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Top ECR Minerals Projects With Strong Potential

1. Lolworth (Queensland) — District‑scale discovery potential

Why it stands out:

Covers ~1,000 km² in a highly prospective region.

2025 drilling intersected all predicted vein systems, with multiple sulphide zones and visible silver mineralisation.

Geological model validated; assays pending but expected to be significant.

No native title claims → faster exploration timelines.

Potential:

High upside for a large, multi‑commodity discovery (gold + silver + REEs). This is arguably ECR’s most exciting long‑term asset.

2. Blue Mountain (Queensland) — Near‑term alluvial gold production

Why it stands out:

Nearly 400 drill holes completed across multiple zones (Lower Patterson, Windmill, Upper Kariboe Creek).

Visible coarse gold confirmed in several areas.

Wash‑plant trials show encouraging gold recovery indicators.

Positioned as ECR’s first commercial production source.

Potential:

Strong near‑term cash‑flow potential from alluvial operations, with upside from hard‑rock targets.

3. Raglan (Queensland) — First hard‑rock production candidate

Why it stands out:

ECR targeting initial 938 oz gold recovery in early mine plan.

Acquisition documentation is well advanced; production partner discussions underway.

Company describes Raglan as a “clear and compelling starting point for mining.”

Potential:

Likely to be ECR’s first hard‑rock gold production, providing a revenue bridge to larger projects.

4. Creswick (Victoria) — High‑grade nuggety gold system

Why it stands out:

Located in the historic Bendigo–Ballarat gold belt.

Known for nuggety, high‑grade gold; JV discussions ongoing.

Victorian projects remain strategically important for long‑term resource growth.

Potential:

Medium‑term upside; high‑grade potential but requires more systematic drilling.

Companies in Australia most similar to Cloudbreak Discovery (CDL) are other junior mineral exploration companies focused on gold, copper, and base metals in Western Australia, especially those operating in regions like the Paterson Province, Pilbara, and Darlot—the same areas where Cloudbreak is active.

Below is a structured list of the closest comparable companies based on sector, project style, and geographic overlap.

🟡 Most Similar Companies (Exploration in Western Australia)

1. Greatland Gold (GGP)

Focus: Gold–copper exploration

Why similar: Operates the Telfer/Havieron area in the Paterson Province, directly adjacent to Cloudbreak’s Paterson Project.

Relevance: Cloudbreak’s own announcements reference Greatland Gold’s nearby operations.

2. Cameco (Kintyre Project area)

Focus: Uranium exploration/development

Why similar: Cloudbreak’s Paterson Project surrounds Cameco’s Kintyre Uranium Project, indicating overlapping exploration territory.

Relevance: Operates in the same mineral-rich corridor.

3. Companies active in the Pilbara gold region

Cloudbreak’s Crofton Gold Project is in the Pilbara. Comparable explorers include:

De Grey Mining

Focus: Large-scale gold exploration

Why similar: Major Pilbara gold explorer with multi‑million‑ounce discoveries.

Novo Resources

Focus: Pilbara conglomerate gold

Why similar: Junior explorer with early-stage projects like CDL.

(These companies match by geography and exploration stage, though not directly cited in the search results; they are inferred based on Cloudbreak’s Pilbara presence.)

John Campbell Smyth and Dr Ann Novello Hogarth are connected to several investments through direct holdings, joint holdings, and their involvement in Clariden Capital. The available public filings show three major areas where their investment activity appears:

1. Orange Minerals NL (ASX: OMX)

They jointly hold shares in Orange Minerals NL through the Smyth Super Fund.

A filing shows Mr John Campbell Smyth & Dr Ann Novello Hogarth holding 590,615 fully paid ordinary shares as part of changes in substantial holdings.

They also appear as joint direct holders of 2,000,000 shares in the same company.

2. Cloudbreak Discovery PLC (LSE: CDL)

Their connection here is indirect, through Clariden Capital Ltd, which they each own 50%.

Clariden Capital acquired 190,703,800 voting rights (8.61%) in Cloudbreak Discovery PLC.

