Member Info for Lottohopes

“....Despite the recent delays, the Board remains committed to PURSUING a transaction that will unlock the value of the Company's NON Cascabel assets...” BHP is probably offering 50p for those lol just kidding. To me, sounds like someone asking for lock stock and barrel. Not necessarily bhp. Could be solg itself, another major....this is why it pays to stay in, through all those dreadful weeks, months and years. Through all those insightless comments and naked deramping (11p is coming remember?) Good luck all

http://www.cornerstoneresources.com/s/NewsReleases.asp?ReportID=835177&_Type=News&_Title=18-26-Cornerstone-Decides-not-to-Proceed-with-Plan-of-Arrangement Interesting times ahead. Given the spin off was to tempt takeover of the 15% ENSA interest, this may signal some agreement with Solg? Or bhp wants the whole thing and all this splitting business is pointless. Just my two pence. DYOR please.

Yes Sav, correct. The epithermal and deep porphyry are part of the same system. In a sense finding the huge Cascabel clusters must have led them to do a “desk top regional study” to find the so called province and thereafter apply for tenements they considered best bets. Think scale think big NM always says. It’s evident in IRR assets too. PS: Sav: who’s the second largest tenement holder explorer in Ecuador? No googling

Contd: Second development: the U.K. govt taking the lead in managing drones. New laws, apps, registration etc. Basically the industry is on the verge of an explosion (from mostly non commercial market, to commercial) and is crying out for regulation. Drone tech is changing, the software side is being developed. We’ve seen unprecedented deals like this. https://www.theverge.com/2018/3/22/17146538/dji-skycatch-komatsu-explore1-construction-surveying-drone-order Link to drone regulations released May 2018. https://www.gov.uk/government/news/new-drone-laws-bring-added-protection-for-passengers https://dronesafe.uk/drone-code/ Note this point, relevant to inspection. Geocurve website: 2015: EVLOS and upto 650 feet height, permitted by CAA. Last but certainly not the least, in terms of development. BIM and it’s widespread adoption within construction industry. The U.K. leads here, with “digitalisation of industry” being one of five prongs in the govt “Industrial strategy”. https://assets.publishing.service.gov.uk/government/uploads/system/uploads/attachment_data/file/664563/industrial-strategy-white-paper-web-ready-version.pdf And moving through the “levels” of BIM is a priority to get there. Disrupters like Aecom, Jacobs, Vinci etc are on it too. https://assets.publishing.service.gov.uk/government/uploads/system/uploads/attachment_data/file/34710/12-1327-building-information-modelling.pdf So in summary, Aero represents 1. Exposure to the burgeoning commercial drone sector with its manifold applications (the most exciting ones are the ones we haven’t thought of yet) 2. Exposure to BIM development relevant to surveying, via the mobile mapping kit ex Leica’s P2U, Pegasus. This includes 3D mapping and the exciting Virtual Reality tech being developed with Essex Uni. 3. Exposure to the unmanned O&M market of offshore wind turbines, where the U.K. is vying to be a market leader. All above are humble non techie opinions. Happy to be corrected by someone with better tech knowledge or experience of sectors. Please DYOR. Good luck all

