Member Info for PortfolioPower

Your basically getting them at the recent placing price alongside some of the smartest investors in this space.

Same as when GGP did their placing around this time last year at 4.8p

All the sidelines begging like fools to get in lower missed the bargain entries that were on offer just above that level in the open market.

Those same sideliners have had to watch on from the sidelines as it suddenly started to rip higher circa 400% from anything bought around that placing price.

Same about to happen here at OMI (and then some) as we are fully funded for the next 18 months and not even a fraction of true value vs our peers has yet started to be unlocked.

If DD's price prediction of a 50 x bagger from here comes to pass we will possibly be priced to perfection at that stage unless ANZA gives up the 10-15Moz Gold that many believe is possible.

In that scenario, who knows where this will be?

But the smart money has recently come pouring in to support the next anticipated rapid phase of growth and they know what they are doing.

GLA.

I think the two markets will keep pushing this higher now.

We were at 26p last time gold started pushing through $4000+

That's a 30% discount on offer on the SP right now after this has pulled back way to far

We are also much closer to the MRE and fully cashed up for the first time ever.

> Cashed up for extra rigs

> Only just scratching the surface across our wider land packages

> Pepas being moved closer to the point of gold production following publication of its maiden Mineral Resource Estimate (‘MRE’),

> APTA maiden MRE

-- Further work programs on both

> Pepas North

> El Cedro.

> El Pantano

GDXJ will be needing stock here on one of their future rebalancings

GLA

Looking primed for a massive rebound

GLA

I like the way Beth Rigby breaks character to mouth off in downing street before remembering she is mid piece to camera. :-)

https://youtu.be/mCczHNMHpo0?si=_6wY6_XH2zNaO0pn

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Dai,

That CARD trade after the budget and in the run up to xmas last year worked out OK.

I suspect there could be some temporary carnage again this year and fall out from this upcoming budget that will see certain stocks get hit and provide some more trading opportunities.

Hopefully we then get a nice December Santa rally following the budget that lifts any casualties from the budget again providing a short term trading opportunity in the run up to Christmas

Swissy

I've fully sold my LLOYD position today

Had a good run over the past couple of years, but I hold the same concerns as you regarding the upcoming budget and whilst it may still climb a wall of worry. No harm in closing out and adopting a wait and see approach for now with some dry powder freed up.

Even admin have get tired of all the politics getting posted over on that bb and have issued a warning at the top of fhe forum to ban any posters that discuss 'off topic' subjects.

@Swissydog

I took some of these back in July when I posted the below.. Different trading strategies in different markets for me. If I make some fast gains on AIM stocks and can withdraw my initial stake and get onto a nice free ride with profits banked and initial capital returned it makes it easier to stay the course as it then becomes a risk free trade.

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PortfolioPower

21 Jul 2025 20:36

Posts: 4,743

Price: 0.22

This should be the floor around here now that placing is out of the way.

If the drilling enables them to add sounces then some significant value should be unlocked

Market cap here doesn't anyway properly reflect the assets held.

The price action over the past few months tells the usual story of a resource stock selling off in anticipation of a fund raise.

Now the raise is out of the way, the SP should be finally free to start to recover.

GLA

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Hi GB

I think you are right in that thought process.

The move forecast a couple of years back has played out almost perfectly.

A whole host of factors that have been driving this move, driven initially by significant gold purchases by central banks.

So we now appear to be in a wait and see holding pattern at the moment where traders have taken profits as targets got hit and the relentless daily increases in gold and silver from the non stop buying in the run up to those targets has cooled a little.

The fed cut rates as expected middle of last week and that has helped support prices.

However the US - China trade truce has equally seen some money flow back into equities.

The markets are however extremely nervous

If we see a general market correction that will take everything down including gold and silver, but these things are generally short lived in the technology driven age we are in now, once any bounce is in the algorithm bots start buying up the move back up quicker and quicker than would have happened in decades past.

As we saw this earlier this year in April the Trump tarrif downturn was both short lived and provided an amazing buying opportunity.

Alongside the backdrop of the above there is very obviously secret money printing going on around the world hence all the central banks seeking to boost their gold reserves as that's about the only thing left to trust when all else fails.

It's not difficult to imagine some kind of global event taking place that enables governments to fire up the printing presses to the maximum and put extra liquidity into the markets that will support both higher equity prices and a much higher gold price.

It will also help to 'inflate' away the national debts in the West that are running at record levels vs GDP.

Gold price longer term, it's going much higher. But we are in a bit of a 'wait n see' at the moment, so this means that the move in the index in halted and its back to picking individual stocks that have near term catalysts.

