Member Info for Pk73

That’s a cracking read @edhellas. Thx for sharing and I’ve signed up to their news letter going forward.

Pk

You can guess 100% at longer if you like, @Gall!!

But only the people involved have any real clue.... the rest of it, including Grok, any other AI you choose, or anyone's opinion, alas, is guesswork with a zero % certainty at this point... The best we can all do is have a best stab, whilst remaining open and flexible.

I have no expectations of time... and fine with however long it takes. I was just trying to grab at thin air and see what's happened in other cases to see if there is any consistency... there ain't....

Maybe the bifurcation makes it easier, as it's cut into bite-sized chunks? who knows?

Patience required here but it'll all come out eventually.... of that we can be 90,95 or 100% certain!

Next year, Rodney.....

Just asked it for an average time for milestones in BIT mining arbitration cases:

Conclusion

The average time gap between the issuance of the Statement of Claim and the first response (Statement of Defense) in mining-related BIT arbitration cases is approximately 2–4 months (60–120 days), based on institutional rules (e.g., LCIA’s 28-day baseline, ICSID’s flexible schedules) and the complexity of mining disputes. Extensions can push this to 6 months in cases with jurisdictional challenges or technical delays.

43 days in.... patience required. That's fine.Set a note in the diary for 19th Sept and see if anything has happened (If we are informed about it that is)

In the meantime, I hope this steady rise of the the last few sessions continues to where VSA think we should be at....

GLA PK.

Think I may have caused the confusion on the July date, @deck… I thought I read that was the next date in the arbitration calendar, but actually is was 26 or 28 July 2024 the arbitration process commenced… I got the year wrong…

So it would be a question to mark as to whether he can publish the arbitration timetable (where the activity dates will be clearly laid out)….. or not….

Just chilling, confident here and adding if the price drops any more, and focussing on more immediate timelines..

Pk

Let’s hope so.

About the 10’s.

Bonkers, but ok…. Hand down the back of the sofa time.

A chartist update would be good, geng, if you fancy sharing.

Pk

Https://youtu.be/8ZEf3LB-M0U?si=iUq4HsPLjr1e7m_E

And today Panthera is the first company…. Super interesting that mark was saying at lunch that he is going to try to spread the Panthera word in the states…..

Https://youtu.be/9bX3ocTAwqQ?si=GSkh0cdelTQv7y4G

Right at the end of today’s morning miner, VSA mention that mark is in London and to get in touch with them if they want to meet him….

Its a bit of a tumbleweed day on the panthera stand of the trading floor!!! Only 6 trades so far!

Https://www.allenbycapital.com/client/panthera-resources-plc/

New research note suggests current sp should be 32p a share given the reasonableness of the claim and adjusting chance of success to 15% from 10%.

Seems a legit stance to me.

Was just playing about with grok and seeing whether it would diss Elon’s results at doge… it did. So I decided to ask it “ Using precedent of share price during BIT arbitration cases, can you investigation if Panthera resources share price is on a normal trajectory or if it is under or over valued at this point”

The answer sounds surprisingly reasonable and sensible…

Based on precedents from GreenX Metals, Indiana Resources, and Equatorial Resources, Panthera Resources’ share price at 12-13.75p (market cap £29.03–£33.39 million) is undervalued relative to its $1.58 billion arbitration claim. At this stage of active pursuit (post-funding, SoC filed, tribunal forming), comparable cases suggest a valuation of 5-10% of the claim, or £79–£158 million, aligning with VSA Capital’s 40p target (£97 million market cap). The current market cap of 1.84–2.11% of the claim is closer to the 1-2% range for pre-arbitration or high-risk cases, not reflecting the de-risking from LCM’s funding and arbitration progress.

I mean, I wouldn’t bet my house on it, but feeling reasonably relaxed that the market will adjust itself when ready.

Agree @nelson… and also keep stopping myself from ruining my 7p average with a sneaky top up… if it drops any more the resistance is likely to fail.

Https://timesofindia.indiatimes.com/city/jaipur/international-dispute-forces-suspension-of-gold-mining-in-rajasthan/articleshow/114227381.cms

That is correct @stever.

I can’t remember if I got that from an RNS or whether it came form a times of India article. Either way, I’m pretty sure I reposted it not so long ago…

I think it’s a move towards fair value after a shake out of those selling the news.

I think everyone has a view on their holding here now and a plan to how they want to play it, and now the market will follow more the path of precedent.

And that precedent suggests that sp ain’t here at this level as the arbitration progresses..

Whatever your plans, I wish you luck (and good judgement), my holding in in for a good while yet..

Pk

I'd take that @topshare!

You’ll find out either way tomorrow morning. You can’t do anything until then.

Have a good Sunday.

“I see that” is something that is construed…

“Saw” means you saw i5 with your own eyes.

Sorry, you’re being a weasel.

Weasel words? Sorry I’ve got to call that out….

“Saw multiple members of the pantheraLTH group reach out to Mark Bolton.” 16th may 23.28

Then:

“ Not a member - have been relayed info from within it” today, 00.39

Were you lying then or now? Weasel words, those…. Not a straight shooter…

Don’t waste my time with this shxte.

It’s started…. They’re here… the dunning-Kruger level one brigade…

Oops. Pocket