Member Info for Iceman_1

AIM,

Entry and exit price matters to each individual investor. But the market as a whole doesn’t know or care what price any of us personally paid. It moves based on valuation, fundamentals and expectations of future performance.

If the business makes prograss and delivers, new money comes in regardless of previous entry points and that’s ultimately what drives share prices higher.

No one is writing off the past. Context and history matter and people buy at different prices.

The point is that the market ultimately values a company based on where it stands today and where it’s heading next. Past performance provides context, but it doesn’t define future valuation!!

It's fine to talk about history, but recognising that progress and changing fundamentals matters just as much, if not more.

Im not saying investors should ignore entry prices or profit and loss. That’s personal to every shareholder and everyone manages their own position how they choose.

The point is that the market itself doesn’t price a company based on what individuals paid in the past. It prices where the company stands today and where it believes it’s going next.

Yes, there was mining activity previously, but the business has gone through funding, restructuring and repositioning since then.

Context absolutely matters, but so does recognising change. The question now isn’t what happened preconsolidation or who bought at which price level. It’s whether the company is now in a stronger operational and financial position to scale and generate sustainable revenue going forward.

You also have to factor gold and silver prices into the equation. Macro conditions matter just as much as company progress. If precious metals weren’t in a strong bull market, with gold above $5,200 and silver around $87, I personally wouldn’t be here.

Right now both the company’s progress and the macro environment appear to be moving in the right direction.

That’s ultimately what drives rerates.

The real question now isn’t where the price was previously or how many shares existed back then. It’s this:

Is the company closer to generating revenue and scaling production today than it was at 2.25p?

If your answer is yes and production is now underway, then valuation will ultimately follow delivery, not historical share counts!!

AIM, investing is about looking forward, not staying stuck in the past. You really have to move on from what’s already happened. The market moves on, and so should investors.

I hope this helps!

Good reply dipmytoein!

Let explain this with some examples.

There are plenty of AIM companies with billions of shares trading and rerating all the time.

TRP has over 32 billion shares in issue. Yes, 32 billion!! and yet it still trades based on valuation and catalysts rather than share count.

ORR has roughly 4.8 billion shares and a market cap many times higher than NTVO

CLON has over 8.1 billion shares and trades around a £2 million market cap

EME has over 7.5 billion shares and sits around a £4–5m valuation.

NTVO has around 600 million shares, which is actually modest compared to many AIM peers!!!

When production grows and revenue follows, valuation will move up and share price moves up regardless of how many shares exist. It is as simple as that.

It’s always been about market cap and not the number of shares in issue.

I hope this helps.

I once read that Bitcoin’s biggest gains came from only a handful of trading days. Miss just the 10 best days over a few years and most of your profits disappear and sometimes returns even turn negative. Think about that! If you were out of the market during those big days because of short-term noise, you missed the move completely.

I learned this lesson the expensive way. I owned Bitcoin when it was around $100 and sold too quickly because I read somewhere that it was a Chinese scam. lol!! When it reached $1,000, I waited for a crash or a big dip to buy back. Then it moved to $5,000–$6,000 and I waited for $3,000. A chance that never came and I never bought it again.

The same happened with ETH. I bought ETH below $100 and $200 but sold too soon on a dip and then wanted to re-enter. Instead, it ran past >$4,500. Those were premium priced life lessons for me.

Fear, insecurity, and the belief that we can outsmart the market often cost far more than the dip itself ever would!

AIM drifters rarely make big money. They sell on fear, buy back on excitement, make a little, lose a little, and repeat the cycle until eventually they give it all back. Most miss the big moves and end up chasing higher prices.

You see this a lot on AIM. A small dip or a few negative posts on LSE BB and conviction disappears overnight. Many of the loudest posters don’t even hold shares. Ask yourself, do you really want advice from people who have no skin in the game? I believe without taking risk, life rarely changes.

Market makers understand investor psychology better than most investors understand themselves! Once you sell out, getting back in becomes very difficult because you start fighting your own mind while the price keeps moving higher. MMs don’t wait for you to feel comfortable again. That’s why it’s important to write down the reasons you bought the stock in the first place. If those reasons haven’t changed, why sell?

Review your reasons daily or weekly. Add new ones or remove old ones if the story changes. My SIX biggest reasons for buying NTVO are:- 1) Gold/silver macro bull market, 2) Transition into producer (huge credibility jump), 3) Processing plant, 4) Insider positioning, 5)Tailings silver dumps 6) Low valuation vs assets. As long as gold and silver keep moving higher, I believe I will make very decent returns on my investment. Short-term delays or noise don’t bother me. If you see my posts, I add during delays and noise.

I don’t sell because someone posts something negative on LSE. Sometimes people bring their frustrations/depression/anxiety onto this BB. In my view, posts often reflect someone’s state of mind. If someone feels negative or depressed or sick, that energy shows. Negative posts say more about the poster than the company. The company is clearly making progress!!!

Big money is rarely made by timing every move. It’s made by conviction, patience, and staying in the market long enough for the big days to fin

I added at 0.058p and again at 0.625p. But why? Because I believe in the story. We all have the same facts. I simply try to connect the dots and invest. That’s really all any of us can do. And I invest what I can afford to lose because risk is always there but I feel very comfortable with my position in this company.

I don’t need ten winners. I just need one that delivers, and that alone could take care of my bills for years.

In my opinion, we are living through one of the greatest gold and silver bull markets of our lifetime. I genuinely believe gold could move beyond $10,000 and silver over $200 in the coming years.

The most important thing for me is this, we’re not just talking anymore, we’re going to be producing gold very soon. No matter how small the starting point may be, once production has begun, and production can be scaled.

