Member Info for LiquidSilver

Arete Capital Partners flags A$150M M&A as Victorian gold enters 'renaissance'

https://www.spglobal.com/marketintelligence/en/news-insights/trending/sS4sdPRyr8Ev6CvyApOWbA2

Private equity firm Arete Capital Partners could spend up to A$150 million in the next two years on gold acquisitions in Victoria and potentially more broadly in Australia following the success of its recently acquired Stawell mine and impressive results of 10% investment Navarre Minerals Ltd.

"We would be keen to fund further Victorian opportunities if they are suitable. The Victorian opportunity probably needs A$150 million-plus soon to make up past under-investment across a range of assets. We're actively in discussions with a range of people — mostly explorers. Nothing [confirmed] yet, but we're taking our time."

Navarre also made a discovery north of Bendigo called Tandarra, which is now held in joint venture with Catalyst Metals Ltd.

"On the back of that, and what Fosterville gold has done for Victoria in creating a new renaissance in gold, Victoria has been challenging Pilbara conglomerate gold which has been the hottest spot in Australia for exploration," McDermott said.

He has noted a "massive land grab in Victoria among both juniors and majors, on ground that may have the next Fosterville," including Newmont Mining Corp. and Chalice Gold Mines Ltd.

"I've worked on and off in Victoria since 1986 at Stawell, both Ballarat, Bendigo and Fosterville, and this is the first time in my working life that I've ever seen so much interest and hype coming into Victoria, all from what Fosterville has been able to demonstrate," McDermott said.

The Moormbool and Bailiestone projects are just east of Bendigo - Joint Venture die this week before the AGM to drill and discover coming?

Creswick near the producing Ballarat mine:

http://www.liongoldcorp.com/operations/castlemaine-goldfields/

Review the map on their website - Creswick is directly north and adjacent to the mine.

https://www.londonstockexchange.com/exchange/news/market-news/market-news-detail/ECR/14295154.html

The highest grade duplicate result of 80.97 g/t gold came from a 1 metre interval that originally assayed 44.63 g/t (announced on 8 May 2019). The ‘full bag’ test of the remainder of the material gave a result close to the average of the two sub-samples at 63.03 g/t (announced 27 August 2019).

Lion Gold Corp:

In FY2019, operational achievements included approximately 3.39 kilometres of underground development, 46.6 kilometres of diamond drilling and the mining of 273,072 tonnes of ore at 5.7 grams of gold per tonne.

The successful mining at the Ballarat tenement has led to the development of a broader regional exploration programme, devised with the intention of generating a pipeline of projects that could eventually provide ore feed to the Ballarat gold processing plant.

Agreed, was good to hear from Craig once he started talking ECR

He is up for his position at the AGM this month.
He should really do more interviews and importantly get a deal or two over the line before the AGM.

The more I look into Victoria the more I get excited about the prospects of ECR. Deals being done in recent months with Novo Resources, Kalamazoo Resources and others. Eric Sprott is piling investment money into Victoria. Follow the money I’d say.

Newmont is next to our Bailiestone Licence and Craig discusses earn-In, JV’s etc.

Creswick situated just above the Ballarat Gold mine with Lion Gold Corp who invested heavily from Singapore at the end of 19.

http://www.liongoldcorp.com/operations/castlemaine-goldfields/

Craig mentioned there is ‘bucket loads of cash coming out of Singapore at the moment’ from the Chinese who bought the Argentina assets...

https://youtu.be/0MtkNZoGUEU

I’m struggling to understand why the share price is 0.6p watching Craig’s video’s and his podcast. Can’t see that staying there for long...maybe a bounce back to 1p in the next few weeks at least

Victoria is certainly heating up with deals.

Craig Brown told us late February they are very close and advanced to completing deals for their assets in Victoria....now 6 weeks on we must be close to a joint venture or Farm-In deal RNS - imagine it is a Newmont or Novo Resources or Kalamazoo Resource....all active larger companies completing deals and developing assets in Victoria around us.

