Member Info for Iceman_1

Nice RNS today — YA II PN LTD now holding 9.72%!!

That’s a solid vote of confidence and a strong signal the big players are positioning themselves before the next phase.

You don’t take nearly 10% of a company unless you believe in the story and see real upside ahead.

STRONG BUY! IMHO

I think the MMs are quietly loading up here. They know that by drip-feeding the price down, a few nervous holders will panic and sell. It’s all psychology at this stage. Once the news lands, the same stock they bought at 0.35p will be flipped at 0.5p–0.8p+. That’s why I’m adding every chance I get.

DYOR!

Ranger, seriously — you CAN'T just copy stuff from another board and drop it here without checking!!!

That makes you just as much to blame as whoever wrote it!!

Either you didn’t understand the numbers, or you didn’t care — either way, you’ve misled people. Don’t try to play innocent now.

This isn’t a playground — if you’re posting figures that could influence investors, YOU must do your homework first.

Children, pay attention!!

Ranger!

You don’t need Steve!

That post is misleading, and clearly misses the difference between pre‑ and post‑consolidation.

It’s like picking a fight and then crying for your mummy when you get beaten up — lol!

RANGER:- THAT'S MISLEADING POST!!!

When you say the share price “fell 100‑fold” and market cap “increased by 80%”, you’re using pre‑consolidation and post‑consolidation numbers side by side — which is misleading unless you adjust for the 1,500 :1 factor.

If you adjust for that consolidation, the real comparison is very different: the “post” figure is much smaller in share count, and the share price appears larger simply because of the consolidation.

Yes, EGTP!

Once the next RNS comes, this thing is going to fly. At these levels, the risk vs reward is stacked heavily in our favor. The setup couldn’t look better.

Im looking to add few more this week..

Ranger,

Yes, the CEO’s role involves selling the story to investors. That’s standard in early-stage mining.

Mounting debt is being managed via the YA financing package, and early cashflow from ore sales will start to offset costs. The “can” hasn’t expired — it’s just moving from development to first production, which is exactly what the next RNS should confirm.

Thanks, AIM — exactly, that was the point of my post. The potential is there, but the next few RNS will be crucial.

The CEO is a salesman, and the BoD should be selling this deal to shareholders. A Q&A could have really helped — I feel they missed the opportunity here. Wake up BOD!!!

I agree, the can has been kicked down the road long enough — clarity from the BoD will be pivotal for everyone.

All the best.

AIM, I see where you’re coming from.

I get that you’re just sharing short-term figures from the RNS, and it’s good to have that perspective. The spot price posts and “8-bag” talk are just excitement about the potential, not meant to replace actual RNS numbers and facts.

I agree with you, AIM!

Trimming costs will be key, and clarity on the remaining $4m would definitely help. Long term though, the ramp-up, high-grade ore, and funding in place still paint a very promising picture for NTVO.

Glad we’re on the same page about the potential here.

AIM, no “flipping sides” here — I’m just looking at the bigger picture.

Yes, your Year 1 figures were optimistic — I even said as much. But that’s exactly why I’ve been emphasizing the trajectory, not day-one numbers. Initial production, high-grade ore, ramp-up to multiple shafts, and funding in place — that’s what makes it profitable and why holders are confident.

Do you have any real-life experience in the gold mining industry, or do you just read RNS all day?

You’re stuck on a snapshot, I’m looking at the whole movie.

AIM, fair point — but the numbers I’ve quoted come straight from the RNS and company presentations.

Tesoro Gold Mine operational update: NTVO RNS – Operational Update Tesoro Gold Mine

https://www.lse.co.uk/rns/NTVO/operational-update-tesoro-gold-mine-be7bupjck8aoi7b.html

Grades sold: 15.6 g/t Au, Bonanza high-grade material up to 63 g/t Au: NTVO RNS – Operational Update Tesoro Gold Mine

https://www.lse.co.uk/rns/NTVO/operational-update-tesoro-gold-mine-e855tbbtbkuh7vr.html?utm_source=chatgpt.com

The 350 tpd figure you mention isn’t in the RNS. My point has always been the trajectory. Initial production on one shaft, ramp-up to 28 tpd with the second shaft, high-grade ore, and cashflow building.

So yes, a Q&A from the BoD would be useful, but the numbers we do have already show the operation is moving in the right direction.

AIM, come on — you’re still missing the bigger picture.

Yes, the averages are from the RNS/presentation, but that’s exactly why I called them “early averages” — they reflect initial production, not the ramp-up trajectory. The first shaft is operational, and they’ve sold ore already.

