Member Info for swizz

Hn, good observation on ValOre and I would certainly be keeping one eye on Canada over the next few days, as it is also very feasible that JP and the team, will be sharing a material update very soon,....GL S

As always a great synopsis DC and the numbers are certainly exceptional, especially as we are only considering the Fe model at this stage, I would also suggest that it is worth taking time out to digest the RNS in detail, as there are some very notable points detailed, in relation to the plans for Jangada to undertake the transition from development to production, as it is easy to overlook these more substantive details, as the numbers are so exceptional, it is now time for us to undertake the next level of forensic research,....GL S

E73, Spot on and a very pertinent reminder of exactly what the focus should be and I am still completely baffled at how disconnected the valuation is for Jangada, when you consider the strength of our projects and how exploration advanced we are, along with the significant hedge that ValOre provide, hopefully we are now starting to witness the very first stages of the market recognition,.....GL S

All good OB, just other priorities at the moment which is curtailing my opportunity to contribute, but good to see that you guys are doing well without me, Cheers S.

Agreed OB and with the mid point in Q1 fast approaching, the uplift in interest is starting to align, with what I hope to be the next round of material news flow, it may also be worth keeping one eye on ValOre, as we should be approaching the closure of their fund raise and with participants and potential upsize perhaps revealing some additional interest,.....GL S

Spot on DC, having felt the disappointment of the investment community in the past, I am very sure the comments shared by the Jangada board have a significant depth and substance, over a period of many months, the board have reiterated time and time again, that they are fully funded for this stage of works, up to and including the PEA and the recent developments with Fodere,

I would suggest are probably linked to the sale of ValOre shares last year and perhaps the reason for the delay in announcing the additional investment, is associated with additional due diligence and perhaps Fodere having to reach certain milestones in their development, prior to the release of funds? and post PEA completion, they would appear to have a number of funding options to consider, including the sale of additional ValOre shares,.....GL S,

The ValOre team have released a brief but interesting video, with JP and Colin providing some insight into the cutting edge processing technology that is being used to evaluate the ore extraction from Pedra Branca, all of which if scalable will have a material impact in reducing processing expenditure, all of with enhancing key environmental considerations, link below for more details,....GL S

https://youtu.be/q89Sb5xF7DY

Details released last night of ValOre’s intention to raise circa c$3.6m at 0.30c, also in the release it denotes the funds will be utilised to progress Canadian and Brazil projects, that could suggest that Angilak will receive some closer attention and to some degree I would suggest that is a sensible step, you will find more details in the link below,....GL S

http://valoremetals.com/news-media/news-releases/2021/valore-announces-3-point-6-million-private-placement

Thats a fantastic position DS and good luck with the plan, I have also added a few more today, which has proved to be more difficult than anticipated, considering that a few are checking out, but good to note the bid strength despite the dip,....GL S

Agreed DC, far more in depth and intrusive on Jangada and ValOre, plus some helpful narrative on VRFB, I sense the financial commentary will probably be outlined in more detail when we start to see some finer details on the PEA, ....GL S

Tex - yes, Fodere have rebranded, Nick their CEO, circulated an update on LinkedIn a couple of weeks ago, it very much feels as if there is also other movement in the background as well,...GL S

Tex, yes, at this stage, it is still my expectation, that it can be delivered Q1,.....GL S

DC / DS - Agreed, I have no concerns whatsoever on the pace of the drill, albeit I would concede it is glacial, what is more important at this stage is the results from the assays, which again have underlined the consistency of grade and the increasing certainty of significant resource expansion and for the board to underline, all other PEA activities are progressing, that would suggest to me, that the drill pace is not giving them any cause for concern either,......GL S

Interesting to note that Aker, one of the consortium members have raised circa £44m today, via an unsecured bond with the support of Pareto, probably not connected, but it does underline the gravitas of a consortium member,.....GL S

https://www.prnewswire.co.uk/news-releases/aker-asa-successful-placement-of-new-unsecured-bonds-896041961.html

Ak, welcome and just to follow on from DC, by all means reach out if you are looking to expand your research,......GL S

Spot on Tex, its a good call, to focus on the mkt cap and especially as we now have the opportunity to make peer comparisons and whilst there are a number of variables, the disconnect at Jangada is still very extreme compared to others,....GL S

Being mindful the majority of the corporate legal counsel was provided by Ashurst, to each of the stakeholders in the consortium, I would suggest their level of due diligence would have been very exacting and should hopefully add a level of reassurance,.....GL S

https://www.ashurst.com/en/news-and-insights/news-deals-and-awards/ashurst-advises-on-farm-out-of-stake-in-barryroe-field-in-ireland

mfm, superb synopsis and thank you for sharing your thoughts,....GL S.

D220, Thank you for posting and in some respects, it endorses some of the blue sky thinking we have,....GL S

Bf, thanks for posting and certainly an unexpected development, but you can understand the logic, with the increasing focus on critical elements, dare I suggest the possibility of a Brazilian super power of green metals? with the combination of Largo and Jangada listed in the US, London and Canada, that would certainly add a new dimension to 2021, the timings certainly align and so does a substantive amount of the listing criteria,....please excuse my blue sky thinking, ....GL S

Wow indeed, it will be interesting to the see output of the larger scale testing and once again you have to admire JP’s drive and attention to detail, it’s also good to note, that the market are starting to tune into ValOre, an updated presentation for January 2021, is linked below, if of interest,....GL S

http://www.valoremetals.com/_resources/presentations/corporate-presentation.pdf