Hugo de Salis

Investor, consultant and Board professional - AIM and growth companies - resource stocks for 20 years - NED Jangada Mines Plc - views are my own

[Hugo de Salis @HugodeSalis]

AT LAST!!!!! https://t.co/55p2zYQOGk
now for rosebank and we can at least try and look at energy security rationally.

[Pulsar Helium (TSXV: PLSR) @pulsarhelium]

#PLSR CEO Thomas Abraham-James joins @LH3M_LLC CEO Chris Salvino on stage at the @NASA @USGS @NSF Workshop on Remote Sensing & Critical Mineral Discovery at @UUtah to announce a signed evaluation agreement to assess #helium3 recovery @ Topaz. $PLSR $PSRHF

https://t.co/jVYBX4tqM9

[Hugo de Salis @HugodeSalis]

#JAN

[Otavio (Tavi) Costa @TaviCosta]

This is fascinating from Ray Dalio.

Gold ETFs currently account for 87% of his portfolio.

As he likes to say:

“If you don’t own gold, you know neither history nor economics.”

https://t.co/0SLCQL0mMP

[MINING.COM @mining]

What if some junior gold miners are worth FIVE TIMES their current valuations?

Canadian investor Michael Gentile believes a major takeover wave is coming, and cash-rich mining giants could be hunting for bargains.

Here's what he sees coming.

[Hugo de Salis @HugodeSalis]

Really interesting time for #gold. Equities will be volatile but huge value potential #AIM #JAN #KEFI #GGP #AAZ
https://t.co/3Gw1lAxSnv

[Hugo de Salis @HugodeSalis]

Good read https://t.co/AMOYNhgLqn
#copperequities #AIM #OKP #SRVL #KEFI #CUSN #copper #mining

[Hugo de Salis @HugodeSalis]

Anyone have thoughts on Pulsar Helium, seems to be dripping down and down #PLSR #helium

[Hugo de Salis @HugodeSalis]

Various articles appearing about the safety of crypto with the rise of ai and quantum computing. Longterm have to have exposure to gold and silver #buygold #goldequities #silver https://t.co/Lz7eOhgIha

[Hugo de Salis @HugodeSalis]

Saw Serval #SRVL raised £6.5m. They are exploring in the #KaokaCopperBelt in #Namibia. If you're in you should take a look at Okopa plc #OKP who have also raised funds to develop their contiguous licences in the same region. Okopa has agreements with local mining claim holders for oxide production as well as royalty income from historic US assets. Looking to develop deeper sulphides. I'm invested in both, more in @okopaplc #mining #copper #copperexploration #miningjuniors #miningequities #GCM #OMR #resourceinvestor #buycopper

[Hugo de Salis @HugodeSalis]

#OKP - new copper strategy in Namibia - fully funded, revenue from royalties to cover overhead, short term oxide production, sulphides at depth. c.£5m mkt cap. same area as #SRVL but has contiguous licence package and agreements with local mining claim holders for early revenue contribution. #buy #copper #mining #investincopper #namibia #exploration #resourceinvestor

[MINING.COM @mining]

Deutsche Bank's head of metals research says the US and China have probably locked up about 70% of the world's aboveground copper.

His target: $22,050 a tonne by Q2 2027, almost 50% above today.

Ghali calls it the most acutely scarce copper market since the 1980s.

[Hugo de Salis @HugodeSalis]

if you're into silver and looking for a large cap producer.....
#silver #mining #resourceinvesting

[Hugo de Salis @HugodeSalis]

#KRS looking to change strategy to focus on copper in Namibia (AGM today)
6,000+ hct contiguous land package in the emerging Kaoka Copper Belt
Early production form local mining claims plus deeper sulphide potential.
Fully funded from capital raise and on-going royalty from historic projects #copper #AIM #investincopper #mining #miningjuniors #exploration

[Ivan @IvanjBebek]

Copper is about to become the most important metal for humanity.

