Member Info for tbcx

While other names capture attention for now, worth remembering the assets we are sitting on here. A real sleeping giant and a firm hold.

https://artemisresources.com.au/paterson-central-gold-copper-project/

This could do 500% and still be undervalued

This stock is such a livewire you never really know when it'll next do one of its regular +30% days - but fully intend to be holding for when it happens again

This continues to absolutely fly. Up 50% since late August, good news for Jan's stake.

The company's strategy hasn't made sense for a while now - until you realise that throughout they have not acted to benefit retail shareholders. Then it starts to make a lot more sense.

Wow so it really was down to one seller exiting quickly that caused big drop over last few days. Selling pressure should be alleviated now.

Decided to take profits here and move into GEMD.

Not dissimilar sector from this, tiny mcap - but diamonds instead and generating big revenue.

RNS today shows seller out so expecting it to bounce nicely.

He has not bought one share. Why would he, when he gets them for free?

The number of shares he owns is the same. All that's changed is the percentage, which has gone down because of all the dilution from warrants being exercised.

Market has forgotten about Mila for now but can't see that lasting. Absurdly undervalued down here.

Thanks for these numbers. For the bottom line to be approaching 1.5m ounces is genuinely epic. This asset is about as prime as it gets.

Nothing comes to this at today's market cap.

Avoid Africa miners imo, too many risks - whereas for CDL does not get much safer than Western Australia. 👍

Jurisdiction really does matter.

Even all the rampers seem to have given up on this one.

Was looking at other surrounding sites to try and get a sense of the potential here and came across Antipa Minerals. Interestingly, its Minyari Dome project is located about the same distance from Telfer as the site CDL are sitting on - around 35km away. It is by far and way their most promising site. Market cap valuation of Antipa today is 424m AUD.

Makes you think about where CDL could go.

It's a curious board this. I mean every week I look at dozens of stocks, then for whatever reason decide not to invest in them. What I don't then do is post on boards of those companies' to tell people why I am not investing. Yet here we have people lining up to do that lol.

Counterintuitively though I actually prefer it this way. Worst stocks to buy in my view are those with busy boards being ramped all day long. You just know they are P&Ds. This is the opposite of that. Easy to take chunks out of a stock when share price on the floor, but to me that's often best time to buy.

As for Cobra lol - it's valued at 10 times this.

Agree long way to go until this reaches fair value. Wider market for gold micro caps absolutely flying, even for some questionable names without fundamentals anywhere near as good as this. For now one of last few remaining names still below the radar, let's see how long that lasts.

Still has a very long way to go, rerate only just begun

Another positive development here, Richmond Hill Resources upgrading from Aquis to Aim.

With Gun's new strategy to focus on our gold assets, when that listing goes live I expect them to sell down their stake there to tidy up portfolio, would give a decent cash injection.

Hugely underrated now but at same time I do like opportunities like this to accumulate when things quiet before herd arrive. We have a very long way to reach fair value here.

Quite interesting to see him tweet about CDL and their site's close proximity to Greatland. He doesn't tend to do these things without skin in game

https://x.com/DavidLenigas/status/1963880715403104635

Article went live Friday so Aussies only just discovering what CDL are sitting on now. For anyone who might have missed it

https://www.australianmining.com.au/greatlands-telfer-mine-has-a-new-neighbour/