Member Info for PaulFG

As with every jurisdiction it's worth keeping an eye on, but it wouldn't currently be overly influencing my investment case.

I think we're starting to over-analyse this. If we think of a PFS as a 'this is what we think we might have' guidance. The DFS is something so reliable you can go to the bank and obtain financing. Or an outside party can take it as reliable to value a strategic investment or even outright buy.

It would be nice to have a little FOMO going into the last hour of the day ahead of next week, and all the possibilities that brings...

Listened to the podcast.

I agree @Metal on valuation - generally sounded like the max increase was going to double the resource - but 100% is probably unlikely so yes lets assume 50% of that. So yeah I'm onboard for a potential $700m NPV +/-.

The only niggle, and it may be temporary, was MR's explanation about the market not getting the opp, because of XYZ. I mean that could easily continue to be the case, clearly none of us are banking on that, but if it is then there's limited upside in the short term (we'd hopefully at least limp into double digits) and Mike et al would need to continue progressing the project to production and sales revenue at which stage another type of investor starts to take a look.

In addition I always go back to David Clarke's holding...major comfort blanket.

This does feel a little firmer this morning, at this moment in time, I can easily sell upto 750k in one clip for 6.725p.

I would hope that general firmness continues into JORC and DFS in the coming weeks - I know, stating the flippin' obvious there.

Great to finally get the warrant RNS out of the way.

Very encouraging that: 'certain directors of the Company, who elected to exercise a combined total of 2,233,332 Warrants.' That includes David Clarke for another 1.666m.

Very little chance that Archer's interview isn't going to be super-bullish, but I'm interested to read his insights from the encounter.

Delighted to see this RNS on G&C this morning and glad to see things haven't completely ground to halt, at least at Garfield, as I'd feared.

That said, clearly OF isn't yet prepared what his exact plans are for both opportunities, given this statement using the phrase 'unlock value':

"Given the recent rise in the gold price, and the exciting epithermal gold opportunity that exists at Garfield, as well as the Carlin-type gold opportunity at the Company's Golconda project, plans are being advanced to unlock value from both assets for the benefit of Guardian Metal's shareholders."

Generally speaking, if a company was planning a drilling campaign, which is the preferred option here (rock chip samples etc only tell you so much) the company wouldn't be so coy about it.

So let's see what the concrete plans are here.

Dusty I have no problem with OF, he's doing a great job, I had an issue with the personal style he has of answering questions in quite a rambling repetitive manner, and I'm not the only one to mention that,which some basic media training would address.

I did contact him some time ago about the timing of the PFS which was clear to me he wasn't answering questions on at the time. He didn't reply because as it transpired they were rejigging the timetable for it, announced shortly afterwards, so I understand why he did reply and I didn't make any more of it. These other idiots did.

The only other issue I have is the indication given that GMET is unlikely to directly progress Golconda & Garfield but as you read my note below I'm disappointed by that but accept that's the GMET BoD right to do so.

This gets blown up and fake allegations made by certain individuals looking to...Well looking to what I don't know. Hence they are filtered.

Absolutely, gearing up for a very exciting next 3 months, also on the macro level for Graphite.

Also interested to hear Mike's concrete dates and plans for the next round of drill, especially for Beehive.

Honestly Tiggrr grow up!

I've two mates, pretty high-profule on Twitter who keep me pretty well-informed and continue to advise the general waste of insight from the level of retail there. When we buy into a stock its not generally for less than 1% each.

So like the other individual on here I've reached my limit with the utter nonsense you spout, not to mention personal attacks so Tiggrr - FILTERED.

Tiggrr I'm glad you've actually addressed your issues with me on here instead of just nastily slagging me off on Telegram which I've been told you're doing.

I am certainly not stupid enough to think that any of my opinions or trades can influence the share price.

As I stated I reduced my holding as I didn't want such a big exposure to Tungsten given the rise in the price and a reasonable part of my attraction to GMET back at the 10p level was to Garfield and Golconda which OF has made pretty clear he's not actively moving forward with for the moment. Fair enough he's the CEO and he has to run the company in the best fashion he's determined and I respect that but as a shareholder I will want to seek exposure then to companies that are actively seeking to move forward that exposure then I have the right to pursue that.

If you didn't understand that then perhaps seek clarification on here rather immaturely slagging me off on a platform you know I'm not on.

For further clarification it was also perfectly obvious from my original post that the 0.5% was not my total portfolio but the overall GMET shareholding. Which still leaves me with a pretty substantial holding in GMET, apparently you've been quite concerned on Telegram with having that clarified.

Personally, I'm not quite sure why you're so obsessed.

Sorry Tiggrr but is that pure conjecture on your part or is there hard evidence for that statement?

Exactly, Merchantbanker, that's what I meant when I said it delivered as expected - as expected should confirm what MR is reasonably expecting to see in the resource upgrade and ultimately as you say the project NPV - currently not recognised perhaps by the retail market but I can't help but think that the professionals will start to take a serious look now as we await the DFS.

Taken advantage of the lull in trading activity and picked up another chunk this afternoon.

Yup I too have picked up another couple of chunks today (200k & 300k)

Difficult to resist at these prices.

Well I for one liked this morning's RNS. I think the infill results have delivered exactly as expected. I fully expect that these will meet MR's expectation for the resource upgrade.

Picked up two more chunks this afternoon. I was a little concerned that SVML may issue their DFS at the same time as BRES but it looks like that one is delayed at least into Q1 2026 - so only one major Graphite DFS to be issued this year without any distractions.

Just to point out the obvious, before year end is any time before Dec 31st, including Dec 1st.

JPM getting involved with financing mines is a major heads up for the sector.

Could start to see major generalist inflows to the sector soon.

https://www.linkedin.com/posts/scott-north-k_mining-criticalminerals-gold-activity-7388831895381434368-0YX8?utm_source=share&utm_medium=member_android&rcm=ACoAAAFjDQUBcyQslxPF6czsQpKxiYwHes-bKyw