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An absolute huge piece that indeed didn’t get much commentary yesterday.

Convinced we see a breathtaking re-rating here now, the valuation is bonkers low for such a strategic cash cow.

Transformational adjustment to the economics here

A 300%+ uplift to NPV (now over $400m) and that’s before any further positive news or future increases in Tin or Tungsten

This suddenly became a much more exciting buy and hold. This has huge legs now from these levels.

That 1 year payback is a headline for me

Will be stunned if this isn’t 2.5p-3p very soon. Good luck all.

Fabulous news today and even more fabulous that the broker note is accessible to all. Too often, only a few can see these things! I have now raised my expectations here and see this notably multi bagging ahead. An EEE type move seems possible to me.

Valuation-it-is/HurstyJ - if you both like Tin then have a look at 1SN (First Tin) of the directors has acquired millions this year (he now has a double digit% shareholding) and on a call this week they said they could do £25m free cash flow at current prices! The market cap is just above that. It’s totally off radar but moves very quick on volume. Think has huge legs into 2026

Suspect @baroninvestment from X has bought in

He was chatting with the SML director on there yesterday and congratulating

With most of my investments right now I just wish I had more funds.

Hard to see how this doesn’t explode ahead.

We have about 7 holes to announce before Christmas too?

Just a matter of time Trojan before 1.5-2p range?

Truly significant and all the better because this resource is in the UK.

The world needs Tungsten for defence and electronics and SML have it at high grade.

The opportunity here is vast

Good to see a few 2.6m buys from the day before

Agree Hursty but that’s changing at SML. My view is SML will replicate EEE because you can only find better Tungsten grades at one other asset worldwide. Thats a ridiculous stat and means SML wont stay at £25m cap for much longer. Especially when it has a cash generative asset in Cobre too!

Wsbn, 1sn, Omi and SML

SML probably the one on most people’s radars right now. Big volumes going in in as market digests SML have the second highest Tungsten grades globally. Based in Cornwall so growing UK investor base. Has huge upside as the wood is rushing to get Tungsten assets (prices at all time highs)

1sn - is interesting as has the largest undeveloped Tin resource globally. Tin prices shooting up.

Omi - cheap gold explorer with an amazing future asset in Pepas. Lots of exploration to come!

Wsbn - we all know the score. We wait for news!!

Sod’s Law my £15k top up drove the price down lol

Wish I could add more but fully out of cash now!

Seems like mms are bidding for quite a bit of stock though so must be quite a few buyers trying to get in

Naph- the better one imo is SML. Would suggest anyone interested listen, watch last weeks webcast. They have the 2nd highest Tungsten grades globally and 7 further holes are to be announced between now and Christmas. Tungsten has just a new high today and the shares are breaking out. Quite a few that hold OMI also hold SML.

OMI - I added to £50k last week. I think very shortly people will be wishing they mopped up here. Papas is a future cash cow which based on the numbers and tiny capital needed makes this a slam dunk buy. The ceo expects to find more such resources which makes this one of the most exciting prospects on the market

Some clearly want in

Great way to start the week

Definite highlight (for me) from todays update was:

· Submitted the Environmental Impact Statement (EIS) in September 2025, a significant step forward for Taronga, and the anticipated receipt of developmental approval will enable the unlocking of significant value for the Company.

Very good news.

Certainly good news and something just mentioned on the OMI x page too:

“ Solid result in the Argentinean mid term elections last night. We try not to take sides but its good to see a pro-business sentiment prevailing”

What a reversal in gold, good summary Victoria.

Bet a few wishing they hadn’t sold at 22.50, 22 annd below today.

We all know this is worth a lot more than its currently priced, buy and hold!

At some point soon we will have some big blue days, stay patient and don’t let anyone convince you out

Exciting position to be in

And B’s posts about Pepas @ $3,000 gold just attests to how undervalued this is