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Disko - 30m for 51% is pretty good... with 10m for 2026 drilling, values our 49% stake at roughly at today's market cap.

Finally this could be the RNS that gets us drilling at Disko!

CC fair take on Kangarlussuaq. with the MC where it was, we needed the cash and dilution would’ve been brutal, so a sale made sense.

The EBT wasn't a bad idea and that kind of structure usually signals confidence in growth, on reflection from a shareholder point of view they should have set higher targets.

As for gas in Finland, there’ve been some methane indicators, but nothing remotely commercial at this point. More geological curiosity than future leg.

Fair point, CC and it’s a good debate to have. If we’re talking about a possible “fourth leg,” here’s how I’d see the landscape:

1.) Hammaslahti (Finland) – modest tonnage (3–4Mt Cu-Zn-Au) but near-surface and fully permitted infrastructure. Could restart small-scale if copper stays high, but not a company-maker. VERDICT: JV or Dispose

2.) Outokumpu (Finland) – brownfield VMS ground, technically interesting but patchy results. Would need real spend to move forward. VERDICT: Dispose but keep the gas rights

3.) Thunderstone (Greenland) – early-stage, gold-nickel-copper anomalies, still greenfield. One for the bottom drawer. VERDICT: Hold (mainly because I like gold)

4.) Dundas (Greenland) – Feasibility-ready ilmenite project, paused due to TiO₂ prices, feedstock surpluses and capex needs plus the MRE debacle. Would need money to dispel the doubts re: tonnage via more drilling but could come back to life in a stronger titanium market. VERDICT: Hold or JV

5.) Thule (North Greenland) – little public data, year and years off. VERDICT: Hold or JV (aligns with Dundas)

So honestly, with Jameson (oil), Disko (critical metals) and Ferrandina (biofuels), I don’t think 80M needs a fourth leg right now. Better to prove up what they’ve got and let those three generate momentum and/or cash flow.

If I could choose a “what if,” though - I would have kept Kangarlussuaq. That was arguably the best fourth-leg candidate: genuine scale, advanced geology, plus Ironbark now Skylark Minerals are looking to restart work on their Zinc deposit Citronen (post failed sale) given the strength of the Zinc market and pricing.

Hope that helps, ATB.

Lol CB - I only read Naps post I didn't read yours. I was referring to Pelican/March GL - GNLD Nasdaq listing.

Well those rumours are wrong... Still no S-4 doc filled with the SEC only 8k so far. There is a whole process and set of filings to be completed first.

QQ: Is it you whispering to yourself?

No change today but really liking the Spod6 price forecasts for 2026/27

Oct 31, 2025

#Spodumene Concentrate (6%, CIF China)

Price: $944.00

1 day: $+0.00 (0.0%) ➡️

YTD: +15.69%

100% Agree Mr+

Bring on the Trilogy: Disko RNS - I am here for Disko, I want that thing drilled!

On a fun note: we haven't been 80m that long in the grand scheme of things - so anything would be busy versus the tumbleweed we have had for the last year :-p.

Mister Positive - > Let’s be real - the last two RNSs were huge, but £2–3 billion valuations at this stage are far fetched.

Ferrandina’s a proper business now, but even if it hits the €20–24 m net profit target, that supports maybe £100–300 m on normal earnings multiples.

Jameson’s 13 billion barrels look incredible on paper, but it’s still pre-drill - upside, not booked value.

It's still early days and don't get me wrong - I would love that valuation but it's execution first, rerate later IMO.

Hey CC - thoughts below :-)

For years, 80M has been a lot of promise and no tangible outcones: too many projects, no cashflow, no focus. Then across two days they dropped RNSs that flipped that narrative on its head.

At Jameson Land, the numbers are jaw-dropping: 13 billion barrels (P10) - independently certified by Sproule ERCE and filed with the SEC. 80M’s carried 30 % is worth billions in the ground if they hit. This is Greenland’s shot at becoming the next North Sea.

At Ferrandina, they’ve gone from minority partner to 100 % owner of a fully permitted, revenue-ready biofuels plant with MOUs covering more than the site’s capacity. Partners include a Fortune 500 energy major and Ludoil, with restart this December and full production by January 2026. Potential earnings? €20–24 million net profit a year if fully utilised - cashflow that could fund the entire exploration portfolio.

This is the pivot moment.

Ferrandina brings cash, Jameson brings scale, Disko brings strategic minerals. For the first time, 80M looks like a company with both near-term income and long-term discovery upside - the strategy they put in place is nearly there but now they need to execute - execution is key. As my Dad used to say, "there is often a slip between cup and lip".

And more to the point, this gives us something positive to talk about versus the conversation here over the last year.

Just need a Disko RNS and 2026 will be explosive!

This RNS marks a turning point for 80M:

They’ve secured feedstock, offtake, tolling, and control - the four pillars of a commercial biofuels business.

If they hit the restart timeline and convert the MOUs to contracts, Ferrandina could produce meaningful earnings by early 2026, giving 80M a tangible revenue stream to support its energy and minerals portfolio.

In short: execution is now everything - but the fundamentals of this announcement are very strong.

Well that would be the dream wouldn't it, excl the part about Exxon Valdez (I think you may want to Google that one). IMO, too many execution points to get through before we can even start contemplating...

I am pretty sure of one thing though by the time the get to production 80m will no longer be apart of it, think Turquoise Hill (RIOs Mongolian Cu/Au monster).

Once more onto the breach - and may my stop-loss be merciful this time... :-p

Because I cna choose to unblock and see what bull shyre your spouting now. Back in the green bin for you chef brown-bloggs

A green box this early on a Saturday morning from a Chef Brown-Bloggs account is more than likely a setup to move genuine posters from actually discussing relevant items

Usual BS Topics from this lot are:

1.) Incorrect SC6 Spot Price (African/Zim) / AISC

2.) Terrorists have conquered Mali (or similar)

3.) Bernies salary and performance

4.) Lying about attending AGM or similar

5.) 15m loan facility

6.) Mali's disputed capital gains claim

7.) Suay chins sell down

ATB

Based in what we have seen with Newmont and Newcrest merger i.e. Disposal of Telfer and Havieron to GGP / Disposal of Coffee Project Yukon. I really wouldn't count on a JV with Anglo/Teck on Disko - if anything they will be disposing of non-core assets and focusing on maximising / optimising assets in play.

@Malcolm When someone can't comprehend basic facts and has an entry price if 0.82p "BEcaUSe he Thought It wUZ GOinG Up" but spends their entire day posting complete utter shyte, well they are either on the sauce every day or are deliberately here to troll

You are being being deliberately thick and slam dunks the point you are not here for any other reason to disrupt this board Chef Bloggs. Green Bin.

Because admins don't do anything

@Ashton, yep I am pretty sure we can rule out drilling this year and that's based on available info from the SE filing. Unless they want to get a few chinook helicopters and drop the equipment over 😂