Member Info for tbcx

Massive rerate overdue here.

With everything we know about the resource and experience of team on ground with their very bullish signals, all the signs are for some potentially blockbuster gold numbers upcoming here.

We are definitely seeing larger buys over last week which bodes well for forthcoming news, including those assays.

Market cap remains ludicrously low for all these assets.

We have cleared some significant resistance zones this week, as we continue to build absolute blue sky to 3p+

The really insane thing about today's low valuation is 350k oz is only preliminary - they have set out that target for a 1m+ oz resource.

They've told us current program is fully funded so we'll get news on gold and assays well before any funding required and that didn't even take into account the later cash injection from Blencowe sale. You can tot that up and see compared to most explorers this is highly liquid for the foreseeable. If you look at directors skin in the game, so even when funding required they are highly exposed and have already been clear they will preserve interests of all shareholders - as they have more to lose than anyone.

Another strong day here and well deserved. What really comes across in recent communications is genuine sense of excitement about this drill from team on ground. When you look at the calibre of some of the mining professionals working on this it speaks volumes they're this bullish at this stage.

Can see momentum continuing to build here and once we start to get results about the gold feeding through, easy to see this becoming unstoppable.

A prime gold asset with a huge value disconnect. Nothing comes close to the kind of value on offer here at this tiny market cap.

The mad thing about this low valuation with an already proven resource like this is when you consider how even 350k oz may well be just scratching the surface here.

Most recent presentation: “Board believes that the alignment of widespread gold mineralization, with geochemical anomalies and their correlation with magnetic structures, strongly indicates the potential presence of a large-scale gold deposit – targeting 1 million oz"

Caution needed because that article has been paid for. They receive money to say nice things about the company.

That will be why the url is blocked by admin here. It's essentially self interested spam.

That is an extremely cynical take and actually wrong in parts.

They mentioned a while ago capex was being paused on Pitombeiras to focus is on the gold asset which I firmly believe was the right decision. The market has effectively already discounted Pitombeiras, so it makes no sense to cry about it now. This could just as easily be reframed as a handy asset to have if case any M&A or a JV comes out of it. If it doesn't, it is being effectively priced at zero regardless. Look at the wider market. There are very few gold explorers at this market cap that additionally have an interest in a site like this.

Claims about Vanadium being worthless also not true. Look at the recent announcement by Ferro-Alloy Resources and how much the Chinese are investing exclusively for their vanadium project.

It is actually a bit insane how undervalued this is.

Of all the juniors, we do appear to be in a pretty unique position as an acquisition target. The value uplift of these sites in today's gold market has to be extremely promising. Added to some of the recent events like director share purchases, the corporate housekeeping to get all assets under the one roof, potentially blockbuster MRE due this quarter, site expansion opportunities, the likes of Fresnillo spending big to buy up Canadian gold assets, conditions looking extremely favourable here.

Very strong stuff from CEO. The significant expansion of the program can only be a good thing, and in as much as he can't say it, in layman's terms to me this can only really lead to the result being the MRE demonstrating an even greater quantity of gold.

No wonder he sounds so bullish.

"I am excited and optimistic as we progress this unparalleled opportunity to generate value in Landore."

Our man could not sound more bullish if he tried. Has to bode well considering he is hands on seeing the resource up close on the ground.

Large volume buys continue into today. Has to bode well for upcoming news. Sleeping giant here.

Another strong day here and well deserved.

New sale bods hired seem to be having tangible impact already. Very different from your usual London listed biotech at this sort of market cap with an idea that never leaves the lab. They are very well positioned here to ramp up rapid commercialisation of product in US. I see huge upside here.

Btw that AAI guy being quoted here announced a "BTC treasury policy" back in June. Then got a slap from FCA because he tried to use derivatives rather than actually holding the asset directly.

He then did nothing else about it until this week, when he announced to great fanfare "low four-figure USD exposure to Bitcoin" - after raising £500k+ lol.

Meanwhile over at Satsuma all sorts of shenanigans including auditor resigning due to personal conduct issues with management.

Anyone looking for true blaggers or scandal needs to look at some of the other names in this space, some of which are actually quite shocking.

SWC is pretty vanilla by comparison.

Where this does become more of an issue is main market listed companies.

Satsuma being a case in point. Problem for them is all they have is a fake AI business, no organic revenue and want to hold Bitcoin. FCA giving them a grilling and remains to be seen whether they'll allow it.

I would not trust anything claimed by the AAI guy. Just look at the discrepancies between some of the claims he's made regarding his own company and reality. It even got suspended for some regulatory breach a while ago, and Aquis allow just about any old sh*t.

Plus no need for an operating company on Aquis. Look at likes or PNIX/KR1 - all they do is hold crypto and have been doing it for many years. No underlying business at all. So wrong on all counts lol.