Member Info for viable

Https://www.bing.com/videos/riverview/relatedvideo?q=hendrik+pretorius&mid=719C4EA9FBE5E7A7A161719C4EA9FBE5E7A7A161&FORM=VIRE

I reckon everyone has already listened to the above (I'll get up to speed fairly soon). The crown pillar potential is clearly defined. Guying on the dips, i.e. if there are any.

I note two saffers are at Nobles Nob, "Ian Saker and Werner Minnie are at Tennant Creek Mine on a scoping mission". Was also unaware that Hendrik Pretorius was on the company's books. I seem to remember him doing the modelling at Micromine. Encouraging.

@ 18:03 Judgment best reserved until several factors are resolved. Among them is the Barberton issue where there could still be upwards of 1,000 illegals roaming the underground levels. Either way their presence is going to impact some good FY2025 results. Overriding all is a possibility of gold reaching $4,000/oz within 12 months.

That depends on the actions of at least two very unpredictable clowns on the world stage one of whom may easily lay claim to Alaska on Friday . . . after all his twin has already had a go at annexing Greenland and Canada.

.. . waiting to see what bearing 2 x 1,040,373s have on the SP tomorrow. Were they merely an internal rearrangement ?

PB works damned hard and he answers nearly all my unspoken questions. Looking forward to modelling on both sites.

Unlike JvS I do not have multiple properties in Berkshire, Sandton, etc. In view of huge uncertainty over backwater litigation in the bundu I ask if he stands by his remarks during the Cape Town indaba and viewed by hundreds (and acted upon). Other than platitudes (the word generously applied) the silence is deafening . . . and are the company's legal advisers sufficiently equipped to counter what goes on in Kitwe or wherever ?

@20:45 . . . well, that certainly smashes the principle and purpose of long-term planning.

Basket = https://www.tharisaplc.co.uk/weekly-pgm-and-chrome-info.php

I overlooked the detail on Bretana port. ". . . secured a $65 million four-year syndicated term loan from two Peruvian banks to fund erosion control work at the Bretana field. The loan carries an 8.65% fixed annual interest rate plus a 1.4% structuring fee and does not restrict dividend payments".

Https://www.miningweekly.com/article/alphamins-second-quarter-ebitda-improves-2025-08-089(Generally (Keeping quiet because assay content remains uncertain. In the meantime down the road Alphamin are doing well. Our turn will come and it may contain news on germanium and coltan.)

Https://www.miningweekly.com/article/khwelamet-platinum-demand-high-gold-price-make-headlines-2025-08-08

Setting aside the negatives SA's PGM sector is poised for significant upturn / recovery.

Fairtree Capital 0.74 1.00

15,030,984

up 8,673,640 Jul 31, 2025

STANLIB Collective Investments (RF) (Pty) Limited 0.42 2.77

8,552,945

up 8,377,278 Jul 31, 2025

Ninety One SA FM 0.15 1.30

3,092,296

up 2,312,042Jul 31, 2025

Momentum Asset Management 0.19 0.77

3,756,995

up 2,115,001 Jul 31, 2025

Change Global Investment LLC 0. (Thea Jamison is one smart lady) 29 1.80

5,854,722

up 2,093,290 Jul 31, 2025

U/T = 495,004 . . . £246.88k

https://www.morningstar.com/stocks/xlon/paf/ownership (seldom accurate but I do follow it occasionally)

No buying today but I am trying to find out from an ex-colleague (Momentum.za) if they are buying more PAF as the historic, primary miners have dwindling annual production. Van Eck of course reduced their holding June/July. (Same research has to be applied to MTL/Nicaragua.)

Sheba "shrinkage" problem should be resolved quite soon, adding ~25,000 oz pa .

Https://www.ainvest.com/news/platinum-perfect-storm-supply-drought-strategic-stockpiling-escalating-lease-rates-signal-bull-market-2508/

. . . could do with a comment from Phoevos or Ilja here,

$3400 Au (Got there again) I finally learn to believe in the metal. And perhaps no excuse to tinker with my stocks.

https://www.metalsdaily.com/charts/gold/

Yes, really pleasing to see that 14:28 trade . . . difficult to assess when return to SP high is achieved but it could be getting close. I regret not joining in during Condor days.

Hamba ! I see Hethen is using his IsiZulu and putting a ring of steel around Sheba. There are over 2m illegals in SA and the Mozambican border is close by. Seal all adits to stop the food going down.

https://www.miningmx.com/trending/62009-pan-african-detains-4000-illegal-miners-annually/

(U/T was 344,444 .. . £212,522)

@ 10:07 & 13:23 . . . I am never sure about anything, e.g. if Kingsdown village residents told me they were seeing migrants stumbling daily up the shingle throwing their stuff everywhere to be welcomed by a permanent immigration official now stationed there, even more so.

I have stalled on moving investments around, especially after SLP's unexpected climb today; the idea was to transfer it to SVML. The other two are firmly held for another 6 months. Prospects for all three are immense. DRC doesn't bother me as I knew Katanga province well.

Overall my p/f is in three categories: (a) the first starting at age 17 when working in Holborn and untouched resulting in 4,000% accumulation, (b) a growth fund commenced 2001 (+ 4x) and (c) emerging companies + AIM which has not done too well. All of it is earmarked for posterity. My bicycle serves me well.

Wrt to PAF I don't believe Cobus has finished down under. Barkly has a massive footprint. Besides the link/video below being a useful education tool Tennant may well be putting it forward as a proposition.

https://www.bing.com/videos/riverview/relatedvideo?q=Tennant+Mines+nobles+nob+news&mid=78BD877CC30CCCB35EC078BD877CC30CCCB35EC0&FORM=VIRE

I take it everyone has noted the daily trading pattern here in the past three weeks.

@ 22:30 . . . not fussed because Hethen Hira is a smart cookie who has been around the Wiwatersrand mining sector for a long time. His first language is probably Afrikaans, followed by IsiZulu and Xhosa.

I could write at length on the subject but fortunately for everyone will now be pouring energy into RMR (DRC), SVML (Malawi) and MTL (Nicaragua).

@ 19:22 (05/08) Appreciated, Dartron. Have been wrestling with a decision on HFEL for several weeks. Am bypassing as 4 other solid performers are keeping me busy.

Overall I like the cut of the GTE jib and enjoy reading the input here where writers have gone to lengths to present a good argument. I baulk at $722.12m borrowings each time . . . ~9% pa interest payments (if correct) cause quick retreat.

Furthermore the quality of the company's answer to easyp nearly swayed me . . .. Perhaps I'll finally step in on receipt of next financial results.

Https://www.msn.com/en-za/news/other/sheba-gold-mine-more-suspected-illegal-miners-resurface/vi-AA1JZkgM