Member Info for Iceman_1

Exploration activities have commenced at the Tesoro gold concession in Peru following the maiden JORC Exploration Target ⛏️👷

An initial surface sampling campaign is underway across three key vein systems, focused on supporting the next phase of systematic development.

https://x.com/nativoresources/status/2059182750691733688

Today’s X update is very interesting!!

The maiden JORC Exploration Target was never the end goal, it was the starting framework. What we are now seeing is NTVO moving into the next phase of systematic development at Tesoro.

The new surface sampling campaign across multiple vein systems is important because it helps:

*refine the geological model,

*improve understanding of grade distribution,

*identify higher-grade zones,

*and potentially support future resource growth.

This is how mining companies progressively build confidence and value in an asset.

I’m expecting updates on the GOPP, progress at the mine, and initial gold sales. Could we get RNS on silver dumps. I just think its easy money. Once we have our own processing plant we can process the silver dumps and print money 24/7/365!!!!

I would not be in a rush to sell gold production here. With gold looking very strong going into the coming months, holding inventory or potentially borrowing against stored gold could become very valuable strategically.

Just imagine if gold moves toward $6,000 over the next 6 months. This could accelerate sentiment, cash flow potential and ultimately the NTVO share price.

To me, this stock is clearly a buy-and-hold investment, not something to trade in and out of after a few days.

Just look at how active management has been over the last 6 months and the quality of the RNS flow we have been getting. The company now has funding in place for GOPP and, in my opinion, we should start to see real operational progress moving forward.

I’ll keep adding when I can and just enjoy the London sunshine 😎

Yes, in my opinion, to become a £50m–£100m company, NTVO needs its own GOPP.

The real value comes from owning the infrastructure, controlling the processing, and keeping more of the profits in-house rather than relying on third parties.

Now that the company has secured funding at 5%, I personally think BOD should push aggressively to complete the GOPP as quickly as possible.

Good morning,

Today my focus is on the GOPP!!!

The GOPP could be a real game changer for NTVO because it moves the company beyond simply exploring and mining gold into actually processing and producing gold itself.

Very few small mining companies are able to control the full cycle from mining to processing and producing gold doré bars. If NTVO successfully delivers the GOPP, the company could potentially control the entire value chain, which could significantly improve margins, scalability, operational control and long-term value creation.

Owning the processing plant gives NTVO:

**greater operational control,

**potentially much higher profit margins,

**lower reliance on third parties,

**and the ability to scale production over time.

Instead of sending ore away and paying others to process it, NTVO could process its own material and potentially third-party ore as well.

That is why yesterday’s RNS is also important. The company is now looking to add additional mining opportunities in Peru that could potentially provide future mineral feed for the GOPP.

In simple terms: more mines + one central processing plant = potentially more production, stronger economies of scale, and a much larger long-term business model.

That’s why I see the GOPP as the key long-term value driver for the company.

Lol!

Ranger..... Big, BIg, BIG, difference between $1000 per Oz & $4500 per oz and in the super bull market!

Hope you are doing well and enjoying your hoilday.

I think they will probably stockpile most of the mineralised material until the GOPP is ready. Transporting ore to third-party processing plants is expensive and logistically more difficult, especially when the processing facility is many miles away from the mine.

You also have:

*transport costs,

*loading/unloading costs,

*handling losses,

*third-party processing fees,

*and less operational control.

If management believes the GOPP can be operational within the next few months, then it could make more sense economically to retain as much material as possible and process it through their own plant later, where margins should theoretically be much stronger.

That said, they may still selectively process some higher-grade material earlier to generate cash flow and support ongoing operations while the GOPP is being completed.

That’s fair, and I guess that’s why you are not invested here.

Today’s RNS shows NTVO is trying to grow beyond a single project and build a broader mining and processing business in Peru. That’s how many successful mining companies begin — by expanding assets and increasing future production potential.

With most forecasts still pointing toward a strong long-term gold market, I personally think expanding while there is still relatively limited interest in Peru could prove to be a smart strategic move.

Of course, execution is now the key.

My top 5 picks for the next RNS:

• GOPP EPC contractor appointment

• Commencement of processing plant construction

• Further Bonanza/Tesoro vein updates

• First gold sales / doré production

• JV for the silver dumps

Very exciting times for shareholders in my opinion!

