RE: Future Prospects30 Aug 2025 06:50
Two chunky trades went through late Friday — £80K on the book — a nice sign of confidence as this keeps shaping up beautifully.
For anyone just in, or those sitting higher from the recent hype, here’s why I remain very upbeat. I’ve attended the AGMs the last two years, spoken with the entire leadership team, and I can tell you firsthand: they’re genuinely passionate about delivering value here. The Chair herself has over £250K of her own cash invested — real skin in the game.
Yes, most CEOs/BODs can talk the corporate talk. But when you meet them face to face, you see what’s driving them. Both times at AGM they sat for nearly an hour answering shareholders directly. That says a lot.
I also spoke with the geologists — David P and Clare (you’ll have seen her in the recent video). Their excitement about Mbé is absolutely infectious. One story they told stuck with me: BCM’s geologist — with over 50 years in West Africa — said geology like this comes along maybe once in a lifetime. When Clare says “we’re only scratching the surface,” it’s not just a phrase — it’s reality.
I challenged them on why they didn’t double up drill teams during the Lanstead deal to accelerate results. They said they’d weighed it carefully but the economics didn’t stack up. They’d rather drill smart, hit targets, and keep costs disciplined than spray cash around. That’s the right call. And the proof? Every drill hole so far has delivered gold. Now with bonanza-grade hits in the mix, we’ve got results that are both shallow and deep, and the system remains open in every direction.
On a macro level, this is following a very familiar West African success story — big open-pit potential, large tonnage, highly economic. And let’s not forget: contiguous licences around Mbé are still to be explored. There’s a lot more runway here.
It’s no exaggeration to say the majors are watching. Virgin ground like this is rare. Every piece of the puzzle is falling into place — passionate leadership, world-class geology, disciplined drilling, and a system that just keeps giving.
This one has the makings of something very, very special. 🚀✨
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