They will have read and discussed our previous drilling results... ‘they are a number of well respected companies were approaching us and we’ve signed a number of NDA’s’...Craig also told us companies wanted to acquire some of our licenses... Bailieston has three projects in it (south and south/west of Newmont) and Creswick is ‘substantial’.

Tells me they will sell certain Licences and keep a royalty for the future and tie up a JV or Farm-In for Bailieston and Creswick with a major or two...

https://youtu.be/ZAD5g57qgN8

It does make sense a major would want to see a stronger balance sheet.

Anyone share or differ in their opinion?
At 0.6 at least there is a rise to the usual range of 0.8-1.1p..even without a deal or two

Completely oversold in the last month since the 0.1 placing. I will buying next week. Easiest trade from 0.07 to 0.12 at least - if an RNS drops then it will be liquid like early February which took it x8 from here.

The company will be announcing at least the accounts RNS in the coming few weeks which will have new eyes on when announced - better to buy before at least that RNS.

Just needs a few continued buys on Tuesday and Wednesday and the market won’t control the rise.

Risk/Reward....so obvious from this 0.07 price!
Show me another stock that’s raised £2.5m at a 45% premium to the current share price.

Strong buy and I will be!

Kapunda assays due this week.

Thor Kapunda Gold
Located in South Australia, Inital focus copper (119,000t resource)

Historical data suggests gold was completely ignored, company now realising that Kapunda could be a hidden gem with historical data potentially pointing a 1Moz Au resource.

Thor drilled 3 pilot holes which look oustide conservation area - XRF results 66m @ 0.27% Cu & 23m @ 0.49% Cu
Assay results pending for Cu & Au due

Northland assayed samples for gold
Note dwts/ton is 1.5g/t Au so the 10 dwts/ton is actually 15g/t Au

Key takeaway is "gold values established to 600ft"

major copper interesections - never assayed for gold!

Northland Minerals decided to re-assay hole KP01 - the deepest hole drileld at Kapunda for gold (KP01 designed to test an anomaly)

KP01 re-assayed for gold - stunning results
95m @ 3.06 g/t Au from surface
Deeper intersections 100-200m
31m @ 3.98 g/t Au
29m @ 3 g/t Au
ISR at Kapunda is good to 100m
272m of gold mineralisation
That was the only hole they re-assayed as gold was at $36oz

Northland Minerals based on these results came up with a "postulated" resource
Northland described Kapunda as "a gold mine with a copper by product"

Potentially a 1Moz Au resource.

Limited stock available on L2 up to 0.3 and if Thor complete the Spring Hill finance in the coming weeks it will surprise the market. I’ve been buying slowly at these levels as have a couple of others.

Spring Hill resources comprises of 10 million tonnes at 1.4 grams per tonne for 450,000 contained ounces of gold.

The Company has received indicative offers and has entered into an exclusivity arrangement with a selected party that has commenced due diligence and preparation of final agreement documentation.

A$13.30 p er ounce of gold p roduced from the S p ring Hill tenements where the gold p roduced is sold for amounts over A $1 ,5 00 per ounce.

At the time of writing the gold price sits at approximately A$2,600.00 per ounce.

450,000 x $13.30.

Spring Hill finance and Kapunda assays could surprise the market in the coming two weeks.

City broker told me it’s a worked sell over the last few weeks. One to watch next week and buying into small retail selling.

Will buy on Monday at these levels - capital raise at 0.1 and have £2.5m cash - that’s a huge amount in this environment. Anyone selling at this level over the past 3-4 weeks have been desperate and created an opportunity.

A lot of people bought in the rise to 0.6 in February - now x10 lower.

Bought yesterday and will continue next week. It’s an amazing price after the panic. I see this back at 12-15p in weeks.

