Member Info for smkr

In Q4 2025, Zenit produced and sold 6,560 ounces of gold and 20,205 ounces of silver for US$28.2 million in revenue from its combined Kiziltepe and Tavsan operations. Revenue for the year reached a record (US$71.8 million), as a result of the higher gold price environment from production, which achieved 19,517 ounces of gold and 70,673 ounces of silver for 2025. This production represents the upper end of the range provided in Q4 2025.

https://cdn-api.markitdigital.com/apiman-gateway/ASX/asx-research/1.0/file/2924-03051469-6A1309772&v=undefined

I mean.. if you want a professional mine operator.. like a one shop stop for everything needed.. look no further than Xinhai

“Xinhai has been focusing on mineral processing for 30 years, and can provide the whole mining industry chain services including mine design and research, manufacturing pre-procurement, mining construction and operation management, civil construction and installation of processing plants. mine construction management, #mine operation and industry resource integration.”

Here’s a huge Lithium operation they run in Zimbabwe.

https://youtu.be/BJiV36tjc5A?si=43W7Iooe-FFkuQhW

Companies are racing to build giant warehouses full of the servers and chips which will provide the computing power to fuel the AI age. But as more and more data centres connect to the grid, the capital’s energy supply is straining. In 2023, data centres were responsible for 75% of all electricity usage on the Isle of Dogs. A 256MW data centre, one of the largest in the country, has recently been approved in Ealing — guzzling enough energy to power every household in Birmingham. And by 2030, the energy that London’s data centres consume is expected to quadruple. 

As billions of pounds of investment pours into London’s data centre boom, some are starting to worry. Is the city’s power supply built to withstand this? Why are these centres clustering here, taking up some of the most expensive land in the UK? And how can London manage its new battle for power: between data centres and new homes?

https://www.the-londoner.co.uk/data-centres-are-winning-the-war-for-londons-electricity/

Be 3p plus soon imo

Blue… ssshhh

Hydrogen Utopia International PLC ("HUI"), a pioneering leader in converting non-recyclable mixed waste plastics, tyres, and hazardous waste materials into hydrogen and carbon-free fuels, is delighted to announce the signing of a Memorandum of Understanding ("MOU") with Saudi Investment Recycling Company ("SIRC"), a wholly owned subsidiary of the Public Investment Fund of the Kingdom of Saudi Arabia.

Xinhai in Zimbabwe

https://www.facebook.com/share/r/1DDo6Zcwr1/?mibextid=wwXIfr

Kinda perfect company to be involved with 👀

Xinhai Mining not only supplies mineral processing equipment but also provides project management services, covering every phase from civil construction and equipment installation to operational management. We are committed to ensuring successful project commissioning and helping clients achieve the best economic results.

https://m.xinhaimining.com/video/epc/zimbabwe-2-million-tpa-lithium-pyroxene-processing-plant

TG group on the tweet

https://x.com/smackeraim/status/2016280453892760054?s=46

“Dokwe represents the largest undeveloped gold project in Zimbabwe and is currently 100% owned by Ariana Resources”

https://arianaresources.com/projects/zimbabwe/dokwe-project

1.42MOZ IN JORC MEASURED, INDICATED AND INFERRED RESOURCES*,WITH SIGNIFICANT SCOPE TO GROW.

AVERAGE PRODUCTION RATE OF UP TO 65,000 OZ OVER A 13 YEAR MINE LIFE

The revised PFS economic results provide for a mine life of 13 years at a post-tax NPV10 of US$354 million and an IRR of 75% at a gold price of US$2,750/oz. The Project’s all-in sustaining cost (AISC) is US$1,144 per ounce. A capital investment of US$82 million (peak funding requirement) is required. The expected payback period for the Project is 1.8 years from the start of production.

^ that based on 2022 PFS. at $2750 gold price. DFS to come this year .. you’d assume a payback of a year or less

“Xinhai the opportunity to build a lasting partnership capable of unlocking the value of Dokwe through the acceleration of the feasibility study programme with a view to progressing Dokwe to production as swiftly as possible. Xinhai has demonstrated significant capacity to undertake large-scale projects, such as Dokwe, globally and has a substantial in-country presence in Zimbabwe, undertaking a number of projects. ”

Sudden buying flurry

Last couple grand available under 1.8p then they want mid 1.8s

Yeah I know that. I bet this is over £80m cap minimum by end of spring. house broker or not

Good article here. Unsure if it was posted before

https://stockhead.com.au/resources/london-broker-zeus-tips-240pc-value-upside-for-ariana-resources/

While the assets in Türkiye deliver steady cashflow, Zeus sees Ariana’s 100%-owned Dokwe gold project in Zimbabwe as the high-potential game-changer.

The priority project already hosts 1.1Moz at 1.52g/t, making it Zimbabwe’s largest undeveloped gold project – and only about 10% of the prospective shear zones, which total 12km in strike length, has yet been drill-tested.

Worth a bit look at AAU now they had first pour at new mine.

Here’s an article to read

https://stockhead.com.au/resources/london-broker-zeus-tips-240pc-value-upside-for-ariana-resources/

AAU Ariana Resources now has two silver/gold mines in production with Zenit. First pour at Tavsan was early December, with Zenit forecasting 25k oz this year.

AAU gets a quarter at low AISC, roughly $15–20m cash flow. SRB, AAZ and HOC re-rated hard over 18 months once new mines hit production.

The real value driver this year is Dokwe.. 1.4Moz JORC already, DFS update due mid-year, and potential one-year payback at current gold prices.

That 1.4Moz comes from only 10% of the explored resource, it’s 100% owned, and just received $11m AUD from Xinhai (Chinese mining equipment co) to fund the DFS. Now ASX-listed, with a small Newmont stake too. Sub-£40m cap

BLOE .. opportunity here at £8 market cap

Project III Resource 2.77TCF awaiting farm out (read December 8th RNS) $25m to $30m

Project I 1.25 MMboe currently in production

Project II 235 MMBL

Project 1V Farmout $95M free carry

Carbon capture initiative moving into commercialisation stage.

£100m cap this year.. it’s about to re rate into the higher realms of explorers ala EEE, BRES, GMET, SVML etc

Agree Tungstenman, said earlier outstanding fund raise in possibly the most exciting exploration co on London at this cap. You’ll see this at £100m m/c this year.

Possibly the best raise in the best exploration co this year so far imo.. much higher in coming months

The line of stock has gone. few good buys sees it mid 3p’s

Won’t be long until they clear this line of stock just under 3p then we are away.. nibblers are taking it out now