Boris Kamstra

My tweets reflect my personal opinion only. (for what it is worth)

[Frank Giustra @Frank_Giustra]

As I said…

[JN 🇿🇦 @UnityInSA]

Actually very strange. They have also not disclosed the identity of the 3rd female, who was presumably in the Renault.
What is also strange is that I heard a report on one of the radio stations yesterday that alluded to something happening in the vehicle just before the accident. This is also not being spoken about.
The other thing I also heard on the report was that the female was driving the car, not the male. Also unconfirmed.

[NexMetals Mining Corp. @NexMetalsCorp]

$PNRL.v announces its initial MRE for the #SelebiMines in Botswana, totaling an impressive 27.7 MT

This milestone marks a significant advancement in the re-development of the Selebi Mines. Read the complete release at https://t.co/X1svI8hfig

[Boris Kamstra @Boris_Kamstra]

@MinerDeck @ngex_minerals @AldebaranInc @ivanhoeelectric @AmerPacMine @ArizonaSonoran @CulpeoMinerals @SolarisResource @FireFly_Metals @AmEagleGold @HerculesMetals Not just nickel

[MinerDeck @MinerDeck]

Copper drilling highlights — H1

[MinerDeck @MinerDeck]

Nickel drilling highlights — H1

[NexMetals Mining Corp. @NexMetalsCorp]

$PNRL.V announces additional high-grade assay results for a further 10 holes from drilling at its past producing Ni-Cu-Co sulphide Selebi North underground mine in #Botswana

https://t.co/X1svI8hN7O

#MiningAfrica #CriticalMinerals

[Boris Kamstra @Boris_Kamstra]

@Pete__Panda @PremiumNickel But the location of a market should not matter, investors can invest anywhere in the world. That it is of consequence reinforces the risk premium attributed to unfamiliarity.
6/.

[Boris Kamstra @Boris_Kamstra]

@Pete__Panda @PremiumNickel Getting back to your question, I think the ASX has been a receptive market for Australian teams to get traction, however, this may be tempered by how AVZ has gone.

5/.

[Boris Kamstra @Boris_Kamstra]

@Pete__Panda @PremiumNickel Investors will seldom be 100% convinced on each point & are likely to have a far longer list. However, based on 6 points, if they are 80% convinced on each point the overall effect is 53% conviction for the project, at 80% this is only 26%.

4/.

[Boris Kamstra @Boris_Kamstra]

@Pete__Panda @PremiumNickel when the prospective investor looks across the table they need a high degree of comfort that the presenters are prepared to move heaven and earth to make the project a reality. Developing a mine is hard, will they go the distance?

3/.

[Boris Kamstra @Boris_Kamstra]

@Pete__Panda @PremiumNickel When presenting to investors, one needs to provide a convincing argument as to the “Why” of the project, covering the commodity, the country, the geological thesis and how this is likely to unfold economically and finally,

2/.

[Boris Kamstra @Boris_Kamstra]

@Pete__Panda @PremiumNickel @Pete__Panda it's complicated, I think it depends on the country the project is in, the commodity, the stage of development & team promoting it.

The market that has the highest number of investors familiar with each aspect above is the one that would be preferential.

1/.

[NexMetals Mining Corp. @NexMetalsCorp]

@Boris_Kamstra

[Hadley Natus @HadleyNatus]

So had a few requests to extrapolate my Cinderella story regarding #Tin so took the time to make this a proper fairy tale I can tell my kids one day....

#tin #lithium #copper

“once upon a time there was Tinderella that lived with her dominating and volatile evil stepmother “#Copper” and her two mediocre wicked step sisters, Lead and Zinc. Tinderella was always overlooked during her younger days (Bronze and Tincans) but as time elapsed her evil stepmother could not live without her as she was the glue that kept the house together and worked tirelessly day in and day out, taking no credit but becoming ever more instrumental.

The evil sisters were spoilt, got everything they wanted and over time did not evolve or learn new trades and just lived off the dominance of the stepmother.

The nations King-Oil and Queen-Coal had a son, Prince #Lithium, that was young, erratic, a typical bachelor fresh out of Uni with no real goal in life. Yes he had his flirts with Ms Indonesia-Nickel and a short stint with power hungry Ms Cobalt until the King and Queen said enough is enough and forced him to transition his ways and takeover the reigns of power provider to the nation. Prince Lithium spent time in Asia refining his talents and learning how to use his new given power more effectively. As the 3rd born son, he wasn’t the first born but due to his two elder brothers being air-heads he knew it was up to him to bring about change to his nation but there was one problem, he needed a strong, energetic partner at his side to support and grow with in this new period of his nation’s development.

The King and Queen arranged a Royal Ball and invited the daughters of all 118 elemental nations to find a suitable match for the Prince-Lithium. Invites were sent and the preparations began.

Tinderella got news of the Ball and tried hard to convince her evil stepmother to let her go but she would not yield keeping her down in the cellar, favouring her two daughters, Lead and Zinc, leaving Tinderella to solder dresses for them instead.

Lying in her bed on the day of the Ball, Tinderella, left crying and alone, she prayed to the Gods (#IRA/#FOMC/#COP28/Net-0/#Nvidia) for a miracle that would allow her some way to meet the Prince. Suddenly a bright light appeared and the Fairy Godmother came forward. She granted Tinderella`s prayers and dressed her in a beautiful green gown and glass slippers. She gave her two rules: You will one, have only time from 2001-2022 and two, no new supply of magic so make the most of your time and be back by midnight 2022.

At the Ball, the Prince only had eyes for Tinderella. Sure Ms Lanthanum and Ms Neodymium tried to semi-conduct flirts with the Prince and he had met Ms Caesium earlier that evening but found her difficult to process. It was love at first sight though with Tinderella and they danced their way through 2001-2022 but when the clock struck 12, the magic ran out and Tinderella raced to leave the ball, losing her glass slipper along the way and leaving Prince Lithium lonely and in the dumps.

The Prince found the slipper and would not give up on finding his partner of his dreams to see him through the transition of Prince to King and set forth finding the foot that fit the slipper.

Evening of the last day of 2025, the Prince found his way to the front door of Tinderella. The ugly sisters tried forcing their foot into the slipper but it didn’t fit. Tinderella stepped forward and she knew it was her time to shine. The rest is history as Tinderella and Prince Lithium lived happily ever after.

Moral of the story:
- Behind every strong prince is a princess that knows how to keep shit together.
- The King remains the King until he dies
- The evil stepmother just becomes the evil mother in law. She just gets another title but still dominates the Prince and Princess
- Tinderella will make it to the Ball but it wont be easy and after 2025 she will have the time of her life
- Prince Lithium will be the new King one day but the current King is still fit so it will take time for him to pass on the baton

[The Junior Indaba @JuniorIndaba]

Boris Kamstra explains the Selebi-Phikwe Camp: high-grade, Ni sulphide deposits with significant historical underground production & resources & Selkirk Mine: large near surface Ni-Cu deposit with PGE secondary minerals and open pit development potential #juniorindaba #mining

[The Junior Indaba @JuniorIndaba]

Boris Kamstra, Premium Nickel Resources, greatest impediment to mining in Africa is the lack of deep capital markets. It's an unfamiliar risk premium. You need to get over that before you can get access to funds #juniorindaba #mining

[MinerDeck @MinerDeck]

Weekly copper drilling highlights

[MinerDeck @MinerDeck]

Quarterly nickel drilling highlights — Q1