Member Info for PaulFG

CRUX investor have dropped an indepth analysis of SVML

https://www.analystsnotes.com/posts/uncovering-value-why-sovereign-metals-may-be-the-undervalued-gem-of-the-resource-sector

Yes the Canadians always try to advance, the Brits try to take it down again.

You could look at it this way - the delay has meant we're producing at h i g h e r gold prices...

Thanks 99, obviously the thing for SVML is having the largest rutile deposit in the world which is particularly valuable hence the RIO interest and the NPV value.

Still even taking that into account you can see the potential in mcap here.

I am shareholder in SVML and I think there are great similarities between the two companies. BRES has to significantly expand the resource though if it wants to attract the attention of the larger miners. RIO and the like are interested in developing resources with decades, almost a century, worth of production. BRES have done everything else wrt testing etc, a large defined JORC would attract attention to buy it.

Thanks C, not exactly the best of company, apart from GGP, that they've included AMRQ with though.

I agree, Norah.

Trump changed the narrative, BRES adopted and moved forward...this is how you survive and progress. The raise didn't worry me at all, we know exactly what the money's being used for, to deliver the DFS, thereby transforming this company.

Raises are not in and of themselves valuation destroying events and retail ought to grow up and examine each situation independently without predictable knee jerk reactions.

In fairness to LW I do appreciate a contrarian view, I'm often on the same opinion with other stocks. But I think it's important to make the point intelligently without emotion, if possible, and not be baited. Rather than repeat the same thing daily numerous times...it makes people question your motivation.

Looks like we're ending strong - wonder if the Canadians will take us above £1 tonight or tomorrow.

I remain very bullish BRES also, despite poor old LW's best efforts. But one day LW will flip and turn to being a super ramper - we all talk our book at the end of the day.

Nothing has changed here for me - save we have the comfort of extra funds in the bank to see us through. If the DFS lands in phases, as I suspect, then the overdue rerate could land quicker than anticipated, meanwhile offtakes and drill results, not to mention possible EU funding will keep us bobbing along.

Enjoy the long weekend y'all.

I think the 10k was highlighted through the recent Offtake - but expanding to possible 25k indicates more offtakes incoming.

Yes, i was looking at Canada, impressive day there. Indeed the Canadian chart looks very supportive from 2022.

Seems tariff-free critical metals regime may end (?) at the very least this probe will concentrate attention into the sector. Either way, not bad news for GMET:

https://www.cnbc.com/2025/04/16/trump-orders-tariff-probe-on-all-us-critical-mineral-imports.html

Oh well there you go.

I'm not fazed by this necessary raise, managed to pick up a decent chunk recently below 3p, which still beats the raise price so I'm not upset.

Let's see where it opens tomorrow.

He only raised what he need in order to keep us on course for deadlines.

We're so close to the end of the DFS process now if this is necessary then it's necessary.

You'd hope that DFS realises funding options.

You can't hold Mike to comments made previously if Trump has fundamentally changed the world, at least temporarily.

Onwards...

FYI good Gallium grades (ignoring all the other stuff involved in mining) would be considered to be 50 g/t or higher. There are some in this RNS for sure, but as OF states this is a very small sample tested.

SO it's nice to know, but a lot more work needs to be done to establish if this is another garnet-type economic add-on to the projects.

It'll be interesting to see if BRES are successful in the next round of EU funding for critical metals projects - they will be looking at projects outside of the EU this time and apparently BRES have applied. (according to Archer)

You beat me to the comment.

https://www.marketscreener.com/quote/stock/BLENCOWE-RESOURCES-PLC-61661842/news/Blencowe-Resources-plc-completed-the-acquisition-of-Consolidated-African-Resources-Ltd-from-Consoli-33905051/

Charles Archer has included a comment on BRES today in his stackpost: "For graphite, also consider Blencowe. Financing for Orom-Cross is coming, and the US DFC and the Africa’s AFC are both involved.

Interestingly, in addition to Europe’s Safeloop, it appears from local journalism that Belgium’s development agency Enabel is partnering with the company.

This is a major delivery partner for EU funding. Their involvement confirms the growing European institutional support for Orom-Cross, right when EU battery supply chains are seeking to diversify from China.

A very good development."

https://thatstocksguy.substack.com/p/sino-us-tensions-where-to-invest?r=28f0br&utm_campaign=post&utm_medium=web&triedRedirect=true

Charles Archer included SVML on his post today: "Titanium? Sovereign Metals. Shares are now on sale for the highest quality stock on the AIM market - the largest rutile deposit in the world - fully cashed up and hit only by larger market events. Rio Tinto will buy and develop their flagship Kasiya asset, it’s only a matter of time.

Sovereign also enjoys the second-largest graphite asset in the world - and sports a production cost lower than China."

https://thatstocksguy.substack.com/p/sino-us-tensions-where-to-invest?r=28f0br&utm_campaign=post&utm_medium=web&triedRedirect=true

The closer we get to Q4 we should see steady increase in share price: "First gold pour at Nalunaq was achieved on 27 November 2024 and the Company intends to ramp-up production throughout 2025 with the aim of reaching nameplate capacity of 260-300 tonnes per day by Q4 2025."