Member Info for PortfolioPower

It's sat on lows waiting news.

If it's some kind of JV/farm out to push the project on.. it would be a nailed on multibagger.

Maybe a certain entity wants to own a big slice of the pie ahead of news?

Just a starter position & have freed up some funds for further allocation if it all plays out.

Had some really nice winners recently but you can be in everything and I'm keeping an eye on some of the US stocks that have been tanking, but still not tempted by them as could be much further to fall for some of them.

Many of us said this would happen and it's fascinating watching 'the magnificent seven' start to tumble as predicted.

Dai,

It suggests to me that they have been approached by an entity offering a large amount of cash (in relation to the market cap).

The amount is obviously a lot larger than what they could normally raise with the market cap down at basement levels (4.5m market cap) without shareholder approval.

The last time they did a chunky raise it was at 0.5p which was a circa 40% premium to the share price at that time.

It reminds me of KOD when it was down at 0.04p and they had done bucket shop after bucket shop and CLN's and then they finally did a decent raise of £3.5m and that saw them through to getting their JV done and the shares 20 x bagged from 0.04p up to 0.8p which is when I sold.

I'm sure all will become alot more clear over the next 3months.

That £100k buyer back in January appears to have had some exceptionally good timing :-))

That's the one Dai

@Silverlight

Spot on

JV/Farm RNS lands

and this opens up 500%-800%+ up .

Has to be the biggest sleeping giant on the whole of AIM.

A potential Tier 1 asset in the making

Imo some kind of deal is in the pipeline that will be completely transformational for ROCK.

All the stars are aligning with zinc being added to critical minerals list + a much larger than expected resource is being revealed that as yet is nowhere near being refected in the share price here.

Add to this a new discovery zone and scoping study to be produced that if results are as expected will put a floor in the SP at many multiples of the present SP.

It was a complete no trainer as trading under NAV, with a healthy reliable DIV, inflation linked long leases to blue chips operating in a good sector and I believe they have recently acquired some older assets where their is potential to convert these into Amazon style fulfilment centres once their leases expire and add material additional value well above the initial book cost.

I bought for the DIV but will continue to hold for the capital appreciation.

@Nom

I hold SUPR

I initially purchased a significant chunck of 5 tranches all at or around its all time low of 65p and posted a few thoughts over on their bb at that time (including a link to another podcast with a certain well known ISA multi millionaire who provides a good overview.)

I poster

A Joint Venture with Metlin RNS announcement

With Rock free carried on all future costs towards production and this would do way more than the 20 x bagger returns that Allenby are forecasting as fair value.

Having someone like Metlin on board means we will be heading into production.

They will be able to make upfront payments and meet all costs moving forward.

The multi billion Metlin IPO listing in London in Q2 2025 is going to shine a huge spotlight on this project and it's not difficult to imagine a huge snowball effect with the SP going on a massive rally.

It would be practically impossible to find sellers in a fully funded situation. The MM's would have to just keep marking the price upwards until the Allenby forecast is in the rear view mirror.

Would Metlin want this project in their own back yard stolen from under their noses just as they are looking to go public?

Could there be a bidding war, or are Metlin making moves in the background to ensure that doesn't happen.

All is about to be revealed imo.

If all Rock had was their Plateau deposit in Queensland which has a JORC resource of 131,000 ounces of gold and 800,000 ounces of silver, them that alone would probably justify a £4.5m market cap.

The fact they have a potential billion dollar NPV Tier 1 critical minerals deposit that's in the same country as one of the most significant green metals IPO's on the London market for many years targeting a £4 Billion valuation at IPO just isn't known to the majority of most junior market participants.

Exactly right.

I was buying OMI at 2p and GSCU at 1.1p when no one wanted them.

OMI raised at 6.6p and GSCU at 2.7p

Everyone wants in there now theyve raised at much higher levels.

Same over a PAT recently. 7p placing and you'd need to pay 11p to get in.

All at different stages, but ROCK has by far the most advanced project.

With a 30 year miming license it's hard to believe a deal isn't going to be announced at multiples of the present SP.

Probably the most undervalued junior resource play on the London market.

Rock is flying so far under the radar atm, but all of that is about to change.

> One of the largest critical raw material deposits in Europe

> Zinc, lead, silver and germanium

> Molaoi contains 1,090,000 tonnes of zinc > 260,000 tonnes of lead

> 19.1 million ounces of silver.

> 1,500,000 tonnes of zinc equivalent metal

> Zinc currently trading at US$2,881 per tonne

> 4.8 million tonnes @ 21.9 g/t Ge (105,700 kilograms germanium.