The filing explicitly states that John Campbell Smyth and Ann Novello Hogarth each hold 50% of the voting rights indirectly.

3. Rokeby Resources / Inca Minerals (ASX: RKB / ICG)

A substantial holder notice for Inca Minerals lists multiple holdings associated with Smyth and Hogarth:

20,000,000 ordinary shares held jointly by Mr John Campbell Smyth + Dr Ann Novello Hogarth.

Additional shares held by Smyth individually and via Clariden Capital.

4. Amani Gold (ASX: ANL)

A filing shows:

John Campbell Smyth & Ann Novello Hogarth Superannuation Fund holding 31,847,737 ANL ordinary shares.

Smyth also holds additional shares through Clariden Capital and other entities

Always have 10% cash to buy on the dips.

Stick to the fundamentals and don't be greedy.

Remember why you originally invested.

Listen to the LTH experts.

The force is strong today, new milestone on the horizon.

It will be more like Janet Street pothole

Just breached 4002$

Happy days....

Kodal Minerals – Quadrant Analysis (SWOT)

🟩 Strengths

Flagship Bougouni Lithium Project: Located in Mali, this project is fully funded and under construction, with first production expected in 2024. It has a post-tax NPV of over US$440 million and an IRR of 270%.

Strategic Partnership: Backed by Hainan Mining Co. Ltd, a subsidiary of Fosun International, which invested US$100 million for a 51% stake in Kodal’s lithium subsidiary.

Strong Market Position: Kodal is positioned to become Mali’s first commercial lithium producer, giving it a first-mover advantage.

High Analyst Confidence: Rated a “Buy” by analysts with a forecasted upside of over 380%, targeting a share price of GBX 1.23 (current ~GBX 0.26).

Improved Financial Metrics:

Return on Equity (ROE): 75.2%

PE Ratio: 2.41

Quick Ratio: 141.8, indicating strong liquidity.

🟥 Weaknesses

Reliance on a Single Major Project: Bougouni is the primary revenue driver; delays or issues here could significantly impact the company.

Dilution Risk: Past funding rounds and the Hainan deal involved equity dilution, which may concern shareholders.

Limited Revenue History: Still in pre-production phase; no consistent revenue stream yet.

Geopolitical Exposure: Operations in Mali expose the company to political and security risks.

🟦 Opportunities

Lithium Demand Surge: Global EV and battery markets are driving unprecedented demand for lithium.

Exploration Upside: Ongoing drilling at Bougouni has increased the mineral resource by 40%, with further upside potential.

Gold Projects: Kodal is reviewing its Fatou and Niellé gold assets, which could be monetized or developed further.

Undervalued Stock: Trading at a significant discount to analyst targets, offering potential for re-rating.

🟨 Threats

Commodity Price Volatility: Lithium prices are cyclical and can impact project economics.

Operational Risks: Delays in construction, cost overruns, or technical issues could derail timelines.

Environmental and Regulatory Risks: Mining in West Africa involves navigating complex regulatory frameworks and community relations.

Market Sentiment: As a penny stock, KOD is subject to high volatility and speculative trading behavior.

📊 Summary Table

Quadrant Highlights

Strengths Fully funded lithium project, strong partner (Fosun), high ROE, analyst buy rating

Weaknesses Single-project risk, dilution, no revenue yet, Mali exposure

Opportunities Lithium demand, exploration upside, gold asset potential, undervaluation

Threats Price volatility, geopolitical risk, operational delays, speculative sentiment

A quadrant analysis typically evaluates a company across four dimensions: Strengths, Weaknesses, Opportunities, and Threats (SWOT). Here's how Greatland Resources stacks up:

🟩 Strengths

Strong Asset Portfolio: Owns 100% of the Telfer gold-copper mine and the Havieron project, both in resource-rich Western Australia.

Debt-Free Balance Sheet: Zero debt with a solid equity base of £491.5M and cash reserves of £71.9M.

High Growth Forecasts:

Revenue expected to grow at 30.3% annually

Earnings per share (EPS) forecasted to grow 45.7% annually

Return on equity projected at 16.4% in 3 years.

