Member Info for taylot

Cash is a paid BB poster. And a bad one at that. Caught out numerous times talking absolute nonsense. That someone can just flip like they have says it all. That being said, bodes well for us LTermers.

POW has some good potential projects and some that are total ****e. Hope it goes well for shareholders there but it is my view they are where MTR was 3/4 years ago.

MTRs market cap is fully backed by cash and liquid assets. No exploration from KML or SFR is priced in - both of which are highly likely - the NSR is not priced in at all, it is my view the NSR will be the company making asset.

There is some great research on Twitter by ChrisP who has posted the latest sat images at A4. There has been step out drilling in both directions from the A4 MRE as well as two separate areas of drilling to the east and south west - these are just over the A4 target area. The Sandfire land package is quite possibly too large for them, that’s how large and prospective it is.

I eagerly await the commencement of KML exploration and Kit-E in particular with its proximity to the proposed T3 mine. Some early hits there will certainly cause some ripples, will Sandfire look to further consolidate the belt? I would love it if another mid-cap was to take the opportunity and take Cobre out, that prospect would be mouth watering for MTR with yet another 2% NSR.

As I said, the NSR which MM so brilliantly negotiated with MOD and KNL will be the company maker.

Correct. There were over 100m 2p warrants, some have been exercised already - MJ did a large batch. Then following the consolidation there is around 10m left.

I believe there are about 10m outstanding, a third of those are Rick Rules. Does RR need to sell to buy his warrants - no. But I do think they’ll be some PIs and maybe Sprott clients that may sell to buy back. However there are clearly buyers sitting waiting in the wings happy to pick them up.. we are consistently seeing large delayed trades which is a good sign. Is there a short still in play?? Maybe.

Yes incredibly frustrating. BUT, market cap is pretty much now cash and equities. NSR is being valued at zero, and KML at cost. We know both have considerably higher value. There is a lot of good info on Twitter including a few high profile - and non pumpers - that post great info and CEO.ca which is North American based also have a few posts which is also good to see. ASX listing will bring MTR to an even wider audience.

I have contacted the company about a number of things and was more than happy with the response.

MTR have made millions on GGP - multiple millions. The BoD however are running a business and are not PIs looking for that one big one that’s sets them up for life. They have a responsibility to shareholders to run the business in a correct and profitable manner and that’s exactly what they did and are doing.

That list of equity holdings is astounding and a number of them have a chance of really kicking on into million pounds territory. Notably SAU moving 20% last night following MTR buying on market. Time for CBE and SAU to show the market what they are about and justify MTRs large backing. Also glad to see the end of the THR holding.

Looking forward to the ASX listing and the back of the outstanding 2p warrants (expect RR will just buy his outright) and then see an increase in the A4 resource plus for their SFR updates. Hope the SP will then really kick on up and past 4p+.

GLA.

Yes Forest that SFR hot copper thread is a great read with some good knowledgeable posters. Would certainly recommend people taking some time to go through it.

The A4 MRE is certainly going to be increased in size, bodes well as SFR begin to look to new targets. 12 drill rigs on site!!!

For sure AIM is not doing MTRs share price any favours, it is clear that manipulation is rife. I would also think it puts a fair few international investors off. As I have said MTR are swimming with some big fish now, IM’s ire conversations have been had... ASX listing will open MTR up to a whole rasp of new investors and will tie the hands of AIM manipulation down what. I am intrigued to see how MTR will manage the ASX listing as there will be no shares int hat exchange, I think they may look to raise a small amount, hopefully to II cornerstone investors. Will TGs shares be transferred accross? Maybe MM and the BoD will come up with something left field - they are good at that!!! I don’t see a Canada listing, certainly not for a long time. There has been a discussion on de-listing from AIM but I don’t see that anytime soon either.

GLA.

Frustrating yes. But remember GGP sat at 2p for a year or so, even though it was obvious to holders what was going to come. Those with faith and conviction to hold have done incredibly well, those who didn’t (myself included) can only sit and look at what could have been. We know SFR are building a mine and are now referencing a copper province!!!! Just imagine what MTRs NSR value will be, and MTR contribute nothing towards any of it!!!!

It’s all a matter of time. I look forward to the 2p warrants expiring. I see £100m market cap on the horizon and for sure that is MM’s first stated target.

GLA.

Glad to see MTR reducing its position in THR. MTR are now in a different league in terms of contacts and access to placings. Much better to reduce in THR and put those funds into companies with credible management IMO.

Sense and share your frustration Keith, but I am now incredibly relaxed. Hold MTR in both ISA and SIPP and envisage that will be the case for a lot longer.

With Sandfires decision to mine andhunting the mine will be at 5.2mt from the off. The NSR will be providing cash sooner rather than later and a considerable amount.
Sandfires share price is looking to solid which will make MTRs NAV look far healthier (+A$7m in 2days) the NSR value can now be given a more quantifiable figure and that can then be extrapolated to wider region/targets. A4 resource will be larger than then the released MRE and those high grade intersects look tasty. SFR are already looking to move drill rigs to targets elsewhere.

CBE/KMLs Kit-E target is going to be high priority and an early hit there would make things interesting - I see SFR taking out Cobre and the deal will be incredibly similar to MOD take out (hence why MM structure such KML deal) MTR will retain 2%NSR here as well!!!

