Member Info for zoros

Blue skies to start the hols - thank you Solg.
Talking of which, I have consolidated what we read about recently in the last RNS - into the roadmap and here's the (known) way ahead.........

2021. 29000m Cascabel resource definition drilling. (Tandayama A / Aguinaga).
03/21. Tandayama drill results expected. (Drilling between 09/20 and 12/20).
2021. Porvenir. Updated drilling programme, 25000m. 112 man camp enlarged.
29/3/21. Blanca (Cerro Quiroz). Assay results, holes 1 - 4. Only hole 4 reported.
29/3/21. Porvenir (Cacharposa) holes 5-7 assay results. Holes 8 – 11 assays pending.
29/3/21. Helipuerto project. New Tinkimints prospect.
31/3/21. Nick Mather steps down as CEO.
11/4/21. Ecuador GE results.
24/05/21. Maiden speech by new new President of Ecuador.
05/21. FNV $50Mn deferred loan due date.
05/21. M D and A and Quarterly financial report.
2021. Blanca (Cerro Quiroz). 3000m extended drill programme. (3rd visit to site).
2021. Blanca (Cielito). On hold.
Q2/21. Varela (Rio Amarillo) 12km drilling programme assessment - post election.
08/21. M D and A and Quarterly financial report.
Q3/21. Sharug project 3000m drilling commences. (Water licence received 03/21).
Q3/21. Celen project. 3000m drilling commences.
11/21. M D and A and Quarterly financial report.
Q4/21. Alpala PFS.
2021. Chillanes. Ongoing access negotiations continue with local communities.
[Highest Cu results from any Solg project in Ecuador].
2021. Timbara. Continued mapping.
Q4/21. La Hueca. Early reports inconclusive. Further drilling commences.
Q1/22. FS (DFS/BFS).
2024. Renewal of Cadastre lease agreements on various tenements.
2027. Alpala production?

Bye, Nick...shut the door after you......xx
Z

Gorgeous day...again (sleet forecast Monday???).
BB is chirpy today :)

Goliath is early?

Mar/Apr 2021. Scally Assays (Pt 2)?
03/21. Rig at Parlay.
End of March ‘21. Juri joint venture drilling commences.
04/21. Rigs at Paterson Range East and Black Hills.[Goliath/Los Diablos/Prefect/Atlantis].
29/04/21. NCM March quarterly results.
12/05/21. Ernest Giles mining rights expire.
06/21. NCM Interim report. (Northern crescent and breccias?)
06/21. GDXJ quarterly rebalance. .
22/07/21. NCM June quarterly results.
19/08/21. NCM full yearly results.
09/21. NCM Interim report.
09/21. GDXJ quarterly rebalance. .
28/10/21. NCM September quarterly results.
26/11/21. Firetower/Warrentinna mining rights expire.
Q2/21. Completion of Box Cut. [Decline commences. 420m deep / 3km long @ 8m/day].
Q2/21. MRE(Indicated) for SE Crescent and Breccia.
Q3/21. Possible admission to GDX?
Q3/21. Havieron PFS. (On completion, NCM will own 70% Hav).
12/21. GDXJ quarterly rebalance. .
12/21. Option for NCM to take over management @ Juri JV.
Q1/22. Decline and ventilation shafts complete.
Q1/22. SLC (or the option for Stoping) commences @ main ore body.
Q2/22. First pour? High grade, low output.
Q3/22. F.S. Decision to bulk mine (as a JV) to be made by NCM and GGP.
Q3/22. Bulk mine construction commences. [Additional 1200m deep / 8km long @ 8m/day].
08/07/22. Bromus mining rights expire.
01/11/23. Panorama mining rights expire.
Q1/25. NCM may acquire additional 5% interest.
Q2/25. Full production commences.

Have a great days y'all
Z

570m @ 0.75 % CuEq from 288m, including 204m @ 1.23 % CuEq from 316m.

Steve Todoruk would wet himself over these grades.....absolutely superb.

