Member Info for TrekMadone

“ The Paterson Central Gold-Copper Project is a 100% owned 605km2 exploration licence surrounding and adjacent to Newcrest Mining (ASX: NCM) and Greatland Gold’s (LON: GGP) Tier 1 Havieron Copper-Gold discovery, ~ 480km east-southeast of Port Hedland and 45km east of Telfer in the Great Sandy Desert of Western Australia.

Located entirely within granted exploration licence E45/5276, Artemis Resources has been systematically drilling prospective geophysical targets interpreted to have geological similarities to Havieron.”

Trek

Patterson (Haverion) extends into ARV’s tenement… ARV can sell or JV it. GGP govts loads of cash and looking at acquisitions

“The Paterson Central Gold-Copper Project is a 100% owned 605km2 exploration licence surrounding and adjacent to Newcrest Mining (ASX: NCM) and Greatland Gold’s (LON: GGP) Tier 1 Havieron Copper-Gold discovery, ~ 480km east-southeast of Port Hedland and 45km east of Telfer in the Great Sandy Desert of Western Australia.

Located entirely within granted exploration licence E45/5276, Artemis Resources has been systematically drilling prospective geophysical targets interpreted to have geological similarities to Haveron”.

Trek

Tro, I have posted tenuous link between GGP ppt out today and ARV - Patterson from AR on ARV BB

Trek

No black trades yet today. Mostly MM price discovery trades, sub £10 within big spread. Real trades are buys.

They won’t be able to hold it much longer, expect a few shakes but 1p not far off IMO

Usual caveats

Trek

Wanna guess where some big bucks gonna come from….

ARV’s AR….” Paterson Gold Project

A strategic review of the Company's 100% owned Paterson Gold Project in Western Australia continued with the aim to extract maximum value for shareholders. Several options are currently being considered to advance the Project, including joint ventures, third-party funding or sale.”

See slide 25 GGP ppt

https://www.greatland.com.au/wp-content/uploads/2025/10/Corporate-Presentation-Oct-2025.pdf

Oh and look at slide 21 g/ton Au…. GGP 2…

ARV At Carlow .., JORC 13th Oct 22 RNS…

“ 704,000 oz Au Eq. at 2.5 g/t Au Eq[1] from 8.74 Mt, combined open pit and underground”

Oh and phase 1….25 Apr 25 RNS

“ Highlights from the drilling include high-grade gold (>15g/t Au) intersected at the Marillion and Titan targets located 2.7km apart on the same structural zone which hosts the 374koz gold and 66,000t copper resource at Carlow. Importantly the first drill hole at the large Marillion target intersected 7m @ 2.9g/t Au including 1m @ 15.3g/t Au from 399m downhole in 25ARDD001….”

“ The potential for extensions to the Carlow deposit is also supported by an intersection of 4m @ 11.1 g/t Au and 2.0% Cu in hole 20CCDD003”

“ The three recent holes at Titan were drilled below one of four surface gold occurrences in quartz veins and chert outcrops around a central gravity-low feature reported in 2024 and 2025[7]. The holes intersected ultramafic rocks and sediments intruded by porphyry with elevated values of gold up to 0.5g/t Au intersected in the ultramafic sequence and 1m @ 16.4g/t Au intersected in the porphyry intrusion in hole 25ARDD004 from 67m down hole”

This is where we are….

“ The first step in the Carlow review is to evaluate numerous (>700) high-grade gold and copper assays from historic drilling. High gold and copper grades are widespread across the Carlow lode system with assays greater than 10g/t gold and 2.0% copper”

Patterson can be a significant source of finance or JV!

Usual caveats

Trek

AMRQ still rising- those 62p buys looking pretty good now.

Super high grades there!

TP 120p imo but I aint sellin…. Cashed up gonna be a multi bagger imo. Even told the kids to buy!

Trek

Wonder if includes United Rare Earths? Maybe after shutdown

https://www.reuters.com/business/autos-transportation/trump-administrations-investment-push-rare-earth-companies-chipmakers-2025-10-06/

Trek

PFS ready to be submitted soon

https://www.youtube.com/watch?v=EL4EiyUcG1Q

Ivan speaks very well. Worth a listen

Trek

Agee forget the ancillary projects. We have a stable and dependable income from core base metals and given the price rises that income and EPS growth pretty much a takes care of itself.!

The rest will kick in later, patience required… oh and loads of cash!

Bargain c 150p imo well even 220!

