Member Info for rhwillcoll

Sorry, "will" not "with."

Gold spot price right now is $4,001. Market factor in trade deal between US and China. However, highly likely that Fed with have two further rate cuts, which will propel the gold price higher.

Amazingly, a gold price of $5,000 an ounce is indicated by almost all banks for 2026, just when NTVO are seriously into mining and processing!

What a buy, imho - and that of you guys - and Zeus!

Just to say that I have recently spent a couple of days doing some research around NTVO. I will try and post some information from my AI during the coming days.

Also my "back of packet" estimate of the company's profit from its three ventures: its own mines, its gold processing and the North Tailings work. My total comes out quite conservatively at £80 million per annum (UK pounds, not USD) @ $4000 per ounce of gold in the coming months. Gold price estimated to be $5,000 not $4,000 by the second half of 2026, so actually likely to be rather more than that.

At x8 PE, that would equate to £640 mn market cap next year, even with gold at "only" $4,000 per ounce. That is a decent x 300 from today. I don't think this is high risk at all. For example, their "Bonanza" mine (now being worked on) plus Morroccata mine (to be worked on later) are proven great gold mines, plus NTVO's gold processing unit will also mostly be on behalf of other miners, and they have their own tailings side with proven gold and silver deposits.

A screaming buy is my honest opinion. The fact is that the gold they are harnessing - their own mines, plus others' gold, plus gold and silver tailings, are all present. What I am seeing is a very well-thought-out plan that will come to fruition in the near future.

That is my take, and I have invested accordingly. This is a good, sound company and with great leadership. About to start gold production in just over a month. Also, Richard Edwards is a very shrewd investor - a great chartered accountant and he can see what is about to happen.

Just doing my own research here. Again, via AI Perplexity, although the NTVO September update is the 'gold standard.' Apologies if slightly inaccurate, although looks okay to me:

Nativo Resources plc (NTVO) owns mining interests in Peru primarily through the Tesoro Gold Concession, which includes the Bonanza and Morrocota gold mines. Nativo now holds 100% interest in Boku Resources SAC, which manages the Bonanza Gold Mine, now undergoing full exploration (see 23 Oct RNS) and with known high grade recovery rates. The company also signed a binding agreement to acquire 100% ownership of the Morrocota Gold Mine near Bonanza through a wholly owned Peruvian subsidiary.

Additionally, Nativo is involved in projects to process gold and silver tailings in Peru to recover metals and address environmental liabilities, with several tailings deposits identified for potential evaluation and processing.

In summary, the key NTVO-owned or controlled mines/projects in Peru are:

Bonanza Gold Mine (100% via Boku Resources SAC)

Morrocota Gold Mine (100% ownership)

Gold/silver tailings processing projects including the Toma la Mano tailings deposit

Ana Lucia Polymetallic concession (exploration stage)

Nativo aims to scale operations, develop its own ore processing plant in Arequipa region, and expand its mineral asset base in Peru with low-cost acquisitions focused on production growth and environmental management .

This gives a clear overview of the main mining assets Nativo Resources owns or controls in Peru.

I use the Perplexity AI model. This is what it says re yesterday's RNS. I do like the "fingers in three pies" NTVO approach - its own 100% owned gold mines, its Tesoro Gold Concession (and doing work for other miners), and its building up of the tailings recovery business:

Nativo Resources (NTVO) released an update on October 23, 2025, highlighting several key operational and working capital developments. The company has commenced field operations for the Bonanza Vein Study at its Tesoro Gold Concession in Peru, mobilising a team of 12 people to assess the gold mineral potential through surface and underground exploration. This study is expected to last about 30 days and aims to develop an optimised mine plan to support the resumption of small-scale mining operations.

Additionally, the company has expanded its project team by appointing three experienced professionals to accelerate mining at Tesoro, advance development of the La Patona Gold Ore Processing Plant, and build a tailings recovery business. Notably, a new HSE advisor and a project manager have been appointed to oversee health & safety and project operations.

Nativo also successfully raised £400,000 in working capital to advance its mining activities, with further advanced financing discussions underway to support operations into mid-2026, including the commissioning of the processing plant. The update reflects strategic progress toward restarting mining activity during a period of record high gold prices.

Overall, this update demonstrates positive groundwork being laid for Nativo’s operational restart and growth in Peru, with practical steps and team strengthening underway to leverage favourable gold market conditions.​

Message this am posted on Twitter:

#NTVO Spoken directly to the firm this AM who confirmed that production is still on track for the end of Nov/very early Dec. £400k raised on 08/10 covers all of these costs to production.

