Member Info for JP2000

very generous of you to publish the link & then **** them off.

existing deal on dotted but now additional parties and working on a deal at awkward, desk top dd complete awaiting site visit. have been looking at awkward suiters & likely to be an earn in deal

Exploration is an accretive process, x doesn’t mark the spot.

Dilution has been constrained,compare with KAV

Director salaries are modest, I wouldn’t get out of bed for DHs salary.

Liz Truss budget? Interest rates were rising globally back to normal rates, it’s actually worse under Reeves.

The follies were:

1) taking on debt finance for exploration

2) severe issues raising new finance to pay back debt, pretty dumb position.

3) ceding control FCM for peanuts

4) lack of value accretion points.

5) poor taste in ‘friends’

POW do not need another mouth to feed.

The 79th funding was bonkers before, now it’s positively toxic. James Knowles needs to go.

I heard the “plan” will be shortly announced. Market needs to appreciate dependencies & uncontrollables rather than blame DH when timeline slip.

Panther management are well aware of the need to strike a deal but also the value of the assets. Dotted has become more complicated because 3 system converge. My understanding is two majors are looking at Dotted.

How has “Darren killed this as an investment”?the last raise was low but limited & assets have been sold off. The next fund raise will be in Canada and a corporate deal is brewing.

For me the magnesium story is secondary, next phase of drilling will be conductors looking for massive sulphides ie high grade Ni

Another example with similar Mg/Ni grades is Inomin where Sumitomo are investing.

Investor should sign up for Panther's emails, confirmed they have conductors within the ultramafic prospective for Nickel and these are being drilled later in the year.

Ultramafic is massive worth billions but upside to come when they drill conductors within the ultramafic hopefully containing massive sulphides.

rns is badly worded but you have to realise mineralisation is not ****genous. nickel will appear as 3% over 50cm, 2% over 4m etc. look at results for gt resources and you end up with 2% ni over c10m whereas panther has reported equiv over 100m so the ni content is diluted, really poor messenging. they’ve got massive chrome grades over 10% in places which is very unusual for ontario. the reporting of magnesium is wrong on multiple level& & should have been left out. and rns has not mentioned conductors.

the news is encouraging but the delivery very poor.

What are these lies?

Let us know when you’re out.

They should have spun off KCB into a separate vehicle and run the Zim operation as a private company because don’t stop destroying shareholder value until next year. Dilution never ending, still got sharesfor Nara + other acquisitions + 2026 CAPEX. Then BT talking about 10m oz resource which will cost c$100m. It’s a complete s***show due to one persons ego.

I’ve always had the impression it was run on a shoestring. Illiquidity & small MCAP actually work in small investors favour.

The consolidation was pointless, more vanity than anything meaningful. Very few of these junior explorers are investment grade to institutions but once they de-risk with decent drill results then HNWs & high risk funds load up

He could have said, the cores from drills 2-5 were submitted on x date, this might sound like a delay but industry players (hint hint) have been analysing the core prior to submitting assay samples. The expected turnaround is x weeks & co will immediately publish results. And then a bit more about the targets and what was found.

Interview yesterday & whilst the software was interesting, a woeful interview which addressed nothing. Prior to drilling the key focus was the ultramafic extrusions and DH did mention pentlandite to the south & a conduit. They are also looking to for a JV or to sell DL.

I get the feeling Panther have been screwed over on the fund raise & DL isn’t much better which is perhaps why DH looks & sounds depressed.

Fact is 30 odd drills in Botswana, all dusters so what does Turney do, lowers the bar in Zim whilst giving himself options on 40m shares even though technically KAV was paying his salary & expenses.

The revenue stream assuming it runs to schedule, delivers diddly squat. 3bn shares & most likely 4.5bn by end of 2025. It is unsustainable unless you’re a cornerstone investor.