Usual caveats

Trek

The yield is good for a high growth share. Buyers now should be getting 6% in a couple years time then 8% etc.

It’s the shty London market algo’s that have knocked the sp back. The 5 year chart looks to have bounced with a safe well covered divi.

That’s why I sniffed GRI out!

This yield is actually high atm due to the sp so a great buying opportunity imo.

Usual caveats

Trek

There isn’t really that much physical gold to go around!

https://elements.visualcapitalist.com/gold-production-by-region-visualized/?utm_source=VC+Elements&utm_campaign=14e587e8f4-VCE_Email_OCT_08_2025&utm_medium=email&utm_term=0_f3fdb4328c-14e587e8f4-47046010&mc_cid=14e587e8f4&mc_eid=5222e6014c

Trek

There isn’t really that much physical gold to go around!

https://elements.visualcapitalist.com/gold-production-by-region-visualized/?utm_source=VC+Elements&utm_campaign=14e587e8f4-VCE_Email_OCT_08_2025&utm_medium=email&utm_term=0_f3fdb4328c-14e587e8f4-47046010&mc_cid=14e587e8f4&mc_eid=5222e6014c

Trek

Central banks now hold more gold than treasuries!

https://www.visualcapitalist.com/central-banks-now-hold-more-gold-than-u-s-treasuries/

If we land more bonanza grades at Triton and continue to expand Carlow it won’t be long before someone will either JV us or snap us up.

Central banks are buying physical not hedged gold and there aint much physical out there to satisfy this insatiable appetite!

Usual caveats

Trek

Central banks now hold more gold than treasuries!

https://www.visualcapitalist.com/central-banks-now-hold-more-gold-than-u-s-treasuries/

Trek

Not long now, good volume above the placing price and the usual black indicative delayed sells.

Churn the placing soon and this will find a new level hopefully just in time for the RC results!

G1 and G2 could open a new gold area and what we have been focusing on is high grade which is significant, grades rule ok!.

The Regal thrust area has potential push up deeper veins right where we are drilling!

This could also open up a corridor to Carlow as the gap drills also hit gold.

There is so much data to get from these holes as well as metals.

Very exciting proposition this one especially with POG. Grades will attract vultures! Easier for the big boys to blag someone else’s lunch than find your own!

Usual caveats

Trek

With gold surging and USD down significantly ytd that digital gold link for BTC has some catching up to do imo!

It’ll come and when 150 BTC lands closing the mNAV on the priciest of treasury plays, we will be way over mNAV positive + we have yellow.

The leverage play of BTC should then kick in as it will be way cheaper to buy coin than BTC - that will give us an edge over ETF’s plus all the other benefits from a digital infrastructure and coin play.

Just a case of tucking a few away and sitting tight imo.

Feel for those that were caught on the spike and hope they can trade some to get their averages down but those on a free carry or near as look to do exceptionally well here soon imo

Usual caveats

Trek

Thanks Iseo395,

I last sold out from 7’s in the 20’s and have started to buy back in.

Thought I was having an insane moment. Of course it makes sense that with more cash, more gold production, higher POG and mine expansion that the SP on a prorata basis would be much cheaper now. lol!

Glad I told the kids to buy!

Usual caveats

Trek

Anyone know what 30p in new money is here in terms of SP.

Blinded by the RNS’s!

Tia

Trek

The helium price lift has been posted everywhere else so glad it’s posted here since we are the only London listed company producing the stuff!

Imagine if POG, Oil or copper went up 400%. What would that do to the balance sheets of producers……and their share prices!

Of course it’s different for MDH ….. nah …. It’s just that we are listed on a shty exchange where you get huge spreads and can’t get a buy or sell price! And of course the IPO needs to finalise….. then you will see what a 4x increase in pricing does for our balance sheet with a 5.2% Helium well to come on line soon!

Usual caveats

Trek

That’s a pretty impressive cv Including the hit from a previous company wind up which I view as a good experience!

He started out with 13% of Lex back in Dec 2020. I haven't looked to see if his holding have been reduced by dilution or sales but he must be pretty psd off that his shareholding has done sod all since then. I remember buying here in the news rich 3p range and selling out after a run only to return relatively recently.

Let’s hope Mark can light some much needed fireworks under this SP. No point in being sat on all this gold unless the asset is realised. A sale or Jv is much needed.

Warrants are at +6p so plenty of upside before any of those come into play! Plus I am getting bored which is usually a good sign for everyone else!

Usual caveats

Trek