Member Info for Lottohopes

We know a few facts. Spending has been stemmed. Bod is being replaced. One more independent NED, new chairman awaited. New acquisition/s planned. Debt following legal dispute cleared. Offices merged. US base shrunk. New hardware and software updates for geocurve. Plenty of news in the pipeline. Those who can’t join the dots or have a different risk appetite are welcome to wait, for plans to crystallise. It’s still high risk. DYOR. Good luck all

Cheers DG. Sometimes the chips are down, I’ve sat on a 50-55% loss here for months and months, like many others. Investors are paid eventually to remain patient, do nothing and just sit on their hands (not that we have a choice here presently). Calibre of people involved is generally more important than the asset itself imho. A good team can squeeze juice out of even an average asset. Here we have a good team and a good first asset. All just my humble opinion. DYOR. Good luck all

DG: people getting into this had just the team’s calibre and previous career history to go by. It’s time to deliver and I have confidence they will. I m still saying it’s possible by April end. May I remind folks: they suspended mid June 2017, published a prospectus, came back from suspension with main board listing within 9 weeks, 21st Aug. Let’s see what happens. If this share is 1.6p in a years time, then you can have a laugh on me (it’s my second largest holding after you know which one ;-) Everyone DYOR. Good luck all

Freud or fraud. All revealed in weeks ;-)

I agree, no reason for any optimism here. It’s only a producing asset with a turnover of £100m a year. Rubbish. They will probably do a raise at half a pence a share, and end up with gazillions of shares. Does this type of post make doom mongers happy?

https://www.wired-gov.net/wg/news.nsf/articles/Drone+rises+to+the+challenge+28022018091700?open Delivering blood to acute hospitals, take aways hungry customers, scanning fires without putting firemen at risk...add nuclear radiation monitoring to that list. Innovate UK is involved in the flying high challenge.

I watched the post acquisition news video a few times. I wonder now if the transformational value is more in the presence of the mill, given it’s the only one in the region. The Minto Mine will of course produce significant revenues, but scaling up using the mill facilities seems to be the longer term plan. Just my conjecture based on the hints. DYOR. Good luck all

http://www.goldmansachs.com/our-thinking/technology-driving-innovation/drones/index.html Article is two years old, the opportunities are exciting. Elsewhere I read that regulation in the EU was a challenge given the number of individual countries. I wonder if the drone bill here came about after Brexit?

Shalamar: imagine families stuck in miles long queues on the motorway, in freezing conditions for 15 hours. Can we think of any solutions to get food/drink to them quickly...McDonald’s is probably working on this app, the possibilities are endless. http://flyinghighchallenge.org You may have seen it from my post earlier. This is a pilot involving five cities in the UK, looking at adoption of the tech. I feel an almost celestial timing to all these events. Just my humble opinion. DYOR.

Shalamar: the new contract was in the pipeline before new bod took over imo. I’ve posted on this before. To be fair to the old bod, lots of cost cutting was initiated by them, but the pace wasn’t enough to stop the ship sinking. Definitely huge potential upside here, with geocurve explicitly stating they chase repeat business with few high profile customers, and prefer nurturing long term relationships. Funding new kit was the start. Other contracts, other streams of revenue apart from geocurve ahead imho. Such large controlling stakes sought in the business indicate a clear plan. Patience needed, sustainability needs demonstrating. Imho. DYOR. Good luck all

Tbh I wasn’t suggesting the sp will drop....patiently awaiting transformational news here. DYOR. Good luck all

http://flyinghighchallenge.org

http://www.alignresearch.co.uk/uncategorised/beaufort-securites-collapse-potential-ripples/ Saw this on twitter. Aero gets a mention

Interesting that there’s a Canadian broker in the fray now. Some Canadian investors/institutions coming on board or a TSX listing eventually, as Okenia suggested?

Lol thanks Schaden. Let’s see about that equation

What’s these codes? Humour me, I know it could be bs

People like PB, Frank McAllister managed billion dollar companies. DL managed over 500m in assets as a fund manager. Guy Lebel was heading Exploration at Capstone etc. Melnik works with Vedanta. Would these folks get involved in a company with a tiny mcap of 3m without ambitious plans ahead? I value people above all else. They are the biggest assets in any company. Imho. DYOR. Good luck all

Issuing additional shares at 3 or 4p will not necessarily translate into sp rerating to that price. It’s a dilution regardless so value added by asset matters more. By same logic, even if new shares are issued at say 2.5p, but a big proportion of the raise is debt or other non dilution, market may like the deal and rerate beyond said price. The mill being described as a good asset, and the fact that huge capex has been sunk into infrastructure historically is good news for us. I am nearly 50% down here, so any uplift would be great! Just my humble opinion. Happy to be corrected.

http://data.geology.gov.yk.ca/Occurrence/14254 Found this Yukon geology map, with previous prospecting/drilling locations, grades etc. Of interest to me was "Ori" which appear to be along the same strike as Minto to the south-south east. The whole area looks very underexplored and undeveloped imho. The grades which were probably considered uneconomic/poor by the standards of 30/40/50 years ago are good grades today. "The 3 coincident geophysical and geochemical anomalies are similar in size and magnitude to targets routinely drilled and in some cases mined for high grade copper and gold-bearing sulphide mineralization at the neighbouring Minto Mine located approximately 5.5 km along trend to the south. I.P. anomaly centres range from near surface to 150 m deep and all anomaly trends remain open along strike." Just doing some reading as DLs comments piqued my curiosity. I reckon there are plenty additional areas for exploration in same Selkirk owned territory. Sensitive community relations. Is this the "hair" on the asset? There are obvious synergies, not just from the mill point of view, but also labour force, community relations etc (some 35-40% of mill/mine contracted workers are Selkirk origin), and given MintoEx has a good credible history of working with them. Just my opinions. DYOR.

I enjoyed that video. Especially the hint at feeding the mine, and looking outside the footprint as well as regionally. As Okenia mentioned, they can scale up the production by getting ore from the region. More assets will be acquired I imagine eventually. Any one have ideas on preproduction assets in vicinity? Tight time frame of April end repeated, so I d say they have already mapped financing and share structure...(not that slippage is a big issue! We have waited patiently for 12 months) DL looked excited so has to be a good year ahead. DYOR. Good luck all