Recent Profitability: Became profitable recently with a net profit margin of over 100% due to one-off items.

Dual Listing: Now trades on both the London Stock Exchange (LSE) and Australian Securities Exchange (ASX), increasing investor access.

🟥 Weaknesses

Highly Volatile Stock: Share price has shown significant volatility, with a 12.5% average weekly movement—higher than 75% of UK stocks.

Shareholder Dilution: Substantial dilution occurred in the past year, which may concern long-term investors.

Low Analyst Coverage: Only a handful of analysts cover the stock, which may limit institutional interest.

🟦 Opportunities

Undervalued Stock: Trading at over 50% below estimated fair value, suggesting potential upside.

Exploration Upside: Ongoing exploration in the Paterson region and other WA sites could yield new discoveries.

Strategic Partnerships: Increased institutional interest (e.g., Wyloo, Firetrail, Tembo Capital) signals confidence and potential for joint ventures.

Commodity Tailwinds: Rising gold and copper prices could significantly boost revenue and margins.

🟨 Threats

Commodity Price Risk: Revenue is highly sensitive to fluctuations in gold and copper prices.

Regulatory and Environmental Risks: Mining operations in Australia are subject to strict environmental and indigenous land regulations.

Execution Risk: Transitioning from exploration to full-scale production at Havieron and Telfer involves operational and financial risks.

Market Sentiment: Despite strong fundamentals, the stock remains labeled a "speculative buy" by some analysts.

📊 Summary Table

Quadrant Key Points

Strengths Debt-free, high growth, strong assets, dual-listed, profitable

Weaknesses Volatile stock, shareholder dilution, limited analyst coverage

Opportunities Undervalued, exploration upside, institutional backing, commodity tailwinds

Threats Commodity risk, regulatory hurdles, execution risk, speculative sentiment

Just my take on SP, the crypto BTC profits (peaked around 2pm) are taken and buying into GGP.

Onwards and upwards, I see a clearer picture now. Thank you all

Did I miss something or did we close 7.9p (might need to go to specsavers)

https://uk.investing.com/equities/greatland-gold-plc

Exclusivity period with Newmont extended

Further to the ASX announcement dated 14 April 2023, Newcrest Mining Limited (ASX, TSX, PNGX: NCM) provides the following update on the revised conditional and non-binding proposal from Newmont Corporation (Newmont) to acquire 100% of the issued shares in Newcrest, by way of a scheme of arrangement (Revised Proposal).

On 14 April 2023, Newcrest announced that it had granted Newmont exclusivity until 11:59pm on 11 May 2023 to allow Newmont to conduct confirmatory due diligence on an exclusive basis.

Newmont has substantially completed due diligence and Newcrest has agreed to extend Newmont’s exclusivity until 11:59pm on 18 May 2023 on the same terms as previously announced, to provide further time for Newmont to complete its due diligence and submit a binding offer.

There is no certainty that the Revised Proposal will result in a binding offer for consideration by shareholders.

Newcrest will continue to keep the market informed of any material developments in accordance with its continuous disclosure obligations.

https://www.lse.co.uk/rns/GGP/mark-barnaba-and-elizabeth-gaines-join-board-j1r1tp18s0qrn2d.html

https://www.youtube.com/watch?v=0T5YXbKET6Y

https://dragoninkhouse.com/andrew-forrests-wyloo-metals-buys-8-6pc-of-greatland-gold/

Raymond James Financial Inc., Asset Management Arm ??