IF...and a big IF...further grades come in like this @ Cacharposa, Alpala will slip to second place IMO.
Z

I, too was impressed by the latest RNS grades, to be honest. Yet no reaction from the market (again).
When I get chance to 'pop in' to my two favourite stocks (Solg and GGP), I type into the search engine: solg share price.
But before I look @ Solg, I look at several of the 'similar' stocks in the PM/BM market and look at what they are doing (EUA/OMI/ARV/ARCM/Antipa etc). This gives me a 'feel' for the market that day. Then when I look @ the Solg share price, I can either conclude that the stock is 'towing the market line' or bucking it. In the vast majority of occasions (months and months now), Solg (and GGP) are 'towing the line'. They are mimicking what other similar stocks are doing in this area. Makes me feel a 'little' better when I then move onto reading the posts because I then know that this isn't peculiar to Solg (stock not rising fast enough!)...it is a "sector" issue. It isn't manipulation, nor something management have done wrong.
On the whole - it is plain old fashioned Market Sentiment.
And the PM/BM sector doesn't seem to "light their fires" currently.
It will of course, return.

DBW:
Hole 7 @ Cacharposa (Porvenir):
570m @ 0.75 % CuEq from 288m, including 204m @ 1.23 % CuEq from 316m.

Now click on the link in my post @ 23:27 on Monday (last night).
What do YOU think? ;)
Z

correction: Uneconomic Cu below 0.3%, not 3%
Z

Bamps - Your podcast was a "proper job"...thanks.
From ST:
He looks for specific triggers such as: good PEA / PFS / buy out material.
He regards 'good' gold grades as 1.5G/t. Very good as 2+G/t.
Copper exceptional grades @ 1%. Viable at around 0.5%. Uneconomic below 0.3%.
Z

Steve Todoruk - geologist and stockbroker for Sprott. Tends to know what he is talking about. I accept he may not know as much as Quady but we can't all be perfect, now can we?
Here's ST's latest interview, talking about what to look for in a discoverer/explorer.
He looks for specific triggers such as: good PEA / PFS / buy out material.
He regards 'good' gold grades as 1.5G/t. Very good as 2+G/t. Copper exceptional grades @ 1%. Viable at around 0.5%. Uneconomic below 3%.
A 10 minute chat and this link was lifted from the GGP chat board:
http://www.kereport.com/2021/03/25/when-it-comes-to-discovery-plays-heres-what-to-consider-for-high-grade-vs-low-grade-discoveries/
Enjoy
Z

C'mon guys, Quady has gracefully reminded us (again) that he has more news/research/knowledge than brokers do. And...he offers it all to us for free (in his spare time as a trainee accountant or similar)!
Thank you Quady...appreciated and I will email Liberum and remind them of your presence.
Z

Padmaster - you've done it again with a 'first'. Many thanks and a very encouraging statement too!
Fingers crossed for this summer news?
Z

Admin - peace at last..................
Z

Stoke on Trent area,
or
Yorkshire.

Z

JS - your 'double entendre' was wasted on some, I see ;)
Z

Excellent post....considering not one sod of earth has been dug, we have a very top heavy (and probably expensive) BoD...indeed!
If (when) we JV...many of those will be made redundant....
Z

Merc - I hope that's all that will be tickling her.......
Zzzzzz
Z

Hi Max - concur. We both know that we hold two diamonds when it comes to explorers!
Z

He hasn't gone yet...don't count your nuggets until the new CEO kicks in, perhaps ;)
Z

Prof Quatermass, your 1800 post about lack of activity for the new drilling activities...I believe GGP aren't back at work until end of March when temps are cooler. Obviously NCM have worked thru the last 3 months but only @ Hav due to the protection (aircon for crews) and (medical) support they have there.
There's a rig being positioned @ Parley @ the end of this month and the big Juri JV starts now!
Rig being set up @ Paterson East in the next couple of weeks.
Watch and you will be rewarded.......
Z

Ah well, up 0.15p this week.......massive!
Great ending to NM's reign (not).
Z

There is no shorting going on....
https://shorttracker.co.uk/
Z