Member Info for IvRoche

P. S. 80m can’t really drill “just for platinum” or “just cobalt” - it’s all part of the same system (nickel, copper, PGEs, cobalt), normally they’d be targeting broader zones.

Hey CC,

My 2ps worth below.

Disko and Dundas are very different plays, but both still matter.

Disko has big upside - nickel, copper, cobalt, PGEs - but the KoBold JV didn’t deliver. Now that 80M owns 100%, they’ve got a clean slate. Could they drill it themselves? Possibly, on a limited scale, if GreenSwitch starts generating cash. But realistically, they’ll need a new JV or farm-in partner who can do it properly. And with metals prices for platinum and cobalt ticking up, the timing’s getting better.

Dundas is a different beast - it’s fully permitted, high-grade ilmenite, and basically production-ready. But ilmenite prices have been soft, so it’s parked for now. It could be sold, JV’d, or even advanced later if cash allows. Think of it as a strategic lever the company can pull when the time is right with the caveat that they will need to restore confidence in resource and grade folling the debacles...

So you’ve got:

• GreenSwitch = near-term cash (fingers crossed)

• Disko = big exploration upside

• Dundas = de-risked fallback or funding option

It's far from perfect, but the structure’s better than it was a year ago IMO

Awful news for the security guards family, hopefully Bernie and Co will help out the family.

The fact that a detachment of military forces are present is of some comfort but agree with Lav, export permit needs to be sorted via televised announcement or decree so we can start moving Spod off site.

Note: Am sure Hainan will also ramp up security with Chinese Contractors.

He has been selling down since June, assume he is exiting the business because there isn't any tax liability excuse for that...

GGP sits at a unique transitional point on the Lassonde Curve - between the “Development” and early “Production Growth” phases - though elements of the “Orphan Period” narrative are also present due to investor sentiment following FY26 guidance downgrade. Assuming all goes well with Telfer drilling and early dev of Havieron we are looking at mid to late 2026 to hit stage 5: Production Growth

I must have really hit a nerve — you’ve stopped talking about 80M and started writing about me. Appreciate the free rent in your head.

Let’s cut through it, RachT2 — your posts aren’t analysis, they’re pure FUD. Same playbook every time. In the markets, that kind of commentary is dismissed for what it is - fk.wittery.

Serious investors don’t need a self-appointed narrator rewriting every RNS to fit a doomsday script. They read the data, weigh the risk, and act. You, on the other hand, churn out daily essays trying to prove a point you clearly can’t let go of (Sad)

Sixteen months of pumping the same FUD over and over and over makes you background static. And static never moves a price, no matter how loud it crackles.

Another essay dressed up as analysis, but it’s the same routine: bad news exaggerated, executing against their strategy or progress dismissed, and a storyline bent to fit your agenda. Again that isn’t insight, it’s spin...

Genuine investors are watching progress unfold; you’re stuck rewriting history to suit your own narrative. Sixteen months of daily posts and still nothing new — at this point, it looks more like a personal vendetta.

The difference, RachT2, is nobody else feels compelled to hammer the same three points every single day for 16 months. That isn’t balance, it’s fixation dressed up as opinion.

There’s a reason people skim past now - it’s not because your view is controversial, it’s because it never changes. Repackaging the same lines day after day doesn’t make them more credible, it just makes them background noise.

RachT2 – after 500+ posts over 16 months, you’re still recycling the same FUD “funding/dilution/BoD” lines. At this point it says more about your obsession than it does about 80M.

Everyone here has heard your script - on repeat. Repetition doesn’t make it fact, it just makes it fixation.

At some point you have to ask one of your multiple personalities: if you really believe the outcome is that certain, why spend every day harassing / trying to convince a handful of retail punters on a chat board instead of putting your energy where it matters - bigger investors...

Price Today: 948

Movement: - 3 (951 - 3)

Thanks, CC — appreciate that.

I try to stay relatively balanced but have a big problem we people who are wall to wall negative about everything because, like most here, I’ve been through the ups and mainly downs with this share.

I’ve had my fair share of doubts about RM - some of the talk has definitely been overblown, and I wasn’t a fan of the move into GreenSwitch or Jameson but I have moved on and accepted it. Look at the alternatives (excl. Dundas), what realistic path did we have to revenue in under a decade? We’d have been diluted to the moon at current SP levels irrespective to prove up any of our assets.