ASX listing will be interesting in how it is structured, would be great to see a new large cornerstone investor along side Sprott.

The rest of the equity positions are doing well, even if they are a bit of sideshow.

As has been alluded to the share is quite illiquid due to the number of shares held so tightly, a few large holders and a core of long termers means any big buying is being worked hence the MMS using their usual tricks.

MTR Twitter page seems to be more active so expecting PR to be ramped up now they have some tangible news.

GLA.

Remember the MTR nomad is rather restrictive on what can and can’t be said -I believe due to ASX listing- so I imagine they are checking everything.

We know the news is amazing and this is just the start.

Hi D. So you are aware (and for anyone else wondering) the NOMAD is restricting what MTR can and can’t say in relation to these releases.
I think this is due to the ASX listing which is much more restrictive, frustrating when you see other companies hyping up the fact they may be drilling 3months time..

But MM is building MTR into a real company, not your usual AIM pump, so while frustrating short term, it is good to know we are doing everything correctly.

I read yesterday (I think it was VW) that the current models will need to 75,000m before being carbon neutral. Obviously that will get better. Not only that but where does the electricity some front to power all these vehicles. This policy which I do I support has not been though through at all!!! Doesn’t surprise me.

For at change the fact it IS policy and the whole world is going to need masses of green metals - copper being the main one. The NSR value -in time- will dwarf MTRs current market cap.

For KML it is all about kit-E (Martin Holland on Twitter has said as much) with its proximity to Sandfire and the T3 mine a few excellent intersects could really put things up in the air.

Just as many of us predicted way back that MOD would be taken out, I foresee Cobre also being bought out - likely by Sandfire. Remember in such a scenario, MTR while obviously profiting from its 20% stake in CBE will also retain its 2% NSR meaning we will hold a 2%NSR over a mind boggling area!!! And with copper prices and copper use destined to sky rocket the tiger will be like the cat that got the cream.

Position and plan accordingly. Long term I envisage MTR acting as a fund paying regular dividends out of its NSR revenue.

Massive worked buy. Bodes well for next week.

It’s just classic cashmong, no real clue what they are talking about. I think your employers may need to cut your day rate.

“ NSR 2% Not Really A Game Changer For A Long Time ! Imo ! - WRONG. It is a game changer now, they have already received offers for it. I anticipate the NSR over A4 May well be crystallised in some capacity.

£500 Million “Profit” Would Equate To £10 Million To The Tiger ! - WRONG. That’s not how it works at all.

One Day it will be a nice income stream , maybe 4 or 5 Years Time imo” - WRONG. It will be an income stream as soon as copper is being produced (assuming they are all held) which will be 2years.

A4 is the target Sandfire are currently drilling - very aggressively, thats also alongside a second target “son of A4”. Both are within the T3 project area so will feed the T3 plant. Importantly however, both these targets are part of MTRs uncapped 2% NSR which is going to be extremely valuable.

The MRE which is the maiden resource estimate will show/estimate how much copper there is. And on the back of that, workings can be made to ascertain what the value of the NSR will be worth. I believe MTR have made some calculations already so have a fair idea what it’s worth (they have already turned down offers) but it will be great to see these figures publicly. Remember A4 is just the first of many targets... Lovely.

“ Afternoon Taylot ! I Was Just Looking At The Transaction With Sandfire ! On Completion The Value Was Around £24 Million______Fridays Value If You Take The Debt Into Account Probably Around £10 Million ———— Shocking Really ! Would You Agree ?”
-Quite frankly irrelevant. They are leveraging the shares so the only difference is HOW MUCH leverage they can get. Look at the investments made thus far and there is some serious profit already.

“ Are The Dividends Guaranteed To Continue ?”
-Nothing is guaranteed in life. But listen to KS, DeGrussa cash flow over the next three years is going to be immense so divi will continue. SFR expect their Cu production to continue past DeGrussa mine life so yes, divi will continue.

“ Morning Guys ! So Many Development RNs s Yet Very Little Movement ! Any Thoughts To why ?”
- It was cloudy this evening, it didn’t rain. Any thoughts to why??

Idiot.

As you can see again. Totally ignores any points made as they do not suit his scare mongering agenda and just asks stupid questions. I will continue to respond purely for those reading your dumb posts and wondering if you have a point - you don’t.

T3 will be producing copper before DeGrussa ceases operations. In the interim there will be massive inflows of cash (SFR recent conference call) and large amounts +20m spent on further exploration of the Botswana tenements. A4 MRE looks to be shaping to match T3 in terms of copper content so the NSR is going to have significant value, just A4 potentially equivalent to current market cap. It has been muted that a 1% NSR is equivalent to a 5% free carry of the project and that is across the whole licence areas!!!

Maybe you’ll bring up THR next.. oh no wait that’s doing well now.. ummm how about Covid? Or how asteroid mining is going to decimate metal prices so MTR are doomed. What a clown.

He’s a paid basher. This isn’t the first time MTR has been heavily manipulated and coincidently previous times cashmong was here talking total rubbish.

We know for a fact MMS are short of shares.

Sandfire SP is down because there are questions whether T3 can adequately replace DeGrussa - in time Botswana will surpass DeGrussa‘a copper production. But what Cashmong “forgets“ to mention is SFR equity is a sideshow to MTR’s 2% NSR over both copper AND silver.