Reason it's not early Nov is because of having 2 GMs to run and the 3 week delay required

Stephen Birrell, Chief Executive Office of Nativo, commented:

​"It's great to have boots on the ground again at Bonanza. The team is now fully prepared to begin this important preparatory phase. The Bonanza Vein Study is the key workstream required to develop an optimised mine plan. This phase of work is expected to take approximately 30 days. Meanwhile, Nativo has initiated tendering for the contract mining firm to restart operations, taking advantage of record gold prices.

​The Tesoro Gold Concession is part of the prolific Nazca-Ocona gold belt parallel to the Pacific coast of southwestern Peru. Gold is associated with disseminated sulphides that seeped into quartz veins and fractures within the intrusive body. The continuity of the quartz veins and fractures is very impressive in the belt. While the veins tend to be narrow, the grade is significant, and the mineralised structures tend to extend along strike for several kilometres and to depths of up to 1,000 metres. Past exploration by St. Elias Mines Ltd identified multiple mineralised zones with more than 50 quartz veins (having a total combined length of 9km) at Tesoro. The veins were interpreted as mesothermal, indicating that the vein structures may extend to considerable depths.

​In parallel with work at Bonanza, we have commenced onsite activities at the La Patona Gold Ore Processing Plant, which aims to process both Nativo's own material and that produced by the many other local artisanal gold miners.

​Utilising limited resources from recent investments, Nativo's immediate objectives are to get Bonanza into cash flow as soon as possible underpinned by a robust mine plan, and to progress the processing plant such that it becomes its own cash generative asset."

The company's September Corporate Presentation was excellent. I trust that this will be helpful to those who are thinking of investing in NTVO.

file:///C:/Users/Richard%20Williams/Downloads/nativo-resources_corporate-presentation_september-2025%20(1)%20(8).pdf

Just shows the great ability and ambitions of the leadership here. That RNS today was absolutely superb.

Gold price right now is $4129 per ounce!

A superb, ace RNS by excellent and ambitious company.

About to become both a gold producer and a gold processor.

£2 market cap is just ridiculously small, and a very small amount of stock available.

Well done NTVO!

Wow! Gold price right now is actually $4,359.

Superb for NTVO, as others have said.

Great to be invested here!

On 8 October, the RNS announced that the chartered accountant and very astute Richard Edwards increased his share of NTVO from 5% to 6.48%. He is the executive chair of the listed AI company CPAI.

That's all I need to know.

Tqhussain, many thanks for your excellent post.

There are many buys on L2 today, I think we really are ready to go now. Not surprising, with what NTVO has to offer short term.

I am in this until real value is realised, which is far higher than what we are currently priced at.

At the start of this year, after NTVO had decided to mine gold from its Peruvian base, the gold price was $2600 per ounce. So, a very profitable gold production prediction by the company at that time. Today, the gold price is just below $4300 an ounce, with prices likely to increase further next year etc.

I would think that the estimated profit for each month once drilling begins eg from Dec onwards this year - from their own mining operations plus tailings reprocessing plant etc once up and running must be very high indeed, relative to our miniscule market cap of £2 million.

Any thoughts re the above from the very experienced longer termers here? I know we have an update coming in the very near future. Just fascinated by the massive gold price now with us medium term, relative to previous guesstimates at the lower - also very profitable - gold price.

A great milestone. A serious investment.

An operational bridge from text to movie for Creator42, with accompanying IP etc.

The above is quite superb, and I'll be signing up short term.

Gold price right now = $4206

Wow!

Also, preparing for institutions to buy into.

Well, gold currently at $4,002 an ounce.

All boxes ticked for gold revenues to begin shortly.

Some great TR1 investors here.

Probable official 'starting gun' RNS next week.

Miniscule Market Cap.

What a great time to buy right now.

Actually, I am excited.

Thank you Shmokenn for your excellent, intelligent, posts. I was looking for something factual or indeed logical and I found it in yours.

So many posts here are simply those of 'day traders' or similar. Totally price-driven. This is rather different from many other discussion boards.

All this is odd and juvenile when we see what's in store for us here, and what the BOD have said in the very recent RNS. Not least, that soon we will have IP and AI world first medical companies being added here, free of charge, plus near-term revenues from the Media companies and, shortly thereafter, Medical companies.

I'm really not looking for the "next big trade today" - for me this is a medium-term investment - as it is for a number of others here. This is simply a great company being established - and it is going really well.

Nice to sit and relax, and to enjoy the Autumn sunshine.

Hi mornington-oz, could you elaborate if possible upon your post? Ie possible massive news.

Thank you.

Excellent news! Richard Edwards is always serious about due diligence. He would not have increased his stake in NTVO without being very confident indeed about this company.

His increased stake gives us all great reassurance about our investment here.