Demand is expected to jump 50% by 2040 & the world isn't ready.

On Thursday, I went on Fox Business to explain why.

The case for copper + why this is only the start: 🧵

[Jangada Mines Plc @jangadamines]

~JAN Interim results out today, Phase 1 validated historical gold resource, extended mineralisation and materially strengthened geological model at Molly.
High-grade intersections complemented by broader near-surface mineralisation, while bonanza grades at Vivi highlight wider potential. Only small portion of the licence well understood and Phase 2 fully funded.

Together with the substantial gold resource at Paranaíta and the underlying value of the 100%-owned Pitombeiras project, plus investments and cash, #JAN has strong portfolio f to drive its next phase of development.
#exploration #gold #goldequities #AIM #mining #resourceinvesting
https://t.co/2uNbusTHfy

[Hugo de Salis @HugodeSalis]

Been asked whether #JAN Jangada Mines looks undervalued.
The value case is interesting:
🔹130koz historic JORC Au at Molly 1 now with extended strike + new targets on wider licence
🔹 210koz Au at Paranaíta - Brazil code
🔹Significant V-Ti-Fe resource at Pitombeiras
🔹7.8% Fodere (£1m invested) - flagged liquidity moment
🔹4.4% Axies (£150k invested) — targeting Q4 2026 IPO
🔹£1m+ cash
🔹Active and funded exploration programme at Molly, news flow on the way.
#JAN #Gold #Mining #goldequities #AIM

[Hugo de Salis @HugodeSalis]

Bought physical gold 5 weeks ago, and looking more at junior gold equities
https://t.co/8QZIkQaZIl
#JAN #GGP #CORA #KEFI

[Hugo de Salis @HugodeSalis]

Positive news from @jangadamines #JAN - a lot of chatter about a pending capital raise, hopefully this allays any fears - Molly Gold Project looks exciting following recent results #goldmining #mining #miningjuniors #exploration #buygold #AIM #goldequities

[Jangada Mines Plc @jangadamines]

Positive update from investee companies highlights progress towards liquidity events. #JAN fully financed for next stage of exploration even without potential investee company contributions. RNS at https://t.co/A8ARP8iiuD
#gold #mining #goldmining #exploration #goldequities #AIM

[Jangada Mines Plc @jangadamines]

Phase 1 Drilling Delivers Strong Results & Growth Potential for Major Polymetallic Deposit at Molly 1,
Highlights:
🔹 21.81 g/t Au and 20.76 g/t Au over 0.5m
🔹 14.15m at 1.19 g/t Au, incl. 0.50m at 8.39 g/t Au
🔹 New disseminated mineralisation highlights potential for bulk-tonnage, open-pit development
🔹 Vivi rock chips return up to 306.2 g/t Au
🔹 Grades comparable to other producing entities in the region
Geophysics defining further high-priority targets
With >£1m cash, the Company remains fully funded for its next phase of exploration and resource growth - currently 130koz Au at 2 g/t.
#Gold #goldequities #Exploration #Mining #AIM

[David Burton ⭐️⭐️ @DavidBurton1971]

👀 Fully funded. ~400,000oz of #gold already defined. Active drill programmes underway. Yet @jangadamines remains valued below its last fundraising price.

With gold resources at Paranaíta and Molly, recent high-grade drill results, a potential expansion of the Molly system, and multiple exploration catalysts still to come, the #JAN investment case continues to strengthen.

🔹 ~400,000oz gold inventory
🔹 Fully funded exploration programme
🔹 Resource growth potential at Molly
🔹 Multiple drill and assay results pending
🔹 Operating in a region surrounded by successful gold producers

Sometimes the market takes time to catch up with the fundamentals.

🎥 Watch Paulo Misk and Heinrich Müller discuss the opportunity here with @TMSreach and @copytaster

https://t.co/ZVNIbLtdZ5