Member Info for Helpful

Https://x.com/ABell2019/status/1983891697663869007?t=13M2JjpbK0orqHdKckWBqg&s=19

DYOR

Ah Foggie, you are getting infected with the TDQ disease of deliberately mis-quoting people or taking things out of context to try to make a bogus point.

As you know that was an analysis of NAV for an SOTP calculation. I did point out that the SP was completely different matter.

Mt Ida is no longer the largest. It does look like Mt Ida is getting a bit closer if you look at the recent Juno update.

zzzzz

DYOR

Https://x.com/SomaGoldCorp/status/1983165599208673351

DYOR

This is how you do analysis TDQ.

You assemble the information, you assimilate it, you integrate it and then you synthesise it.

1. https://money.tmx.com/en/quote/SOMA/news/8445587614993987 This was the most recent update

2. El Limon is producing.

3. 200 tpd Q1 grade about 8 g/t

4. They have a new VP with the remit to grow the company's assets through inorganic growth.

5. The strike continues at El Bagre but enters binding arbitration from November 7th

6. In the meantime the workforce returns to work.

7. The Chairman said, "Once the testing of the ore-sorting equipment is completed, management will consider an installation at El Limon, which would increase production to 400-425 TPD"

8. Elsewhere they have stated that the ore-sorting equipment works. https://x.com/SomaGoldCorp/status/1983563523390406765

So what does that mean?

Well from Q1, they should be on about 650 tpd at about a grade of 8 g/t. Likely the will install ore-sorting equipment mid year at El Limon and take throughput up to maybe 900 tpd with grade about 12 g/t.

So 300 days, about 108k ounces pa. If you look at last year's output, this would make a huge difference to the profitability. The biggest effect is that the corporate overhead is spread across more ounces. The finance deal they did a few week back took out the expensive debt.

Key factors: minimising the strikes, upgrading El Limon, corporate activity, the gold price.

So will it go past $2.00 per share. I would say so, likely in Q1 26. The thing that might stop it going past $2.00 would be highly dilutive corporate deals but the Chairman has a big position.

DYOR

Neighbours

https://uk.finance.yahoo.com/news/kobo-resources-intersects-10-0-113000011.html

DYOR

You really are a plonker TDQ. In your effort to try to make out you know better you just make yourself look worse. Where did I put a monetary value on the warrants? Regardless of what you think RRR has 200,000 warrants in Soma Gold: note warrants not options. If you want to value them, the accepted method is the Scholes Black method. I will let you work it out.

zzzz

It wasn't and isn't. It was £1mil plus 200k warrants. Never let details get in the way of one of your trolls, hey?

Tell us about Soma Gold again, about how RRR won't get a penny out of them.

I have to say, I am very disappointed with the standard of trolling. The pub group really does need to get it's act together: the TDQ reckons, I make millions on the loans and you reckon I have losses. Which is it? You can't both be correct.

zzzzzz

Boring Boy, you mean like the hypothetical granny who just bought 25mil at full price?

More interested in your comments on L2, the spread and the lack of trades since the 25mil went through at full bid.

Very interesting!

Well TDQ, good to get your detailed analysis for the record.

BTW Copper $11,183.50

DYOR

It is social housing big boy. Who buys social housing?

1. Completion of a $1.0 million strategic placement cornerstoned by existing shareholders, directors, and

local Côte d’Ivoire partners to fund exploration and working capital.

2. Given 1 above, who exactly is going to vote against the deal and be able to stop it going through?

3. The director lobbing in $150k is what is called, "a clue".

4. TDQ are you sure you understand how to analyse these things?

5. Lastly, why do they see value but you don't?

zzzzzz

DYOR

Yawn Sock Puppet. Do I really have to go through the list of the things you were wrong about or will just mentioning the sale of the Soma royalty suffice? How months were you prattling on for, insisting RRR wouldn't get a penny out of Soma?

AB said explicitly that the contracts for three plants will be signed this week. That only leaves today and tomorrow and Saturday.

DYOR

Yep but nul points. The JV is 50/50.

Anyhow TDQ, now that you have your early morning screaming done, how about we try some analysis on the new PPP JV deal? You go first.

I will respond and correct. First you have to read the presentation and the RNS and listen to AB's interviews and broadcasts.

zzzzzz

Look TDQ, give it a rest with the Drama Queen stuff, our ears can only cope with so much screaming.

It is called analysis, same as with Soma and same as this deal.

As I said, it is a done deal because of the large shareholder register and the director lobbing in $150k. There is absolutely no way it doesn't get voted through. The deal was also negotiated at $3,200, gold is now around $4k and DAL has created mass in the area.

TDQ, I am more interested in you telling us how we have lost the licences, they have no value, they are "rank average", "bang average" and so on.

If you actually did some analysis you might do better instead of just drivelling about your crazed agenda.

Now the bit that will upset you... As you can see DAL is going full welly on these licences a few things will result; firstly RRR's share will be worth more but it brings forward the day when DAL pays RRR $2.00 per ounce for any declared resource. You can see that DAL quite likes the licences.

zzzzzzz

DYOR

Https://cdn-api.markitdigital.com/apiman-gateway/ASX/asx-research/1.0/file/2924-03016150-6A1294153&v=undefined

As I said, done deal.

DYOR

Not sure if we still have Luanshimba.

DYOR

The Macalder Tailings at Migori. I think 67k ounces of gold, 1.28mil ounces of silver and 0.3% copper (about 24k tons). From memory, so I might be out a bit.

DYOR