Member Info for tbcx

Still a very long way to go to reach fair value here. Mcap sub £3m for all these assets and based in North America with metals market doing its thing is actually bordering on silly. Nothing comes close to this value.

Exactly Toffeeman. One or two who seem to be stuck in past thinking whole company is one mill? If they get a JV on the mill, that's a bonus, if not frankly I couldn't really care less about it. The vast majority of juniors own exactly zero mills. This is all about assets in the ground.

S7VENTrading genuine question, are you being paid the company for these posts?

Had a good run on one of those (CDL) and in process of redirecting gains here, absolute no brainer on valuation alone. CDL mcap now nearly double this yet at a much earlier stage, fewer assets, no drill. This now best value Western Aussie by miles, once momentum starts see huge upside to come here.

Huge value disconnect now opened up between this and other Aussie gold miners in region. To be fully funded with drill underway at 100% owned site next door to Havieron and newsflow to come, it's become clear current valuation absurdly low.

This stock has been an absolute beauty but for me time to bank profits here, good luck to all who remain.

Catch 22 is funding is contingent on prospectus publication. If FCA don't play ball there's nothing here. Not even a rusty knife to catch.

It's become clear this is now a ludicrously low valuation for all these assets.

Best mining jurisdiction of all.

Related to this one thing the company did actually announce was a deliberate pivot towards targeting areas with highest carats. Probably got a bit lost amongst all the noise when those results were released.

Focusing on Satellite Pipe ore "expected to improve both the volume of carats recovered and average price per carat achieved".

Without a source have to assume this is hearsay for now, but that's the dream isn't it, unearthing one of those monsters.

Could even argue from the Wiki page it's overdue https://en.wikipedia.org/wiki/Letseng_diamond_mine

This still feels way under the radar and must now be about the only Aus gold miner that hasn't multi-bagged yet this year. Can't see value staying this low for long though - with this location, being funded, drill underway and with newsflow expected shortly only a matter of time here.

Momentum here now looks unstoppable. Still a way to go as company still way under the radar, but as it scales up it won't take long before IIs and serious money start paying it attention.

Canadian explorers are absolutely ripping upwards, backdrop here could not be better. 1911 Gold another peer, at a similar development stage to LND - it has done 400% this year, now valued upwards of 150m CAD.

I don't know how they release this stuff with a straight face.

All the grand wording around digital asset treasury strategies, working capital management, optimising treasury performance, then you scroll down and see they've put $7.5k in Pudgy Penguins.

Good to see reference to selling down Blencowe too, seems that's ongoing so they've been able to capitalise on its recent peak. Enables funds to use towards developing gold interests at Paranaíta, direction couldn't be better timed really with gold on new ATH.

Would make sense to focus efforts on the one region, practically speaking company too small to be managing resources across two different continents.

Of SA assets Jelani stands out as most promising. Most groundwork already done, nearby infrastructure and JV with heavy hitter in place. Concern there though is permit only runs until May. What then?

Lowest mcap gold mine owner on LSE - and gold only one part of the portfolio! Ludicrous value down here.

They can't be redeemed until one year anniversary so July 26, good result though, instant profit then as long as share price above 0.8p

Come to think of it this does tend to rise nicely in afternoons lately, coinciding with US market? Thermo Fisher being US based so we know this has caught the attention of at least one big pharma already.

Can see this rising now as we near those assay results within next few weeks