Member Info for SGD27

http://www.proactiveinvestors.co.uk/columns/beaufort-securities/29091/beaufort-securities-breakfast-alert-jangada-mines-sunrise-resources-tiziana-life-sciences-29091.html " Sunrise Resources (LON:SRES, 0.17p) – Speculative Buy Sunrise has announced it has received permission to undertake its Phase 2 drilling programme at the CS Project in Nevada. It is calling this “Mine Plan Drilling” since it will be used to define the open pit and mining license footprints for a pozzolan and perlite mining operation. Note that “test results from Phase 1 drill samples, surface and trench samples meet the key ASTM strength requirements for natural pozzolan across a very wide area of the property”. i.e. drilling is less exploration, more fine tuning and for permitting. Our view: This news follows the placing announced last week, so the 22 hole Phase 2 drilling is fully funded. Timing of Phase 2 is to be determined (we think contractor availability) but will probably be in 1Q18. The CS Project is progressing well on site and in the lab. We look forward to positive developments on the marketing side. We reiterate our Speculative Buy recommendation. Beaufort Securities acts as a corporate broker to Sunrise Resources Plc "

Hi kelsbells, there's a list of strengths & weaknesses on p12 of this research note : https://www.sunriseresourcesplc.com/filemanager/Research/Sunrise%20Resources%20plc%20-%20Beaufort%20Research%20Note%20-%2010%20July%202017.pdf It dates back to July though, so it would be helpful if Beaufort updated it some time soon.

0.15 is where the SP was just a week or so ago. Not too bad at all, IMO.

http://www.proactiveinvestors.co.uk/companies/stocktube/8491/-improving-and-advancing-sales-for-collagen-solutions-8491.html

https://www.brrmedia.co.uk/broadcasts/5a25351ca8e6d82bf1b41d6a/berkeley-energia-strategic-investment-update " Berkeley Energia - Strategic investment update BKY Mon, 04 Dec 2017, 01:00pm GMT Paul Atherley, Managing Director, discusses the $65M Oman financing transaction, which fully de-risks the capital costs required to bring the Salamanca mine into production. Paul welcomes the Oman fund as a strategic, long term investor and shareholder in the Company and Mr Deepankar Panigrahi to their Board. The Salamanca mine is the only uranium mine under construction in the world today and the Company is well positioned going in to the New Year. "

Is this the interview you're referring to? http://www.corelondon.tv/kefi-minerals-tulu-kapi-update/ Seemed quite positive to me.

The first of those 700k's looks like a (late-reported) sell. Possibly bought back later after he drop it caused, netting �2600 profit!

http://www.proactiveinvestors.co.uk/companies/stocktube/8450/crucial-week-for-berkeley-energia-as-it-receives-initial-us65mln-salamanca-financing-8450.html

@fulmar29 : PC is Executive Chairman at TYM, but I don't know enough about the history to say exactly what the relationship between the co's is.

Well, Possehl Erzkontor GmbH do also have an interest in perlite : http://www.erzkontor.com/en/products/industry/cement-construction-materials-and-civil-construction-industry/perlite.html

http://www.proactiveinvestors.co.uk/companies/stocktube/8431/ariana-resources-salinbas-exploration-a-project-with-legs-says-kerim-sener-8431.html

Yes, that site appears to be filtering out the myriads of "Net Asset Value(s)" RNS's that clog up other listings.

http://www.itv.com/news/channel/2017-11-23/stamp-collecting-firm-stanley-gibbons-guernsey-branch-placed-into-administration/

Maybe this Times article? https://www.thetimes.co.uk/article/stanley-gibbons-guernsey-subsidiary-goes-into-administration-glkdblgw5 (Not a subscriber, so I haven't read the whole thing.)

Some interest generated by this maybe? : http://www.cambridge-news.co.uk/business/business-news/cambridgeshire-ltd-countys-best-up-13909597

https://www.equities.com/news/3-global-gold-picks-amid-us-dollar-uncertainty "SAND is a Buy under $10 for a $25 target."

Sandstorm SP seems to be responding well to Q3 Results. http://www.sandstormgold.com/_resources/financials/2017/SSL-Q3-2017.pdf

http://www.proactiveinvestors.co.uk/columns/the-rfc-ambrian-metals-mining-and-oil-gas-overview/28924/in-the-news-kefi-minerals-the-mineral-sands-sector-28924.html " FROM THE BROKING DESK As hinted at earlier this week, Jim Taylor has put out KEFI Minerals (LON:KEFI) � Tulu Kapi Development Update, 1 November 2017. KEFI is now set to develop the Tulu Kapi Gold Project in Ethiopia with a throughput 25% above that used in the updated DFS of May 2017. This will raise average production over the first three years of the project�s life from 115,000oz pa to 144,000oz pa and increase the flexibility to switch between selective and bulk mining. We reiterated our Buy rating and revised our target price down from 9.0p to 8.0p. We adjusted our model to reflect the current finance structure. We�ve assumed that the company will raise US$25m in equity at a price of �0.05/share, resulting in the issuance of 383m shares, equivalent to 115% of the outstanding share capital. "

Company Presentation, Slide 22 : " The Investment Case � Clearly defined strategy targeting cash flow and value enhancing mineral discoveries. � Concept Study has identified a low capital and operating costs route to production for the CS Pozzolan-Perlite Project. � Efficient company operating in attractive mining jurisdictions in politically stable countries. � Exciting blue-sky exposure through portfolio of drill ready �discovery-stage� silver and gold projects. � Share price near historic lows - Market Capitalisation only �1.7 million (5 June 2017) � Directors fully invested - participated at significant levels in recent placings and taking fees in shares. " The last point was reinforced again today, and one of the reasons I invested here. MCap has moved up since then of course, but still doesn't reflect the progress made IHMO.

Hi Broxburn68, thanks for the link and precis. Obviously BDO's conclusion that the SGRF deal is "not fair but "reasonable" may raise a few eyebrows, and I wondered what your take on that was? My impression after a quick reading is that "not fair" is perhaps something of a technicality, and that the negatives (dilution, loss of voting power, etc.) of having such a large partner/shareholder will be more than offset by the positives - well, that's my hope anyway.