Member Info for MartinN

May not specifically affect us but if correct the whole gold sector could get a boost.

https://m.youtube.com/watch?v=f4BNc_zDSw4

Based on the 4th post in this thread Harrigate4

I’m halfway between D and E. Hanging on for F, then I’ll sell half and keep the rest for divis.

I’ve seen a figure of 70Mt @ 0.3% WO3 which is 246kt of WO3 or 195kt of pure Tungsten. Using Speedy’s figure of $24 per kilo, that’s a total of $4.7bn. Not sure whether that’s USD or AusD.

With estimates for the in ground value of the tungsten at O’Callaghan at $4-5bn, presumably we could realise 1 or 2 billion if we sold it. Is that the way ahead? Would be nice to get a special dividend of £1 or £2 per share. Are these figures realistic or am I way off the mark?

My green boxes will be desperately trying to work out how they can give Trump credit for bottling it.

Great day for my portfolio so far.

$15.10 now. Another 5c is £8

That’s £7.83 or 39.1p in old money.

Iran have agreed to open it for 2 weeks so the ceasefire is on.

The least surprising news of the day just happened.

TACO time.

Should give us a boost in the morning.

Placed my £20k bed and ISA order this morning. It will go through tomorrow. Obviously the lower the price, the more shares will be transferred so I don’t mind a short term dip in the SP tomorrow.

I already had Tom.

Unfortunately I wasn’t logged in so I saw the nonsense.

Won’t make that mistake again.

I think our lateral thinker has lost the ability to use logic. That’s what trying to make sense out of Trump’s actions does for you.

Clocks go back 1 hour in Oz tonight so ASX will be back to being open at 11pm tomorrow our time.

A JV with Almonty Industries might be the optimum way forward for OC. Thoughts?

Whether you like it or not geopolitics affects the GGP SP.

If you don’t want to read opinions on geopolitics just skip past them. I do it with posts that moan about other people, or if their opinions are worthless I filter them out.

There is little more tedious than reading page after page of numpties moaning about other posters.

Thanks E1, I’ll ignore the Economist from now on.

I’m just glad that after a ridiculous roller coaster of a month that saw a paper loss of up to £130k recover to being less than £50k down and seemingly on its way back to the previous high.

Just filter him.

Did it months ago.

ASX opening around 7% up. Could be an interesting night.

Hi Sageman

This article tries to explain Gold’s current weakness.

After Iran, gold is looking less glittery

https://economist.com/finance-and-economics/2026/03/30/after-iran-gold-is-looking-less-glittery

Worth a read if you can get through the paywall.

Not sure I agree with every point but some of it is probably true.