Member Info for viable

I have lost my way on Poplar. Will examine it next week.

"The plan now is to dust off other long-held expansion projects, including Poplar – a satellite deposit about 6km north of its Evander Gold Mines in Mpumalanga. Poplar last received serious attention in the Nineties when it was part of Gengold".

Is it parto of ~10,000 overall acreage? Generally interesting mineralisation below:

https://vizslacopper.com/projects/poplar-project/overview/

Inevitably something new to consider beyond 300k oz:

https://www.miningmx.com/news/gold/64197-pan-african-dusts-off-historic-gold-in-drive-for-growth/

In acknowledging this morning's posts I'd like to include DRD in the assessment. PAf has 2.03bn shares on the market. Whether more NYSE activity would have greater- impact - other than OTC participation - is moot. Proposed capital reduction may have a positive effect.

https://www.drdgold.com/investors/shareholder-information

. . . also hunting for another emerging company opportunity.

Someone in CSIR, Pretoria - if he's correct - told me that tailings' recovery was only 30%. So there's evidently 70% in pyrites going to waste. Would like to learn more on the subject.

So £1.60 has been reached. And good vibes from Cobus. Do we expand into Cu Down Under ?

Https://www.miningmx.com/rainmakers/cobus-loots/

Register for comms. I have stopped pestering SA contacts. (still believe there is another small Barberton mine in offing.)

Further - "The increase in EPS and HEPS for the current reporting period, relative to the corresponding reporting

period, is primarily attributable to an increase in revenue of 157.3%, as a result of the following:

• an increase of 61.6% in the average US$ gold price received to US$3,812/oz (2024: US$2,359); and

• an increase in gold produced of 51.5% to 128,296oz (2024: 84,705oz).

Group production is expected to increase further during the second half of the financial year ending 30 June

2026, largely attributable to increased production from the MTR expansion project and from Tennant Mines,

with full year production guidance of 275,000 oz to 292,000 oz*.

. . . this morning - "Pan African advises shareholders that its earnings per share (EPS) is expected to be between US 7.18

cents per share and US 7.43 cents per share, compared to EPS of US 2.50 cents per share for the six

month period ended 31 December 2024 (corresponding reporting period) (as restated), an increase of

between 187% and 197%, respectively. Headline earnings per share (HEPS) for the current reporting period

is expected to be between US 7.28 cents per share and US 7.40 cents per share, compared to HEPS of

US 1.20 cents per share for the corresponding reporting period, an increase of between 507% and 517%,

respectively. The previously published EPS for the corresponding reporting period of US 2.35 cents per

share has been restated (as disclosed above). The restatement arose from the acquisition of Tennant

Consolidated Mining Group Proprietary Limited initially being accounted for on a provisional basis. The

accounting was finalised by 30 June 2025, and the provisional amounts recognised as at 31 December 2024

have been restated to reflect the resulting measurement period adjustments."

. . . very encouraging, indeed. LFM, are you still lurking in in the background? Bisie N is looking more feasible than ever. Roll on May.

NB. Stop losses can be seen . . . a great trigger for those smartasses. Don't apply them.

"Warsh knows the score about gold price suppression" . . "Traders placing record bets on dollar collapse – Bloomberg."

Notable HMY lost 12% on the Dow. Tomorrow could be a bit squeaky but no sweat in the medium term. Thompson has also added a piece on the subject.

https://finance.yahoo.com/quote/HMY/?guccounter=1&guce_referrer=aHR0cHM6Ly93d3cuYmluZy5jb20v&guce_referrer_sig=AQAAABoBxeLCwIyeRXnfPuLTyUAQ_C_kTCBGxvREhSmGvnpb55EqWpGe8pXJz3HoBjI8jJuovJ_zPN6MjyexxpTa2kME__2Id2P2kdqFr0-hHpOh7EL72XusEu4QfwlpeumJdf6RsUasHVi9oChveZPSAKA6KtaNiCCiRk1Fp48imyAG

https://finance.yahoo.com/quote/HMY/?https://finance.yahoo.com/quote/HMY/?guccounter=1&guce_referrer=aHR0cHM6Ly93d3cuYmluZy5jb20v&guce_referrer_sig=AQAAABoBxeLCwIyeRXnfPuLTyUAQ_C_kTCBGxvREhSmGvnpb55EqWpGe8pXJz3HoBjI8jJuovJ_zPN6MjyexxpTa2kME__2Id2P2kdqFr0-hHpOh7EL72XusEu4QfwlpeumJdf6RsUasHVi9oChveZPSAKA6KtaNiCCiRk1Fp48imyAG

Https://youtu.be/WCqeTZniq1A?si=GNhMCexY-94Xa9tH

Damnit, I till haven't learnt to stash spare cash for these unexpected pullback episodes.

15:05 Yes, in agreement, and a very similar market policy to Allan Gray vis a vis their action on PAF.

14:12 Advisable to keep an open mind, and keep PAFRY/OTC plus Oz in the frame.

https://www.barrons.com/market-data/stocks/pafry

. . . mildly disappointing on Rance as I had scratched around for another £1k first thing a.m to add a third time this month. The portents, however, are good.

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

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

Improved, easier, more concise display introduced today.

. . . echoed. Difficult to assess but £2.50 seems possible. Last basket guide - https://www.tharisaplc.co.uk/weekly-pgm-and-chrome-info.php

Spoilt for choice this morning but settled for another THS bundle.