Member Info for swizz

There is significant history with GE21 and Largo, both in asset development and technical support, spanning a number of years, I would also suggest it is not a coincidence, that they have been selected to support Jangada, at this key stage of development at Pitombeiras.

On the subject of Largo, the link below will take you to the recent online presentation provided by Paulo Misk their CEO, some interesting snippets in regards to Vanadium sector and it is notable that they are targeting TiO2 production in Q1 2021, it will be interesting to note if their demand for purity and high grade, will lead them to a product demand/consumer of ore in the Brazilian open market?,....GL S

https://twitter.com/largoresources1/status/1305975965869375490?s=21

I think so DC, with a number of key environment milestones are already achieved and with the resource data to a large degree already qualified, albeit the 10mt ore expansion is an understandable target to be achieved, this update I would suggest is more material than the market are currently recognising, to be on the threshold of a material monetisation event is quite something and probably one that a lot of observers will not recognise, until someone like Largo steps in and then the reality will dawn, all the signs are there imo,....GL S

f29, Thank you a good article and one that perhaps underlines the significance of today’s RNS from Jangada, connecting a number of other news releases, it is not too difficult to recognise that production has become a very tangible target for 2021,.....GL S

Good to note JP and Luis sharing the stage together and outlining the importance of community support in Ceará, along with the aspirations for each company and whist the sound quality dipped on a couple of occasions, I sense Luis underlines what a number of us have been considering, in relation to Jangada and the Pitombeiras project focus being towards production, the link is below if of interest,....GL S

https://youtu.be/kMgT0vw01FI

Well that will teach me trying to be a theorist, From now on I think I will stick with DC’s silence is golden rule,....GL S

Some interesting snippets from the seeking alpha team in their highlights from August news letter, stability of pricing is very notable, as is the number of off takes agreements increasing, specifically with VRFB in mind, plus the recalculated demand cycle clearly demonstrates that VRFB is going to create a material change in the sector, the link is below, if of interest,.....GL S

https://seekingalpha.com/article/4371371-vanadium-miners-news-for-month-of-august-2020

Guys, a few further thoughts on the below,.....GL S

DS, it is just an opinion based on a few thoughts, a number of people have made contact, confirming that they are building positions, who I know are investing rather than trading, add to that, the qty of larger block trades we are seeing printed, plus a degree of speculation, based upon matching off some of the smaller trades.

DC, I think based upon previous comm’s from the board, I would suggest VTM is the target, it was interesting to note a specific expansion of 10mt was detailed in the NI 43-101 release, as being the aim for this next series of drill works and based upon the Q&A comm’s, I agree that it would represent a material step forward, if the decision to progress the trial mining via a low capex extraction plan.

Tex, following the details shared on linked in, I have made contact with a member of the Servdrill team and based on those comm’s, I understand the team are at the enabling stage, with drills turning in the next week or so, hopefully this will be firmed up officially at some point in the days ahead and with some further insight into other developments.

Interesting to note the pattern developing within the trade log over the last couple of weeks and it does appear the migration of shares to stronger hands is picking up momentum, it will be interesting to see the market reaction, when the next round of news flow starts and you would have thought we are now well within that window?,......GL S

apologies DC and all, the comm's I was reading last night was from Servdrill Perfuração and not Servitec Foraco, so please ignore my earlier post for the moment, with Servdrill also currently working at PB, I am trying to establish if they have been contracted by Servitec Foraco, the contractor engaged by Jangada earlier in the year for the previous program at Pitombeiras was Servdrill,......GL S

Good to note the Servitec Foraco team have confirmed they are now active at Pitombeiras as well as Pedra Branca, if you sense the name is familiar, it is the same company that are currently supporting ValOre Metals with their drill program, which also underlines how the two companies can collaborate for mutual benefit, I would hope we will see some comm’s from Jangada in the days ahead, to outline the drill program strategy and objectives,.....GL S

About Servitec Foraco Sondagem SA

“Servitec Foraco is a Brazilian company based in the State of Goiás that started operating as Servitec in 2000, and through innovation, investment, and continuous improvement, emerged as one of the pioneers of drilling in Brazil. With a prominent position on the national scene, Servitec was acquired in 2012 by one of the global drilling leaders, Foraco International, forming Servitec Foraco.“

“Servitec Foraco has more than 700 employees and 90 drill rigs, and operates throughout Brazil with clients such as Nexa, Anglo American, Yamana Gold, Vale and AngloGold Ashanti. Servitec Foraco is committed to conducting drill programs with high levels of productivity, safety and respect for the environment and legislation.“

The final batch of assays from the recent works at Trapia have been released tonight and underline a very solid start for ValOre and their aspirations for expansion of the Pedra Branca resource,...GL S

