Member Info for Nthoftheriver

Nice summary thread this evening from Paul on assets/opportunities.

https://twitter.com/pauljohnson9691/status/1510651985988657157?s=21&t=Ons6rmGnqB1wn2btbpeSeA

Not posting much as this is a case of let the company get on with developing out the mine now.

If there is news on Vermelho or some TR1 forms showing Investment funds taking positions might comment. Beyond that not much to add for now.

Should add, that yes I did trim my position, which was my plan at this stage. Although I had hoped it would have been higher. Still hold for me a good amount of shares (2M). I’m sure others will hold for the longer term, but we all have our priorities.
Good luck all holders.

Not sure if it’s been posted before - on YouTube - IG UK, if link doesn’t work.

https://youtu.be/iw8OFkRgK1M

Did like the bit where Brian mentions who we should be compared with and a take a PE of 17. But clearly shows we are still undervalued. So even thought the SP is consolidating, hopefully we are still on a quickish upward trajectory.

Good luck all holders.

Good to see a decent premium to our SP of 3.25p for their 10m shares

Seemed like a good idea to a few more, appear to be in good company but nowhere near Wasarunners holding. Lol

Now upto 2m shares and nicely below 11p average. Still down, but like others have said this feels like a short term problem. Would be delighted to see 14p again and certainly hoping for more towards the end of the year. Naturally if Gold price plays ball maybe 20p or more this year.

Anyways enough daydreaming, good luck all holders.

See someone or maybe multiple peeps are still off loading.
Hoping they finish soon.

Aren’t they technically already in profit after annual costs. So all sales now should be on the bottom line.

So should be able to demonstrate to a funding company how they can repay a loan, if needed, to advance any expansion works.

If I recall, wasn’t the breakeven figure around 40Kt after which we are in profit. So even if there has been a 20% increase (made up figure), we are well and truly in the green. Expansion or other projects can be self funded and dividends in a few years definitely looks on.

Good luck all holders.

Keeping their outlook for 200KT. Nice.

If one assumes the level of damage Russia has inflicted on Ukraine is as per the images shown by the press, then they will be preoccupied getting themselves back online and not to busy worrying about exporting product/goods on day one. Add in that a large part of the population has been displaced and ain’t exactly coming back to a comfy home. Sadly this is all going take a lot more time than a market bounce back.

I doubt Russia is going to find themselves let off the hook concerning sanctions and export restrictions. If people are planning on a quick return for say the export of fertiliser I just don’t see it. Market is in relief mode and a reality check will kick in regrading a quick return to normal. (Personally wish it would for those impacted by this stupid conflict).

Also agree that Brazil will look to its own borders for self support in the fertiliser business. In addition the people already using HMI product are probably now repeat customers and hopefully word of mouth and results will spread further.

Only bought in recently.
The news flow here and the potential IPO’s look very promising.

Still surprised that the SP is not reacting, but the AGM tomorrow may trigger some positive price action.

For those interested.

https://spongeshare.com/2022/03/28/goldstone-improve-recoveries-and-commence-high-grade-akrokeri-exploration-programme/

Good to see a lot of positivity here. I’m really looking forward to where things will go over the next few months.

Trying not to over hype things, but genuinely hoping/feeling we could be in the mid 20s by end of Q2 judging by the rises in fertiliser prices and our update to 200Kt. If we get news on the other projects well then, who knows.

Good luck all holders.

https://audioboom.com/posts/8054445-traders-cafe-with-zak-mir-emma-priestley-ceo-goldstone

Great news!

Hopefully now we can really move on.

I see Myles McNulty (Ex Fund manager now private investor) has been getting back in this week.

oldbutnowisa, so you’re in good company adding here. Fwiw, I also bought some more is small amounts for my SIPP.

Hopefully this has a long way to go. If we’re luck dividends in a few years.

Lol, yeah let’s hope so.

#HMI is lifting production of its #organic fertilizer KP Fertil® in FY’22 to 200tpa to support these farmers bloom.bg/3wwxLjy #Brazil

https://twitter.com/harvestminerals/status/1506566241833697281?s=21

Cheeky MMs buy still not showing and they widen the spread.

Started a position in my SIPP so bit the bullet and added 50K. Only held it in my ISA, but feel confident this will be a good hold for the longer term, hopefully the Q1 update provides a solid outlook.