Member Info for pj70

No shots fired Chippy :-)

Like everyone we all want to see that higher price and it will come if gold maintains the pricing above 4000 an oz. I just want for myself to see the day we get to £10 and then make a call as to whether i can see future potential for higher prices or whether i call it a day for the bulk of my holding. That day will come i am sure with a gold price that can stay at these levels.

The one question i have for people on this board - when do we start producing 350-400k oz a year or do we have to wait for Haveiron for that to happen?

Chippy the point that Bamps and others were trying to make is that we may see a dip in price due to the planned maintenance AND other issues that occurred at the plant which became more known when the FIFO workers returned to Perth and which is why i would guess the short was entered on the 19th December. Take it what you may but shooting the messenger is not fair when one was only trying to help investors on this board who are not in the box seat - the instos are and why they have manipulated the price now from 2.40 to 5.35 in the space of 6 months! Time will tell whether the reduced qtrly output vs revenues about the same due to higher gold price in december qtr is played with by the bigger boys or not. Either way it will be an opportunity to buy lower OR have comfort that we have an insto base that are happy with GGP as shareholders.

Also the PFS was driven off copper at 9300, gold at 2800, silver at 31. Some big uplifts in these numbers now into the reality which i am sure is part of the DD by the financing company.

There is definitely some momentum in BZT at the moment and do wonder whether it is the financing news OR just being a copper play and flavour of the month

Still do not think this is on people radars as can colin deliver will be what many sitting on the sidelines are thinking still

The Q4 results will get the analysts sharpening there pencils for upgrades me thinks in SP

Lucky i would suggest that £20m BZT share with a PE of 4-5 would be about right around that 80-100m market cap with the kicker in market cap being the development of the licenses and how to grow the production.

Goingto wherever - have no problem making a statement of 350 but back it up with some justification

If someone is looking for a copper play with good growth opportunities then this one is it in my opinion. We are 22m market cap with financing DD weeks/days away from potential finalisation and a plant that will produce revenue and allow to develop the larger prospects.

Does anyone have thoughts what market cap will be when we are producing in 2026?

I think the larger players if they are still trying to accumulate will use any small bit of negativity to drive the price down to accumulate more. To what level is to be seen. Personally hope that it does not happen but after seeing what happened back in July with the guidance downgrade and the butchering that one institution did to the price of GGP i just would not put it past them to do it again.

Its why the price has been moving the last few trading days and on top of that you have the growth aspects of this company which will become known in 2026 as to getting them over the line

Are you stating 350 based on the lower qtrly production that will spook instos and allow macquarie to manipulate and why the short started on the 19th OR are you just throwing a line out there with finger in the air price?

Very little interest in Thor

Dupax is the one Lee as that de-risks MTL to some extent from being a one mine play. Lets hope it is commercially viable

Correct Sakura and same for Aberdeen and Baker is a fund

Lee not entirely true about nothing changing for MTL. The attack on Venezuela by the US put that whole region and any regimes of which Nicaragua is one on alert and MTL with its main play for going forward being in that jurisdiction all of a sudden made MTL even a higher risk stock than what it was before due to what happened on the weekend.

The caveat to this is that the current Venezuelan administration bends over for Trump and he gets what he wants and in the next few weeks it becomes a thing of the past and things resume as normal - but if this is not the case then we will have a risk premium on MTL until the fracas in Venezuela eventually subsides and that the Nicaraguan authoritarian regime is not looking to be ousted.

Everyone has a risk profile and your decision to hold or take some profits.

Certainly on an upwards move at the moment and with copper price strong looks good for 2026 and especially if copper can hold above 12000 a ton

Vietnam and jungles is similar to Venezuela and why the rebels have never been sorted in Venezuela or Colombia and why the US will never put boots on the ground!

The question here is where is the bottom? Will it dip below 14p - the issue here is that we do not have that second mine YET guaranteed in Phillipines so there are nervous investors worried that La India may get to mining but be taken out by a US govt that gives the mine to a US company - then spend years in an international court trying to get compensation!

This could go alot lower as sentiment for that region is obviously not strong and you dont know what trump is going to do that is the issue.