Trader

[Trader @AimTraidor]

#sclp new position today. Big sell cleared at close.

[Early_Bird @Early_Bird97]

Anyone who followed the GMET tungsten story but missed the huge move should take a look at #PALM.
A similar dynamic could be developing with magnesium and PALM’s Dotted Lake asset.

But #PALM isn’t just a Dotted Lake story:
• Winston — near-term cash-flow opportunity, with potentially ~$1bn of tailings that could be brought into production on very low capex (<£40m), potentially generating ~$100m pa in revenue

• Awkward — recently drilled. If the conduit system is proven, this could be another company-maker in its own right

• Wishbone — currently being drilled. A VMS system that could potentially be a company-maker on its own

So you have multiple shots on goal, with Dotted Lake potentially offering the big strategic upside and Winston providing a potential near-term cash-flow catalyst

[Andy @Blowster85]

#PALM - 10% up yesterday. Some big background buying

Trendline working a treat since Dec 2025

Should break higher to 200p+ shortly

This can start to spike hard and get chased

Valuation should be multiples higher. The industry know that. Market is slowly starting to wake up

[Andy @Blowster85]

#PALM - Gamechanger RNS

38% recovery rates in phase 1

Dotted Lake currently valued at 0… now it’s potentially worth tens if not hundreds of billions $$$

Mark my words this is the next #GMET

The US/Canadian Governments will be all over this 🔥🔥🔥

https://t.co/d7FmhTuw5r

[Early_Bird @Early_Bird97]

#PALM — this is HUGE.
38% extractable magnesium in just Phase 1. Let that sink in.

That potentially moves Dotted Lake into T1 territory and puts the scale of this asset into a completely different league.

We could be looking at hundreds of billions in in-ground value being unlocked.

And then there’s the little detail that really caught my eye:

Government interest 👀

China currently dominates global magnesium supply, accounting for roughly 90–95% of the market. Strategic domestic supply is exactly the kind of thing the US Government will want to secure.

This is starting to look like GMET Mk2 — potentially bigger.

And the kicker?

Dotted Lake is just ONE of PALM’s multiple assets.

The market may be massively underestimating what PALM actually has here 🚀

[Ian Bagnall🏴󠁧󠁢󠁥󠁮󠁧󠁿🇺🇦 @IanBagnall1]

Wow this is beyond expectations for phase 1, way beyond. This result alone makes Dotted lake a very very significant asset #palm

https://t.co/F0opFLYCtM

[Trader @AimTraidor]

Incredible Rns this morning from
#PALM

[Baron Investments @baroninvestment]

Conscious that much of the posting has been on Pepas (and the cash machine that it’s set to become!) when attention and excitement is naturally turning to El Cedro also. Below is an overview of this imminent drill which I hope is helpful.

What and where:
El Cedro is a large, undrilled gold and copper porphyry system that sits on the same Anza exploration license as the very high grade Pepas and APTA deposits. Orosur owns 100% of the project.

What the surface work has shown so far:
A large scale ridge and spur soil geochemical survey was initiated in May 2025 and completed in April this year. The company identified a substantial gold bearing system and highly anomalous geochemical responses over a large, well preserved zoned porphyry system. Soil samples returned very strong results, with values exceeding 1g/t Au across meaningful areas and Copper associations were also noted. Analysts at Greenwood - "We can’t wait for drilling to commence at El Cedro as getting >1g/t Au in soil Geochem assays is very rare indeed"

Rock chip samples have assayed between 1–9g/t Au, with surface samples up to 10g/t Au. For a porphyry system, these are high numbers. When you see 5–10g/t Au rock chips on a porphyry target, it typically means there is a high-grade epithermal or vein system sitting above and marginal to the porphyry core. In essence, a two for one geological setup with potentially bulk-tonnage porphyry at depth and higher-grade vein targets near surface.

The regional setting:
El Cedro sits within the Middle Cauca Gold and Copper Belt, a 250km north-south corridor that hosts some of the most significant gold deposits in the South America.

Neighbours in the belt include Zijin's Buriticá gold mine, AngloGold Ashanti's La Colosa gold deposit, and Aris Mining's Marmato.

The key point here is that porphyry systems in this belt can be enormous. La Colosa, for context, was estimated at over 24Moz before AngloGold's withdrawal. Buritica has been a multi-million-ounce producer. El Cedro, of course, is not in that category as it is undrilled but the geological address is world-class.

The Two-Porphyry System:
This is maybe the most important point on scale. OMI is not drilling one target as it has found two large, related gold porphyry systems sitting side by side, with a high-grade vein system running between them. Ultimately, we have three potential sources of gold mineralisation in one area. Systems like this where multiple porphyry bodies sit together with veins between them tend to be the biggest and most valuable of their type. The core of the system is also still intact at surface, meaning erosion has not destroyed it!

To wrap up, El Cedro represents one of the more compelling maiden drill catalysts in the junior gold space. It is completely undrilled, hosts two related porphyry systems with an epithermal overprint, sits in a world-class gold belt, and has gold confirmed at surface across a large footprint - in a system previously identified by Anglo American, Newmont, and Agnico Eagle.

[Space Robot 😎⛳️🏌🏻‍♂️🏴󠁧󠁢󠁥󠁮󠁧󠁿 @Space_Robot1]

#OMI

Amazing volume as we soak up the seller and price firming accordingly.

This could well be a “I wouldn’t want to be out for the weekend” trade 😜

[Trader @AimTraidor]

#omi looking good. Some good volume should clear the last of any seller

[Trader @AimTraidor]

#omi taken a boat load today. Happy to keep adding if it stays here.

[Trader @AimTraidor]

#80M motoring now. Can see this breaking 1p soon. So much news in the pipeline.

[Myles McNulty @MylesMcNulty]

@rick_shares Surprised #FPP hasn't done anything yet, given David Brown joining the advisory board and the Co having raised that £1m at 0.9p.

Highly likely of another big SP surge there in the not too distant, IMO.

[Market Gem 💎 @marketgem]

#SLP

[Baron Investments @baroninvestment]

Copper has woken up

[Trader @AimTraidor]

Copper moving again. #CAML

[Trader @AimTraidor]

#roq on the move

[Trader @AimTraidor]

#CPX breaking out

[Trader @AimTraidor]

#cbg moving swiftly.

[Trader @AimTraidor]

#fxpo super strength