ValOre’s Chairman and CEO, Jim Paterson, stated: “Our Phase 1 drilling has successfully identified near surface mineralization in the southern portion of the current Trapia 1 resource area; extended and thickened the easterly down-dip mineralization across the full width of the resource; and proven that the mineralized ultramafic intrusion remains intact and open to expansion along a 1 kilometre geophysical target to the south. We plan to return to Trapia 1 near the end of Phase 1 due to the considerable resource expansion potential.”

http://valoremetals.com/news-media/news-releases/2020/valore-expands-pge-mineralization-at-pedra-branca-with-step-out-drilling-intersects-949-gt-2pgeau-over-245-metres

Tex, I don’t believe the drilling costs would consume most of the cash raised, a rough guide for drill costs are circa Us$150 Per Mtr, this can be cross referenced with the details that are lodged on the ANDM portal, along with drill cost details, that the ValOre team have shared, plus the board considered it prudent due to Covid, to curtail the previous drill program and some of that cash was saved, so it does leave the board with a number of options, that to some degree would be fully funded,....GL S

S888, Expanding the Pitomberias and Goela resource, via additional drilling works, seems a very compelling reason to me, increasing the size and categorisation of the resource, will open up a lot of opportunity, plus taking account of the financial numbers, even at this stage, it would support a modest trial mining project and would be revenue generating, when you take into account the previous environmental works undertaken on site, this may not be as far fetched as some may consider, but I also feel that there is more to follow, it was interesting in the most recent RNS that BM referred to updates in the weeks! and months ahead, that I sense is more near term news flow is just around the corner, perhaps one or more of following?,..,...GL S

1) Mocidade exploration update. (we know the area is highly prospective)
2) Environmental permit and trial mining applications. (the team know this pathway well)
3) Partnership/JV update. (Is the NI 43-101 a signal?)
4) Metallurgy update (are Jangada targeting other elements? and why the deeper drill plans?)
5) Fodere Titanium (closer alliance?)
6) Something else?

Thank you DC, some very helpful info shared, it was also interesting to note that the asset target expansion was detailed yesterday and being mindful on how strategic the Jangada board are, that I would suggest is a key milestone that links into some of the wider thoughts in circulation, plus based on disseminating some of the earlier Geo works, it would be a surprise if the target is not surpassed and clearly there is a lot more news to follow, exciting times ahead!,.....GL S

D220, it is an exceptional first step, with grades at the highest end anticipated, plus the 43-101 is a very notable statement of intent, which I am sure will not be lost to some observers, plus with drilling scheduled to start in a couple of weeks and with the geo data already disseminated, I would expect material upside in the very near future, also be mindful of Largo’s prime asset of Maracas Menchen, 17mt and with a market cap of circa $650m, albeit in production, it places Jangada at the threshold of something very special, plus as we know from other news flow, this is only one part of a very big story!, ......GL S

I should also add, that is at Beta stage and there are a few tweaks needed here and there, but hopefully you will gain a greater understanding of the tech,....GL S

Fodere have launched their new web site today and it is great resource to gain a better understanding of their disruptive, Zero Waste Recovery technology and it will be interesting to note how they and Jangada leverage this into the mining sector in the months ahead, ....GL S

https://foderegroup.com/

agreed, it is a difficult one to call, interesting to note though, we have a significant shift in the book this morning, as in bid value and qty increasing, plus offer value and qty reducing, so perhaps that could be considered another indicator for the trade?,.....GL S

It would appear the demand was very strong for ValOre, it may not seem so now to some, but I sense this is a great outcome for both parties, Jangada are evidently on the cusp of something very special, that is fully aligned with the global aspirations of a zero carbon society, even with a fag packet calculator (no disrespect to DC) the economics of Pitomberias look staggering and with additional drilling and expansion of the asset, both in scale and element exposure, it will become even more compelling to a major player and perhaps not from what is considered the traditional route, plus with ValOre assays and asset expansion works continuing at pace, the “less is more” phrase very much springs to mind, exciting times ahead!,....GL S

f29, I agree, I think it is also for another purpose, the board have made it very clear that they were fully funded for this stage of development of Pitomberias and there are probably enough clues in the recent news flow to take an educated guess, with a degree of lateral thinking, my suggestions would be one of the following, or perhaps more than one?, additional drilling to expand the Pitomberias asset, drilling for other elements, drilling at Mocidade, progressing the trial mining application, extending the relationship with Fodere, I would also suggest it would be a backward step to place our development on hold, on the pretext of what ValOre may or may not achieve with their works at Pedra Branca, we still retain a very significant and material position in ValOre and I would hope it will continue to provide our board with meaningful liquidity, to ensure we can progress our own potential,.....GL S