Once the longer terms pattern is restored then all the gold related equities will benefit.

Prepare for significant inflation over the next 5 years.

In that environment gold will fly.

At the moment, it's taking a bit of a breather.

As you guys know I started positioning across many of these Junior metal exploration companies when they were on their knees just over two years ago.

If you take a look at my posts on GJGB which is the Vaneck Junior Gold Miners Ucits Etf also known as the GDXJ

The move forecast back then has played out almost perfectly.

A whole host of factors that have been driving this move, driven initially by significant gold purchases by central banks.

The traders then got involved and $4000 gold and $50 Silver was the consensus target prices that would be seen in 2025.

I wrote a few weeks back that I felt it was "inevitable" these price targets would be hit.

Not only did they get hit, they even overshot a little.

So we now appear to be in a wait and see holding pattern at the moment where traders have taken profits as targets got hit and the relentless daily increases in gold and silver from the non stop buying in the run up to those targets has cooled a little.

The fed cut rates as expected middle of last week and that has helped support prices.

However the US - China trade truce has equally seen some money flow back into equities.

The markets are however extremely nervous

If we see a general market correction that will take everything down including gold and silver, but these things are generally short lived in the technology driven age we are in now, once any bounce is in the algorithm bots start buying up the move back up quicker and quicker than would have happened in decades past.

As we saw this earlier this year in April the Trump tarrif downturn was both short lived and provided an amazing buying opportunity.

Alongside the backdrop of tbe above there is very obviously secret money printing going on around the world hence all the central banks seeking to boost their gold reserves as that's about the only thing left to trust when all else fails.

It's not difficult to imagine some kind of global event taking place over the next 6-12 months that sees a temporary shakedown in all of the markets and Im convinced at this stage that most governments are simply waiting for this to happen as it provides an excuse to fire up the printing presses to the maximum and put extra liquidity into the markets that will support both higher equity prices and a much higher gold price.

It will also help to 'inflate' away the national debts in the West that are running at record levels vs GDP.

Gold price longer term, it's going much higher. But we are in a bit of a 'wait n see' at the moment, so this means that the move in the index in halted and its back to picking individual stocks that have near term catalysts.

Once the longer terms pattern is restored then all the gold related equities will benefit.

Prepare for significant inflation over the next 5 years.

In that environment gold will fly.

At the moment, it's taking a bit of a breather.

(Apologies to GoldBlend who asked me pretty much the same question ov

It would be had I simply sat on my hands.

But I traded out around 10p as I needed to realise the gains for something else.

It then quickly jumped to 26p-27p whilst I was on the sidelines and then the rest is history.

I normally sell out in tranches and leave a free ride on shares like this but my initial purchase was so small and it rose so quickly I really struggled mentally with the concept of buying back in at much higher levels having been in initially with such a low average even though I know that might sound irrational.

I had an average of 1.4p in EEE and was posting over there when it was below a penny and then when it traded between 1p and 3p.

I started scaling out as it rose and didn't have a massive amount in to begin with.

What most of fhe folk who are invested in there now probably aren't aware of is that their big Titanium discovery was a total fluke :-)

They were actually searching for a copper deposit and stumbled across the titanium and basically didn't realise exactly what they held in their licence area.

Never did I imagine they would uncover what they have done, but then again, neither did their CEO to begin with either!

Although i expect there will be some bumps in the road along the way.

I won't be surprised to see it re capture 600p+ at some stage as oil prices rise.

Share Price here has risen significantly through out the year at almost 3 x time the rise in gold on a leveraged basis.

As the recent POG has had a pullback of approximately 8% ( which is healthy imo for the longer term trend) you can't expect a leveraged play not to experience some draw downs in price over the past week.

All the Gold miners are in the same boat atm

Barrick

Agnico Eagle

Franco Nevada

Wheaton Precious Metals

All similar charts throughout 2025.

As gold and Silver take a much needed breather from their recent rapid rises, the miners also need to take a pause for breath.

Personally I'm happy it paused for breath at c.$4400/oz as had it just kept rising into bubble territory the pullback would have been savage.

Imo it's simply undergoing a healthy price discovery in the market which is still highly profitable for miners.

If we start to see a weaker dollar, rate cuts, rising trade tensions then gold will be off to the races once again.

I'm a gold bug, but it is a strange situation to want to be cheering on the things that will lead to much higher gold prices in the near term.

A world where gold quickly hits $10,000 would be worrying.

