Member Info for TimberTrader

"Good exploration update today, which #GGP will continue to build upon in the December 2025 quarter and beyond. Including some good highlights."

https://x.com/shaun_day_/status/1980977468547989661

This is the most important stock list I have ever provided. These are the stocks I have identified in my portfolio that I did not want to underallocate.

Nearly all of these have 5+ bagger upside potential, and many 10+ -- if gold reaches $5K in 2026 and stays there. They won't all be winners, but most should be. Fingers crossed. 😉

P = Producer

D = Developer

E = Explorer

1911 Gold (D)

Americas Gold & Silver (P)

Aris Mining (P)

Artemis Gold (P)

Avino Silver (S)

Aya Gold & Silver (P)

B2Gold (P)

Capricorn Metals (P)

Cerrado Gold (P)

Coeur Mining (P)

Denarius Metals (P)

Discovery Silver (P)

DPM Metals (P)

Endeavour Mining (P)

Endeavour Silver (P)

Equinox Gold (P)

First Majestic Silver (P)

Freegold Ventures (E)

Fresnillo (P)

Galiano Gold (P)

Gogold Resources (P)

Greatland Resources (P)

Guanajuato Silver (P)

Hecla Mining (P)

Heliostar Metals (P)

Hochschild Mining (P)

Integra Resources (P)

Jaguar Mining (P)

Lahontan Gold (D)

Nexgold Mining (D)

Norsemont Mining (D)

P2 Gold (D)

Pan American Silver (P)

Perseus Metals (P)

Regis Resources (P)

Revival Gold (D)

Santacruz Silver (P)

Silver Storm (D)

Silver Tiger (D)

Silver X Mining (P)

Skeena Gold (D)

Talisker Resources (P)

Vault Minerals (P)

Vizsla Silver (D)

West Red Lake Gold (P)

Westgold Resources (P)

https://x.com/DonDurrett/status/1981470502633033889

I believe that Shaun Day has mentioned a few times that he believes that the Havieron ore bodies(s) could well be 20Mozs of Gold.

Looking a bit better! Close @ £3.90, up 4% on AIM and 4% higher than the ASX close this morning (A$7.86).

Another short from Alastair today following his piece below..

https://www.youtube.com/shorts/BPo-lmok7-E

I know that our Q1 FY26 AISC is still to be finalised and will be reported on Monday, expected to be at the lower end of guidance, but I wonder if we'll actually be able to tuck it under? It'll be interesting to see.

There's an update in yesterdays report.

Thanks Bazz! TT

Just add the media name after www.

following on from alastair's short i posted on the 8th october...

what does the brave new world of us$4,000 an ounce mean for junior gold miners?

vox markets

https://www.**********.co.uk/articles/what-does-the-brave-new-world-of-us-4-000-an-ounce-mean-for-junior-gold-miners--8ca337a/

Greatland Resources has released a resource development and exploration update, detailing a record drilling program at the recently acquired Telfer gold mine in Western Australia.

Drilling, the company said, is off to a good start and has exceeded current planning with around 55,000m across the West Dome open pit, underground and Main Dome underground sites at Telfer.

High grade zones have been identified at West Dome underground, following drilling at the Eastern Limb, returning promising results including 35m at 2.9 grams per tonne (g/t) gold and 0.19 per cent copper from 234m and 30m at 5.6g/t gold at 0.25 per cent copper from 281m.

An initial mineral resource estimate is expected in the March 2026 quarter....

https://www.australianmining.com.au/greatland-buoyed-by-record-drilling-program-at-telfer/

Well, as I said earlier, with the previous & latest drilling results from the WDU, we could probably say that we have a new 'mine in a mine, with most of the infrastructure already in place! Amazing!

Https://pbs.twimg.com/media/G30ckyUWcAAIj5D?format=jpg&name=small

https://x.com/DonDurrett/status/1980890847060377623

As Heddle often said, "The markets don't get it"!

Thanks to Stuart Hinds on 'X'

Unsurprisingly, Greatland Resources are No.1

https://pbs.twimg.com/media/G32eJEHWkAA2Q36?format=jpg&name=large

@ Bamps And with confirmed mineralisation extending an additional 150m beyond the current mine design, and also with another three assays pending.

Interesting to see their take on O'Callaghan's (Tungsten), which has been discussed widely over the past few weeks. They say that,

"Modelling of the magnetism recorded in drilling associated with the mineralised skarn indicates that its known extents cannot account for the whole magnetic anomaly, indicating that perhaps the full extent of the mineral system has not been defined. Greatland plans to complete a diamond hole testing extensions to O’Callaghans, commencing late Q2."

Amazing! The new high-grade zone identified at the West Dome Underground is like a new mine, within a mine, with all of the infrastructure pretty much in place already! Any new explorer in the Paterson with this type of news, along with those assays, would see their sp rocket! However, it's growth drilling, so many people just don't get it!

What's more there is already ready access from the Main Dome Underground via the existing development drive already in place and a second one under development, with the ability to link to the existing Main Dome Underground crusher and hoist.

Looking forward top the broker upgrades, who can see what this actually means for Telfer mine life!

Shock, horror! The AUD gold price is back to where it was last Tuesday, and still 10% higher than it was at peak (end of) Q3 CY25 (Q1 FY26).

I have no doubt, whatsoever, having followed all the shenanigans over many years now, and as many others also know too well, that certain players will use every possible way to manipulate the sp. The POG is clearly one, and today is no different. Any opportunity, whatsoever, to hoover up more, is so patently bloody obvious!