Ownership Name Shares Current Value Change % Portfolio %
26.95% Hargreaves Lansdown Asset Management Limited 1,068,307,383 £174.1m 3.16% 0.51%
8.89% HBOS Investment Fund Managers Limited 352,386,141 £57.4m 1.57% 0.56%
6.13% Van Eck Associates Corporation 243,136,716 £39.6m -0.87% 0.1%
5.37% Barclays Bank PLC, Wealth and Investment Management Division 212,841,761 £34.7m 1.3% 0.4%
5.33% Jarvis Securities plc, Asset Management Arm 211,348,315 £34.4m -7.34% 1.81%
4.82% A J Bell Holdings Limited, Asset Management Arm 190,917,564 £31.1m 4.85% 0.4%
3.65% Charles Stanley & Co. Ltd, Asset Management Arm 144,862,185 £23.6m 230.67% 0.21%
2.54% HSBC Global Asset Management (UK) Limited 100,565,070 £16.4m 1.28% 0.01%
2.14% Royal Bank of Canada, Banking & Securities Investments 84,847,050 £13.8m -0.2% 0.01%
1.92% BlackRock, Inc. 76,280,251 £12.4m 6.3% no data
1.72% IG Group Holdings Plc, Asset Management Arm 68,129,086 £11.1m 7.9% 1.06%
1.1% Interactive Brokers Group, Inc., Asset Management Arm 43,502,903 £7.1m -2.26% 0.3%
0.77% Raymond James Financial Inc., Asset Management Arm 30,552,741 £5.0m 0% 0.01%
0.69% Equiniti Group Limited, Asset Management Arm 27,336,980 £4.5m -66.68% 0.12%
0.67% Fidelity International Ltd 26,566,239 £4.3m 10.49% no data
0.63% UBS Asset Management 25,046,725 £4.1m -3% no data
0.56% Credo Group of Companies 22,132,701 £3.6m -0.64% 1.59%
0.47% ALPS Advisers, Inc. 18,722,724 £3.1m 5.47% 0.04%
0.43% Canaccord Genuity Wealth (International) Limited 17,158,958 £2.8m -10.59% 0.05%
0.42% Amundi Asset Management 16,490,000 £2.7m 1.85% no data
0.38% Lockwood Advisors, Inc. 14,963,251 £2.4m -25.86% 0.03%
0.34% Embark Group Limited 13,380,985 £2.2m 2.66% no data
0.33% Michael Borrelli 13,103,372 £2.1m 0% no data 0.31%
Global Prime Partners Ltd, Asset Management Arm 12,400,000 £2.0m 7.83% 0.66%
0.31% Close Asset Management Limited 12,335,095 £2.0m 0.03% 0.02%
source https://simplywall.st/stocks/gb/materials/aim-ggp/greatland-gold-shares#ownership

Some comparisons on changes in share holding from last month, Jarvis has increased from 194M to 274M, taking into fund adjustments.
updated 6/3/21
Ownership Name Shares Current Value
9.23% HBOS Investment Fund Managers Limited 359,918,753 £79.2m
5.93% Van Eck Associates Corporation 231,211,201 £50.9m
4.99% Jarvis Securities plc, Asset Management Arm 194,567,809 £42.8m
4.67% A J Bell Holdings Limited, Asset Management Arm 182,123,879 £40.1m
3.51% Barclays Bank PLC, Wealth and Investment Management Division 137,075,361 £30.2m
2.63% HSBC Global Asset Management (UK) Limited 102,455,235 £22.5m
2.55% Callum Baxter 99,572,951 £21.9m
2.26% Equiniti Group Limited, Asset Management Arm 88,180,961 £19.4m

updated 4/4/21
Ownership Name Shares Current Value
8.81% HBOS Investment Fund Managers Limited 343,718,550 £65.2m
7.03% Jarvis Securities plc, Asset Management Arm 274,384,612 £52.0m
5.86% Van Eck Associates Corporation 228,518,910 £43.3m
4.50% A J Bell Holdings Limited, Asset Management Arm 175,682,997 £33.3m
3.42% Barclays Bank PLC, Wealth and Investment Management Division 133,280,123 £25.3m
2.82% HSBC Global Asset Management (UK) Limited 110,135,505 £20.9m
2.55% Callum Baxter 99,572,951 £18.9m
2.18% Royal Bank of Canada, Banking & Securities Investments 85,020,250 £16.1m

source https://simplywall.st/stocks/gb/materials/aim-ggp/greatland-gold-shares#ownership
ATB

https://www.youtube.com/watch?v=O8JFFK71PCc