If we see $25,000 as some predict is possible by 2030 then some major structural changes will have come to pass in the Western monetary and financial system which while those may be seen to be good for everyone who is lucky enough to have squirrelled away some gold will inevitably be really bad for just about everything and everyone else in the West.

Https://www.benzinga.com/markets/earnings/25/10/48393130/newmont-stock-slides-on-q3-earnings-the-details

Bit of drift in after hours.

Still (+ 131.72%) year to date

He does have a habbit of picking the long term down trends of lots of AIM comps.

Not that difficult with those companies that just have a 'story'.and use that story to regularly dilute PI's so that they.all eventually end up -99.99999% down.

They all tend to have blips on the chart where they bounce up suckling in fresh PI cash, before throwing another discounted raise into the mix

These companies are absolutely fine to trade if you can catch the upswings and most importantly avoid the discounted placings!

you should also see what he writes about vast

https://*************.com/views/83059/tom-winnifrith-bearcast-everything-that-is-wrong-about-aim-vast-resources-misleads-as-it-places-yet-again-i-made-it-back-from-wrexham-unscathed

the missing bit is:

share prophets .com

just without any spaces..

https://*************.com/views/83064/supplyme-shares-resuming-trading-and-treble-just-plain-insanity

tw's not so glowing appraisal of the situation:-))

Gold and silver see worst one-day drop in years

https://www.kitco.com/news/article/2025-10-21/gold-and-silver-see-worst-one-day-drop-years-long-term-uptrend-remains

“The consolidation in gold is a function of profit-taking — pure and simple,” said commodity analysts at TD Securities. “Our read of positioning screens extreme on many fronts: algos won't buy more at any price, risk parity and vol-control fund leverage is near common-sense caps, macro funds are likely max'ed out (OTC uncertainties), the central bank bid is down notably q/q, obscured central bank purchases are absent, retail participation (at least decade high), and China remains on a buyer's strike. Profit taking has a ways to go.”

Totally missed the cheap entry down around 0.45p during the summer.

Hit 1.6p today back at 52wk highs.

Very strong momentum over the past 3/4 months

Well, this move has played out beaufully over the past two years.

First big pull back today in the Gold price for over 5 years.

Let's see where she heads from here.

The price of gold plunged on Tuesday, dragging down FTSE 350 precious metals miners Fresnillo PLC (LSE:FRES), Endeavour Mining PLC (LSE:EDV, TSX:EDV, OTCQX:EDVMF) and Hochschild Mining PLC (LSE:HOC, OTCQX:HCHDF).

Gold, which cost almost $4,380 on Monday night, tumbled over $200 or 5.9% to $4,122.

While this only wiped off the gains in the past week, it was the biggest one-day drop in the price of gold in five years.

Silver also dropping even more sharply, down 7.8% to $48.14 per ounce.

"It has been a long time coming," said market analyst David Morrison at Trade Nation, "but it looks as if gold is finally having a bit of a downside correction following its record-breaking upside run."

There has been "no single event that has caused today’s sell off," said market analyst Kathleen Brooks at XTB. "Instead, it is most likely caused by a confluence of factors, including stretched valuations and signs that US CPI, which will be released at the end of this week, could come in softer than expected."

The risk, Brooks added, is that the precious metals sell-off "infects" other asset classes, with gold and stocks having moved in tandem to both hit various record highs in recent months.

European and US stock indices are mixed, with the FTSE and DAX up 0.1%-0.2% and the Dow Jones also in the green.

Fresnillo shares fell over 15%, while Hochschild and Endeavour fell over 10%.

"If this sell off continues, then we could see the FSTE 100 come under pressure," Brooks said.

"If this is a prolonged sell off, then the FTSE 100 could be at risk, since Endeavour and Fresnillo have both risen by 270% and 130% respectively, so far this year. Thus, the focus will be on how far the gold price can fall."

Morrison was thinking along similar lines, suggesting that many investors and traders will be wondering "if this the start of a much-needed correction?"

He said it would "help" with a reset of the daily MACD [moving average convergence/divergence] momentum indicator at lower levels, "thereby setting up a base for a new rally to fresh all-time highs".

Alternatively, he said, Tuesday's sell-off could be "the start of something more serious", in other words, signalling that the top of the market has been reached for gold.

"It’s very difficult to know, and analyst speculation will centre around the shape and extent of this sell-off, as well as giving some consideration as to how long this rally has been going."

In late 2022, gold hit a two-year low around $1,640/oz, which Morrison said was "relatively young" for a gold price rally, but it could be said that lows of 2015 were a starting point.

"The first major test to the downside comes in around $4,000. But it’s also quite possible that this is all we get from the dip, and that buyers come back in around $4,200