Member Info for SeisNav

If enough people report him he will end up in the sin bin for 24 hours… hint hint.

They have used them twice and both times they were really insightful. They are focused on the mining industry so definitely more clued up than Roast which is a general PR company who clearly don’t have much knowledge of the mining industry.

I suspect Roast are cheaper and also this is a hangover from Colin Bird who uses them for all of his companies.

They have the mid point set at 2.875p whereas in reality for most trades its nearer to 2.80p. That means quite a few buys getting reported incorrectly as sells here. Is that deliberate? Who knows, but you need to look a bit deeper than either red or blue!

The Sunday Roast is a PR company. They are paid to promote the companies they talk about. Don’t expect an unbiased view! I think the only one worth anything is Crux. They actually delve into the company in a bit of depth and ask good questions. I wish Jubilee would use them again.

Bushytailed has lied and lied and lied and lied again about Jubilee, to the point of obsession. He monitors this board 18 hours a day, 7 days a week, even spending christmas and new year trying to rubbish this company. What does that tell you about him? All this despite Jubilee being a cash generative and expanding business. The company he spends all the time ramping is loss making and if ANYTHING goes wrong are in danger of defaulting on their debts… Seem counterintuitive doesn’t it?

Jammin’s very first post:

“ Bushy, how are things going at HUM? Looks like another AIM lifestyle fund with a greedy board who are milking shareholders.

Ironic that you spend all day talking down JLP and seem bullish on HIM which has fallen 40% over the last year. You mention that it's 50% up since November but that is very misleading.

Why not focus on your own garbage share, and leave JLP investors to theirs?”

Then a couple of month later on the HUM board:

“ Yeah I am not worried. only recently invested here. Checked it out because BushyTailed spoke highly of it, and it seems to be on the verge of melting debt and creating huge FCF. Exciting times indeed!

BT - I sold all my JLP and put it here :). Thanks for the recommendation. ”

That was when HUM was at 15p 😂 What a winner eh?

Mineralisation in the area of the KCB that we have our licenses is typically in relatively narrow, steeply dipping sheets over large areas. If you look at the Khoemacau Zone 5 orebody is consists of sheets with average thickness around 10m and dipping at 60 degrees. The continuous nature of the mineralisation makes it relatively straightforward to mine.

Khoemacau own the licenses surrounding Arc’s license PL135/2017 on both sides and have made initial discoveries on each side, as part of the same geological contact that Arc have started drilling. Of the results that are known, Zone 9, on the Eastern border of Arc’s license has grades of between 1.2% and 3.2% copper over 4-5m thickness. South Dome target, a little to the West of Arc’s license has similar grades with thickness up to 9m, consistent with what is seen at the Zone 5 mine.

I think it’s important to be aware of this before the assays come in. I would hope to see similar results for Arc to what has already been established. Of course the trolls and traders will jump all over that saying that they are disappointing…. Better to head them off at the pass before they get a chance!

The Pilanesberg platinum mine, which is just down the road from Thutse, shutdown late last year due to the PGM market. That’s an open pit mine and therefore much cheaper to run than some of the deep mines. It makes you wonder just how many more will be following suit with current prices. A tightening level of stock (unless you’re in China) and mine closures hitting supply….

You have to understand that the deficit relates to the difference between projected supply and projected demand. It doesn't include above ground stocks which are already produced. The key thing to understand is that the majority of above ground stock is within China and historically, China never re-exports platinum.

I've seen reports that Europe and other markets are entering a critically low level for platinum and prices are expected to rise with in months... we shall see.

If there's anything sadder than a troll, it's a troll playing to a near empty room 😂

There’s loads of massive punts on this board at the moment, all safely in my punt filter 😂

Jester is a trader. This share has been stuck in a trading zone for a long time, sell at 0.15, buy at 0.10... That's the game he's playing. He only comments when the price is drifting down, never when it's rising.

Dilution is part of the process with any micro-cap trying to get established, if you don't like it, don't invest, simple as that. If they don't raise money regularly then they go out of business. What's important for me is that they have a portfolio of licenses in Zambia which are all in highly prospective locations and attracting interest from bigger players. If one of those opportunities pays off then this will sky-rocket in value, nobody will be complaining about warrants or share issues if that happens. Yes it's a risk, but every junior explorer is a risk. People invest in them because the potential rewards far outweigh the risks... if that's not the case for you don't invest, you can get 6% in a high interest savings account.

Fair enough Jonah, I certainly don’t have a problem with correcting misinformation / lies, I just think it’s important to be clear that that is what it is, rather than a discussion between genuine users. I think the long term holders all know he is anything but genuine, it’s the casual / new reader who might be looking to invest… those are the ones he’s going after.

Genuine investors should never get into discussion with derampers like Bushytailed, it only gives new investors here the impression that they are actually genuine. He has lied about the company in pretty much every post, why would someone who wanted to have a discussion do that? Ignore him.

I’m pretty sure I remember Leon saying they were hoping to have the bulk pilot plant test results by the end of December, although I can’t seem to find the reference anywhere, maybe it was in one of the presentations. Anyway as we know, timelines in Africa are very much subject to change! Hopefully we should get some news with the Q2 report (due 2nd week of Feb) if not before.

I think that probably relates to the Glyleach testing. Draslovka test samples at their centre in Australia to establish if the material is suitable for processing with glycine.

It’s just speculation but I think the funding might relate to building of the tailings concentrators once the bulk testing results have confirmed it works.

Interesting. If thats the case, it suggests to me they have something worth assaying, given they will already have a good idea from the BoxScan results in the field. Hopefully its a quick turnaround!

Https://x.com/asstsecenr/status/1745447364100522102?s=61

ESG and local beneficiation eh?

Digger, are you talking about Zambia? Was this from the investor night? First I’ve heard of it, but it’s very significant news if thats the case. With BoxScan they will already have a very good idea what they’ve got before even getting it assayed.

It's normally just before the Christmas break so they are overdue now. Hopefully next week.