Member Info for RIDER75

to.the question of boards effect on sp.

how many viewers do you think any posts here has?

when an influential writer on x posts something (like marcin michalek on arbitration cases.or swen lorenz on anything) hundreds view rapidly, then (in undervalued-sh****s.com swens case )a few thousands. .. !

well based opinions or deep analyses, from the experienced experts.

than think of the few dozens here, with jayjays likes, the ability to move sp downwards, or a full certain well selfesteemed one upwards.

obviously no way we have any effect on prices movings here :-)

https://x.com/mmichalek91/status/1890653818657939559?t=zxgkmjjrubcwoejjwlvh2a&s=19

Https://x.com/MMichalek91/status/1890653818657939559?t=zxGkmJjRubcwOeJJwlvh2A&s=19

Altough we agree that maybe that its unnecessary to guesswork on award and project valuation, as we will certainly know the exact actual claim sum in about 2-3 month max.

I read this.SVB stuff, and they described the comparable transactions method. Maybe thats an additonal one besides income or NPV method here at PAT also.

As BRG explain, under the CIMVal Code for the Valuation of Mineral Properties – which sets outthe commonly-used Canadian industry standard for valuing mining projects – there are three standard approaches that may be appropriate for valuing a mineral resource property like the Sierra Mojada Project: (i) the market approach; (ii) the costs approach (in some cases); and (iii) the income approach (in some cases). In this case, given the available data and stage of development of the Project, BRG adopted a comparable transactions method within the market approach as the primary methodology for assessing the fair market value of SVB’s investment.5.14 The comparable transactions method is a market-based valuation approach designed to establish the value of the subject enterprise by comparing it to the market value of publicly traded stock in comparable enterprises.587 It is a well-established method for determining the fair market value of an investment.588 Deriving equity value from the transaction values forcomparable companies is particularly reliable in the natural resources sector. The market price of such companies is driven largely by the volume and quality of resources, which can be readily used to extrapolate what the price of the target enterprise would be if it were acquired at FMV.589.."

Clear cut

Slam dunk

No brainer

When you read these words, ne more careful...:-)

Gaz, always keep in mind that these are high risks plays, allocate differently compared to any other sort of stocks.

There are many on other boards who declare everything as certain, discussing exent of special div well before the case progresses, far from conclusion.

So only take seriously those, who hesitate, and discuss all the risks, trying to asses those, and have a balanced view. (Etc PAT board is excellent I really appreciate the work and knowledge of Galmat. Bad example is Zen board, hype, overconfidence and pretentiousness, taken everything for granted (certsity and full award - understandable after 5 folding in a few weeks),

So be cautious.

That said these are my fsvourites and main focus also.

Many scolded me for sharing info or make a hint for other shares or stories than intended on a board. But highlighting something for the others, from the same related sphere is useful. For them, and with their response or additional opinion for us also.

Br

Some off topic but interesting

SVB

https://www.italaw.com/cases/10666

Claimant press release and Claimant memorial. Wonder if SOC will be submitted, such documents will be made public. Make it much easier for a new interested investor to become familiar with the details of the case.

I also really like the timetable.

Claimants press release and

Claimants memorial.

Br

Gaz, SVB:

https://www.italaw.com/cases/10666

Testpack, I agree that this will progress next year, but from the angle of SP, after SOC and a known sum of the claim, this may move in a few month easily.

Whats more, if I see the correct sp, its rising quite rapidly...:-)

I think one factor which is really decisive is how many potential investor gets info on these stories. You asked me about SVB , I read them on MON ceo.ca board

Maybe you havent heard about PAT which may be huge really (20m mc vs 750m-1.5 bn claim)

I have never heard of Zen, but luckily some guy posted their first small l9m) win of ICC1 on PAT board, I could read on them, got know they have other cases (130m, and 500m, with imminent hearings, bought then five to six folded (currently consolidating), and there is a chance for additional 5-8 folding this or the next year .

Emmerson (s shareholders) may benefit from influential writers. Marcin Michalek wrote a great 60 page piece, thats the first item on its X page, many follows, backed by these facts, EML may easily rise as rapidly become known widely.

Hi Gaz,

Silver Bull

I couldnt find real deep or detailed analyses on them .

Silver mining project in Mexico, spent 140m on arbitration for 500m.

Tim Foden and BSF, have lit fin also.

And not that far away, hearing in autumn, ruling next year. Really illiquid, but managed to have some. 6-8m usd market cap, so with this 5 % thumbrule, have space to 2-3 -4 folding at least. I cannot asess the risk of dilution.