> 30 YEAR Exploration AND Mining licence already held

> Recently updated resource: Rockfire recently increased the size of their JORC

compliant mineral resource by 500%

> Globally significant deposit:

> This dramatic increase in the scale of the resource base puts Molaoi within the TOP 20 undeveloped zinc projects globally in terms of both contained ZnEq and ZnEq grade.

> Further Upgrading : Rockfire is planning to increase the category of its

resource base &: once the resource category upgrade is completed, Rockfire will complete

a scoping study to provide an early indication of the project’s potential economics.

> Fair value: Allenby have recently updated their fair value to 2.2p. an upside of 2,103%

> Safe jurisdiction with supportive government

> Global race just kicked off to secure long term supply of critical raw materials.

-

> I think we could be in for the kind of stratepheric rise in the SP here that EUA saw once they finally broke cover on a potential sale back in 2019.

EUA then witnessed their share price move from fractions of a penny up to 40p+ before EUA effectly became a conflict zone asset. Even now it still has a m/cap of £175m

-

> ROCK's recent resource upgrade demonstrates the potential for this to be developed into a potential Tier 1 mine.

> If the planned scoping study economics reveal the same, at that stage you are looking at a signed off on US$ Billion dollar plus+ asset valuation here.

Is a certain entity/entities about to sweep in and do a deal before the scoping study is released to market?

GLA

I'm in GSCU & I've just taken a position here also.

I was in.GSCU for ages waiting for the drilling to get going was posting over there to myself when it was 1.1p and progress felt slow.

If anyone wants to scroll back you'll see all my posts over there before the herd arrived.

I just used that time to keep topping up as I'd done my research and it's started to play out as expected.

ROCK is now presently so undervalued vs proven resources it would be insane not to start scaling in at these prices.

It's the same across many junior resource plays.

No body wanted GSCU when it was 1.1p now it's shot up they have institutions throwing cash at it 300% higher

ROCK is circa £ 4m market cap and based on fundamentals should technically be priced much higher than GSCU's circa £20mil market cap.

Just the 19mil oz of silver alone is 500% more than the defined silver resource of UFO (alien metals).

"Silver prices have been manipulated for the past five decades, and a breakout with a price target of $250-$500 is "entirely possible," according to renowned investor and industry titan Eric Sprott, Chief Executive Officer, Eric Sprott Family Office.

Sprott is predicting a significant price increase due to a technical deficit where consumption exceeds mining production. "Silver is going to skyrocket," he told Kitco Mining on the sidelines of PDAC in Toronto, citing Michael Oliver's target of $250 and Don Durrett's target of $500.

https://www.kitco.com/news/article/2025-03-06/coming-silver-squeeze-why-silver-price-250-500-entirely-possible-eric"

GLA

Tro,

Been keeping an eye on that one.

Floor being put in over at ROCK atm

@ LWHL / Sharpey/ JMAX / Noel and the others who have ridden this one up from the lows.

Good to see you still here reaping the gains now.

Sharpey pleased to see you did well out of my shout of GSCU back when it was down at 1.1p

Good point made re BTC, I would probably broaden this out to include the wider tech space.

As that whole sector witnesses capital draw downs that money needs to flow somewhere.

Coming silver squeeze? Why silver price at $250-$500 is 'entirely possible' – Eric Sprott

Kitco News) - Silver prices have been manipulated for the past five decades, and a breakout with a price target of $250-$500 is "entirely possible," according to renowned investor and industry titan Eric Sprott, Chief Executive Officer, Eric Sprott Family Office.

Sprott is predicting a significant price increase due to a technical deficit where consumption exceeds mining production. "Silver is going to skyrocket," he told Kitco Mining on the sidelines of PDAC in Toronto, citing Michael Oliver's target of $250 and Don Durrett's target of $500.

https://www.kitco.com/news/article/2025-03-06/coming-silver-squeeze-why-silver-price-250-500-entirely-possible-eric

@LW

I guess you are referring to the micro caps rather than the larger operators

Alien metals (UFO) has 4mil oz silver resource, it's better known due to its silver mine being the highest grade in the world, so when they actually do any drilling there, fhe grades are off the scale massive. They also have an iron ore resource but iron is out of favour atm.

Mcap 5.26mil

Rockfire Resources PLC

LON: ROCK

Molaoi contains 1,090,000 tonnes of zinc, 260,000 tonnes of lead, and 19.1 million ounces of silver

M/cap £4Mil.

I've actually taken a starter position in Rock as the market cap is just too cheap for the resource.

GSCU - strong intra day reversal after some early profit taking

Https://www.standard.co.uk/business/business-news/bae-systems-shares-rocket-in-defence-stock-rally-after-ukraine-aid-talks-b1214315.html