No!! they don’t need their own processing plant to hit the quoted tpd. They’re using local processing plants, which is standard in Peru, especially for early-stage production. Throughput and grades will scale as they bring in more faces and the second shaft, just like the RNS explains.

The point isn’t day-one numbers, it’s the direction of travel:- ramping production, high-grade ore, funded and producing. That’s what matters for the rerate.

AIM, you’re fixating on day-one numbers again.

Yes, 3–5 tpd on one shaft initially, aiming for 28 tpd with a second shaft — that’s ramp-up, exactly as expected. First batches sold, high grades already confirmed, and cashflow building.

Using early averages to downplay the operation misses the trajectory: multiple shafts, higher throughput, funded, producing — that’s the real story.

Look at where it’s going, not where it started.

AIM, you’ve completely missed the point again.

You’re quoting early-stage figures straight from the initial setup phase — the whole purpose of that RNS was to outline the starting point before the ramp-up. No one expected them to jump from 0 to 28 tpd overnight. That’s how every mining operation works — build, stabilise, scale.

And as for your 20–30% below spot comment — that’s standard for small test batches while relationships and consistency are established. Once throughput increases and they’re processing steady volumes, the realised price moves much closer to 90–95% of spot, especially with high-grade ore (some already showing up to 63g/t).

You’re fixated on the first few weeks of setup data while ignoring the direction of travel. The grades, expansion plans, and unsecured funding terms all point toward one thing — a serious operation moving fast toward full production.

That’s the bigger picture you keep missing.

Aim!!

I hope you took the time to read my last post properly and think twice before your next one!

I’m actually looking to add more this week!!

Honestly, this kind of post just misses the whole picture!!!

You’re crunching numbers like this is a fully mature mid-tier producer — it’s not!!!

NTVO is in ramp-up mode, and early figures never reflect the true potential once production and grades stabilize.

You talk about “reducing costs,” but anyone who’s followed mining knows setup and early extraction always carry higher costs — that’s before full throughput, before grade blending, and before steady-state production.

Let’s clear up a few things:

Grades: You’re quoting 12–15 g/t, but RNS data shows Bonanza ore up to 63.6 g/t. That’s 4–5x higher and completely changes the math.

Throughput: You used 10 tpd — the company is targeting 25–30 tpd within months, which triples output and margin.

Gold Price: Assuming 75% of spot is unrealistic. The company has direct plant deals — likely 90–95% of spot, especially with gold above $4,000/oz.

Admin & Finance Costs: Front-loaded during the development phase — not ongoing. Once cashflow builds, these become negligible.

CLN: It’s unsecured — meaning no assets at risk. Once repayments start, it’s irrelevant. Even YA clearly sees this — they bought £200k of shares at 0.44p. Think about that — when do they ever buy at market price?

And you don’t think they did their research before that purchase? Come on. These are institutional players who’ve seen the numbers, seen the samples, and know what’s coming.

This isn’t about today’s spreadsheet. It’s about what happens when gold stays above $4,000 and NTVO moves from 10 to 30 tpd with grades that can hit 60 g/t.

At a £1.7m market cap, this is risk vs reward at its finest — early-stage, high-grade, funded, and sitting on one of the purest gold belts in the world.

Keep your calculators out — but don’t miss the re-rate when the next RNS drops.

DYOR.

Spot on, EGTP — couldn’t have said it better!!

The funding deal, director buys, and YA’s own £200k investment all point one way — confidence in what’s coming. The CLN is unsecured and becomes meaningless once production kicks in. And you all don’t think they did their research before this purchase? Crazy! These guys know exactly what’s coming next.

Gold sales and cashflow will change everything here — tiny £1.7m cap with serious upside. The next few weeks could be very interesting!

DYOR

Yes, we definitely need more clarity. A proper Q&A session would go a long way, and consistent updates on X would really help build momentum and keep investors engaged.

The BOD Just needs to keep things simple!

Good morning everyone,

Gold is now trading above $4000 after spending a few days below it — great momentum building again!

We’re also due plenty of updates this month and next, so it’s shaping up to be a very exciting time here.

I wouldn’t want to be out of this when the news lands — once it does, it could be too late to get in at these levels.

It looks like the market makers dropped the price below placing to scoop up some stock before the next move up — classic buy low, sell high strategy.

Some people forget that without taking a bit of risk, there’s no reward (or biscuit!) 😉

Another fantastic RNS after hours!

This clearly shows that management has strong belief in the company and its direction.

Today, Rosa Maria Diaz Torres, wife of CEO Stephen Birrell, purchased 762,797 shares at £0.003966 each!!