Member Info for MetalMania1

Double digits today

Yep and yearly cash from ops is even higher as a multiple. This as it stands is a total anomaly in the market.

Those that hold a decent wedge likely find themselves very wealthy down the line.

Do not lose sight folks of the wafer thin capex. I’ll post more by Greenwood on that later

They finished at the highs of the day and up +11%

Attack on 25/26 zone today

Leak?

In short term, The fundamentals will drive this into the 30s or 40s.

We have a company maker here that transforms

Balance sheet and reinvestment opportunities.

Huge move will come here because of the grades, the exploration upside, the tiny capex

Well done all

Future free cash annually just for Pepas (at this spot price) would be around this market cap. Theres truly immense scope when you consider the capex is estimated at $15m!

And Gold has just set a new record!

Agreed

Pepas in its current form (without further discovery) is equivalent to a yearly free cash that’s almost the same as today’s market cap!

Shares are just too cheap and that’s why we’re re-rating hard

Further clarity needed

“Pepas: high-grade gold discovery with mineralisation right from surface. Exploration drilling to continue expanding mineralisation and in-fill drilling to support a maiden MRE (Dec 2025) are ongoing. Spectacular grades from recent drilling e.g. 62.3m at 12.76g/t Au and 104m at 6.62g/t Au are some of the best intersections globally. We see potential for a low capex, high-margin near-term production scenario. We have produced a conceptual model for Pepas, see page 21”

"early stage, blue-sky thinking"

El Pantano is an early-stage gold/silver exploration project in Santa Cruz province, southern Argentina comprising 550km2 of contiguous licences in the prolific Deseado Massif region situated between two high-grade tier 1 deposits roughly 45km from Anglo Gold's Cerro Vanguardia mining camp and on trend from Newmont Mining’s 15 Moz Cerro Negro deposit (Fig 17). Cerro Vanguardia has been in operation for over 25 years and produced 178koz Au last year from the 1.2Mtpa plant. Production levels were previously much higher (280koz) when the head-grade was 6.5-7.5g/t Au. Newmont’s Cerro Negro mine has been in operation in some form since 1911 and produced 238koz last year.

Low-cost entry & pathway to 100% -

Orosur has already earned a 51% interest in El Pantano and can earn 100% by spending an additional US$2m by February 2027 as part of a JV agreement with private Argentinean company DESEADO DORADO S.A.S which will retain a 2% NSR. The 100% mark will be easily achieved given the upcoming drill programme. Ongoing holding and in-country fixed costs are minimal.

Early-stage blue sky -

El Pantano is most completely dominated by Jurassic volcanic rocks that are known to be the primary host of gold and silver mineralisation across the Massif. Erosional windows through the younger basalt cover have exposed extensive areas of prospective volcanics. Orosur has been carrying out regional exploration at El Pantano for several years, including geological mapping, geochemical sampling, ground magnetics and induced polarisation geophysical surveys. This work has identified a major, 20km long SE-NW rift system with major epithermal activity along it entire length of the type that has led to the development of major gold and silver deposits in the region.

Drilling soon -

Drill permits were obtained late in 2024, and Orosur plans to commence a maiden drill programme in mid-October 2025 comprising 3,000m (10-14 diamond holes) targeting geological structures and geochemical/geophysical anomalies identified from previous work. El Pantano is in a remote area and logistics has required substantial planning.

Would add that with their Rhodium position that’s the special ingredient here. If that does extends (the way that it can!) this will go ballistic given their major global stake

Yes your commentary is spot on.

Analysts had referenced this overhang on the stock from the moment VALT listed. Now that has been removed on the largest of PGM producers. One to buy and hold from here on in. Atb

Frantic start again Monday, well done fellow longs

The volume is very significant, material inflection

Setting up for more fireworks next week

Think we just hit a record?

The multiple based on those forward cashflows is insane

Convinced we’ll be in the 30s very soon

Trying to figure why my posts keep getting sliced!!

Disagree legal

Why would sell when that asset alone would fetch £60m ebitda a year? We have 13 years of life mine and all for