Member Info for pj70

Thanks rotherby

Rotherby what production output are you using for your numbers?

Be intersting if this stock gets any PR time as that is what seems to drive price if instos are not on board. Just amazed the numbers on SLP and current market cap

Intersting read on that part of Philippines of another explorer - we do get a mention

The fruits of what the LTH have been talking about are starting to come to fruition finally. Thought 2025 would be the year but looking like 2026 will be the year with by end of 2026 net debt under 100m, dividend being paid and order book being more than 2 years of earnings without any further wins and a EBITDA around 110m. Such a good long term play with the 5 year plan being a 200m EBITDA.

Is this price being held down? peoples thoughts?

Stuart the fundamentals of SLP and the current market cap dont marry up t the moment and why i have bought in earlier this week as all the focus is on gold and silver but the bigger riser in price has been platinum.

You would think these must have just been signed and happened otherwise you would have declared them last week when all funds etc were still working!

As per previous statement below - 128m of wins in this quarter or 9 months of revenue to get to 540m!

Is that a base of £1.44?

Asimple NO it was not. The question asked was Helium and Hydrogen

Thanks ISA. Be certainly good then to get Douta at 100k oz plus continue with say a conservative 50k oz at Seligola from 2028 and have a 150k oz + operation with many exploration opportunities to come over the next 12 months.

Is that based on anything that 160?

I think there was something new in that he stated when asked about commercial sign ups - " we want to make sure we are producing before we make any agreements to any company" .

Its what people have stated on here in theory but it was out of the horses mouth as such!

The two mine in two jurisdictions is a big one for MTL so news on Dupax really important in my view not just for additional ounces produced!

I think 2026 will be a good year and would not be surprised off the back of that contract we may get another write up in IC or another paper. Certainly the brokers have updated and released forecasts for next 12 months between 29p and 32p with a dividend to be announced most likely in Q1 26.

Does anyone have a price target on SLP for the next 12 months based on current commodity prices staying where they are?

Why would you give your competition the name and the daily pricing to try to undercut you OR there is further work potentially in the pipeline. You just would not give out those details.

Has there been any comments on what the Douta production output per year is estimated to be?

Cazbraz the storms have already happened and there was water ingress at Haveiron apparently but nothing major. The dust storm took out the operating plants/trains for 5-6 working days apparently and the scheduled maintenance in november was approximately 17 days as per all the contract jobs that were advertised on Seek.com.au back in september for the planned shutdown. Make it what you will but there will be an impact on production unless they did more throughput in the up and running periods. Will just have to wait and see what the outcome is in the quarterlies.

The key takeaway though is that we maybe in a Tier 1 jurisdiction and producing alot of gold at telfer BUT events happen that stop revenue being produced and why i am keen on a second plant/mine to reduce this one mine risk for GGP. We have an underground mishap and we will be closed for along time.