Member Info for porvenireal

Those question marks were meant to be emphasis points. I wmust work on my wingdings.

Here's another big low-grade copper mob. Surge surg.v.

https://ceo.ca/@newswire/surge-copper-announces-96-increase-in-ootsa-measured

They already got their 2.5 million tons of copper, plus ?as much again? in moly & pms. It's in Canada, in several deposits surrounding an unusused copper mill on care & maintenance.

Currently trading at 2/3's of xtr's price.

Higher overall grade than xtr, plus with meaningful higher grade starter pits, and with a ?massively? smaller capex required, assuming an arrangement with Imperial can be organised for their unused plant. Equally decent jurisdiction.

He said corporate action...in my book that's a clue.

ICGAF. We've just got nothing to talk about.

Didn't sound nuanced to me.

DGR video presentation...
https://vimeo.com/731647251

Listen around the 3 minute mark...

"May God repay Solgold."

I was going to mention the caravel study. Tell me how xtr can produce better numbers?

Same one...stuff it.

https://m.youtube.com/watch?v=WOMCKd26bQs

Mate, who listens to the media at all?

That's a wildly bullish call from Goldman.

Interested parties need an acceptable PFS before the execs can bet their jobs on a new mine.

Price monitoring....God that's been a while.

Eish, perhaps you're thinking of Aguinaga? It's apparently had 9 holes drilled, no assays reported, but is shown as a blue blob on the maps, suggesting God-knows what.

In that scenario mate, I'm suggesting that we sell Solgold for some Godfather offer, and 95% of that money to goes to you and me, but that the exploration assets (beyond Cascabel and Porvenir,) are spun out into Solex Newco with a chunk of cash, the shares of which also go to you and me. Pretty standard stuff, but it reignites our exposure to the promised exploration successes. Dazza said they cba drilling because the market didn't care. Here's a way to fix that. Nick had previously said they were worth more as a collection, but I was never really convinced. There may be all sorts of misdirection going on with both statements, of course.

Bozi, they got 800 employees and one drill rig active that we know of.

Thanks for the link!

That's a really good post. If the exploration portfolio is as amazing as they say, (and five years of eff all drilling might suggest otherwise, but) then that is by far the major prize long-term, and I very much do not want it to be the steak knives in a Cascabel deal. Sell Cascabel, spin out the exploreco and have dgr fund them.

As a dgr holder I am a little encouraged by this option buying. But as for why...might be great solg news incoming, or might not be that at all. They do have a big stake in ALL.L, which have announced they're assesing takeover bids. Could be that. Could be just that dgr is objectively very cheap, even at 30% above market.