Qtr production figures this week will be very impressive and then April they will be announcing 53 drill holes.

Gold:

Gati Al-Jebouri, Chief Executive Officer and Chairman of the Board of Pembridge stated:

"The support from Wheaton should significantly assist Minto's cash flow as the Minto mine ramps up production. Assuming that the Market Price for gold remains on average US$1,500/oz and that Minto produces 11,000 ounces of Payable Gold, this deal could benefit Minto's revenue by up to approximately US$8.5m during the Modified Price Period."

Great to see the trades today.
Obviously very limited stock at these levels and an easy opportunity for the price to rise to 0.3/0.4 range in a flash regardless on management or projects.

I’m hearing SH finance is close to completion and that supports the business. After that there are plenty of ways to finance and after last years debacle that won’t happen again.

Should be a good week watching - soaking selling at each level back to 0.3/4

GoodLuck all

The 15m buyer is absorbing daily sells too.
Buy when low and when others doubt. Arthur has just put in $200k

Company cannot raise money until August’20 as main list and used their 20% authority which convinced me a deal is close for project and plc

Chart looks very attractive

https://youtu.be/ZAD5g57qgN8

Interesting watch!

Craig Brown interview - can’t be far away for the deals to be announced. Guessing the hold up Regulations with today’s RNS and now that is out of the way the deals will start.

Good message Charlie,
I’ve been buying at these levels and will continue to do so.

Doesn’t even need news for COPL to pop but if news does come and I believe it will then this will be significantly higher than 0.1

Good luck and will enjoy the move over the next week

https://www.pembridgeresources.com/component/rsfiles/download-file/files?path=Presentations%2FPERE+Investor+Presentation+2020+V1.6.pdf

New presentation is impressive - now at 5p it is far more in the reward box than risk! Strong buy

End of March now. April should have a large number of RNS’s:

Concentrate produced by the Minto mine contains 35-40% copper in concentrate, with gold and silver by-products.

1. First shipment of Concentrate from Skagway to take place in March

2. 14,000m diamond drilling programme commenced

-- 53 holes planned in total, targeting the identified deposits of Copper Keel West, Copper Keel North, Copper Keel South and Minto East II

-- Objective is to expand the boundaries of these deposits, move additional resources to reserves, and expand existing reserves

-- Drilling commenced from surface in December 2019, with a second underground drill in January 2020

-- Assay results are expected from March 2020 onwards

Qtr production figures due in the next week from January, February and March.

A few large 15m buys recently - someone seems to be building a position before news - won’t take much to take copl back above 0.1 - interesting to see L2 tomorrow as wasn’t much on offer in size today. It’s a difficult market but think COPL at these levels is a buy

The only time we seem to get an RNS is receipt of funds (helps the plc costs), restructure of loan, project extension - current investors are bored and we are not attracting new investors because there are no substance project RNS’s.

It’s time the company supported investors with real news via RNS announcements. There is money waiting to be invested but why would anyone invest if they don’t see RNS’s? On project achievements.

Don’t get me wrong I’m Investor and I would buy more if I saw the company publically achieving and growing the business (not only social media). It’s a shockingly low share price and an easy buy if only the company would say so.

Even bigger RNS on H&W or Islandmagee?

Any thoughts on RNS announcements for an update at H&W? Why so quiet on the RNS front?
They have tweeted and linked to Stena Line - why not build the picture for INFA by announcing deals?

Was never a fan of Qtr updates but in two weeks we should see some incredible numbers for our market cap.

I really hope Gati starts to release assay results over the next two weeks. High impact announcements with so many holes being drilled from December 2019.

In my opinion Gati would have learnt a lot on how small cap businesses develop on market and the importance of newsflow and RNS releases. I hope he does not put all the results out in one RNS and that he's clever enough to excite the market with numerous announcements before and after the Qtr results first week in April.

