaming + digital exposure, Bluebird could re-rate big time, so strong upside if the strategy delivers.

IMHO this feels like an early stage growth story with a modern twist, one to keep on the radar for anyone looking at gold & crypto crossover plays.

Genuinely cant understand the daily yo-yo here.

it should be climbing to the end of month by now

Fully agree with that

whats intriguing me is China's top strategic goal to reduce dependence on any one country (Australia the main topic there.)

the BRICS leverage means infrastructure lending (via NDB) and bilateral trade deals (e.g., yuan-settled contracts) reduce dependence on USD-based trade.

KDNC being a minority but strategic equity partner in the Amapá Project (~34.9%) it gives them influence over offtake and financing strategies, especially as the mine approaches restarting operations in late 2025 or early 2026.

If smart, KDNC should be trying to broker a long-term offtake agreement with Chinese mills or even attract investment from Chinese SOEs or trading houses (e.g., Sinosteel, Baowu, Minmetals).

At such a low SP, id bank on some high x's gains between now and end of Q4

Bannor its certinately a positive swaying Hmmmmm .....

Strategic Fit: KDNC, Amapá & BRICS-China

KDNC—through its stake in the Amapá Iron Ore Project—is well-positioned to supply high-grade iron ore to China, leveraging:

-Brazil’s stable relationship with China

-BRICS’ supportive financial and political ecosystem

-China’s demand for cleaner, DR-grade iron ore

-Its own proximity to Atlantic trade lanes and port access

-As Amapá moves toward production, KDNC may well emerge as a key junior supplier to China's decarbonizing steel sector.

Maybe . . . just Maybe?!

Very interesting times ahead with the Genius Act going ahead.

- Increased Market Confidence: The GENIUS Act's stablecoin regulation could boost overall crypto market trust, potentially raising Bitcoin prices and enhancing the value of BMV's Bitcoin treasury.

- Stablecoin Adoption: Wider use of regulated stablecoins could improve Bitcoin's utility for transactions, benefiting BMV's Bitcoin-focused strategy.

- Pro-Crypto Policy Signal: The Act suggests a favorable regulatory environment, which could indirectly support BMV's Bitcoin holdings through market optimism.

- Potential Bitcoin Price Surge: Positive sentiment from the Act may drive Bitcoin prices higher, increasing the value of BMV's reserves.

- Regulatory Clarity Spillover: Future Bitcoin-friendly laws inspired by the Act could create a more stable environment for BMV's operations.

TallPaulNY ..... that P/BYD report — solid read, positive items to note......

Main point: If a company can raise at a premium and deploy capital to grow BTC per share, it can be accretive even at high valuations.

Very relevant to BMV if the team is planning or already holding BTC — could show a roadmap for how high premiums aren’t necessarily a negative, as long as BTC yield growth follows.

TL;DR: It's a framework that could justify BMV being valued above its raw BTC holdings if it delivers strong Bitcoin growth per share.

Quiet on the board..... whats next?

Agreed Bannor,

GET AMAPA sorted!

At this all time low SP I still think there's an easy multi-bag for investors

Would even you then buy in Skelly?

Even you must have a goal here . . . . otherwise whats the point of being so persistent here?

2 factors are key to amplifying Bluebird's success....

Btc price surge - if the price of btc rises significantly over the next few years, bluebird's streaming deal could become a big win. Since they’re taking a share of future btcn production (rather than directly buying or mining the btc), they’re positioned to benefit from any price upside without bearing the full risk. A major rise in bitcoin prices would mean a larger value for the btc they receive in their streaming deal.

Philippine Gold Project Milestones - if their gold project in the philippines performs as planned, hitting key milestones like gold production targets or meeting pricing conditions, bluebird will receive profits and bonus payments. This would give them more capital to reinvest, possibly in additional mining units, further btc exposure, or even new gold or crypto projects. If the gold market stays strong, this could further stabilize their financial position and provide a steady income stream.

Combined, these 2 factors could create a solid foundation for Bluebird to:

Grow their assets and market position

Enhance their balance sheet with more liquid assets (like btc or cash from gold sales)

Continue expanding their portfolio of diverse, structured deals.