Member Info for JuniorLassonde

ranking - current estimate for monetisation

1. luansobe - sale

2. ka****u - sale

3. shinganda - jv

4. ferber- sale

5. western foreland - jv

6. kalahari - sale

7. kamativi - sale

Https://x.com/kobeissiletter/status/1987703781392371859

RNS RULES - What You Cannot Do in an RNS

- Give vague or speculative timelines without basis (e.g., "sometime next year").

- Withhold a firm expected timeline if it’s inside information.

- Overstate certainty (e.g., "guaranteed in March").

Bottom Line

Timescales for monetisation are allowed (and often required) in RNS announcements, provided:

1. They are accurate and not misleading

2. Based on reasonable assumptions

3. Reviewed by your Nomad

4. Disclosed promptly if inside information

So the Nomad will have had to have reviewed the statement on the Luansobe expected monetisation event 'within 5 months'

A. Rule 10 - The Nomad must be consulted on all announcements that contain inside information, forward-looking statements, or material updates (including monetisation timelines).

B. Rule 31 - The Nomad is responsible for advising and guiding the company on its CONTINUING obligations. They must confirm that any RNS is compliant before release.

C. Rule 11 (UK MAR) - If the RNS discloses inside information (e.g., a specific monetisation timeline), it must be issued via an RNS — but only after Nomad sign-off.

If the NOMAD disagreed then GLR cannot publish — doing so risks suspension (Rule 2) or FCA action for breaching UK Market Abuse regulation (UK MAR).

The compounding impact into other assets in the portfolio is what will give the 10 bags+. A rapid rerate upwards once the first biggie deal drops. The timeline was in an RNS for the first biggie.

China: https://x.com/robert_ivanhoe/status/1985080223097115077

Breakout coming: https://x.com/wmiddelkoop/status/1983783597288075679

WOW! https://www.livecharts.co.uk/MarketCharts/copper.php

Https://www.lse.co.uk/rns/GLR/oversubscribed-placing-issue-of-equity-tvr-a13g2mnbwpt0nxt.html

Https://galileoresources.com/media/ shows @ColinBirdMining as his X handle. This was previously disputed.

Superb: https://www.livecharts.co.uk/MarketCharts/copper.php

Https://x.com/kacper_pk_ch/status/1982600322863317470

$11,000 / t Beckons: https://x.com/robert_ivanhoe/status/1981741843319787610

Https://www.livecharts.co.uk/MarketCharts/copper.php

Exactly Chri5p.. all good.

Chri5p, I was informed by someone who knows Mr. Packwood - that he bought back in to get the 5.1%. He had not been hanging on for years and had previously sold out. Not sure if that is 100% accurate but seems reasonable.

Https://x.com/CobreLimited/status/1981177919243186336

Https://www.mining.com/friedlands-copper-crisis-forecast-proves-true-as-historic-supply-crunch-nears/

Https://x.com/robert_ivanhoe/status/1980200273701183637

Luansobe within 5 months from the mid September announcement. Hopefully it is a well within. But there is a multi bagger just there depending on how the deal is cut.

Copper target: https://x.com/robert_ivanhoe/status/1978836578534346986