Member Info for Mambamentality

I owe GSCU no GreenXmetals . Reading an article by Charles Archer about GreenX where he describes some drilling results released back in November as "exceptional", I asked Chatgpt to compare both drilling results. the result:

Below is a direct, technical comparison between the Mostaza Phase III results (Great Southern Copper) and the Ro-series results you’ve provided, focusing on grade, thickness, depth, and overall quality.

1. Headline Comparison (Like-for-Like)

Metric Mostaza (GSCU) Ro-series results

Peak Cu grade 9.76% Cu 2.7% Cu

Typical Cu grade 2–4% Cu 1–2% Cu

Peak Ag grade 700+ g/t Ag 55 g/t Ag

Typical Ag grade 150–300 g/t Ag 15–40 g/t Ag

Max intercept width 7.2 m @ 2.58% Cu 3.7 m @ 1.2% Cu

Depth to mineralisation 30–110 m 268–536 m

Mineralisation style High-level epithermal, chalcocite-rich Deeper, structurally controlled

2. Grade Comparison: Mostaza Is Significantly Stronger

Copper

Mostaza consistently reports 2–4× higher copper grades

Multiple ultra-high-grade spikes (>8–9% Cu) at Mostaza

Ro-series peaks at 2.7% Cu, with most intercepts closer to 1–1.5% Cu

Conclusion: Mostaza has a clear grade advantage, especially for selective underground or small-footprint mining.

Silver

Mostaza silver grades are an order of magnitude higher

Ro-series silver is meaningful but secondary

At Mostaza, silver can materially improve project economics

Silver is a major differentiator in favour of Mostaza.

3. Thickness & Continuity: Mostaza Slightly Better

Both systems show lens-style, narrow but high-grade mineralisation

Mostaza shows:

Multiple stacked lenses

Broader mineralised envelopes (6–7 m zones)

Ro-series intercepts are mostly single narrow hits

Mostaza shows better potential for mineable widths through lens stacking.

4. Depth & Development Implications: Major Advantage to Mostaza

Mostaza

Mineralisation from ~30–110 m depth

Low stripping, early underground access

Lower drilling and development costs

Ro-series

Mineralisation at ~270–530 m depth

Significantly higher:

Capital intensity

Development risk

Time to production

Depth alone gives Mostaza a strong economic and strategic advantage.

5. Geological Upside: Mostaza Has More Growth Optionality

Evidence for:

Stacked sulphide lenses

Multiple mineralising events

1 km of strike continuity

Ro-series appears:

Deeper

More structurally isolated

Less evidence (from provided data) of stacked repetition

6. Bottom-Line Comparison

Relative Quality Score (Exploration Stage)

Project Score (out of 10) Why

Mostaza (GSCU) 8.5–9.0 Higher grades, huge Ag credits, shallow depth, stacked lenses

Ro-series 6.5–7.0 Respectable grades but deeper, narrower, lower silver

Final Verdict

Mostaza’s Phase III results are clearly superior in terms of:

Grade (Cu and especially Ag)

Depth and development potential

Geological upside and scalability

The Ro-series results

It took longer than expected but well worth it waiting for these results. The Company thus now has three large contiguous granted Titles, totalling 173km2, all within the mining friendly Anzá municipality, an increase of some 65%. Even more exiting are the applications which were obtained by Newmont and Agnico and passed with the deal which hopefully become granted licenses too. Exiting times indeed.

Fantastic RNS. Very exiting future.

It seems Charles Archer was correct when he wrote:

"Previous auctions of Zimbabwean diamonds have fetched an average of about $400 per carat, but this rises to $12,000 per carat for exceptional items. As a low ballpark, consider that VAST’s diamonds are below average, and sell for $300 per carat. At 129,400 carats, that’s $38.82 million. Excluding expenses, investors are looking at a rough profit of $35 million

The last three drilling results came on 5 August, 21 August and 9 September. If this continues then the next results should be coming in the next couple of days.

FD is not trying to take this private for whatever price they like. Otherwise, they would not agree to exercise the warrants at 2.40 without triggering an obligation to make a mandatory offer. If they wanted to take over the company, they would be exercising the warrants and making a takeover offer. The exercise of all the warrants would bring about £760,000.00 if my maths is correct.

