Member Info for PaulFG

It's time to start hearing more about the Silver component at PM et al.

Greenboxed. No time for idiots.

Genuinely interested in those companies with a mcap of £20m, DFS completed and NPV 13 times BRESs

Genuinely, please name them. THANKS

Just seen this latest interview with Crux

https://youtu.be/eYOtMQP-GDk?si=e1NwWw0RtYcSU5iF

Https://theoregongroup.com/commodities/tungsten/tungsten-supply-crunch-how-chinas-export-restrictions-rattled-global-markets-guest-post-by-brian-hendrich/

"Efforts to break China’s near-monopoly have increased in recent months. The U.S. Department of Defense, for example, has made three investments into the domestic tungsten supply chain since 2024, with the latest being Golden Metal Resources, a subsidiary of U.K.-based Guardian Metals. The company secured $6.2 million under the Defense Production Act in July to advance its Pilot Mountain tungsten project in Nevada."

Fingers-crossed, eyes closed, hands clasped in prayer it is chaps!

Each of the last few times we've reached this level, the next day there's been a raise announced.

Can't decide whether to take some off the table ahead of that this time, OR deploy the old investment strategy of crossing the fingers, closing the eyes and wishing this time it's different...

Much as I'd want to top-up at these levels in order to do so I'd have to sell something else. So, catch a falling knife or let my winners run?

If it's still here in mid Sept I'll have more funds available and will definitely apply.

@Flundra I'm certainly invested here and in BRES, not in HREE.

SVML for the Rutile - incredible resources ( I know people think Chinese T/over, personally I'm thinking Japanese might up there)

BRES for the Graphite - passed so many international testing standards and an underrated huge resource

Both BRES & SVML on the cusp of issuing their DFS in Q4

Let your winners run...

@MM definitely feels as though the sector as a whole is starting to lift. Institutions and family offices are slowing returning, they generally herald the return of generalist investors - all supported by strong tail winds around critical metals.

Watching the trades from the last few sessions I can see there is a subtle shift in sentiment with the bid gently pushing the offer but clearly reticent given the all-powerful seller that has held this to around the 4p level.

You can see this wants to go higher but without a catalyst, newsflow, the bidder is reluctant to commit for fear the seller re-emerges.

Once it's more obvious the seller is largely done ,depending on the reaction from liquidity generated from the next news item, I think we'll see a stead'ier' rise to the DFS publication date,

- @Spank they have indicated front end of Q4 not start, which means (for me) anytime up mid Nov - see no reason to doubt it they have reiterated it many times.

- Don't know why people placing emphasis on Chat GBT valuations - ridiculous - valuations here are largely driven by sentiment

- MR has been pretty transparent - it's unlikely BRES ever gets to production once DFS is completed we can entertain bids, with each milestone achieved thereafter adding value to to the proposition.

...those Dastardly Americans are up to no good as usual...

https://www.bbc.co.uk/news/articles/c0j9l08902eo

I can see where focus is going - on the RIO thing (in my opinion a positive regardless of outcome) - which I feel is going to distract from a major rerating event heading our way next quarter - namely the DFS.

let's not forget

180

Thanks JCEP, if that's the case, that's a digestible reason for me.

Nice, but i mean when isn't ZM bullish?

Someone posted this link yday, it's even better

https://www.otcmarkets.com/stock/GMTLF/quote#level-2

Thanks @y33ter - I really believe in the story here, so much so I've broken my own 1% rule recently as the SP is unexplainably ridiculous - just hoping that MR et al don't bu**er this up with some terrible RNS. It really does 'beggar belief' that we've met the highest testing standards and are literally about 2 months away from the DFS and we remain languishing at these levels.

It's 'almost' irresistible.