Member Info for pj70

AMRQ are so overvalued market cap wise currently and may one day become profitable but until then i think it has had its run until it can prove it can justify its current market cap with bottom line numbers!

Wonder if some people know about Seligola information as SP very weak with a strong stable gold at the moment and most other goldies up

Interesting move the last 2 days and with this small market cap this could really fly if a good MRE, offtake agreement or any other positive news on drilling results

The gold price will help stabilise SP but it does not have the 2026 growth plans like many other goldies. 2027 will be MTLs year unless something comes from left field with Darren with phillipines. Increased reserves in Nicaragua should help as well and that could be 2026 but bottom line is gold out of the ground is worth alot more to market cap than in the ground!

Thanks for the interview and comment has changed now for putting the runo facility into storage until a new opportunity arises. Not next few months!!

Sudden interest definitely today and noticed late yesterday so maybe news is soon

Thanks Brent. The reason i ask is that in one breath it is stated in the RNS that we are producing effectively and want to show potential offtake partners what we have. On the other if we are producing are we selling it on open market?

Question - Can they sell the helium that is being produced on open market in the US or do they have to have offtake agreements?

Thanks as all i had seen was a finger in the air statement of H1 26 but no detail or facts about when or how etc

what is the next news due from GMET?

Its certainly been a positive few weeks and the final year end results and not sure whether they will release guidance for next FY but certainly moving a few pence each day. I am still unable to price this as there are several revenue streams that are yet to come online and not sure what impact they will have on EBITDA so for me alot of positive upside to come potentially.

We should also start getting some results for the satellite deposits within 50km of Seligola. Igila and Southern prospects have had incredible grades come up from drilling to date. Do we have a potential resource - only time will tell but hopefully one of these gives us another 400-500k ozs and effectively adding another 5+ years onto seligola processing facility mine life. Alot to look forward too at the moment but pricing of Thor i dont quite understand unless the african discount is so significant..???

Its a positive announcement and moving forward in the right direction but with a market cap approaching £150m we need to start seeing these opportunities for revenue and the potential escalation that may come with it. Positive though but still not bought into the ten bagger YET.

Paul when is that?

Paddy thanks for the post and thought it must be reasonably amicable to be around until end of June. Good to know that Otto has been there for sometime as we need a steady pair of hands on Telfer for the next 12 months until we get to "run of the mill" processing with all the areas that are possible to mine ore from.

Was that the second tree shake to the 2.20 area and now back to 1.90??

They actually never stated dividend but capital returned to shareholders so is that buyback or dividend. However the broker notes all state dividend and they would be talking directly with management.

The MRE release will be the catalyst for a re-rating from a £17m market cap in my opinion. Once we get that and a clear timeline path towards what they want to do to commercialise Issia IF the MRE is good and we are assuming it is then we could have a multiple of current price within the next 2-3 months.

Https://portergeo.com.au/database/mineinfo.php?mineid=mn1573

The last few weeks feels like the period before we exploded in December till early january and now settling before the next bit of information on MRE to be released, ASX100 inclusion and the potential and highly likely inclusion into the GDX fund and any other releases on drilling updates with the one of interest for me being announcing to market that we have found Tungsten at OCallaghans which anyone that knows what Newcrest reported back in 2013 it is circa 11 times what GMET with a market cap of £360m is sitting on and not done anything with as yet as still waiting a PFS.

OCallaghans is a sleeper to the SP and i do think they are keeping this quiet as takeover on the largest tier 1 resource outside of China would be highly likely.

So for me the next 6 weeks of the above information being released and the impact on the SP but with Ocallghans the dark horse with an in excess $10bn ++ resource in tungsten, tin, lead and copper less than 20km away from Telfer as per Newcrest resource estimates.

Seems like we have a little more buying today than the last few weeks.