I’ve been looking at the potential “synergy” between Geocurve and Gyrometric. It appears happy co-incidence that TB/NB took big stakes in Aero, and brought in a stake in Gyrometric (which was previously majority owned by TB’s BRH). The recent RNS about synergies. “There are also potential synergies between GyroMetric and Geocurve as both have similar development needs for AI based data monitoring, processing, management, and storage.” So we could envisage a situation where the different needs of Operation and Maintenance (O&M) are joined up. O&M is moving from reactive to “proactive”. From hands on with all its attendant costs/risks to “hands off”. So inspections without human intervention using drones, sensors such as accelerometers, gyrometric’s IME, and software/algorithms which use AI/machine learning, to locate faults/monitor, and crucially INTERVENE quickly. Data is collected using basic electronics and (relatively) inexpensive drones. The data is transmitted in real time to anywhere the operator wants, via the net. Aero previously mentions that data can reside in the cloud, on its servers. This is not a new concept, and there is research going on, on how to achieve this. Secondly, the turbines and wind farms themselves are not joined up presently. Many reasons. Most wind farms have turbines of different manufacturers coexisting. Usual warranties are five years. So O&M is a big deal going forwards. They would (obviously) work better if they functioned as one unit, in cohesion. There’s work going on here too, in terms of the power lines etc. So a kit such as gyrometric’s IME which improves efficiency by (for ex) taking out the defective turbine, pushing more power into the one that’s healthier, will create significant gains for the farm, both in energy production AND repair costs. Here’s a wiki link about of how a wind turbine works. Quite complex for a non techie like me, in terms of controlling the blades direction, the speed, gears etc. Note that non gear (direct drive) is in its infancy, and unlikely to usurp drive tech any time soon. https://en.m.wikipedia.org/wiki/Wind_turbine_design http://homeoffshore.org/index.php/project-details/ “Theme 1). Advanced robotic monitoring (think drones, seabed vehicles etc) (Theme 2) and advanced sensing techniques (think IME and other sensors) (Theme 3) will be integrated into diagnostic and prognostic schemes (this is the exciting unknown AI/machine learning the AERO team is working on, as we speak) which will allow improved information to be streamed into multi-physics operational models for offshore windfarms...” So Gyrometric signals a completely new REVOLUTIONARY method of monitoring wind turbine condition. (Apart from the numerous places in various industries that a drive shaft is used). Second development: the U.K. govt taking the lead in managing

It’s been a momentous turn of events, and still we have the usual rubbish. Last year, Scott Caldwell left the solg BOD in a hurry; then he sided with CGP in a strange bundle deal that had a 3 month expiry period. I agree, it sounds uninvited. Whether it turns hostile or not, time will tell. Imho. DYOR. Good luck all

Anyone here know of a solg discussion group on twitter? Cheers

Sav: quiz q: who owns the second largest tenement area, after solg, in Ecuador? No cheating, or googling lol

So if they bought CGP, it gives 6.1+10.1%? Vs NCM circa 15%? Nicely balanced tug of war. I know economic interest in ENSA is bigger but that doesn’t matter for control of solg, imho. If NM finds this hostile, he will allow NCM to participate in a raising. Imho only. DYOR.

Great news. It may be all out war, or it may actually lead to a consortium. Let’s see 😊 patience pays. Good luck all

All this chatter is what this bb is designed for. It’s to share perspectives, opinions, background, wider sector news. And as far as I can see, that’s exactly what’s happening. The sp will move when the future prospects change as per market. No one here is foolish enough (or egocentric enough) to think they can influence share price I hope. Numbers on H1 18 are due imminently. Numbers are the only thing that matters, and considering the haemorrhaging that the previous bod presided over, I have ZERO doubt these new guys are a cut above. They are busy re-building a company. Not long to find out what’s been achieved. Imho. Dyor. Good luck all.

The recent CGP presentation commented on trivinio being connected to greater Alpala at depth, ie evidence of this from drilling. So they must be hitting deeper trivinio from some sort of angle. My understanding of the 3D model is very poor. Maybe Ronin or someone else can explain that (probably already discussed to death on fund manager ).

Apples and oranges comparing upper zone Timok to Alpala. The upper zone is epithermal, lower is porphyry. True comparison would be upper zone Timok vs say Blanca Nieves or another regional epithermal overlay. Not possible at this point. Imho only. DYOR. Good luck all

https://www.cnbc.com/2018/08/21/reuters-america-column-copper-and-the-very-big-fund-short-andy-home.html

Richy: the seller and buyer have to meet midway. Irwin has publically commented that his preference is not NCM, that there are other bigger fish circling. There’s lots of corporate manoeuvring going on behind the scenes, and a lack of agreement between CGP and solg would possibly explain the sp. May be, NM genuinely wants to take this to production within a consortium, with NCM involved as technical lead, whilst Irwin camp want an outright sale, immediate monitisation? Going to production forces CGP to cough up its share or sell out. Sheer speculation. Could be utter bs. Bottom line neither party will let go cheaply, so I m not worried here. Just my two pence. Please DYOR. Good luck to patient holders.

