Member Info for Pbow

Jack what do you mean by this (genuine question).

"Strategic optionality: TAM cash flows also make SouthCo (Porvenir, etc.) more attractive if bundled in, since the processing facility could serve multiple deposits."

I think the metal prices they will use are given in the latest presentation Fort. Should show a decent uplift in NPV.

For me the big derisking event thats up close is the CIPA. That will give a lot of assurance.

Thats some Damascene conversion on TAM Jackanory.

28 Aug 2025 09:22 you said

"Tandy does not need to be dropped into the DFS.

Geotechnical drilling has been ongoing at TAndy since H1 2024. That work has now been completed and therefore a DFS can be delivered per the 2024 PFS.

BHP does not need Tandy open pit. They will simply start with underground program first delivered years ago in the original PFS.

Current TAm drilling is a smoke screen. No one cares, nor does BHP."

You really dont have a clue do you and just type anything that comes to mind - with 99.99% of it being nonsense.

*next quarter sorry - ie before end of the year. But he did say hopefully I think.

Orthern he said explore hopefully this quarter.

For the updated valuations he seemed to suggest that was part of the CAPEX update (thats where he was on the presentation) fits into what Sean T said on Telegram that they had to do both at the same time.

I do find comments like that odd... why would someone buy your shares for 80p or 180p when the share price is as it is.

That aside its far better to filter than respond to the individual you are mentioning.

Fort if you look at the presentation page 11 in conjuction with the presentation it seems he thinks we should be on 40p or 76p.

From Flugle on Telegram group

https://youtu.be/4ME0pdGfny8?si=v1LU0_W0ZQpBOeZp

I have a good circle of friends in many countries DBW so yep I would say I do.

Key bits from updated presentation (in my opinion).

* Keeping less than 30 of the concessions

* Investigating ways to incorporate plant into early works permit - which suggest the export finance is advanced

* Selected Southern assets that are highly prospective, with drilling planned - potentially adding value.

* Porvenir PEA in progress, supported by an advanced exploration licence - potentially adding value.

* Rodney wrong - priceless.

Probably best Rodney doesnt read it given it includes this statement.....

"Waste rock from TAM potentially used for tailings dam construction"

He of course knows better than the company, G-Mining, the QP and TAM will be built even if its not economical and the excess spoil will be used, even if its not needed - because he says so 🤣😂

The presentation has been updated on the website and its different than the one presented last week. (Not massively)

Just watch this SRBS

https://t.co/5lvoStQZyw

Affrm probably yes. They have taken todays conference off the solgold website, however they just tweeted it on the solgold twitter account. (Not sure if tweet is the right terminology anymore)

Https://www.infobae.com/america/america-latina/2025/09/14/el-regimen-chino-avanza-sobre-la-mineria-ecuatoriana-en-medio-de-denuncias-ambientales-y-desalojos-en-territorios-indigenas/

Jacakanory

You said 5 Sep 2025 08:49

"I'll bet you lunch that either a) Dan doesn't attend Beaver Creek or b) the Beaver creek presentation is unavailable to retail shareholders...."

You said 28 Aug 2025 09:35

Geotechnical work at TAM is complete.

"We have all the data we need to deliver a DFS per the 2024 PFS plan. In fact, BHP is only interested in the 2022 PFS."

When you post on this board have you ever gotten anything right yet?

Https://es-us.noticias.yahoo.com/noboa-ve-alt%C3%ADsima-posibilidad-ejecute-174807608.html?guccounter=1&guce_referrer=aHR0cHM6Ly93d3cuZ29vZ2xlLmNvbS8&guce_referrer_sig=AQAAAJy23DbFznPbXl5BC03WzR_gA1ZiqlenorIPFRosT_gxhO4pdFEPF8-tCKHra6cHaiX259q_w-JY5nmJcSJvlNqy5NJcRtdl_cv5nZmpAMcgcvehPeC5JAbK8zsQFXY6NbEQGbBCkRWcPBEJuNYM9iVe7twaooG4foeoDGIR_aGq

In a few of the papers today - looks like it wont now happen. Shows the benefit of having good community relations at Cascabel.

Interesting that its delaying the execution of the Canadian FTA and somewhat reassuring that Noboa is intimating that if it doesnt go ahead then it will end up in international arbitration like the Lago Agrio oil field affair and be very costly for the country.

Heya NMM yeah we were discussing this in Telegram group. The cornerstone ones all have small stakes held by ENAMI. But thats 3 concessions out of 6 in Northco.

This is what was said in the recent ish RNS

ExploreCo Defined: The Company's highly prospective southern concessions to be put in a separate company, creating a NorthCo (Cascabel + Concessions) and SouthCo (Porvenir + Concessions).

Why has Cascabel + Concessions changed to Cascabel + Enami JVs?

The seemingly two main targets in Northco are Blance Nieves and Chical have nothing to do with ENAMI.

The old Pbow is here - as I say I just have a low tolerance for nonsense and what you are saying is exactly that.

Anyway I shall return to more pressing matters writing an email for my wife to send to someone in Ecuador to try and find out why the heck ENAMI JV is mentioned in the new presentation.

Nothing has happened to construction economics since the PFS was published. Your statement that they will drill TAM if its not economic is economically illiterate - that stance remains the same today, next year or 2 years ago. That TAMs economics have improved is certainly true based on the latest drilling - but thats not the point you are making.

Im actually very happy at the moment thanks. I just have a very low tolerance for nonsense. Too much time in the Middle East I suppose.