Member Info for Pbow

Didnt see it mate can you share again please. I dont see how it can be 6 million though. Or is that just the first payment which is one months worth?

Https://www.elcomercio.com/actualidad/seguridad/militar-fallecio-operativo-contra-mineria-ilegal-imbabura/

Assuming the parish is La Merced de Buenos Aires this isnt far from Cascabel. Its the only Buenos Aires I can see in that state so I assume it is the same one.

In the article it mentions others are preparing legal cases. Id leave them to it. That being said id write a letter reserving rights on cascabel through the IPA. There is no way that an arbitration in London wouldnt rule this to be a additional tax

First legal action

https://www.eldiario.ec/empresa-minera-hanrine-cuestiona-legalidad-de-tasa-impuesta-por-arcom-20250703/

From the price they used in the PFS.

On the graph and increase of 30% doesnt move the dial.

Stas it was me who suggested that. I think that may happen. We will have a starter TSF and then use the hole from TAM.

Of course this depends on the results from the drilling. Maybe TAMs life will be too long for it to be possible.

I imagine the reason they dont go on about Silver much is because of this statement

The Project’s NPV8 is most sensitive to changes in copper price and grade, followed by changes in gold price and grade. The Project’s NPV8 is least sensitive to changes in silver price and grade.

If you look at Figure 22-4 and Figure 22-5 changes in silver price make next to no difference to NPV (either up or down).

None Jack - if you read the PFS you would understand why

Just for perspective

Since drilling commenced on 1 September 2013, a total of 310,335 m of diamond drilling has been completed at the Cascabel project to date. Drilling includes: 265,224 m at the Alpala Deposit, 36,111 m at Tandayama-America deposit, 8,970 m at the Aguinaga deposit, and 6,774 m of drilling completed on

infrastructure, sterilisation and water monitoring.

They are adding 5,400 at TAM which still means its a fraction of the amount of drilling that's been done at Alpala.

I know they did Jack. Unlike you though im not an idiot and have read the PFS which clearly states that additional drilling is required.

This is why they are now drilling at TAM. Seriously if you have 1.4 million shares maybe try spending a bit of time actually researching the company rather than just chatting nonsense on here.

Fort I dont understand what your point is with this "G Mining Services advanced Phase 1 of the Feasibility Study to 74% completion as of March 31, 2025."

So they have 26% to complete which is probably the TSF which they need to complete the drilling at Tandy to complete.

The issue is our previous management didnt do the TAM drilling when they should have done. Lets assume G-mining is using primarvera for its programme there will be a Finish-to-Start (FS) relationship between the drilling and the TSF so we will be stuck on 74%

Rodney please read the PFS. Its very clear the two sites for the TSF on site are more economical if TAM is viable as they can use the excess fill to build the tsf. If tam isnt viable then they will use borrow pits. The pfs is based on the off site locations (so clearly they were the cheapest). If tam isnt viable, and the off site ones aren't viable which seems clear its going ti be a huge additional cost.

Jesus H christ.... why would you mine rock off site and pay for the transport? Just do it on site in borrow pits (noting its not necessarily rock you need). The PFS is clear on this. If they are working TAM then of course it makes sense to transport the waste to the tsf but otherwise it would be bat shi... crazy

I don't really understand the date you are mentioning Rodney. That aside Id be surprised if you have held this share longer than me. I just have morals.

The company thinks TAM is exploitable. I think it is. But lets say the results of the drilling campaign say it needs to be a block cave as well. Then it will not be the source of materials for the TSF. The materials will be created from borrow pits at site.

Im not sure which 6 examples you are referring to to be honest. Is it your NPV examples?

Rodney ill tell you one more time if TAM is a dud it will not be mined for the TSF. If it is the board would need sacking. It would be economically stupid.

Cash im not saying i expect staggered results. I said I hope we do. HOPE. I dont think we will based on the way the RNS was worded

Cash i know you are thick.... but think clearly.

If TAM is viable and we are using it as an early start.... we need to license which should take a year once we apply for it. We should apply end of this year or beginning of next. So we need electricity for then.

We have no info on the power MoU (they need a license). My guess is it would take two years to build the hydro electricity plant. The solar will be much quicker.

Cash we have signed an mou for the electricity but we haven't had any update of what is happening with it. You cant build a run of the river power plant in a year. I said I was surprised at the RNS as it was very definitive that the results will be when they will be.

RK I bought some 2 months ago. Im not buying currently as I think there might be a cash raise so im keeping powder dry.