Member Info for PaulFG

POW does NOT have a 50% stake in GMET

The raise was that huge in April, there isn't much of a churn - what's happening is people that bought in below 3p have been booking profits, as they don't have a LT interest in BRES, summer holidays or they've been liquidating because the think there are better risk/reward options elsewhere (e.g. OMI). Graphite plays in Uganda aren't quite as sexy, though a lot less risky (IMO).

I'm not particularly worried I have loads on from below 3p to 4.5p I'm not here for a 10% return.

There are many direct value adding events this year here, plus I would think whatever happens in the RIO SVML scenario could have implications for BRES sp also.

I don't mind having a boring few months - will sleep better anyway.

Totally agree Nora, came to the same conclusion myself after reading the latest RNS so I had a major topup on Friday, yet again.

Interesting discussion here about 20 mins in about armoured vehicles in modern drone warfare, could have big implications for future Tungsten demand.

https://youtu.be/LpdBwbCakc4?si=Xa5dbdWJr4fDJMp-

I don't know about you guys, but when I look at the opportunity the company has assembled in Greenland, I cannot help but think it'll be the subject of an approach at sometime in the next few years, especially if the natural resources sector starts to attract the attention I think it will. It's not for naught that Greenland is referred to as the Australia of the north and we're the premier company in the most explorable region.

Have to say my gut reaction when I read it this morning...here we go, lifestyle. I don't think it's sufficiently derisked to be awarding yourself. Doubtless most on here think differently.

@levi I suspect you're possibly correct - I feel as though recent purchases below 3p were being sold out earlier this week as trader (s) wanted to sell here to top up elsewhere - from what I could see on another channel. Especially as someone has gone very quiet.

However, as more and more news drops like todays, and as we get closer to DFS publication I feel like long term sticky holders will/are start to accumulate.

Some very upbeat interviews this morning.

I really can't imagine that there isn't a large miner running the slide rule over this.

The valuation is crazy and is about to become BONKERS with the publication of the DFS - mere months away.

...engaged in multiple offtake talks within EU...excellent stuff.

The only thing I can think of is that after the announcement that REE would flow again from China the market is less anxious. However, this only reinstates the position that existed prior to Trump messing around with all the tariffs. It doesn't address the continuing risk that China basically has a stranglehold on global processing of REEs.

A serious chunk-a-chedda as they say.

At least with AMRQ you know this is mostly going into the ground.

I can imagine if the USA ever get their Sovereign wealth fund going you can see them making an investment here.

Oh haha does he - I didn't know - I filtered the poor soul so long ago.

It's bizarre, but is anyone else looking at what's happening in the USA, and I'm not talking about the headline stuff on riots/national guard etc, but the underlying trend of discontent and how the US President seems to be agitating.

An Economist/YouGov poll found that 43% of Americans believe a civil war is "Somewhat" or "Very Likely" within the next decade. (https://today.yougov.com/politics/articles/43553-two-in-five-americans-civil-war-somewhat-likely)

Obviously, I'm not going to trade existing investments but it is colouring my decisions as to whether I want further exposure to the USA. And perhaps starting to formulate an exit strategy on current exposures dependent on how things develop.

@reserved interesting although I still don't have confidence to rely on this stuff. Eitherway, we progress. It may be they didn't apply because they've something else in mind this close to the DFS.

We all know Colombia's history - which I'm sure is pretty much in the rear view mirror now. But it's something I certainly keep an eye on, especially after being stuck in an investment (CMET) in Sri Lanka not so long ago.

I don't know if you guys have been monitoring but there's definitely been a rise in violence in SW Colombia, which I know is quite far away but still worth monitoring as it's starting to get mainstream international coverage.

https://www.bbc.co.uk/news/articles/cdd2vn0j3gvo

Correct, not holding, but keeping an eye on it to see if it's worth re-entering.

For me this RNS was almost like click-bait - it's not a lab assay saying 60% - if it was and we had more data around what the '60%' was composed of, length of that '60%' etc etc that might be more of a tradeable data point.

For me, and I accept this is good enough for some, this is not a triggering re-enter RNS.

All that said, I agree it'll probably help sentiment.

Great you guys finally have some good news here, the only thing I'd caution is to read the 60% line carefully, as that's what I imagine people will be concentrating on:

"Indications of exceptional high grades: Preliminary indications from panning of samples obtained at depth (subject to laboratory assay) in some cases of over 60% Total Estimated Heavy Minerals, compared to existing Mineral Resource grade of 17.6% ..."

Remember this is not a Lab certified result -'panning of samples'.

Was listening to an interview with Rick Rule last night and he was saying for the first time in a long time he's seeing significant inflows from HNs and family offices into the sector.

If HAA can only deliver that final round of signatures that've been coming 'in few weeks time' for so many times in the last year, I do think money is waiting to flow in here and it'll be largely sticky money.

And for the luv of God! Stop issuing billions more shares or it won't ruddy matter, the rerate will be so small no one will notice.

I have to say all the insiders and their buying has given me a lot of confidence in the Boland project and I'm glad my earlier purchases at much higher levels, pre Boland, didn't stop me from re-evaluating and adding significantly in the last year, as many here did also.

Give me sentiment any day @IR77