Member Info for viable

Both posts are revealing. My response is -
a) lost confidence and exited TXP @ 127p;
b) dillydallied on SQZ and still on sidelines;
c) traded ENQ for a bit. No longer applicable;
d) my margin on JSE has fallen to 7% but will recover;
e) the remainder are irrelevant but are included in a growth fund, up 30.52% in a year.

Notes
re: As usual very impressed with PB yesterday. There was a lot in it.
Sold some miners and added to PTAL. High octane stuff coming there.
I remain keen on gas and plan to buy more IOG.

Anyone with a hotline to PB? If so, mention the strides PTAL has been making since 22/01/22 on OTC.
https://www.tradingview.com/symbols/OTC-PTALF/https://www.tradingview.com/symbols/OTC-PTALF/

https://earth.google.com/web/search/New+Luika+Gold+Mine,+Lupa+Market,+Tanzania/@-8.3695331,32.95774828,1056.29893861a,172.42102407d,35y,21.16790761h,43.23285738t,359.99999999r/data=CigiJgokCbKoIKK-hDRAEVcC9Ie-hDTAGZ0X-3TUmx9AIdwJHIy3kVfA

Google Earth has the most recent aerial of New Luika - and clearer - possibly taken Jan-March 2021 just before final commissioning of the third ball mill. Waste has been put to good use in upgrading the runway, certainly improved thinking on the Reef mine dumps..

Though market sentiment might be poor at present I am surprised no reference has been made to Shanta's last two Twitter entries. There are several points that stand out, some of them that previously escaped my notice. In sum the pace of development has accelerated: photographic evidence backs it up. New Luika has come a long way and Singida with its half-dozen or more sites will be processing ore for many years.

And I'd like to think Bushi/Isulu/etc contains a 3m+oz estimate, mostly <200 m depth.

Next assays on WK from NLGM sited labs must be close.

A few bullish posts here will do no harm.

https://www.tradingview.com/symbols/OTC-PTALF/
https://money.tmx.com/en/quote/TAL/trade-history

Big surges across the pond, especially on OTC.
Sound thinking by Manolo.

Maybe 44p here Monday or close to it.

correction

$95.66

The deep pockets arrived in a flurry. Not unexpected.
$C0.72 paid and Brent peaked @ $85.66.
Half expect records on Monday all being well.
BBB to chew quietly on his biltong. :)

legache - Noted. It has just peaked @ $95.66 which will keep me busy on recalculations vis a vis margins, etc.

Also, I have woken up on PTAL's Bretana and the realisation that yields there are ultraconservative. Every well is being choked back: the field goes from strength to strength. Ideally, here, we need to get a hurry-up on the Maari decision. It's clogging the pipes so to speak.

So, what's going to come first? Completion on Maari or a massive reserves upgrade on Bretana?
I've an idea it's going to be the latter.
(For me it's a surprise to see Brent sailing through $95.)

Brent on its way to $94 again.

MT - Thanks for your input.
Must admit though to being slightly fazed by SP pullback.
And I have not seen anything tabled for Maari this month, i.e. in Auckland.

Ignore as it's o/t.
Wesizwe Platinum is a startup in Rustenburg (Bushveld).
I am interested in following it to some extent.
If curious, the link is -

https://www.wesizwe.co.za/

The mine does have potential if local protests can be resolved.
In the meantime I am satisfied with SLP and THS.

Had been undecided until yesterday when I split investment and selected SLP for the first time.
My impression is THS is a stronger candidate but there is no debate when an IC recommendation is introduced.
Have therefore run the two of them although there is a fella pushing OTC - WSZWF as a potential winner.

No upside likely today.
Turning flat with some selling.
69c finish unless there's someone with deep pockets.

Offhand I reckon Toronto is deriously short of stock.
But, if so, it can change in a flash.

correction -

" And my impression is that Manolo will be backed to the hilt by Castillo & co. because success after $bns injection at Talara is critical for Peru's economy".

Despite comments from the pondokkie I have added a second time @ 39.3p.

It is done for a medium-term result. Perhaps Malcy and Zak are right for a change not that any reliance can be placed on either. And my impression that Manolo will be backed to the hilt by Castillo & co. because success after $bns injection at Talara is critical Peru's economy.

TAL-TSX was tepid yesterday. More upside can be anticipated if SP moves from 69c to 72c this afternoon. No sweat if it doesn't.

BBB - You could be holding a minority view there. Back to your cabin on the Kariba marina.

How about giving your views on the Great Dyke, Ngezi, Rustenburg (THS), and NE Limpopo limb (SLP) on those bbs? I have spent hours on the two subjects.

Incidentally, I have added here this morning on the strength of that Lot #95 geology even if lower entry point was preferred.

As expected, a rocket ship in Toronto.
Might even exceed 40p today.
Can always dream.

As expected JSE has found a sense of rationale, pulling itself together, and I am expecting an uptick later this afternoon.

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

By no means shabby. Another 32.5k booked in by ONP on 08/02.
Would, however, also appreciate another barge count via Novum to Manaus.

Last three posts . . .

If there is some agitation over Maari, I think parliament only reassembled two days ago, which means no one in Auckland or Taranaki will get stuck in to paperwork until next week. I am not going to fiddle with JSE, repeating a mistake made @ 70p.

The Canadians are likely to push SP closer to 40p on the arbitrage after 14:30.