Member Info for HawaiifiveO

Vast tweet a few moments ago

https://x.com/vast_resources/status/1851533479755833807

A very positive update, revenues are the lifeblood for AIM companies, maybe the bottom is in and fortunes will change for VAST equity holders.

With 2b shares in issue the market values VAST at only £2m, of all the 'dog' sector shares this one could have the loudest bark over the next few months if things go according to plan, who would rule out a market valuation north of £20m+ as projects deliver increasing revenues & BP returns to profit.

Does anyone know where Bell is currently, he seems to have gone quiet ?

On my junior mining sector monitor 18 companies out of 46 have now lost over 90% since 2021, obviously RRR is one, one or two may recover some value dependent on a number of factors, will RRR be one, who has any faith that Bell can deliver ??

Baring any developments in Nov and the few weeks in December one can only say this year has been immensely disappointing with very little achieved except 2 (will it be 3) equity raises at significant discounts to the prevailing share price.

The new CEO seems unable to communicate or dare I say deliver anything meaningful, there has been very little by way of operational news and progress concerning Grangesberg is non existent.

It is about time someone from the company fronted up and responded to shareholders, I have no idea why Energold are so transfixed on retaining their 20%, surely as a major holder they should be challenging the BOD on a number of fronts.

Why is it so difficult for AYM to secure non dilutive funding, Cornish Metals have recently secured £7m non dilutive credit facility for example.

Why is it so hard to extract value from Grangesberg, when AYM added to their % stake it was hailed a significant move by the then CEO, he talked about extracting value via various options in the near term, since then nothing.

You can go on and on, the company under the current regime seems to have gone underground, on AIM silence is certainly not golden, I know many folks here have visited the site on organised trips with the company present, what are your views?

The sector has been battered since 2021, conditions are poor but commodity prices have sky rocketed, for a company like AYM the conditions could not be better to secure partnerships and progress.

No news since late August and only 6 operational RNS's this year, news is the lifeblood of an AIM listing.

In a nutshell deliver something AYM.

Impressed the company acknowledges that dilutive placings damage the share price and they are looking at other options, it appears these other options of funding are very close.

This is the relevant part of the interview confirming they are seeking non dilutive funding of various sizes.

https://x.com/Oilplayer2009/status/1850919635585016049

I refuse to be drawn into the antics of RRR, I have said it all before, nothing has changed, however, this outfit is not the only AIM sector junior to lose 90% (or more) in value since the highs of 2021. In the link below readers can see the woeful state of this sector, even well run outfits have lost 70%/80%.

https://x.com/Oilplayer2009/status/1850607084603117991

Out of 46 randomly selected mainly AIM listed junior mining/exploration stocks 17 have lost 90%, yes RRR is one of the worst.

The above research is no consolation for shareholders but it does show, contrary to the 24/7 trolls, RRR is not alone in shareholder value loss, the question is will any of these companies ever bounce enough to allow their shareholders to extract some value in the future, that is the question

Truth is it appears short sellers Mangrove have left it late to close their position, this means they will be trying to buy at least 10m shares back in the market, a significant number given retail investors are now looking at PANR as a 20%/30%+ trade ahead of spud date.

PANR has always had peaks and troughs in it's stock price chart, if I believe the shares once traded around 8p and hit a high in excess of £2 a year or so later, the current price looks a real opportunity therefore, those with the stomach to hold though to well result could make a life changing sum if the result is positive, others will be happy for, what could be, a very decent trading % gain.

The next few days will be interesting, some speculation the rig is onsite, link below

https://x.com/GeodesRock49/status/1850349389308363153

No-one in their right mind would want to hold a 12m short position ahead of the well spudding, if the well delivers PANR shares would surge and the short position loss would be astronomic.

The only aspect I find strange is they have left it so late to close, already market players are sniffing a short squeeze and the price has moved up accordingly, next week will be very interesting, more-so if PANR delivers news or maybe tweets out some more progress photos etc.

I still think 25p can be reached very near term ahead of spud date, one thing for sure this time next week there is no way the share price will be kicking around the 17p/18p level.

I am sure retail investors will make the short closure 'uncomfortable' !!

