Member Info for PaulFG

Yup I picked up 2*250k @2.77p not printed yet. Very happy with that level.

@Dustyslay I'm not disagreeing and of all the conversations I have with myself, that's not one of them.

Also I don't know why there's negativity around the raise (?!?!) It's a decent amount, not at a huge discount and we know SAM is not creating a lifestyle co. These funds will be put into the ground. PLUS it demonstrates great confidence in what those investors saw/heard.

I think today's RNS is great news.

Yes great RNS, appreciated by very few. All variables being plugged into the Profit calculation - once that model is nearing completion the wider market will wake up. Of course by then all the smart money will have already arrived and probably also Strategic partners...

@Sharpey actually given it's half a warrant if they wanted a 1-4-1 financing they won't sell until it's 9p!

Decent amount raised, obviously the recent visitors were impressed. Half a warrant is better than a whole one, though I would have preferred none. Perhaps at this stage of the exploration program that's an unrealistic expectation.

Still this increase in shares now permits me to increase my holding.

Was rewatching the snippets from the recent interview with Andrew Scott TV, and I do feel that 2026 is shaping up to be a year of huge potential and progress for GSCU. at £16m mcap we could easily see multiple bag potential if things align, not just actual drill results but if copper and silver prices also accelerate.

Been looking at my holding and weighing up whether I should break my investment rules and go above the 1% level. Frankly, anything below 3pm is a buy for me.

2026 for GSCU could be the equivalent of 2025 for OMI.

I noted the kadt 2 bullet points

The Company is also hosting third-party site visits focused specifically on the porphyry potential at Porphyry South and across the broader Project area.

• A comprehensive Pilot Mountain operational update is being prepared by the Company and will be released in due course.

@ID - yes after I sold here I put a significant chunk into a BRES top-up, as they're just repeating their guidance at every opportunity which gave me greater confidence.

I still love the Rutile opp here and will buy back in , should the opportunity arise.

It baffles belief SVML is trading at these levels IF nothing has changed fundamentally.

BUT hands up I did look at things a couple of weeks ago after the further Sprott sales and the lack of resource upgrade , now well-overdue by Sapan's own guidance, and decided for the moment there were too many iffy variables and the SP was likely to continue to experience pressure, (I expect the Sprott sales have continued, just a gut feeling) so I exited at 31p.

I still think this is a fantastic opportunity but there's something more at work here. I remain a keen sideline supporter waiting for the correct signal to reenter.

We all get it, but we're an echo chamber of the converted, this is the major piece of news we've been waiting for.

The market though probably doesn't have a clue what this means and they're waiting for an MRE.

This news combined with that MRE will attract those in the market who haven't yet bought it but understand, as we do the significance of today's announcement, which should result in a major rerate.

Not even touching on developments for Manna Hill or the work about to be launched on Gillespie etc for ISR REE.

@ICB I would hope you're correct - but we won't even have the PFS, advanced or otherwise, until well into H1 2026 and I'd expect that to figure strongly in any indicated value.

If this is the strategy - to offload the Tungsten assets - then clearly OF et al are doing the correct thing in advancing both as quickly as possible to present to the marketplace. I guess we should look out for an RNS where GMET have appointed new corporate advisers as a possible indication.

I also hope that this may mean that we somehow now retain G&G and start to really explore both.

I agree, we would have been better off with no mention. I mean one them simply referred to it as the Australian project (and he struggled to even come up with that), he clearly knew nothing at all

Yes interesting take by Archer. His gut is pretty good, he was the first to suggest that POW was going to sell a chunk.

However, and I may have picked it up wrong, but there was a semi-guess that the sale price would be around the previous high (???).

That would disappoint a lot of people, myself included, maybe that's why profits are being booked now. I mean if that is the case it's probably not a bad idea to book profits now and reinvest in some other great opportunities.

I think MR has been pretty clear about this being put up for sale.

I agree I wouldn't get carried out with pie-in-the-sky valuations. It'll all depend on a confluence of factors at the time of a bid and the eagerness of the Board to exit.

I also don't disagree that BRES continuing as an independent entity would provide better long term gains, though I wonder how many will be here long term - or even much past the DFS?

You gotta think that the 'non-binding' offtake MOUs will evolve pretty quickly to binding shortly thereafter (?)

I don't think they could have said more:

"The Company is now approaching completion of its Definitive Feasibility Study ("DFS"), which will deliver a finance-ready operating plan for Orom-Cross and incorporate downstream graphite purification to enhance project value. In parallel, Blencowe has been advancing financing discussions with potential strategic and institutional partners, supported by its financial advisor WaterBorne Capital, to position the project for financing immediately following completion of the study.

At the conference, management will highlight the DFS results and the project strategy moving forward. They will also outline the Company's approach to advancing financing discussions and strategic partnerships as Orom-Cross moves toward development."

You don't even have to read between the lines.

Was just offered 8.15p for decent size on a dummy sale,

I would be good to see the bid 'officially' settle above the 8p level tonight if possible.

I think LW is going to explode if they become even more excited.

Can't fault Sam for lack of activity - great to see this announcement this morning.

I like this guy, he provides views on thing from inside China - this is interesting perspective on China's domestic demand for REE and its implications:

https://youtu.be/lNRk8or-fd8?si=PURZImeynRaNQTwc