Member Info for schlemiel

Gone to NT, at present anyway

That today the PKK has declared a ceasefire with Turkey. Trump's banging heads together, at last. Stuff happening, at last

Https://thatstocksguy.substack.com/p/small-cap-mining-march-review

'Greatland Gold is up circa 2.4% this month and 33.4% year-to-date at 8.3p. I think the stock should again trade sideways over March - while the expansionary Telfer drilling came back with some superlative results [including 14.3m @ 9.06 g/t Au and 8.57% Cu (19.34 g/t AuEq) from 290.4m], the bottom line is that after a rise like this, there will be an element of profit and position taking.

Profits - because that’s how a market works - but position taking because if the ASX listing goes ahead as planned next quarter, 10p in my mind is all but guaranteed. However, this will be a case of steady as she goes, and GGP may even dip slightly in March as the profit-takers are here now - while the position takers for the next leg up may wait for April.

The good news is that as Shaun has always suspected, Telfer appears to be the same as all the other major gold producing mines in Australia, with much more gold, and - like Shadow in Homeward Bound - much more life than the majors give it credit for.'

Https://thatstocksguy.substack.com/p/small-cap-mining-march-review

Caggins highlighted United States interests in a strong Iraqi energy sector, pointing out that three American firms within APIKUR have invested billions in Kurdistan’s oil industry. “America is very serious about wanting Iraq to have a strong economy,” he said, adding that under President Donald Trump, Washington wants to “unleash energy around the world.”

Trump won't take no for an answer. The ICG will be told to come to an agreement with the IOC's or else.

14m at 8.4p

Look at the size of that UT

I used to have L2 from a competitor. Saw that flashing nonsense all the time. I doubt it implies any form of shenanigans

Lode

PDMR / Director Dealing

Seeing Machines Limited (AIM: SEE, "Seeing Machines" or the "Company"), the advanced computer vision technology company that designs AI-powered operator monitoring systems to improve transport safety, announces that on 26 February 2025 Martin Ive, Chief Financial Officer, purchased a total of 250,000 ordinary shares ("Ordinary Shares") at a price of 3.21 pence per Ordinary Share.

Following these purchases, Mr Ive is now beneficially interested in 10,357,726 Ordinary Shares, representing 0.21 per cent. of the issued share capital of the Company.

The Notification of Dealing Form required in accordance with UK MAR is set out below.

250k

'Tamboran is currently engaging in early-stage commercial discussions with potential partners to develop multiple data centers in the Northern Territory, with energy to be potentially supplied from Tamboran’s Beetaloo Basin gas assets'

Https://www.listcorp.com/asx/tbn/tamboran-resources-limited/news/updated-second-quarter-results-presentation-3156322.html

My view

Naturally, I’m disappointed by the update today. I had expected cars on the road to whizz past 3m, despite volatility in the auto market. I didn’t expect car makers to sacrifice safety in an effort to cut costs, thereby risking reputational damage by producing more dangerous cars for consumers. It is shocking that saving lives from driver fatigue and distraction is deemed a lower priority than making profits. Still, it highlights why regulation (in the form of GSR) and pressure from Euro NCAP are vitally important in forcing car manufacturers to improve car safety.

I don’t hold the management of Seeing Machines responsible for this atrocious attitude from car manufacturers, although it has clearly impacted revenues in the short term – and is likely to continue for two more quarters we’ve been advised.

Still, it shouldn’t be ignored that Seeing Machines continues to have more cars on the road with its technology than any of its rivals and I don’t expect this to change.

That is because I expect Seeing Machines to win a significant share of the RFQs that are currently underway. News of a significant contract win could ease investor concerns and encourage brokers eventually to upgrade estimates.

However, I’m far less forgiving of the time it has taken to ramp up production of Guardian Gen 3, which to be frank was late to launch and has so far sold only in small volumes. It’s no wonder many private investors have sold out. However, given CEO Paul McGlone’s statement in a video interview with Tylah Tully that there are 7 significant trials in progress – one of which I believe is Amazon – I hope that things are now on track for significant sales in the final quarter of this financial year.

Fortunately, the company currently has a $39.6m cash balance and time to set things right before the end of this financial year.

Personally, I’m prepared to hold as I expect the share price to rebound on contract news before the end of this financial year. However, do your own research.

The writer holds stock in Seeing Machines.

https://www.safestocks.co.uk/

SEEING - I didn't know this. Is SEE still involved with GM or are GM sourcing DMS from multiple sources?

What a feckin' mess. Ah well, this is SEE

It is what it is. SEE's been a 'bottom drawer' stock for years. Been in it for so long one may as well park it. As long as there's no possibility of bankruptcy then time will deliver when auto improves.

Berenberg is the AX on GGP. Nowt happens without their say so. Pain up the backside but then someone's feeding them stock

Love this paragraph :

''On a medium term view we see significant scope for additional mine life and reserves to be added from open pit cutbacks that were no doubt in Newmont’s mine plan but not explicitly communicated to the market, nor updated to reflect the recent gold price move. ''

With upside to market forecasts.

We invest on a 3-year view, however the market is increasingly focused on short-term beats, near term valuation metrics and cash flows. We believe that GGP will outperform market expectations on both a short and medium-term view. In 27 days of Greatland ownership to the end of December the company produced 30koz of gold, over 30% above planned rates and a run rate of ~406koz pa. On a medium term view we see significant scope for additional mine life and reserves to be added from open pit cutbacks that were no doubt in Newmont’s mine plan but not explicitly communicated to the market, nor updated to reflect the recent gold price move.

Figure 4: GGP’s enterprise value versus its annual production puts it in an attractive position

Making Telfer great again

A tier one asset, a forced seller, one buyer, a cheap valuation in the context of a rising gold price and upside to market numbers. It appears that once again a junior mining company looks set to capitalise on the reimagining of a great gold asset discarded by a major. We look forward to the ASX-listing of Greatland Gold in mid-2025.

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click on link for charts.