Member Info for viable

SS - Very useful update although my first buy is yet to come. GGG questioned my raison d'être some time back. My view is about to change but not before the funding hoop (and its level) is established.

. . . have been searching for a 100k+ oz Au successor ever since the SHG fiasco. The initial 145k oz pa Nic target seems to be the way forward, and Dec 2026 is hardly a long wait.

Chart = https://www.metalsdaily.com/charts/platinum/

a) have been adding to THS (Mind you, my records show an add-on from way back @ £1.46)

b) Sotolo, have you any comment to make on a very active end of day MTL ?

A useful reminder and well worth a double hearing. MTL is on track to become an ideal successor to the SHG imbroglio albeit outside Kenya / Tanz. Also, a handful of ex-CEY followers could be happy campers here.

Some germanium at Mt Agoma, yes. Now wondering if there is coltan at Kalayi Boin.

Https://www.bing.com/videos/riverview/relatedvideo?mid=68D5BF2EA9AF8DA6978068D5BF2EA9AF8DA69780&aps=116&FORM=PAAVD1

Interesting. There must be quite a lot of it in the Cu / Zn bands . . . possibly explaining the oddity of sending trays to Canada.

https://strategicmetalsinvest.com/germanium-prices/

The following post appeared on Stockhouse today:

"GRAND TIERRA (GTE) and CANACOL (CNE) which both operate in roughly the same juristictions did share consolidations and it was A DISASTER ..These stocks are down huge due to continued management team failings and are still both running these companies today.

And thats just another lesson why share consolidations generally have a negative bias about them..on another hand , TAL having a 1 billion share float while having a 12% dividend is beyond crazy and clearly represents an oppourtunity for better/increased share holder value. Previous posters are right-alot of institutions cannot buy any equity below $10 or even $5 so take it down by 10:1 gives good balance of a roughly $7 share with a still enourmous 12% dividend-income funds alone will make this equity much more in demand thus hopefully giving ratio expansions. In my opinion, this stock could trade closer to $10 as long as brent can hold $70..my 2 cents...dwdc"

(. . . could do with a spellcheck and some schooling but anything goes these days)(we'll find out soon enough on the consolidation subject)

Https://www.tharisaplc.co.uk/weekly-pgm-and-chrome-info.php

Re: CFO choices - Returns on the money market (interest compounded monthly) have always been popular, although rates have dropped by nearly 2% this year. See

https://www.fundsdata.co.za/scripts/MoneyMarketYields/

@ 20:59 You do, however, make a very valid point for those considering investment on the JSE. And we are very reliant on PP et al in realising ambitions / growth.

In the meantime, extraordinary price reflex in less than two hours following RNS update.

Received 2pm yesterday. Halifax have recently been more efficient. Shall continue reinvestment habit although not anticipating radical growth this year. (Oddly, have had 40+% gains with dull ABDN, MNG and other in last two months.)

@ 08:49 Annoying with three of them in the frame although Jonesy boy has a history. Notable the disclosure raised an eyebrow in Jhb:

https://uk.investing.com/news/company-news/tharisa-cfo-and-executives-sell-shares-worth-over-zar56-million-93CH-4135267

Trading will steadily recover.

Rax, good to note you are on the ball. I hadn't come across this outfit who seem to be as S African as boerewors. Dankie almal. Alles goed wat end goed. Gelukwens.

Https://www.metalsdaily.com/live-prices/pgms/

Could do with a spot of PR from Ilja

Not qualified to reply to your 10 June post or the two other subjects you write on. Viz. Paul B is still highly regarded in Calgary but the other fella has displayed a certain recklessness in Putumayo/Oriente after summary dismissal of Dana Coffield some time ago.

Manolo has signalled "flexibility" and review of buybacks, share restructure, etc. Doing so would implicate PSUs and other.

Developing Bretana hinterland looks challenging. Further news on Zapote 3D would be welcomed. ConstitucionOsheki still looks some way off. Los Angeles horizontal drilling update can't come soon enough. The big problem remains, i.e. ONP; there have been four attacks on the pipe this year.

Motherlode

. . . apparently a bunch of semi-literates here with little comprehension of the DRC, the Hutu - Tutsi, granitic formations and overburdens. Mark G and Paul B probably shake their heads in disbelief when reading this stuff.

Jaco confirmed of course a 0.75p/share dividend for end-June. Perhaps you are looking for a bit more . . .

@ 09:04. Yes, it's been uncomfortable. Time for meat to be put on the bone. No more platitudes needed from Olivier.

Rh making a move . . . . Pt and Pd still moving up . . . was undecided on further uptake on THS (3rd addon) so spread some cash into SLP.

A) May total was a tad over 610k

b) Current = https://www.perupetro.com.pe/wps/wcm/connect/corporativo/7318e1ef-aaa2-4c91-8313-7d2090cba5fa/Producci%C3%B3n+l%C3%ADquidos.pdf?MOD=AJPERES&liquidos

c) Would be good to hear if all pump equipment has been repaired

d) Exited BOR/RKH and redistributed all of it in PTAL/AXL. For those who are conversant with PGMs don't overlook SLP/THS. Great to see TXP turning the corner . . . long may it continue