Could well be good timing Optimist! I too topped up this week. The PR needs to step up and this is progress in that direction. Can’t look a gift horse and all that ;-) One issue I have is both geocurve and now gyrometric are releasing info via twitter, but these updates aren’t there in a “news” section on their websites. This would improve awareness imho. Not all investors access twitter after all

Bones: thank you for your insights. Marine, wind, nuclear, manufacturing....the possibilities are endless. DYOR. Good luck all

Contd: It should get very interesting if any turbine manufacturer considers incorporating this. All imho as a non techie. Any techies out there please debate, correct any errors. Please DYOR. Good luck all

https://www.linkedin.com/company/offshore-renewable-energy-catapult/ “The Offshore Renewable Energy (ORE) Catapult forms part of an ELITE network of eight technology and innovation centres established and overseen by Innovate UK, which represents a ONE BILLION POUND public and private sector investment over the next five years. ORE Catapult is the UK's FLAGSHIP technology innovation and research centre for OFFSHORE WIND, wave and tidal energy. We deliver prioritised research underpinned by world-class test and demonstration facilities, collaborating with industry, academia and Government to reduce the cost of offshore renewable energy and create UK economic benefit.” Essentially world class facilities, top scientists, well funded systematic research, well respected world wide. They describe Gyrometric Systems as a “GAME CHANGER”. Page 8 of 9 Summer edition mag below. https://s3-eu-west-1.amazonaws.com/media.newore.catapult/app/uploads/2018/06/19104855/Circuit-Issue-13-web.pdf Recent RNS excerpts: “More recently GyroMetric has moved into monitoring and protecting wind turbines, having recently completed HIGHLY SUCCESSFUL trials using the world's newest and most powerful offshore wind turbine drive train test facility at the Offshore Renewable Energy (ORE) Catapult at Blyth.” “Monitoring the condition of rotating shaft mechanisms has traditionally been carried out using vibration sensors. Such sensors measure the frequencies and amplitudes of vibration. The GyroMetric approach is to measure accurately the ACTUAL displacements and the frequencies...” The competition doesn’t exist, in the truest sense of the term, given the tech is UNIQUE. So existing Condition Monitoring Services (CMS) measure vibrations (using accelerometers, sensors etc) and extrapolate this to measuring the defects within the drive train. Examples include Gram-Juhls. https://gramjuhl.com From what I read, these guys have been around 21 years and have cornered approximately 80-90% of the offshore wind turbine condition monitoring (TCM) share worldwide, being fitted within Siemens-Gamesa (merged wind businesses in 2017) turbines etc. Gyrometric measures ACTUAL displacement. It does this using three sensors, along two axes, and the first generation did it using DIGITAL sensors. They applied for a new patent with the U.K. IPO in March 2018, towards an improved encoder, that measures displacement using ANALOGUE sensors. This should further improve the accuracy of a technology that is already far ahead of peers, imho. http://media.oemt.de/Whitepaper_MSPI-2010.pdf White paper on the research published few years ago. The gyrometric team is essentially pedigree academics with serial entrepreneurs, they have been working on this tech for over 20 years. They have already commercialised it in the Marine market. So the wind turbine market comes next. It should get very interesting if any turbi

Copper seems to be recovering touchwood. It hit a 12 month low in the weeks when we were fund raising, and I imagine that may have created some panic in some short sighted investors. Being leveraged to copper prices is unfortunately a two edged sword. It will work to our benefit soon. Just my two pence. DYOR.