Member Info for PortfolioPower

Good work Ben

Have seen some of your coverage of other stocks and always thought it provided a good overview.

Hopefully your following will start to grow in recognition as I imagine these take some time to pull together to get the content out without sacrificing the detail & quality.

Keep up the good work and look forward to the next one.

Only just finished reading up over a BCE and their RNS reaction today.

Looks like the deal will be voted through.

Oil assets Acquisition at 0.11p

Re-listing date 11 April

Suggests the funders and BoD are locked in for 12 months

I'm not in but can't he anyone in a profit position over there to generate much selling on re-listitng if it re-opens around 0.11p as only £150k subscribers via primary bid so potentially not much churn as that could be only a handful of PI's.

Will keep a close eye, as their former incarnation (Advance Energy) was one or the biggest flops in recent history- falling some 90% on revealing a duster.

Bet there are some furious holders seriously underwater now over there.

5.5p down to > 0.11p = 98% fall in value.. wow!!!

@Tro

JLP looking like starting to move off the low

After the last double digit pullback we went onto rise around 40%+ over the following 3-4months

Mentioned a couple of days ago that I thought we would do the same again

Shouldn't be too much of an ask from here and may need to revise this higher in line with the analysts 12 month target of 75p which is a 55% uplift from here + Dividend payments to be added on top.

GLA

Gold seeing a bit of a draw down as funds flow back into markets.

Presently around $1960/oz

-

Silver presently around $22.40/oz

We haven't seen the bigger move in Silver that many have been predicting for a very long time now.

Whilst Gold had another run up towards ATH range and rejected at $2000 level

Silver remains a long way back from its all time highs around $50/oz set decades ago.

Gold seeing a bit of a draw down as funds flow back into markets.

Presently around $1960/oz

"Gilar is a significant gold and copper project. Its lower zone has the potential to supply high-grade ore at a throughput of about 700,000 tonnes per annum for over 3 years to the agitation leach plant.

This will enable the evaluation of the remaining resources and expansion of the mineral resource estimate. The Company is very excited that Gilar can extend production at the current Gedabek processing facilities until Xarxar and Garadag are brought into production."

£22k buyer last week was confident!!

News slowly getting out and share price reacting beautifully as a steady daily riser.

GLA

Gold trading around $2000/oz

Keeping an eye on the price action moves around US markets open.

Let's see how they have been getting on.

Gold now $1990

Silver now $22.70

Nice moves up over the past week

@ID78

I think I hear what you are saying

GGP are still to annouce the FS and DTM and all of this is subject to Newcrest ongoing work.

Stated that the ASX listing won't be combined with a fund raise.

I noticed that SD is still however in London

I think he has discussed accessing bank debt at the development stage, but can't rule anything out if additional equity is also part of it.

Wyloo being in the mix also.

The picture should become a lot more clear by the middle of this year and once it I think that's when the corner should be turned for the GGP SP.

'Lassonde curve' spell it correctly:-)

If you have a copy of the Lassonde Curve in front of you there is an orphan period which GGP are presently in that bottoms and then starts to move into & back up through the development stage.

Technically that inflection point and 'bottom of the Lassonde curve' is when the Feasibility Study is completed & released.

The decline presently under construction is 'anticipated to hit the top of the ORE body at Havieron around May time.

Feasibility study & DTM should land at GGP around end of - H1 - but fully dependent on Newcrest so could be start of H2 give or take +/- a few weeks either way.

WSBN are still in the 'Digging in' / pre-discovery phase.

@Steve

Others will have their view.

If you have a copy of the Lasonde Curve in front of you there is an orphan period which GGP are presently in that bottoms and then starts to move into & back up through the development stage.

Technically that inflection point and 'bottom of the Lasonde curve' is when the Feasibility Study is completed & released.

The decline presently under construction is 'anticipated to hit the top of the ORE body at Havieron around May time.

Feasibility study & DTM should land at GGP around end of - H1 - but fully dependent on Newcrest so could be start of H2 give or take +/- a few weeks either way.

WSBN are still in the 'Digging in' / pre-discovery phase.

GLA

> Initial drill testing at Red setter confirmed a broad hydrothermal system with gold and copper

> inital Gold Grades (Au) up to 6.4g/t and Copper (Cu) over 2.27%

> This system now needs to be properly defined to allow the company to target the core therefore a this MT geophysical survey was commissioned.

> The MT survey looks for sulphide enrichment and is designed to assist with target refinement for the next planned drilling as we look to pinpoint the core of the system

Drilling season is about to start up in Australia so the waiting is nearly over.

Planned drill campaigns

>Red setter - Gold/Copper system
>Cottelsoe - Silver
>Anketell - Gold/Copper target

Market cap here has more than halved in the past 6 months to around 6m whereas the market cap at EEE has more than doubled over the same period to around 10m and both are at very similar stages heading into the start of drilling season.

Will look to add as the drilling gets underway

GLA

Kev,.if you want direct exposure from within your trading platform/ISA etc there are lots of gold and silver ETF on the market from the likes of Invesco and wisdomtree etc, check with your platform to see what they offer, a fair amount are synthetic. There are also ETCs which say fhey hold the underlying asset (apparently) and also Leveraged ETF's which aren't backed by anything other than paper contracts but offer a Leveraged exposure to futures

I use it as an insurance policy against wider market risk off events and would not recommend speculatively day trading it as it will completely do your head in as there are so many factors acting as a push and pull on the daily movements.

It was a safety trade for me from last week when the market contagion hit the the price has moved up inversely to the broader equity indexes

E.g

If you sold the FTSE 100 last week its gone down 7%.
Whilst gold has moved up 7%.over the past week

Silver $22.41 :-)))

GOLD NOW $1926 :-))

Agree. CNR finally seems to be happening now with buyers coming in (both for the assets and the shares)

OMI is not happening until they get the JVA with Newmont/Agnico signed and sealed and work resumes again.

Ideal situation would be sale goes through here before OMI get their JVA done so can put some proceeds from here over there.

On a free ride in both at present so let's see how it plays out through the year.

GL