I believe the RNS is confirmation that a fundraise is not going to happen in the short term. The RNS confirms that the exception is for Foreign Dimensions to be able to exercise all the Warrants it holds in the Company (at 2,40) without triggering an obligation to make a mandatory offer. Good news. I bought some yesterday and on the bell today.

What a result. Pepas is a beast and getting bigger. Plus, they are back to drilling the central part so results will be provided more often and there is more probability of getting more exceptional results.

"Thrashing about in the undergrowth, our geo teams come across these massive quartz veins at Pepas. The more we look the more we find".

https://x.com/OrosurM

I'm excited to see that "Pepas" keeps exceeding all expectations, and we might have "Pepas 2" in the works. Pepas has impressed Brad, who is notoriously hard to impress.

I'm glad to note that the share price has closed up 20.49%, which could indicate a continuation towards 10p. Once we break above 10p, hopefully accompanied by good news, we could see a rise to 17p.

I remain bullish on Orosur for 2025 and am still holding my shares. Recently, I checked the National Mining Agency's website and saw that Orosur submitted the environmental certificates for all of their applications. The Agency is now reconsidering these applications, which had been paused until the certificates were submitted. I hope we receive some positive news on that front soon.

What a bullish RNS with exceptional results. The share price is still low, I guess partly as a consequence of the placing. I am confident we will see at least 17p this year. Looking forward to some news as to APTA's mineral resource review and results from more drilling at PEPAS. Long term holders know that El Cedro and EL Roble are other two fantastic prospects and hopefully we see some drilling this year.

Pepas is a beast. Just the beginning. Second best intersection so far at Pepas.

New post on X:

A curious snippet of info for those who take an interest in the wider picture - Agnico became a 10% shareholder in Collective Mining a few weeks ago. Not widely publicised but instead buried in the labyrinthine Canadian regulatory system and the Washington DC SEC. They are of course still the largest shareholder in our neighbour at Anza, Royal Road Minerals.

This may suggest they have not left Colombia, they have just left Newmont, and can now act independently.

Brad always said that Agnico loved the project but hated the terms of the JV. He thought that they could come back later in the project. If that happens 20-30p should be an easy target.

We are in a range. Until something changes I will keep buying at support 5.40 and selling at resistance 7p. Today we are at support, I bought this morning.

I bought some at 2.77p this morning and should be buying on dips before the significant price increase. It is a good time to buy now that most people are bearish and sell when everyone is bullish.

"Bit of a tease before this evening. Our land holding in Colombia pre deal and post deal. Buying MMA, we get all of their applications, more than doubling our land position to over 412km2 - not sure if that makes us the biggest holder in the Mid-Cauca belt, but we are in the conversation".

https://x.com/OrosurM/status/1848634805187125654

Orosur's tweet:

"Will be a Q&A webinar early next week to discuss and expand status and plans".

https://x.com/OrosurM

I guess they should be drilling next month with results in late December or early January as per Turner Pope's research.

I did not take my profit and the only thing to do for me is to start building a decent holding at this prices. Top up this morning. Need to look Orosur for what it is a £5.40 Million market cap company. Antioquia's weather is almost the same all year long. It is not Australia. Rain should not be a problem to get things going.

Glad I bought it yesterday. Very positive presentation. The chart is also looking very good, coming from completely oversold and looking for a reversal. If it closes above 1.28 should move to 1.70.

Forgot to mention that we are not only getting ANZA back. Monte Aguila had applications for other very promising landholdings around ANZA which will pass to Orosur. From the RNS yesterday:

In evaluating and approving the SPA and the Acquisition, the board of directors of the Company considered and relied upon a number of factors, including the following:

(iii) that the Acquisition includes a number of new applications for licences thereby increasing the potential landholdings held by the Company.

Next RNS should be the beginning of drilling at Pepas, that could see another 50% increase in share price in one day. For once I am happy to sit on my hands and buy a few more on dips. We got ANZA back at the right time. Share price targets 6-10p upon drilling results which we know are going to resemble the first hole at Pepas.