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Needs a JV Dai.

But it may actually pull off 2 x JV's.

That aside... it was so so so so cheap at 0.12p like crazy cheap for the highest grade silver mine in Australia that only closed when silver fell to $5 and its now heading towards $30.

Additionally....

They also have an Iron ore deposit that they should bring into production fairly easily.

It's DSO grade

They have some other assets that they could flip for a couple of mil.

It was trading in the 'deep fear zone' that is normally when you find the best buying opportunities

Markets are all over the place atm

Lots of juniors that are severely undervalued

They won't all move at the same time

But once a few start bagging over a session or two the money will start pouring back into the small cap exploration sector.

After the yanks sold a bit on US market open, silver has just continued to tick back up as the session has gone on.

Previously silver bulls might have been rattled a little by these intra dsy shakes.

That doesn't look like it's happening now.

Still early in what could be a really bullish breakout move imo.

Tro,

Another good day... even better month!

Moved quickly on fairly thin vols.

# Trades 211

Vol. Sold 1,108,121

Sold Value £44.51k

Vol. Bought 2,175,333

Bought Value £85.47k

Good to see bullish divergence playing out into a classic bear trap reversal.

Chart looking strong from these levels.

GLA

Moon.

I'm looking forward to you producing one of your legendary old skool social media videos.

I'm thinking blockbuster production values this time :-)

944T is off shopping for a new GT3 so if you could sort this in time for the next RNS.. that would be ideal.

👍

Bump of thread - UFO mentioned in original post

I mentioned UFO to you yesterday matey :-))

This did a 30 x bagger back in 2020

Another massive Massive inflection point news driven multibagger incoming again.

Deeply undervalued here.

GLA

RNS landing

MM's gap this back up to 0.35p+

Another tick up

Last few in size below 0.2 then 0.22 will be the ASK.

Still NT for £10k and above

Last £9k available for 0.19p

0.2's incoming fast

Back at NT to buy now.

Any positions below 0.25p secures a near term multibagger

GLA

Gate back open temporarily

Should be a few available below 0.18 before moves through 0.19 > 0.22p incoming

Ticking up nicely this morning

One of the most undervalued small cap miners globally vs sum of parts valuation of assets held.

I remember when the market cap here was north of £100m a couple of years sgo.

It had definitely overshot at that moment in time for the stage the company was at.

But it's presently trading significantly below fair value having overshot in the other direction recently

Typical of AIM stocks

Re rate long overdue here.

Momentum starting to build in the sector..

"This week we shall see two high profile IPOs from Energy Green Transition (EGT) and Helix Exploration (HEX).

EGT is the latest from Cathal Friel, of hVIVO (HVO) and Poolbeg (POLB) fame, while HEX is headed by David Minchin, best known for Helium One (HE1).

Both have a strong following in the market, and hence both have been able to raise the cash to list a company on the stock market"

Is this is the other IPO landing this week?

https://www.lse.co.uk/rns/EGT/admission-to-trading-on-aim-skg5ivyq1nfow8x.html

Near term 60p

End of year 80p-90p

By then the 100p+ SP Target getting regularly mentioned will be seen and with the whole sector trading a lot higher and the present huge discount gap to book value here will have started to close.

GLA

Just spotted that it's another Company straight out of the Orana Corporate stable.

All Dai's best mates when it comes to fundraising packages :-))

The physical Silver ETC and ETF won't offer anywhere near the same price swings as the silver miner ETFs.

The miners are effectively a Leveraged play on the silver price

Some miners are down -60 to -75% so could carry huge upside on a reversion play if Silver moves above $30/oz and find support above it.

Some off the Silver juniors are down -90%+ BUT in a whole risk category higher up.

But pick the right one and you could be looking at multiples.

The physical ETF will just track the price adjusted for USD to GBP

Whereas the Miners Fund will revalue and rebalance based on fhe individual comps market cap movements.

Don't know if we'll see silver pull back a little before going again, but gold/silver ratio was looking disconnected a week or so ago and silver is still lagging behind by a mile to catch back up to historic gold silver ratio levels

You can pull up long term gold/silver ratio chart info over the past 50 years+ to see what I mean.