On your questions:

Does RM and co have enough voting power to take liberties? Not really. RM owns about 6%, and insider holdings overall are in the 7–8% range pre-EBT. The 10% in the EBT is held in trust - until those shares are vested and actually allocated, they don’t count toward voting power. So no, they can’t just steamroll the shareholders and look if we don't want RM at the helm then vote against him at the AGMs (if he falls below 80% support he is a goner in my view)

Could someone take them out? Yes - it wouldn’t take huge money at these levels to build a significant stake or even make a move, especially if delivery doesn’t follow big promises plus there is always a risk we are taken private.

I doubt anyone reads your posts RT2 - much of it is long winded garbage. You are welcome to spread your FUD as much as you want but you just look more unhinged every time you do so. Because facts are clear any potential inkling of anything positive you just post long winded noise to drown close it down. I pity you. You need to get a life.

We can always use linearity to calculate to provide revenue per tonne at lower level of SC6 grade i.e. 5.7% or 5.5% and it's affect on pricing - this isn't perfect but it's not a million miles aways either. Also you can use the other spots from 4-5% and 5-5.5% spod to calculate what the slide scale would be (which is very similar to below).

Example:

- 6% CIF China price = USD 978/t || Conc grade = 5.7%. -> (978/6.0%) * 5.7% = 929 USD/T or Conc Grade = 5.5% = 896 USD/T

Caveats:

- This assumes linearity - most industry benchmarks (Fastmarkets, Platts) assume grade-value changes are directly proportional

- Does not account for penalties on deleterious elements (e.g. iron, mica) or for moisture/delivery terms. (None present per 2023 FS)

- Applies primarily to spot cargoes and contract negotiations that reference a 6% basis.

Worth stepping back for a moment. The EBT share award maybe isn't the red flag that I initially believed — it's more than likely a signal management expects incoming value.

Here’s why:

GreenSwitch – Now has MOUs covering full capacity (120,000 tonnes per annum) with NACATA and Tecnoparco. Ramp-up to full commercial production is expected which means revenue shouldn't be far behind.

Disko – 100% ownership now Kobold is effectively out minus a pesky royalty, otherwise clean structure, no JV complications and ready for a drill partner or funding solution.

Jameson – Already partnered with MarchGL, targeting helium, hydrogen, and gas or oil. This is a real strategic basin covering 8,400 square kilometres — ship leaves in Sept and drilling starting in Q4 with results in Q1.

The EBT locks in the team before any potential re-rate on delivery.

Some posters will always find a negative spin which is their right (greenbox them for some peace and quiet) . But for me atleast the strategy is a little clearer: GreenSwitch funds the minerals. Disko and Jameson offer scale upside (Disko TBD and Jameson gets drilled this year and into Q1 next)

Massive fingers crossed and significant hope that 80M is positioning to move from promises to some sort of progress.

Was Paris not in France back then? :-)

FYI - Momo not my find (just provided translation) to the picture that was the cause of some disagreement on here.

The mining of ore sure, but the plant running through the stockpiled ore -> definitely not. So the challenge in what you have said Lav is that we aren't stockpiling ore to be processed because it's the wet season and marry that up to the fact that we are out of stockpiled ore due to lack of explosives - so there will be a gap.

That's my take as well. They are still processing the Ore stockpiled rather than blasting and stockpiling.

Some text got cutoff - so paragraph 3 again below.

3. Ouverture officielle de la mine

L’ouverture officielle de la mine par Son Excellence le Colonel d’Armée Assimi Goïta pourrait malheureusement coïncider avec l’épuisement total du stock de minerai, rendant notre démonstration de production impossible, sauf si elle était avancée avant le 31 août 2025. À ce rythme, l’unité de traitement sera contrainte à un arrêt technique d’ici le 20 août 2025. Une anticipation permettrait de magnifier la reprise des activités industrielles de la mine (La Mine de Lithium de Bougouni SA).

Official opening of the mine

The official opening of the mine by His Excellency Army Colonel Assimi Goïta could unfortunately coincide with the complete exhaustion of ore stock, making our production demonstration impossible unless it is moved forward before August 31, 2025. At this rate, the processing unit will be forced to shut down by August 20, 2025. An earlier opening would help showcase the resumption of industrial activities at the mine (The Bougouni Lithium Mine SA).