Member Info for Longstr0ng

Cebo! Just checked my first research notes on Palm back from 5th March and it seems I found the buisness via your posting profile after a message you posted on the ree board (not about palm)!

Ive got a £1 average here despite lots of buying over that level!

You may have done nothing directly, but I already owe you a lot more than a pint at the £10 party my friend!!!

Thanks for all of your consistent posting when this board was dead as a dodo!

As crazy as it feels to say, without feeling like an enormous ramper.... 10-30 bags could be quite a low estimate, if we get winston plus 2 (dotted and one of the obonga sites)!

The low free float here is going to keep driving us forward aggressively. MMs in big trouble here atm.

Completely agree Forensic! Ive been in for a few months now and this has quickly become the most exciting prospect in my portfolio! 10x is stage 1 off winston alone.

If any of the obonga sites land or extrakt recovery looks viable at dotted lake, then 10x is well in the rear view mirror.

First stop, mre and extrakt recovery at winston, if they come in during june, as hoped, then Traxy's deal will shortly follow 🤞

The ree bod have multiple projects and plates to spin imo, with focus on the now US funded rare earths projects alongside the gallium and fluor(🤞 US funded too soon). This meant the drilling results were fantastic... but all dumped in one sitting.

Sml despite having leigh creek (which is being shifted) and Cobre.. which is low effort cashflow.. have one mother load to deliver. They dropped blow by blow drill results immediately as they came in.. which gave the market time to build anticipation as it built to mre.. the holders at sml.. certainly feel this made a massive impact on sp in build up. Tbh it caused it to balloon more near term which is why I sold alot in the 5-6p range and ported profits here.

Pacman, thanks for the note on the recoverable value of the total gallium project will do some more research..

Tbh im in big here by my standards because I believe in the project and am very happy to be patient.

The bod at sml are very very good (especially compared to the last lot of clowns) ... but the bod at PALM are very good too and their project is super exciting and yet the sp their is like trying to move a tank with the pulling power of a mouse.

Clearly Cedric is doing a great job here! Building intrinsically valuable relationships with the US whilst focusing on multiple highly valuable potential assets! But we have just sucked up a 28% dilution and this is going to take time to move drastically, especially in the current climate.

As I've said ive bet big on this because I believe we will 🚀 given time.

Would I have liked the drilling results on gallium and fluor with a bit more haste.. yes

.. am I in a position to judge the excellent work the bod here are doing ... no!

All imo! Gla!

Sml have a 1.5 billion dollar asset at Redmoor, conservative estimate... 3 bill plus at current tungsten prices, im not seeing anything from us that suggests an NPV anywhere near those sorts of values.... nevertheless we are cheap atm and should be moving upwards very soon imo🤞(im invested in both 👍)

Very short cross post no ramping.

Ive been looking for a home for my next SML slice for a while a stumbled onto Panther Metals (PALM).

Quick overview of their projects here https://youtu.be/a7-N-NbMwuI?si=sGjJ3dGTKG_j_9zG

Their CEO seems to be cashflow focused to self fund as much as possible and avoid shareholder dilution.

RNS out today on their Winston Tailings project, which could work like our Cobre Magnetite... but on a bigger scale.

Also other blue sky oppurtunities which could see this move in the same direction we have done over the last 6 months.

Obviously HUGE DYOR advisory needed here.. but its a company im super excited about and somewhere im hoping to compound grow some of my sml winnings!

GLA not long now 🤞

Slowly building a holding in here. Im sure some lth have been here a while.. but its feeling lovely and early to me! Been really enjoying my research and the potential here is very apparent!

Did I read in the threads below there is a telegram chat for this share? If so, any chance of a link?

Thanks and GLA!

Is there a tele chat set up on this share... couldn't see one on the app?

Thanks Ontarget.. i will do some more digging into options.

Also great post JM!

Quick question to premium LSE account users... im looking at upgrading this account and was wondering if you are getting good value out of it?

Its seems to me that the improved data available is a price worth paying baring in mind the funds ive got invested.

