Member Info for ID78

$48 is resistance for silver so a pullback was expected.

It’ll go on into the $50s

45p is fair value…..

But the market doesn’t always behave rationally - with a bit of hype we could see 60p is my thinking.

You just never can tell!

Wrong board??

Sorry - yes Rio not Anglo!

Interesting my buys shows as a sell

Someone is loading up with these.

Block buys of 5,000,000 ….

Is that us? Pullback over?

TXP - that was another one (oil and gas)

Back to SVML. … who do we think will buy us out?

Anglo?

Mitsui?

Toho Titanium?

Tesla??? (thanks to trumps tariffs we now have the lowest cost graphite)….

The Chinese (if they dont buy us they lose their dominance and opportunity to dictate pricing for graphite)..

$48 is resistance, I’m not so sure $50 is resistance.

Could easily see $55 and then a pullback

Yeah … I do think HEX could do £1 but it won’t be this year.

I don’t even think we will see 70p this year.

HEX will rerate based on production but all I can guess is 40-60p and that’s a wide margin, clearly!

It’s just going to keep going.

There will be a correction next year before it just kicks on again … the next 10 years should see silver outperform the stock markets

As soon as I read that comment (the DFS won’t move this) I stopped reading as it told me that the poster was either clueless OR had an agenda - a gripe. Either way someone to be ignored.

Honestly oil and gas has never been good to me! … but I will keep it in mind…

I did hold ADV (90% geological chance of success re-entering an old oil field). They got … zilch, madam, nothing.

90% chance of success (luckily I didn’t hold for the results and left with a small profit)…

Tbh I’m wondering if HEX is a good move at all, might ‘only’ go up 50, 60%.

But it could move before SVML….

I have traded in and out of WSBN since below 0.2p so I’m happy enough with how I have done there. My plan was to hold for drill results and buy here, but time is running out to buy SVML at these levels. Meanwhile I’m struggling to see what I can sell…. So WSBN it was that got chopped. Fundamentally there is risk there and there isn’t the same risk here - and both could return similar returns…

I also hold BRES (and HEX -> prodn imminent and OMI -> MRE next month)

All four have transformational news due this quarter and like you it’s a question of recycling some of the money as each one rerates.

Although OMI is a bit of a special one for me…

Back to your question. BRES could go to somewhere near 18p to 25p - maybe.

SVML I think could maybe get to near £1… interesting to hear what the other holders here have to say on that one.

It’s hard to decide, trust me!! I guess the way to look at it is there is no wrong answer. Whichever you buy will do well, and provided news on doesn’t drop at the same time then you can spread profits into whichever hasn’t (yet) had its day…

Hey charta

Just sold my WSBN and added here. SVML has been on my watchlist for a LONG time and time is running out here.

The recent dilution on WSBN is annoying. But fundamentally WSBN drill results and SVML DFS could land in the next few weeks.

One is a drill result….. that could go either way. One of a DFS that should re-rate the SP.

Ahhhhh (bodruncle) … I see.

Apologies Bagzzz, I’m an idiot. It’s clear now looking back.

Making a coffee - I wonder if OMI bounced yet? Ehhh. … yup.

Surprised? …. Ehhh … nope.

Just a question of when we get into the 30s..

Love this share.

Apologies for the mis-spelling of defence.

Didn’t the EU just dedicate Trillions of spending to defence?…………

From ChatGPT - Here’s how (Germanium is) used in defense:

🔹 Infrared Optics & Sensors

• Germanium is transparent to infrared light (2–14 µm range), making it ideal for thermal imaging systems.

• Used in night-vision goggles, rifle scopes, thermal weapon sights, and vehicle-mounted imaging systems.

• Critical for guided missiles and target acquisition systems, where IR cameras track heat signatures.

🔹 Aerospace & Satellites

• Germanium substrates are used in high-efficiency solar cells for satellites and military spacecraft.

• Space-based infrared sensors for missile warning and surveillance often use germanium optics.

🔹 Communications

• Germanium-doped fiber optics can be used for secure military communications with low signal loss.

Because of these roles, germanium is classified as a strategic and critical material by many governments (including the U.S. and EU). China is one of the world’s top suppliers, so availability is often tied to geopolitical security concerns.

👉 germanium is very much used in defense and national security technologies.