Member Info for TinksTheCat

The MKT CAP of the company is tiny at £16 million.

Put it into perspective that’s a value of £1.73 million per project.


£1.75 million in the bank plus warrant income and investment appreciation.

Paul has stated time and again no near term prospect of fund raising.

He is a large shareholder and is steadily increasing his holdings, 7% +



Their are 9 projects, 3 in operational discovery plus gold IPO:

Canada-Silver Peak with potential 15 kilos of silver p t.

Molopo drilling now.

Haneti mobilisation to drill site today.

Australian JV with IPO for gold due sometime around Christmas - early new year.



So lots of inbound RNS’s due over the coming weeks and months.

POW is certainly on the move at speed and is not hanging about.

You can add at least another 3 investment considerations in the JV partners so 12 minimum chances of making potential profits.

My adviser has been investing longer than he cares to mention and has never, repeat never come across such an active junior resource company like this before.

Nevertheless risk is involved, my moving stop loss is circa 50%.



Paul has twice now mentioned a 20p target, more of a thought as his long term aspirations are between 80p and 120pps which makes a nonsense of my intial 3p target

Keep in mind he is a forensic accountant, his reward is from an ongoing sp the same as every other investor here.

For the immediate future, realizable gains in asset values can be expected to be used in increasing and speeding up the already rapid asset exploration and definition programme criteria, as in 4101/JORC etc.,
Future remunerations via IPO, JVs, disposal, licencing will be going towards further acquisitions, so greater asset values indicate that no further fund raising will be required for the foreseeable future.
Hence no near term dividends.
Paul on occasions mentioned his thoughts on the term value of sp becoming akin to that of a mid tier miner which equates 80p/£1.20pps, although recently mentioned 20p by Christmas as being great! Nothing more than a comment so if 20p did happen he would be as surprised as we would be.
My initial target of 3p is on the horizon, future targets of 15p/16p towards 28p based on modelling and research.
This share has at least 9 asset based opportunities from which to produce on definition a major success.
Right now three are in play: Silver, Gold and Nickle sulphide and platinum metal, results from any one of which could change the sp towards that 20p comment.
Having 3 assets, under exploitation, 2 drilling, + 1 Gold IPO means there will be a number of inflection news points between now and the new year.

Check out the RNS and view the web site.

So many errs, umms and silences. Pure torture to listen to. I can't find any redeeming features. With the best will in the world, not again thank you.

The recent series of drill RNS's should have put momentum behind the sp, instead its lacklustre performance failure
means the share holders will be the ones to suffer not the BOD.
The 7 million SII is also a burden on the sp as are their combined multi million £ pay cheques (including perks).
Failure will mean the sp will crash dive by 60% + proving their other assets are about as useful as a chocolate tea pot.

Nice one !

Please ignore the previous posting. It was sent in error and should have gone to Orph.
Appologies again.

CF clearly states approx 25+ minutes into the video, wearables may be telling us to visit the docs etc;
In the next 6 months a decent interpretation is negotiations for offers for the package are well underway and he expects a result probably prior to Christmas.
In the meantime the s.p. will build its expectations of a double dividend as he more or less stated if a listing is also acheived we will get shares in specie.

If anyone spots any news anywhere concerning the cut off date for those invested who will be entitled to those dividends would they please publish.
It may also be wise to hold and not trade this stock in view of the looming cut off date as the news of a deal could appear at any time from November onwards

Opportunities for investment consideration.
POW have a number of working JVs with more under consideration.
Thus giving those interested investors the opportunity to spread risk and invest further into resource partners as in KAT and KAV .
I like KAT for its gold interests so have taken a goodly number today,allowing a 50% risk loss against an upside of several times the existing sp on decent news over the coming months.

Effect not affect .
One day soon this will appear on the radar of the Herd followers .

Well worth researching. August presentation states 6 projects ,since then a Silver project has been taken on board making a seventh project.Fast tracked in just 30 days.
Australian- Victoria Gold with completion of its 43-101 is now in process of starting IPO.
Any major Nickle or Copper find will also result in an IPO .
So 3 potential IPOs from 7 projects on the assumption of success.

Research,make your own minds up ignore the idiots who do not understand how business works and expect a rising sp yesterday, this one will take time. In its favour are 7 chances of success so it is not a one shot wonder.
I hold substantial number of shares, my target is just 16.5 p against a loss of 50% if zero happens..
All the best tinks.

Those who have researched and listened to Paul plus understand Neuro Linguistics will probably arrive at the following conclusion -his unspoken target for the sp is circa 100pps.

So all i need is 15pps to clear a million profit way before his target is reached.
The risk is a 50%loss if any of his current expectations fail to materialise .
The Australian gold IPO will have a material affect on the sp.as will any major copper/nickel/etc.,re****s etc.,
My first target is 3pps in the next 6 months.

This companies stated intention of monetizing assets to return funds to shareholders has produced nothing but grief for shareholders especially in the decline of the sp.
Their is no confidence in the assets aquired,if there was confidence it would reflect in the sp.
So this failure has destroyed BOD credibility and shareholder confidence.
Deltic slap down which met with the childish response from BOD of 'we didn't need them anyway'
No news at all on the Californian resource,it is still producing at a guess enough to break even, the field has a high depletion rate .
Now any value lies in the hope of success ,if success is seen double the SP, if negative results SP will collapse due to total failure of asset confidence.

Any SP collapse is not helped by approximately 5% of the £40million market value of this company going into BOD pockets in terms of pay cheques, some £600k p.a each .+fringe costs.
Plus self awarded shares shares etc.,
I view the 5% as excessive beyond belief, the BOD should be held accountable and made to return the funds to shareholders on the premise thay have singularly failed to monetise assets which was the main stay directive for investment selling to shareholders.

So its pure speculation trading on a decent result.

Major inflection points will be drill dates, then results.

The Company is expecting £400million+ worth of income within the coming year or so. The £400m does not include the C19 saliva test potential. The question is, where will the P/E be considering just 250million S.I.I.?

I think BRD's B.O.D. did a cracking turn around, just look at the production level prior to S.A.gov's C19 draconian closure of all mines, then allowing them to re-open at 50% capacity. BRD did not have any C19 problems when forced to close due to the above. In my view there will definitely be a further fund raise for £1 or 2million at +/- 20p/25p to see them through this crisis. If so they'll be well worth picking up.

Yes, the 1.25% added every month is compound interest.
Their actual liquid assets are £700,000 plus a debt of £537,000 due in two equal instalments on the 17th June and 17th August from the share subscription in February 2020.
Also I think the mine is allowed to work at 50% capacity rather than 100% due to S.A.Gov. C19 restrictions unless those have changed.

I agree with the thinking that an additional broker implies near term fund raising. Cathal has made it clear no fund raising in the near term say 2-3 months, although he would not rule out fund raising pre-December.
On the basis of the above it's possible to see fund raising for an acquisition or costs involved with his future listing plans later in the year.
Cathal consistently tries to down grade the share price in order not to heavily discount any future funding requirements.

How many royaltiy streams can we expect?

The UK Investor magazine has mentioned "Avacta Group's COVID-19 tests could hold the key to economic recovery". When that gets around it will add momentum to the share price.

The appointment of an additional broker is indicative of an approaching share placement possibly raising £5-10million and a discount to the current share price. So be aware.

Decided to buy in because of the on going demand for its services. Strangely my buy does not show?