I think today’s RNS is important for a different reason. This RNS is about NTVO expanding and building scale.

The company is no longer focusing on just one project. Management is now trying to build a broader mining and processing business in Peru by adding more potential production opportunities alongside Tesoro and the GOPP. That matters because growing mining companies can become significantly more valuable over time as:

*production potential increases,

*resources expand,

*processing capacity grows,

*and operational scale improves.

The market often starts to rerate companies long before full production if investors believe management is successfully building a larger long-term business.

I also think this type of expansion can eventually make NTVO more attractive for:

*strategic partnerships,

*JV opportunities,

*institutional investment,

*or even future takeover interest.

That’s why, personally, I would rather buy and hold than try to trade every small move.

Another VERY interesting strategic RNS from NTVO this morning in my opinion.

What stood out for me most was this:

Management is not thinking small.

This agreement potentially gives NTVO access to multiple additional gold, silver and copper opportunities across Peru alongside an experienced local mining operator that already runs producing mines.

More importantly, Stephen specifically mentioned targeting projects that could potentially be:

“in production within 12 months”

That is HUGE because it shows the company is focused on:

*near-term production,

*near-term cash flow,

*and scaling operations rapidly.

The structure also looks attractive for NTVO:

*75% ownership,

*85% profit share until cost recovery,

*while initial project review exposure is capped at only US$70k.

To me, this RNS further confirms that management is trying to build a much larger mining and processing business in Peru — not simply develop a single exploration asset.

Combine this with:

*the maiden JORC Exploration Target,

*GOPP progress,

*tailings opportunity,

*high-grade gold results,

*and now expanding mining opportunities,

and I personally think the company is becoming far more interesting with every new RNS.

At around a £3m market cap, the upside potential here still looks very significant to me if management continues executing.

This is worth a serious punt!

I would say 10p coming and then spike into 15 to20p!

Downagain,

Are you invested here or just window shopping?

Do you know how warrents work?

I still have warrants from the last placing, and unless the share price goes to 1p, I won’t be exercising them. They’re essentially free, and most people don’t exercise warrants at the exercise price anyway. You can wait a year or even longer, which gives the share price time to move much higher without creating any overhang.

CLN is bad news. Good that its now gone!

ATM only works if you have liquidity. It benefits no one if the broker uses ATM below 0.5p.

My top 5 picks for the next RNS:

• GOPP EPC contractor appointment

• Commencement of processing plant construction

• Further Bonanza/Tesoro vein updates

• First gold sales / doré production

• JV for the silver dumps

In this game, you need a little patience.

That's day traders trading penny stocks. lol!!!

Waiting for next few RNS, which I feel will push SP much higher.

I personally think the loan structure is very interesting.

To me, the logic of this deal is that YA benefits most if the share price moves materially higher. NTVO gets funding at a relatively low 5% "unsecured" rate, while YA gains exposure to potential upside through the warrants.

So for YA to agree to a deal of this size, they would have carried out extensive due diligence and likely had access to operational and technical information beyond what is currently public.

Combined with the maiden JORC Exploration Target, high-grade gold results, and ongoing operational progress, I personally think today’s RNS could prove more significant than the market initially realises.

GL!

BIG THANK YOU!!!!

For a small AIM gold miner at this stage, I personally think securing unsecured funding at 5% is very encouraging. In my opinion, lenders do not provide that kind of facility unless they see significant potential in the underlying asset and long-term strategy.

For anyone wondering what today’s funding package is actually being used for, the RNS clearly states the money will go toward:

• Repaying the old November 2025 CLN early

• Advancing the Tesoro 1 and Tesoro veins

• Finalising the engineering design for the GOPP

• Working capital and ongoing operations

For me personally, the most important part is the continued focus on the Gold Ore Processing Plant.

Management keeps making it clear that the GOPP is central to the long-term strategy and potential upside of the company.

Today’s funding gives NTVO the ability to keep pushing operations and development forward.

🔥🔥🔥 £2.1 million funding under a new unsecured loan agreement. The headline interest rate is: 5%🔥🔥🔥