Major Tom

Scouring the universe for high growth investment & trading opportunities. Any info or opinion is just MHO. I'm a space man not a financial adviser.

[Major Tom @MT1Trading]

Hey Broxy, I had a similar debatable. Been back in market just over a year or so. Curent holdings for me are @EastStar_PLC @OrosurM and @AtlanticLithium .

If you look on my profile theres plenty of links to East Stae info. Expecting plenty of news over next 6 months or so, so been posting more than usual to spread the word.

#EST
#OMI
#ALL

[Major Tom @MT1Trading]

#EST
$EST

@EastStar_PLC fully funded and cashed up to mid 2027 and beyond.

How many junior miner can say that?

#Gold #Copper $Gold $Copper

[Major Tom @MT1Trading]

#EST
$EST

@Zeus_Capital note on @EastStar_PLC clearly outlines why CURRENT value of Verkhuba alone has East Star undervalued by more than half

IMO market has totally missed the significance of the Xinhai deal fkr Verkhuba. East Star have massive upside potential but the Xinhai deal is binding and WILL provide significant free cashflow to East Star without any further funding from East Star.

#Gold #Copper $Gold $Copper

[Major Tom @MT1Trading]

#EST
$EST

Excellent note from Zeus on @EastStar_PLC this morning. Following on from @that_stocks_guy equally impressive note yesterday.

To me the 13.7p valuation looks conservative despite being over 3 time current SP / valuation

#Copper #Gold $Copper $Gold

[Major Tom @MT1Trading]

#EST
$EST

Excellent note from Zeus on @EastStar_PLC this morning. Following on from @that_stocks_guy equally impressive note yesterday.

To me the 13.7p valuation looks conservative despite being over 3 time current SP / valuation

#Copper #Gold $Copper $Gold

[EastStarResources @EastStar_PLC]

Latest note from @Zeus_Capital on #EST unlocking Kazakhstan’s copper and gold potential is live.

Mining analysts reinforce 13.7p fair value and EST's position as an early mover in a low-cost jurisdiction of blue-sky potential.

Full note on @researchtree: https://t.co/vcSlzYplY7

[EastStarResources @EastStar_PLC]

Latest note from @Zeus_Capital on #EST unlocking Kazakhstan’s copper and gold potential is live.

Mining analysts reinforce 13.7p fair value and EST's position as an early mover in a low-cost jurisdiction of blue-sky potential.

Full note on @researchtree: https://t.co/vcSlzYplY7

[Major Tom @MT1Trading]

#EST
$EST

@EastStar_PLC Verkhuba deposit:

Fully Carried to Production: Xinhai will fund 100% of exploration, studies, engineering, construction and commissioning costs, allowing East Star to retain a 30% interest in a producing mine without contributing any further capital

[Major Tom @MT1Trading]

#EST
$EST

Excellent piece from @that_stocks_guy with the most in-depth write up yet on @EastStar_PLC

Looking for a potential #Copper22 - #gold multi bagger?

Have a read and maybe you'l come to same conclusion as me.

This may well be the next big one

https://t.co/YJnv2zZ9sR

[Major Tom @MT1Trading]

$EST

Explosive exploratiom potential:

@EastStar_PLC $25m+ gold exploration joint venture signed with Endeavour Mining promises to supercharge the pace of exploration across East Stars gold licences. The $5m spend committed to exploration across gold assets over the next 24 months is a marked step up in annual exploratiom expenditure. Of particular interest this year is No.1 gold target Snowy. An exciting new epithermal gold system Snowy is currently undergoing IP survey with results due by end of June with drilling to follow.

Outwith the Endevour Gold JV East Star are starting to progress some of the potential Tier 1 porphyry targets identified during last years partnership with BHP under their explore programme.

#EST
#Copper
#Gold
$Copper
$Gold

[Major Tom @MT1Trading]

$EST

@EastStar_PLC Undervalued Kazakhstan copper-gold explorer with near term production revenues & explosive exploratiom potential

Classic junior miner setup where early believers could see huge rewards

With a tiny MCAP ~£23M

Have a listen
🎙️: https://t.co/XcavrZT3Dg

[Major Tom @MT1Trading]

$EST

Development / Growth potential:

Rulika Copper-Gold Project is next in the @EastStar_PLC development pipeline. The project has demonstrated significant potential with ongoing drilling continuing to define the known mineralised system. East Star retains 100% ownership for now. The most recent figures East Star estimates a JORC Exploration Target of 23 million tonnes @ ~2.4% CuEq. With the project hosting significantly higher grades than Verkhuba if resource definition drilling can lead to a similar JORC resource estimate Rulika could support forecast production of ~20 ktpa CuEq. Using a long-term copper price of ~$14,000/t, the project could generate revenues of approximately ~$340M/year (including gold by-product credits). Revenue net to East Star would depend on the ultimate ownership structure but, on a similar basis as Verkhuba(30%), this would be approximately ~$102M/year, with EBITDA of ~$52–56M/year and estimated free cash flow of ~$40M/year Net to East Star

#EST
#COPPER
#gold
$Copper
$Gold

[Major Tom @MT1Trading]

#EST

Hoping to attend. Nice to hear first hand the plans for 2026

Looking forward to a extensive exploration season this year

On the gold front $5m exploration spend over 2 years is a marked increase from previous years.

Hints at packed exploration season for @EastStar_PLC

[Major Tom @MT1Trading]

#EST

@EastStar_PLC confirming status of Xinhai and Endevour miking JVs

All looks good and ontrack

#copper
#gold
#mining

[Major Tom @MT1Trading]

#EST

@EastStar_PLC are funded for next year and beyond with a forecast cash position of $2.4m end of June 2027

Have a $65m binding agreement with Xinhai to take Verkhuba Project to production

And a £25m JV with @EndeavourMining for large scale Gold exploration

#Gold #Copper

[Major Tom @MT1Trading]

#EST

Momentum looking strong @EastStar_PLC

Looks primed for a strong breakout move.

Could be the next big AIM mover.

#Copper #Gold #Exploration #Mining

[Major Tom @MT1Trading]

#EST

Significant news this morning from @EastStar_PLC

Looks like they have identified a significant copper-gold porphyry target

East Star are "exploring in elephant country" and it looks like Alex & the team may have our first elephant in their sights

https://t.co/aTPl7cij3z

[Major Tom @MT1Trading]

@EastStar_PLC #EST

Verkub deal confirmed. IMO Rulikha highly likely.

So, if all comes off as planned for @EastStar_PLC their valuation should be many multiples of current valuation

Verkuba on a 5 x P/E = ~$100m (~4 x current valuation)

Rulikha = ~$225m (~9x)

Combined = ~$325m (~13x)

[Major Tom @MT1Trading]

#EST

@EastStar_PLC launch new investors hub. Hopefully signalling an increase in newsflo

East Star are significantly undervalued considering the confirmed deal for Vekuba. However, when you start to factor in the potential deals for other assets the value gap is mind blowing

[Major Tom @MT1Trading]

@EastStar_PLC #EST

Rulikha (100%)
-Prod = 22 ktpa CuEq
-Copper price = $14,200/t
-Revenue =~$380m/y
- EBITDA = 50–55%
- EBITDA = ~$210m/year

Net to East Star (30%)
-Revenue = ~$115m/y
-EBITDA = ~$63m/y

Deducting sustaining capex & tax would give free cashflow around ~$45m/year.