Member Info for Nthoftheriver

Helicon new holder 3.44%

RNS. out

Added to my holding this morning.
News all flowing in the right direction. Hoping the first spin out will setup a positive momentum for the stock. Still some selling going on though.

Good luck all holders.

For those interested, CEO of First Class Metals (Due to spin out this year from POW) interview on Market musings. (Sorry cant paste link of podcast, but YouTube link below)

https://youtu.be/aQyyTpC7x4Y

A JV with a major would be ideal on Vermelho. They would be able to drive the project doing the heavy lifting and maximise the scale/output.

Fair to say I won’t be complaining about the SP hopefully by Q1 2024.

If Nickel is say 28K and we are still a biz, reckon phase will be implemented pdq.

Really can’t begin to wonder what added value Vermelho will be by then

Bring it on (5yrs and happy holding for a few years more)

Thanks Pickedpeck.

Agree incredibly poor article.

Just a reminder our assets are:
Araguaia Phase 1 & 2
Vermelho (pfs by HZM is scaled down version of Vale proposal)
Serra do Tapa (Not mentioned much)

La Mancha & Orion are royalty focused. If I was interested in buy HZM, I would just say when I buy the company the deal you have still stands. That way you effectively buy their Co operation in a buy out. Sure they want an upside to the SP but they won’t be against you. Plus those deals are not for Vermelho, so I plenty of upside for Glencore.

Sounds good as Glen will be further incentivised to get the best deals on the Nickel sold, as they kind of get a 10% kickback via their holding.

Well assuming our cost have gone up so breakeven in now 50K (previously 40K) and we expecting say 180K up from the earlier end of year 150k but not quite 200K. That’s still a good revenue increase even if are getting inflation busting price rises just yet.

I’m also sure if any competition interested in our market would be doing sue diligence and come to a reasonable conclusion on our future prospects. If we can’t get the SP up someone will snap us up and make better use of the asset/margins. BM maybe a large shareholder but he will be ruing (and us) a too cautious approach.

Hope we are on the cusp of bigger things.

Just glad it’s done, hopefully we can start to reflect some real asset value now.

Good luck all holders

StanAccy,

I am a relatively new investor, so perhaps my outlook is more naive/less jaded than those longer term holders here. I agree that there are a lot of desktop studies and real drilling and exploration is needed to translate the hope into reality.

From my point of view (appreciate I’m no mining expert or geologist) the immediate opportunity is with the IPO’s and how they translate into a share price appreciation or not. I will take my view on progress and risk reward from there. Hopefully Golden Metal Resources being in the US and having a base line opportunity with Pilot Mountain we will see a positive outcome. Interesting few months ahead.

Good luck all holders.

YouTube link

https://youtu.be/kjBCKFDWxQI

Strategic IPO with Existing Resource w/ Oliver Friesen CEO of Golden Metal Resources

https://twitter.com/marketmusing/status/1513381283816087554?s=21&t=m7ZOVH5t6tTGw3jzYeFHgQ

Viable, I think the Paraguay export is more opportunistic rather than a big move to export. Thought BM suggested that the KP product was being trucked out on vehicles that were returning to Paraguay having delivered items to Brazil otherwise they would be empty so there was a cost saving in transport. At least that was initially. It may be now though some Paraguay Farmers are also seeing the product as being rather beneficial and or an alternative in higher cost fertiliser market.

Many thanks Wasa, wasn’t able to get back in time for the call so really appreciate the feed back.

Onwards and upwards

Hi, bought in a small position (10K shares) on the pull back and hope to add more as I can.

Are there any updated broker notes I can get access to. Notice that the TP Note is July last year on Atlantic’s website. Also any views on SP targets for this year. (For those with a crystal ball, lol)

Thanks.

Swingy, did similar. More a de-risk process and personal choice not a concern on the company. Still hold 400K, all on pretty much on free ride now. The ‘let you winners ride’ is great, but the rise from 5p to 16p is a short period still felt it was worth taking some off the table.

Good luck all holders.

Decided to add more today. This is rapidly becoming a core part of my long term Income portfolio. Hard to fight an 8% yield.

Don’t see the a large amount of Capital Growth here but sub £3 should hopefully be good value down the line.