Member Info for IvRoche

I adjusted mine up from £10 to £15 Speedie, based on the fact that we will have min 4m oz coming from next resource update and now this... (Once that orange ar$ehole stops f'ing around we will boom)

Great RNS, finally the one many of us have all been waiting for (95% confident they won't issue a retraction RNS in a couple of days) 😜

I need an RNS before I believe that Disko will be drilled this year and even then I may be skeptical....

Don't disagree Pj70 but IMO you missed the resource / reserve upgrades that are coming...

Shaun Day said, "Next JORC update will be equally as impressive" in the last round of updates 4.8m upgrade already from the most recent assays up until 31 Dec 2025 means we should easily see over 4m additional Ozs added to Telfer... Noting that we can could push well beyond 400k Oz production once Hav is online.

Load up while you can...

"Next JORC update will be equally as impressive" @ 10:15 in the presentation....

4.8m Jorc upgrade from the most recent means it should be over 4m additional Ozs added IMO.... GBP £10 here we come!

Was that in an RNS

#Spodumene Concentrate (6%, CIF China)

Price: $2,230.00

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YTD: +44.06%

#Spodumene Concentrate (6%, CIF China)

Price: $2,210.00

1 day: $+67.00 (+3.13%) 📈

YTD: +42.76%

Maybe it's because I haven't had my morning coffee but I can't see a reference to resource increase... Got a better link?

#Spodumene Concentrate (6%, CIF China)

Price: $2,143.00

1 day: $+71.00 (+3.43%) 📈

YTD: +38.44%

Yep RNS, for exercise of warrants at 30 and 35p...

It's not all about Jameson :-) but think we need an RNS on Disko now the GNLD will list on the Nasdaq.

Historically (Bluejay days), Disko/Dundas exploration/drilling programmes were always announced late Feb / March, with mobilisation Apr/May and drilling through the summer.

We’re slightly past that initial announcement window now, which likely just reflects complexity of the USFM JV, permits and final agreements - not major at this stage but it's getting tight especially given history of false starts on Disko.

From here, the RNS sequence to watch should be:

Next few weeks I would expect: definitive agreements / Disko drilling programme confirmation

Apr to May: mobilisation update

Jun to Aug: drilling

Aug to Oct: Assays

Roughly 6m shares traded today... (4.3m on ASX +~4% SP) and (so far 1.7m on AIM +~7% SP).... In total this is about ~10% of the demand that will be needed to satisfy GDX/ASX100 rebalancing... This could get interesting :-)

Correction GDX will need 22-24m shares (used out of date numbers). My bad. Eitherway, it's going to be explosive.

@96dc2 - short answer is no, explain below

The ~60–65M shares estimate is really just the mechanical buying from passive ETFs.

That comes from:

- GDX: ~11–12M shares

- ASX100: 48–52M shares

Those funds must buy to match the index weight.

Then you have benchmark / tracker funds (super funds, institutions, gold funds etc). They don’t have to buy immediately, but many increase exposure once a company enters a major index to reduce tracking error. So the 60–65M shares is really the floor.

Over time the total demand could end up closer to ~80–100M shares once those benchmark funds adjust.

Two structural index additions now confirmed:

- Entry ASX 100 on 23 Mar (estimated 0.42%)

- Entry GDX at 0.58% weight

At A$11.54/share and 672M shares on issue:

- Market cap ≈ A$7.75B

Rough passive demand estimates:

- GDX: ~11–12M shares

- ASX100: ~48–52M shares

So together you're looking at roughly 60–65M shares. That’s about 9–10% of the entire register.

This could turn into a bit of a liquidity vacuum. Index funds have to buy at rebalance regardless of price, while sellers step back once they know that demand is coming. When that happens you can get very tight liquidity and sharp moves around the rebalance window.

Hopefully my calculations are are right and just something to keep in mind over the next few weeks. GLTAH.

That was an great interview. Lots going on, lots of drilling and results to come.

2026 should be a news-heavy year, and the stock will trade almost entirely on drill results. IMO: 6-10p assuming drilling results are good.

Dead ducks CC or atleast in the deepest darkest part of the bottom drawer...

Now what would be interesting given all that's going on is an announcement on Fernandina (Greenswitch)...

QQ, ASX 100 inclusion will it be March or later in the year? (when will we know?). If Iran drags on Gold will continue running and if ASX 100 inclusion is added to the mix plus any RNSs around Telfer mine life etc ahead of quarterly results in April - it could be a recipe for an relatively large increase in SP....

Think the MRE will easily have us over 1 million oz... fingers crossed!