One thing will be for sure, Gati will want the market cap higher to undertake new transactions for paper. This we should take advantage of as the PERE is off most peoples radar but with RNS's landing new eyes will be on the production and the market cap and the register which Gati has a large chunk off and the broker who did the raise at 12.5p is a good broker.

Very exciting few weeks ahead for Pembridge and I have and will be buying more. Buy when others panic and these prices are a steal. No one has stock at under 12.5p and losing money except for ex management or companies paid in shares but they would have provided all retail investors with an opportunity to top up or buy before assays and Qtr production figures really excite the market and the herd arrives.

I will be buying and testing the seller this week. GLA

It seems the business is moving in the right direction finally.
I have been buying into selling under the 0.3 capital raise and following the AGM where I met John Wood and importantly for me and other retail investors the exit of Riverfort and their dumping of the stock.

I was very unhappy when that loan was taken out but needs must in hindsight.

Now the company has the Euro1.3m grant reclaim money we can be assured the company will not raise again at these levels which is what all retail investors fear.

I am excited to see the growth of http://www.harland-wolff.com/ and noticed John Wood visited No.10 Downing street this week with Simon Zielonka, the Director at Royal Caribbean Cruise Lines to see Boris and other N.Ireland ministers.

It is also noticeable that this followed the internal appointment of Seena Shah - Seena ran for the parliament at the last election for the Conservatives https://www.seenashah.co.uk/ and will have close connections in government. Very useful for Islandmagee project https://www.infrastrataplc.com/projects/islandmagee-energy/ and investment/government support in H&W.

This ticks all the boxes now to buy under 0.3 and sellers will diminish with PR and RNS newsflow. I wonder if there will be at least one RNS this week following the meeting last week at Downing street. I also wonder if John Wood will be allowed to buy on market now the EU finance is into the business.

05/10/18
BUY
John Wood
CEO
1,348,427 @ 0.59p
£7,915

03/10/18
BUY
John Wood
CEO
1,736,293 @ 0.58p
£10,070

09/08/18
BUY
John Wood
CEO
2,721,131 @ 0.59p
£16,027

06/08/18
BUY
John Wood
CEO
2,220,335 @ 0.63p
£13,966

27/07/18
LOF
Graham Lyon
RES
3,099,174 @ 0.48p
£15,000

27/07/18
LOF
Matthew Beardmore
RES
5,165,289 @ 0.48p
£24,793

27/07/18
LOF
Graham Lyon
RES
3,099,174 @ 0.48p
£15,000

24/07/18
BUY
John Wood
CEO
16,700,000 @ 0.52p
£86,840

With the oil crash last week a lot of retail investors will have cash and will be looking for stories like H&W and share price destruction like INFA. It is a strong indication with the register made up on approx. 50% with institutions. When the buying and story develops INFA will be far higher than 0.25/0.3 range in my opinion.

I'm also excited by the appointment of Mark Lawther as a Director of Defence programmes at H&W.
Really does feel like INFA is starting to progress and at some speed in the last few weeks. It is now important to update the market in the form of RNS's which the company has been very poor with - but understandably I guess, now no excuse and the board need to be more proactive on this front to regain shareholder trust and explain the story better to new investors.

It is a share price we will look back at and think why didn't I buy under 0.3

With the size of the operation at H&W - http://www.harland-wolff

https://youtu.be/0DNyEVOqDaQ

Very undervalued and very hard to buy in any real size. This company will multiply when news lands of a buyout of their stake of Stonepark.

Glencore next door on Pallas Green and has just take a strategic stake in Group Eleven with 1m.

Why does a giant like Glencore take a position in Stonepark?

I’m sure the last RNS will flush out Glencore or even other majors that want to be part of a huge Zinc system next to Glencore’s Pallas Green mine.

In terms of finance I believe Telling is a very rich man with his Diamond company and Irish Whiskey brand. He won’t want to dilute (No pun intended) a company like Arkle where he will be looking for very high returns