Member Info for IvRoche

Not sure they will sanction Vanadium :-) but could be because oil prices are surging which will mean a renewed push for transitional minerals and materials. Either way the market is a funny old place ;-)

Agree but I think the situation in Ukraine really isn't helping :-(

IMO with Enonkoski drilling completed and awaiting Assay results (probably in the next month or so), Disko 2022 drill program pencilled in to start in Q2. All we need is Dundas financing to be concluded in the next 3 months? and I think we are game on. The difference between Bluejay and other juniors is the fact that they are progressing multiple deposits with a healthy pipeline of projects versus having all their eggs in one basket. Could they be faster, yes but they have limited resources (people) at this stage.

Apparently, there is a backlog in the Assaying labs due to Covid - its affceting a lot of projects. Plus it was only announced that drilling had been completed a couple of weeks back - these things do take time you know and even more due to the backlog.

Intriguing? - Care to elaborate ;-)

Agree, shipping is not a major point when funding isn't agreed. Yes, the BoD need to work harder on securing financing, they had a LoI from the US EXIM for $208m last Feb - Ironbark had similar and lodged its application in August last year and have had an initial ~$6-700m approved in December - $245m Capex for Dundas isn't even a lot of money in mining terms... Financing really needs to be in place by end of Q1 / early Q2 to have a chance of doing prep work for Greenlands summer. I really hope they start being more transparent and get the financing in place asap to restore some credibility!

That being said I do like the current prices but its a binary gamble - they get funding SP should improve as mine is developed even with dilution - delayed funding and delayed construction as a result easily slip back into 5 - 7 range.

I think that's the point that it is balanced and shows the prospectivity of the company but for the immediate future it all hinges on Dundas primarily and drilling updates which should be coming later this year.

Re: Funding its a tricky one IMO - Ideally funding needs to be secured by early Q2. However, if they are including US EXIM funding into the mix, based on IBG (Ironbark) it's not a short process - so could go beyond Q2 - that is assuming of course that they haven't done any work on it up until appointment of the IB.

https://bluejaymining.com/wp-content/uploads/2022/01/Bluejay-Mining_Data-Valuation-Report_FINAL_4-Jan-2022.pdf

(Analysis Document)

Pretty good analysis - just need the BoD to get on and deliver!

https://www.marketscreener.com/quote/stock/BLUEJAY-MINING-PLC-15082161/news/Bluejay-Mining-Moving-into-a-Pivotal-Year-37469553/

I am buying :-) Just had some great news on Ironbark in the last couple of days. Haven't been in Bluejay as long as some and irrespective of the BoD, Dundas is the milestone (which I am sure will happen) - Disko is the big one! So am in for the long haul.