Hi 19,

Anyone from the RML Rusoro case I feel like an old buddy... :-) RML was my first real 10-20 bagging, and I had to wait only maybe a year.... lucky, but sold almost all. CITGO auction seemed a bit too long for me, with many unpredictable scenarios. A felt there are much better casss around, then waiting there for uncertain additional 2 folding....

EQX stands for Equatorial Resources. I tried to search for cilents of Burford and LCM, thus found Sundance, whose stocks couldnt be bought . But they had a settlement agreement altough hasnt got the payment. Equatorial is also vs Congo as Sundance, latter hearibg was set to be in end of jan, while EQX hearing will be in march. Their mining licences had been gave to an unnkown chinese firm, thus the arbitrations. Sundance was accused of bribery, but If that had been true, they wouldnt have reached settlment agreement.

One more thing: BSF and Tom Foden is also a.great positive amywhere, although lit fin companys take the real risks with non recourse financing. At the same time, their model also let some statistical chance and balance betweem lose and win, and not piece by piece, may lose 2-3 case, while with any of them will multiply their investment .(Thus important to think in portfolio). That said LCM and BUR s winning track record is much better than that

Sloppy, that math you detailed below, or the thumbrule of 5 % is the base for many, among them my strategy with these cases.

As a start, look for whether there is a lit fin company (for their dd, and own stake and risk taking, track record, secondly for lessem the risk of delution for legal expemses) obviously the law firms reputation and track record , if the arbitrators or the chair are known, the jurisdiction is decided and favourable (after ruling annulment procedures probability will be lower, it is always low but may have a risk of not fair decision), etc. Examine what else activity or assets the company has (pot dilution for other purpose than the arbitration, has debts, or opposed to that has valuable assets can free capital or used to finance operation),

And then if you see that the mc vs claim is well under 5 %, then there must be some potential the minimum.

So go rel. big into this first phase (if possible not at one story but as a portfolio, selecting more than one, then derisk and pull out some or the whole initial invested capital at risk when reach the 5 % or 5-10 %. Then let some or the most or any in , till final ruling (maybe for 2-3 years, for potential additional 3-5-10-(20) bagging.

What could go wrong? :-)

Thats seem to be a better strategy for the long term, then waiting for the final ruling in one favourite case (as it could tale years, and the final is always binary...) and for the latter, also.better then starting close.to the endgame, as there you can loose everything even its regarded as a slam dunk (GBU)...

And of course after the early phase there is always a chance of early settlements.

(For me these sort of plays are currently ZEN, PAT, SVB, ETM, EQX, and now EML.

There are specialties.of course. In PAT all boxes are ok, even the chair is known (the same scholar who ruled for Rusoro close to 1 bn back in 2016), but there the SOC hasnt yet been submitted, will be till early may, the latest, so only expectations are for the sum of the claim (should be at least 1 bn).

Zen has already won one smaller case out of many, is closer to its hearings and final rulings, and rumour of early settlements were live and made the case really hot recently.

ETM, the legal procedure is only slowly progressing, but the huge (11bn) claim is more of a tool then the aim, they want they permissions back in Greenland, and after next month elections, they do have a chance for it.

I have found SVB recently, they have 4-500m claim (against Mexico), market cap is less then 10m, hearing in october, ruling next year.

Etc.

Extrader, I forgot to attach the link:

https://www.reuters.com/markets/commodities/uranium-ban-repeal-greenland-could-revive-massive-rare-earth-project-licence-2025-02-11/

Around 5 %, as a thumbrule.

When do you think will be the SOC be submitted here?

CLT, shouldnt waste your time for the imbecile...

What is ENET?

Wow, full of green filterd posts....reminds me of NDM/NAK board where idiots clashed pro and contra... there the pro -s were the PROs :-) after fourfolding... :-)

_______

Our chart technically looks great narrowing wedge, beautiful, even if we are waiting the real news.

Hi, does anyone know how and to what extent may BUR benefit from a potential situation where the claimant get its rights (permission instead of award ). In the grandioso case of ETM (11bn claim) the purpose must have been initialy getting permission back, not the 11bn award. Political change was that caused the withdrawal back then. Electoons come next month in Greenland, there is a chance for a change again. What may BUR get eventually? Thanks

((Hi, not MKA but REE, a highly speculative bet:

https://www.reuters.com/markets/commodities/uranium-ban-repeal-greenland-could-revive-massive-rare-earth-project-licence-2025-02-11/

A huge REE project in Greenland, afrer political change permission withdrawn, then litigation for 11bn usd... meanwhile Trump etc., then elections next month, then .... maybe getting the licence back. A smal illiquid stock, may become a meme also, but there is real fundamental story behind.))