Member Info for longinthetooth1

Going up for huge potential demand from ai data imo

Yep this saves IRONs bacon essentially!

For the record I set a limit sell at 0.1p in three months I'd be stunned if that doesn't trigger!

I won't check in here until mid December

Byyyeeeee for now

Ok I popped in £2 k

On the drop lets see in a couple months where this is at

The near term RNS should state revenue

Immediate!

Should calm any fears of funding

Yes right here right now but that £21 million investment by third party will bring in decent revenue for IRON for free carry to IRON which it could never raise itself!

In years time let's see where this is!

My view (based on this RNS)

This is a constructive development. The RNS significantly de-risks Ironveld’s business model and clarifies a pathway to cash flows without burdening itself with heavy capex or operational risk. That said, it’s still far from guaranteed success, and the upside is contingent on Daemaneng executing, commodity markets, and offtake conditions.

If I were a speculative investor, I’d view this as a positive signal — enough to consider a position, but only with tight risk controls, small exposure, and expecting sharp volatility.

Ai actually suggests taking a small position! Not often that happens

My view (based on this RNS)

This is a constructive development. The RNS significantly de-risks Ironveld’s business model and clarifies a pathway to cash flows without burdening itself with heavy capex or operational risk. That said, it’s still far from guaranteed success, and the upside is contingent on Daemaneng executing, commodity markets, and offtake conditions.

If I were a speculative investor, I’d view this as a positive signal — enough to consider a position, but only with tight risk controls, small exposure, and expecting sharp volatility.

This is a big derisking event!!!

What the RNS says

Today’s key RNS: “Ironveld PLC Signs Mining Operations Agreement” 

Here are the main points & implications:

• Ironveld’s 74%-owned subsidiary Lapon Mining has signed a binding agreement with Daemaneng Minerals to take over all mining operations (capital & operational costs) at the Lapon site for a five-year period. 

• Daemaneng will invest ~ZAR 500 million (~GBP 21.6 million) in Capex/Opex, but recoup those costs via revenue from mined material sales. Ironveld will not incur further mining costs under this arrangement. 

• Daemaneng is obliged to supply all ore to Ironveld’s DMS plant and manage offtake agreements. 

• Ironveld retains full ownership of the mining licence and oversight / governance of the site; it does not cede equity in Lapon to Daemaneng under this deal. 

• The deal is pitched as de-risking Ironveld’s cost structure while enabling it to benefit from upside in production / revenues. 

In short: this RNS shifts a lot of the mining risk and capital burden off Ironveld and onto the contractor, while preserving upside for Ironveld.

⸻

Strengths & positives

• Less downside / lower capital burden: By offloading mining capex / opex risk, Ironveld is less exposed to volatility in operational costs or delays.

• Upside participation remains: Because they keep ownership and supply agreements, any upside in production / price should still benefit Ironveld.

• Incremental revenue stream: The contract gives Ironveld more predictable “run-of-mine (ROM)” revenue in addition to its DMS output.

• Operational leverage: If Daemaneng executes well and production ramps, Ironveld’s margin could expand significantly (since its cost base is lighter).

These are meaningful positives for a junior mining / development stock.

I just ran IRONVELD through AI chat GPT and it's pretty positive I see you guys making 100% plus today easy tbh because as ai says the share price is soooo beaten low the upside is potentially significant

ADW

Ok so if I sell today will you refund me if the news lands and I lose out?

Yep and a £24k and £12k

Yep but doesn’t it show how many fake people here desperate to use manipulation to try and benefit rather than use basic investing know how!

As i said Karma is a funny thing!

Makes no difference!!!

There is a lot of gold minimum 1 million ounces at at $4000 an ounce near as damn it = $4 billion dollars

Disgusting individuals

They don’t understand the power of KARMA i’ve witnessed countless examples in life! Let them pay

Also if so what exactly are you implying he is here for?

He was seen coming out of offices which ones

Are you sure?????

🥳

Highlights

Riversgold has booked a grade control drill rig for the Northern Zone Gold Project.Drilling programme due to start in three weeks and is designed to expand the mineralised footprint.Drilling to focus on the shallower gold mineralisation between west and east mineralisation identified from previous drilling.

Naheed Memon, CEO of Oracle, commented:

"The grade control rig is the next step in refining what MEGA Resources will target for our gold production development plans, with respect to our deal announced with MEGA Resources on 30 September 2025. Exciting times for the Company as we move this project forward."