Everyone starts small. What matters is building, growing and scaling up step by step.

Looks like another great opportunity to buy the dip.

We should form a new highs. We reached 0.7p last time and this time we could blow past that.

I feel we should be valued between £7 to £10 million market cap.

Major RNS updates are imminent on several fronts!!

I actually see this as one of the strongest signals shareholders could ask for.

Over the last few months we’ve seen directors’ wives buying stock, directors taking shares instead of cash salary, and securing meaningful option positions. That alone shows strong conviction. Now we’re also seeing shares being moved into ISA accounts, which to me signals clear long-term positioning rather than short-term trading.

This is a FACT:- Directors know the company better than anyone else. They understand what’s coming down the pipeline and the potential that lies ahead.

When insiders continue increasing their exposure and structuring holdings for tax-efficient, long-term ownership, it suggests genuine confidence in where this company could be heading. Directors don’t position themselves like this unless they believe the upside is significantly higher.

All of this points to directors positioning themselves well ahead of what may be to come.

I’m just connecting the dots and we could be in for some very, very exciting times here.

FULLY LOCKED AND LOADED!!!

Downagain,

Look up Bed and ISA. Your broker sells your shares from your normal trading account and then immediately uses the cash to buy the shares inside your ISA. They charge very small spread and the process happens within seconds or minutes.

Someone has just transferred almost £19,000 of NTVO into their ISA account... meaning long term and tax free on gains!!

Bed and ISA

19-Feb-26 11:11:19 0.42066 4,512,841 Sell* 0.42 0.47 18.98k O

19-Feb-26 11:11:00 0.42 4,525,358 Sell* 0.42 0.47 19.01k O

hope it helps

Small caps don't move in 5% or 10% increments. They're highly illiquid, so when they drop, they tend to fall 20% or 30%. But the flip side is they also move back up just as quickly.

I added more this week!

I’ve been in this position before. Previously, I bought in above 0.50p and watched the share price drop to 0.3p. But I didn’t just hold, I added aggressively!!

There’s an old saying: you can never go wrong when you buy the dip.

Last week I was buying at .50 and above. So buying some here feels like a great opportunity, just like when i was buying at 0.3p.

You've got to do your homework and believe in the story. Then you wait for the company to make progress. I feel as long as the company keeps delivering—start mining, build the processing plant, and show meaningful progress on trailing, we should all do very, very well.

DYOR/GLA!!

There is always the potential for additional news flow, but based on recent RNS releases, these appear to be the most obvious near-term catalysts we should all be watching.

gla

1. La Patona Plant Update

Progress toward construction and commissioning of the 350tpd processing plant could be a major catalyst as NTVO moves closer to production.

2. Bonanza Assay Results

Initial 34 Samples + Additional 117 Samples = 151 samples. All 151 samples have been sent to SGS del Peru S.A.C. for analysis. Strong grades could significantly strengthen the production story.

3. Start of Mining at Bonanza

Confirmation that mining has begun via an RNS would mark a key transition from development toward revenue generation.

4. Geological Study & Mine Plan due this month

Nativo has been preparing a Final Geological Study Report for the Bonanza vein, which includes a detailed mineral zoning map and lithological model. The final study should provide clarity on scale, mine life, and the overall operational roadmap.

5. Tailings Agreements

Reprocessing historical tailings deposits to recover gold and silver. The company has identified several tailings dumps in Peru with significant precious metal content. Securing agreements to process these tailings at the La Patona plant could provide additional revenue streams and enhance the plant's utilization.

A strong operational update on the La Patona processing plant has the potential to transform Nativo.

The company already has multiple tailings dumps, meaning the material is mined and ready to process. That removes many of the traditional mining hurdles. No expensive drilling, fewer permitting delays, and lower technical risk. Once operational, the focus becomes simple: recover the metals and generate revenue.

La Patona could be a real game-changer. If the plant delivers the investment case could look very different very quickly.

La Patona Plant: Key Points Investors Should Understand

The La Patona processing plant is designed to handle silver-bearing material, including "tailings dumps".

MAIN La Patona Plant Capabilities:-

350 tonnes per day capacity: Serious throughput for a company of this size, offering strong operational leverage once the plant is live and the ability to scale production without major new infrastructure.

Built to process BOTH gold and silver: The flotation circuit allows treatment of silver-bearing tailings as well as mined ore. Unlocking material that has already been extracted and sits ready for processing.

Tailings = Faster route to revenue!!! No costly drilling + No long permitting timelines + Lower mining risk + Greater geological certainty. I feel this will be KEY for NTVO.

Strategic importance: Tailings reprocessing is typically viewed as lower risk because the material is already mined and known to contain precious metals.

La Patona gives Nativo flexibility, gold, silver, mined ore, and tailings. And it Positions the company to monetise multiple sources of material once operational.

AIMinvestor22

You’re clearly not invested, nor do you have ANY intention of investing here. So why do you post here everyday? Its a simple question...

Now just read your own post. And tell me, AIM, do you come here to help clarify things or just to amplify noise?

You're a grown man and you're behaving shamelessly like a teenager!!

AIMinvestor22

Here comes his 2nd account. 😄

I’m not sure why you bother posting here everyday. You’re clearly not invested, nor do you have any intention of investing here.

You must have a very sad life, AIM!!! Why don’t you read a book or watch some TV instead?

Ranger104uk... you are wrong.

You can't even get the date right. 😄🔥

You're completely clueless. Easily the worst poster here. 😄😄😄

Sorry, was on the phone.

RNS on 3rd Nov 2025 at 6:28 pm