Member Info for stag1974

Based on today's current market price of $8,597.50 per kilogram, Rockfire Resources' declared 105,700 kg of germanium holds a raw in-ground value of $908,755,750 (approximately £716.4 million).To put this value into perspective relative to the company:Massive Asset Disconnect: The raw value of JUST this SINGLE metal alone ($908.7 million) is vastly higher than Rockfire’s entire current stock market valuation, which sits at just £11.37 million.

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Resource Economists: Commodity groups use it to explain why a traditionally obscure industrial metal is suddenly behaving like a precious luxury asset in terms of price and hoarding [The New GOLD?!

Germanium: 💣🚀🚀🚀

Rockfire Resources PLC (LSE: ROCK) is expected to release its maiden Germanium JORC resource estimate later in 2026, closely following the conclusion of its ongoing first-half 2026 drilling campaign.

Expand your research on the bi product,

Sp could well be small fry when you concider Germanium...........

is a critical mineral heavily constrained by the infrastructure and AI buildouts.

Germanium is increasingly dubbed "the new gold" not because of its value, but due to its immense strategic leverage. It is essential for the high-speed integrated circuits, fiber optics, and photonics that power modern data centers, making it a critical bottleneck in the global AI boom.Why is this obscure metalloid considered the "new gold" of the AI era?Superior Performance: Germanium allows for faster signal transmission and offers better electron mobility than silicon, making it indispensable for specialized, high-performance computing devices and photodetectors.Network Infrastructure: The explosion in AI data transfers requires high-capacity fiber optic networks, driving up the demand for germanium-based fiber optic technologies.Geopolitics: China controls the vast majority of global production and refining capacity, and previous export restrictions highlighted how vulnerable Western tech supply chains are to trade disputes.Space and Defense: Beyond commercial AI servers, germanium is vital for high-efficiency solar cells and infrared sensors used by the aerospace and defense sectors, creating intense national security competition for the metal.For a deeper dive into the specific minerals shaping the future of computation, you can review this industry analysis from Mining.com. You can also explore expert breakdowns of how these commodities are valued in this SFA (Oxford) report.Would you like to know about:Other critical minerals essential for AI and GPU hardware?How China's export controls impact tech supply chains?Details on where germanium is mined and recycled?Let me know how you'd like to proceed.Critical Minerals in AI and Digital Technologies - SFA (Oxford)Germanium is used in high-speed integrated circuits and fibre-optic technologies. It offers better electron mobility than silicon, allowing for faster signal tr...SFA (Oxford)The New GOLD?! Germanium: The Strategic Rare Earth Metal ...19 Nov 2025 — This vulnerability has led some analysts to call germanium “the new gold.” The comparison is not about its shine but about its strategic value. Just as gold has...RotoMetalsChina lifts export ban gallium, germanium, antimony10 Nov 2025 — Why it matters for critical-minerals supply chains. A report, released in November, by the US Geological Survey, warned there could be a US$3.4 to 9 billion dec...The Oregon GroupGallium and Germanium - The Oregon Group - Critical Minerals and ...23 Apr 2025 — What are Gallium and Germanium? Gallium and germanium are rare, metallic elements critical to the modern technology ecosystem. Gallium, with atomic number 31, i...The Oregon GroupWhich critical minerals will be crucial for the AI boom? - MINING.COM5 Jul 2024 — China has a firm grip on global supply and used its dominance to retaliate against Western trade pressures in early 2023. Given the country supp

You could buy in at 2.80 this morning

This evening it's 2.90 sell,

Nothing in there for day traders,

It's not to be stifed at,

Big smiles for anyone in a 10bagger 🙏🤞

13 Dec 2024 RNS

Independent Competent Person Report commissioned by the Company has reconfirmed sizeable remaining non JORC compliant resources of 5.723Mt, containing approx. 700kt of zinc and 100kt of lead, with current in situ value of +US$2 billion.....

How much is this now worth as a takeover target????

I Keep adding, 😅

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Zinc set for higher-for-longer prices on supply disruptions, JPM says

https://www.sahmcapital.com/news/content/zinc-set-for-higher-for-longer-prices-on-supply-disruptions-jpm-says-2026-05-29

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The Purebond Reality: The emergency 7p fundraise tells you everything you need to know. Purebond is legally anchoring up to $10 million of this via a clawback agreement. If retail and institutions only buy $2 million, Purebond automatically swallows the remaining $8 million balance. They are single-handedly guaranteeing the floor so the lending bank doesn't pull the plug on the covenants.

Shows great conviction from the 15% holder that 7p is seen as a exceptional value,

Realities of the compressor timeline—Management’s June target was pure fantasyLet’s be realistic about this compressor timeline. Anyone expecting this thing to be fully operational and printing cash by early June was dreaming—and unfortunately, management fed that narrative.You don't just bolt a heavy industrial booster compressor to a concrete slab, flick a switch, and vacuum out 700+ psi of NGC line backpressure. The engineering sequence makes a June contribution impossible:Where we actually are: As of the May 28 update, they were still doing basic mechanical and electrical hookups.What’s left: They still have to complete dry commissioning (testing electrics/software) and wet commissioning (introducing live gas and calibrating parameters). Each of those stages takes 1 to 2 weeks minimum if nothing goes wrong.The "Commence" Trap: Management said commissioning would commence in June. Starting the test sequence is entirely different from being fully online.The Bottom Line: The emergency 7p fundraise tells you everything you need to know. If the compressor was going to magically rescue the balance sheet next week, they would have waited and raised cash at a much higher share price. They ran out of runway to pay the hookup contractors, pure and simple. Realistically, we won’t see this compressor materially impact production volumes or revenue until mid-to-late July.

According to AI.

Zinc is playing a critical role in solving this specific data centre infrastructure challenge in several ways: 🚀🚀

"If this ever gets past 8p, I will eat my shorts. Looking at the history of the share price, it's not difficult to see what the price will be next year. Investors always get rinsed."

"Don't think this is a case of PBs looking to snap up cheap shares. But history shows that retail investors are usually the ones who lose out operating in Trinidad. Despite huge reserves upgrades, we keep getting hit with delays—whether it's mud losses at CR-3 or waiting on booster compressors. The ground value is there, but execution in Trinidad always tests investor patience."

"Yes, with only around 3% immediate dilution and a further 2.8% potential dilution only if the share price more than doubles to 8p to trigger the warrants. That is a tiny compromise when you look at the macro picture—especially with zinc supply tightening and prices heading toward 4-year highs."

Is this about to start ticking up??

Touchstone aims to quadruple production after ‘wiping out’ competition in Trinidad & Tobago

Chief executive Paul Baay tells Upstream the Canadian independent seeks to achieve output of 20,000 boepd

https://www.upstreamonline.com/exclusive/touchstone-aims-to-quadruple-production-after-wiping-out-competition-in-trinidad-tobago/2-1-1970391

Zinc heading to all time highs

Paying 4p......what's not to like,

This will be 4p in a sniff am guessing

Final Investment Decision (FID) by the end of 2026, with commercial uranium production at the Tiris project in Mauritania currently scheduled to begin in 2027. 🚀🚀🚀