If anyone studies the RNS closely the stated reason for the selling was due to 'personal circumstances' make of that what you will.

Decent RNS today, once again a few not understanding the PPB terminology, basically if gold is found near surface across decent area there will be good to higher grades lower down.

This early stage discovery on another licence could potentially offer up another JV opportunity, it seems corporate activity is all this balmy market is interested in these days.

In the meantime the SP seems to be stable in the mid .30p's range, the next move up cannot be far away as investors are crawling back into this sector.

Have traded this historically and have always noticed the share price moves up, often aggressively, at the most unexpected of times, I think there are programmed bots working the price which is probably due to short players being active, when they close that is when the price really moves.

Shorts will NOT want to be exposed when the drill spuds that is for certain, the risk for them will be too large.

4 mins ago !

https://x.com/RRR_RedRock/status/1848384250409623601

Clearly the share price has been affected by short positions, surely these will close ahead of the upcoming drill start, to dangerous to stay exposed IMO, my bet is they will squeeze the last pips out of their positions and then close out, PANR has a history of sudden spikes in price.

It appears a few are starting to take bull positions, maybe with a view to a trade to 25p/30p range pre spud, time will tell.

I have bought in recently, have traded this quite successfully in the past.

For what it is worth I have taken 1m today, I fully expect more news + talk all over X is these minnow junior mining stocks are at the start of a very very significant recovery, it has already happened in the US, AUS and Canada, with gold surging it is only a matter of time before we see a swathe of takeover activity also.

As I say buy the dips and profit.

Bit of a bear raid early doors by the looks of it, however, they only have £9k of stock on offer at .325p before they immediately move to .35p, this shows the sensitivity to the price if a few buys come in, L can only sell so many per month or they become exposed if the price moves significantly higher, more-so towards the later stages of the arrangement.

In other words anyone buying the dips should prosper.

It does look like this company may, finally, be turning the corner.

Baita Plai Mine

Key points were a 50% reduced workforce

Circa 50% reduced throughput (from 275dmt to 130dmt of Cu concentrate per month) to break even

Addition revenue from processing ore from The Hanes Gold Mine

Seeking higher grades

Further measures being taken to reduce costs

Expected to be net cash generative by year end.

The other projects all seem to moving up the value curve.

Who knows, could VAST finally return some shareholder value from a sub £2m base, remember the market is forward looking !!

DYOR etc.

I have to say I have never seen Bell so pleased with himself, he was almost purring like a Cheshire cat, the fact he has carried out this broadcast should fill shareholders with some confidence moving forward.

Like I have suggested on AIM anything is possible, it only takes one deal, one value event or something unexpected to deliver re-rates most can only dream about, RRR equity is currently priced as option money so starting from a very low base.

There have been MANY false dawns in the DRC process but these meetings (especially with the Gov) need to be taken seriously, Bell is correct, the opportunities in the DRC are massive, especially for a minnow like RRR.

Also remember if RRR is successful the next claim could be 10+ times larger in scale against the major who were party to the licence steal.

Hopefully, for once, the process will work in RRR's favour, the week ahead could get interesting.

Some speculation that CGNR will merge with KDR, economies of scale etc, I suppose it depends on how the new regime see things, despite the Prof's sad passing the family still have the majority say.

One wonders if CGNR have been in discussions with prospective new partners, I think everyone will agree the Prof was hard nosed and may have demanded terms that might not have been acceptable to all, maybe the new regime will be more open and less demanding, the company desperately needs some deal sooner than later, the good news is the gold price is surging.

It will be interesting to see what happens here over the next few months.

Seems to be moving at pace now, RRR $3m royalty.

https://x.com/SomaGoldCorp/status/1847319858553508069

Pierre Lassonde, the fellow behind that curve used to explain various stages of the junior cycle, has never seen such a disconnect between gold stocks and the price of gold going back 40 years, his comments were made when gold was $2000oz.

"#Gold equities are not priced as if gold is $2,000. They are priced as if gold is going to be $1,500. There's a disbelief out there and don't ask me why... I've never seen it in 40 years in the business... The gold equities lagging SO badly..."

https://x.com/Comm_Invest/status/1847048447309844503