Member Info for swizz

Another new high for the ValOre share price, post completion of the Pedra Branca transaction, Jangada asset value takes another step higher,.....GL S

https://web.tmxmoney.com/quote.php?qm_symbol=VO

Bf21, indeed and as we have discussed in recent days, we are certainly in the time line zone for the Vanadium CPR update, interesting to note the Jangada social media team are posting today, following a long break and Vanadium very much being the theme,...GL S

Great to note the increase in interest and the improvement in liquidity, it bodes well for the production update in early October, hopefully a surprise RNS May land before regarding the additional gold processing activity,....GL S

AL, good to note you have found interest in the information posted, but please be mindful that like yourself I have a sizeable position and therefore I am somewhat biased, but hopefully the clarity of the potential is not clouded too much by my enthusiasm, Cheers S.

.....It must be pretty bitter sweet for the Jangada insiders who were able to “steal” this project and advance it significantly in multiple ways, and then be “forced” to hand over control due to a clueless AIM market. I love “new” stories, where the market has yet to catch up and has yet to appreciate the value of an acquired asset (just like Northern Empire). Valore just added around US$192M+ of value and it’s still trading around the same valuation levels as it did when it had one flagship project, and was tied to a single, poor performing commodity...

....There is literally pure grass root exploration companies out there that are trading at higher valuation levels than Valore.....

....My guess is that Jim Paterson and the Discovery Group understood what was happening (A coming BFS that was expected to be even better than the already extremely robust PEA) and decided to “steal” this project before those developments were put in black and white. Given the Discovery Group’s connections and ability to raise capital I assume that the insiders (and main shareholders of Jangada) appreciated the potential of this project in the hands of such a team and on a much better exchange, and thus decided to sell the project but keep a major interest in it through shares of Valore as per this news release:....

“… Jim Paterson sure seems to think that the intrinsic value of Valore went up substantially with this (pending) deal. The acquisition which was finally closed as recently as August 15 involved cash payments of C3,000,000, 25M of Valore shares to be issued to Jangada (representing 26.1% interest in Valore) as well as the right to appoint two board members. This kind of deal suggests to me that Jangada is well aware of the value of Pedra Branca and wants to have keep a substantial stake in the project. In fact, the deal in itself was worth much more than the Market Cap of Jangada. All this is what made me take a closer look on this “Pedra Branca PGM District” project. Long story short, I think Valore was able to steal a real gem thanks to Jangada being listed on AIM…“

Makes interesting reading,....GL S

New top 3 holding: Valore Metals (VO.V)
Valore Metals (VO.V): My Latest “Special Situation” Case

I have spent the last few weeks looking through countless of juniors for the best of the unloved, misunderstood and/or unknown stories that are undervalued. The by far most promising case I could find is Valore Metals. It’s basically a re-structured “hybrid” company with three flagship assets involving different commodities, now with a focus on PGM (Valore doesn’t even have a new presentation out yet!). It’s headed by Jim Paterson and is part of the serially successful Discovery Group of companies (Kaminak [Sold], Northern Empire [Sold] & Great Bear Resources etc). I personally had a great experience with Jim Paterson in Northern Empire which was a top pick of mine in 2017. It’s newest acquisition tipped the scale for myself which I will expand on later in the article.

This pictures below is what compelled me to dig deeper into Valore Metals (Basically the same reason that made me take a closer look at Northern Empire back in the day):

https://www.thehedgelesshorseman.com/horsemans-portfolio/new-top-3-holding-valore-metals-vo-v/

ValOre opens +18%...GL S

https://web.tmxmoney.com/quote.php?qm_symbol=VO

Bf21, agreed, ValOre was up 25% at one point yesterday afternoon, before easing back to +8% at close, they have instigated very little in the way of exposure since the PB transaction completed and I do sense that is about to change in a big way, plus we also know from Jangada that we are well and truly in the time line window for the Vanadium CPR, I would also be intrigued to see if the Discovery team are more interested in positioning in Jan?, considering the value disconnect that currently exits, ....GL S

Circa 20% + increase for ValOre in today’s session on TSX-V & volume continues to increase,...GL S

https://web.tmxmoney.com/quote.php?qm_symbol=VO

Another 5m is printed after close tonight,....GL S

Following the recent improvement in Jangada’s share price, ValOre are now following suit across the Atlantic and intraday gains of circa 8% with increasing volume, hopefully this is an early indicator of the anticipated outcome of the first phase works underway at PB,....GL S

Yep, that’s a very decent contract to secure,...GL S

Bf21, we are in the right time zone for the Vanadium/Titanium CPR, plus ValOre have been very busy at PB, plus Canada is in a Uranium frenzy, right in the backyard of where a number of the ValOre interests are, take your pick?....GL S

$1m already received and $2m due over the next 3 to 6 months, albeit ValOre have a habit of paying early, based on currency exchange rates and ValOre share price, the transaction value is now approaching £6.5m,.....GL S

Btw - Jan cash position pre these payments was circa £350k

Yep, all good, deal completed, cash in the bank, current PB transaction value approaching £6.5m, both companies well funded, world class assets, with some of the most sought after elements, all of which are demonstrating substantial appreciation in value and demand, Platinum, Palladium, Gold, Rhodium, Cobalt, Vanadium, Uranium, Nickel, Titanium, Chromium etc.etc., I’m not sure if there is many better opportunities in the junior resources sector at present?,.......GL S

A fascinating forward view into the Uranium section, from one of the most authoritative industry associations, whilst the majority of the attention is on Pedra Branca and Pitomberias West, the world class Uranium asset at Angilak should not be overlooked, with in excess of circa $55m of asset qualification works completed to date, this could indeed cause a nuclear reaction in the share prices of ValOre and Jangada, .....GL S

http://www.world-nuclear-news.org/Articles/Nuclear-fuel-report-sees-upward-trend

Good point DC,...GL S

Bf21, yes, CPR first,....GL S