Also does it work well with users using multiple devices at once on the same login?

Thanks in advance for any help and advise on this topic!

P.s apologies if wanting to understand the logic and reasoning behind others claims.. makes me "the wrong type of investor" haha!

Tungstenman, please can you start providing some detail as to your thoughts behind the claims you are making publicly on this board! You've ignored my previous message and returned to the Tony Hawks Vert contest!

Please can you let us know why you think our sp should be at Tun's level as things stand? Tbh im starting to think you are Ralph's fiercely optimic account in disguise mate!

London, my knowledge on nuclear is almost zero... I just have friends who work in both sides the space! I will now be resuming my place as an obsever in this forum... until the next crazy ramper touts 20p at MRE 😂👋.

That was meant to read fission... i reckon we are pumping out premium grade tungsten well before fusion is solving our energy problems!

I think everyone has raised some good points here.

Prop, your bang on with the fusion angle.. SMR's are coming and from chatting to mates who work in the sector... in 5 years everyone will know it! Rolls Royce's chart shows that clearly!

For me London is bang on the money tho... if we see 10p anytime soon, without some serious developments on how this site is moving forward, then the SP is going to be frothy as hell!

20p tho is x-games rampy!

Tungstenman... what NPV are you expecting to come out of the MRE? Also what research have you done into understanding how a mining companies value reflects a % of that NPV as it moves through the Lassonde curve.

Part of me thinks your ramping could be doing sensible investors here a favour to help keep some in the herd delusional as we plan strategic slices... but that post is pretty misleading and i dont want others getting caught in the net.

Pretty sure your reference to us having the 2nd largest deposit in the world... should read 'highest grade' not largest... as far as im aware our deposit isnt even as large as TUN atm.. we just have way better grades.

By my research we should be looking at an SP roughly 10-20% of NPV at the MRE stage as we move towards PFS... so unless you're hoping for a 5 billion NPV, i think 20p may be a way off yet my friend!

I have heard 10-12 billion touted in the tele group as an NPV target but i cant see how those numbers aren't pie in the sky as things stand. There just isnt the evidence there to support a crazy NPV beyond 1-1.5 billion in my book.

I appreicate Tungsten prices are through the ceiling atm, but you cant use ATH prices as a fair metric for what the price will be when it comes to actually mining Redmoor... also the cost of actually mining this site has also sky rocketed since 2019 so that needs to be factored in too.

Welcome discussion on this topic, please dont think im here to deramp.. i'm not.. i have a solid stack of shares, i dont try and trade, and want to hold as many of those shares as possible for a long time, as i genuinely believe redmoor will be a mine... i just dont see the value in ramping up silly expectations and sp targets in the near term!

The best thing to see this project progress quickly is a stable SP that rises in line with the projects progress... we dont need mass sell offs... and a sp dump when the MRE lands and the mental SP & NPV projectors are met with what in my view will be a positive, but sensible MRE!

Good luck all!

Im moving mine to IB. I web have been super helpful... I initiated the transfer from IB side online and then called I web who got the ball rolling on the transfer from their side. Iwebs transfer team are great really friendly and 2 buttons and youre through to a human which isnt the same at IB... which is why the rest of my book stays with iweb ... the email for the iweb team is brokertransfers@halifax.co.uk (you will need this for the IB form)... it took me ages to find the email due to the scottish widows change, so hopefully this saves you some time. Good luck sorting it.

Thanks Nick, i was getting similar numbers from AI... so really we are looking at a 20-30mill mcap at mre stage based off soley that site.

1 or 2 bags will do nicely for now 🤞

Lovely big numbers... Monte Muambe is clearly initially going to lead the charge on the SP... in light of this, has anyone done any research/ estimates into the possible NPV of the site?

Thanks. Bought into sml mid Oct so same again would be lovely!

All other thoughts pos or neg welcomed...

New here, caught up on news flow and invested over the last few days.

Any indication of fair value at present from Zeus? And what are LTH's thinking r.e near to mid term mcap targets?