Member Info for viable

Https://www.miningweekly.com/article/rome-resources-starts-north-american-critical-metals-exploration-programme-2026-06-09

More detail to be found above on Mt Pleasant

Https://www.msn.com/en-za/news/other/sa-mining-sector-jolted-by-government-chrome-tax-beneficiation-proposals/ar-AA25cXIH?ocid=BingNewsSerp

. . . consequences uncertain. Hoping for some clarity.

Https://www.listcorp.com/asx/cuf/cufe-ltd/news/orlando-mineral-resource-estimate-update-3329471.html

As the project looks to be pretty well nailed on the link above should be kept as a reference. It will shortly be updated. The analysis is comprehensive.

(Whereto the gold price !)

A stone's throw from White Devil on the Peko road, all three within a straight-line 20 km of one another See commentary @.

ttps://stockhead.com.au/resources/copper-crunch-puts-juniors-in-the-deal-room/

I have had info in past two days although it doesn't include anything on Poplar. There's a hurry-up underway.

CuFe cash injection could be a gamble but SA team must be seeing promise in the modelling at three sites. Cu assays especially could be high grade.

Other than an occasional whatsapp to SA I shall give PAF a rest unless exceptional news comes to hand. We know what is in the pipeline. HQ has some heavy capex ahead with Soweto and NT taking the lion's share. Downunder, if there is to be a development hurry-up, CuFe and White Devil are probably the most demanding.

Whereas the PWV is familiar ground I have little comprehension of NT logistics, etc. It is assumed the Noble's Nob pit has yet to be drained -19.713268, 134.292659 coordinates

https://www.google.com/maps/@-19.7126115,134.2927444,417m/data=!3m1!1e3?hl=en&entry=ttu&g_ep=EgoyMDI2MDYwMS4wIKXMDSoASAFQAw%3D%3D satellite view

and the 8 leach tanks' display by DFZ https://dfzeng.com.au/portfolio/nobles-nob-gold-mine-project/ can handle much more than the known stockpile tonnage. Further if yields are poor does flexibility allow White Devil ore substitution ?

We also know diesel fuel storage will be adequate; road haulage is going to be more expensive when compared with the Krugersdorp distances to site.

Https://www.bing.com/videos/riverview/relatedvideo?q=cufe+news&mid=470917B574BE811BC23D470917B574BE811BC23D&churl=https://www.youtube.com/channel/UCWKCDOmBuosBvS58y8oJi4w&FORM=VIRE

https://www.miningmx.com/news/gold/65502-pan-african-continues-aussie-expansion-with-a15m-stake-in-cufe/

More meat on the bone. But I will not tamper with other important holdings. CL could be acting very astutely.

Yes, Cobus has climbed in with the CuFe licences . . . definitely worth reading the blurb more than once. He has found an outlet to replace his Sudanese enthusiasm.

I can only make educated guesses on PAF's rapid and uncertain progress. No one seems alarmed over an erratic (declining) SP and commentators remain complimentary. CL can possibly enlighten us in the next few days. Among his surprise packages is CuFe and I ponder if Hendrik P has been instrumental in latest initiatives: the explorer's numbers don't promote huge co9nfidence but the Transvaal SA team downunder must be seeing features unknown to us.

I shall follow the link https://cufe.com.au/announcements/ as it was filled with PAF innuendo in May. Perhaps the prospects there are greater than Bluebird. Peter Main has joined their board.

Soweto tailings' expansion looks assured and associated Reef / Mpumalanga mines are gaining ounces. Carry on . . . even if Au remains sluggish.

I possibly erred. With GW's buy something might be on the horizon. Perhaps it's a bit like waiting indefinitely on Osheki or an unknown.

Https://wcsecure.weblink.com.au/pdf/ERM/03095571.pdf

I note another steady stakeholder improvement (Weiss Asset) from 5.03% to 8.1%. Omens are good.

I thought Creamer's assessment coherent . . . https://www.miningweekly.com/article/soweto-cluster-gold-study-on-way-as-pan-african-hits-gold-production-top-spot-2026-06-01

Oz has been a banana skin, but temporary. Coronation doubled their holding to 5.02% and are believed to be goi8ng for more. Allan Gray uncertain. Also worth following global AISCs which are published from time to time. Poplar unknown at this point, MTR and White Devil seem fait accompli.

Like others, PAF is not my largest interest. MTL and THS have that privilege. Knowing the Bushveld and eastern Transvaal my expectations are high, esp if Au and PGM levels remain healthy. Wrt to PAF a pattern of growing ounces is assured. Diversifying into Oz was a smart move.

Currently CuFe is hardly a big development but is worth pursuing: https://cufe.com.au/projects/tennant-creek-project/

Have added a bit more and will continue pestering HH and ex-colleagues occasionally. Good analysis continues on the bb.

Punitive reaction. Temporary. Rising AISCs from Barberton and Barkly were threatening. It'll blow over. 300k oz pa and rising Au should steady the ship. Soil sampling followed by NT/NSW drilling keeps me interested. White Devil should give us a lift.

"Emmerson has also entered into a Strategic Copper/Gold and Critical Minerals Alliance in collaboration with CuFe Limited (CUF.ASX) and Tennant Minerals Limited (TMS.ASX) to assess development options and viability of a single multi-user processing facility for deposits in the region."

https://www.emmersonresources.com.au/tennant-creek-copper/ (see link ref on Bluebird)

(I now hold the view that Emmerson tentacles stretch a long way across the 1,800 sq km licence and await CL's exposé next week.)

J.P. MORGAN SECURITIES AUSTRALIA quietly took up 34.5m ERM which has gone unnoticed.

I have further examined the NT acreage which reminds me of the extensive Bushveld, Mpumalanga and PWV triangle footprint. Other holders have a greater forensic ability than my own when it comes to medium-term math.. Other features, viz Bluebird (Cu) and NSW, are creeping into the frame and an obvious question is when peripheral factors will come into the mix. (A few more JPMs will help immensely.)

Https://www.itweb.co.za/office/datacentrix/content/j5alrMQAWdoMpYQk

. . . established successfully for a year I note the system is to be introduced at Karo/Ngezi.

60 further years of mine life in two or more chromitite layers make THS possibly the longest term hold in a p/f. A lot more clarity is achieved in the following link:

https://www.miningweekly.com/article/inside-tharisas-life-extending-transition-from-openpit-to-underground-mining-2026-05-22

Lest we forget, a timely reminder - https://www.panafricanresources.com/horizons-newsroom/from-50koz-to-100koz-the-production-roadmap/

In this morning's mailbox / Hendrik P in the frame - https://www.panafricanresources.com/newsroom/tennant-mines/

Churn = quite a lot of activity https://global.morningstar.com/en-gb/investments/stocks/0P00007OPV/ownership and clarity should emerge when further news comes on White Devil, Warrego and satellite mines.