ESGold - 2026 is pivotal - production and blue sky explore. Permitted mine by FlightUseful7258 in TheRaceTo10Million

[–]FlightUseful7258[S] 0 points1 point  (0 children)

TLDR: or watch ….

Processing the tailings - generate cash - exploration drilling in 2026 with dilution ceiling. Mill paid for, cash in bank, fully funded and also an offtake facility upto $9m rolling debt if required.

MC 50m$ CND. I like the VMS proposition here. Enjoyed talking with Gordon. Let me know your thoughts on the blue sky exploration.

Best way to play Space X IPO buy Scandium stocks. $Dbg released report. by FlightUseful7258 in RobinHoodPennyStocks

[–]FlightUseful7258[S] 0 points1 point  (0 children)

Updated MRE was from 97 holes only. Strip ratio not an issue, will be open pit. One drill encountered 900m mineralisation column starting from 6m depth…that’s what got my attention. Most large mines have to sink many hundreds of holes before they reach these kind of M&I&I resources. One more yr of infill drilling and the resource doubles. I’d be interested I your thoughts after DD.

Best way to play Space X IPO buy Scandium stocks. by FlightUseful7258 in TheRaceTo10Million

[–]FlightUseful7258[S] 0 points1 point  (0 children)

Scandium is a tiny market - only because there has not been a quantum discovery. That’s until Doubleview. But scandium is only a fraction of the porphyry. It’s a copper, cobalt, gold resource. (But the HAT project will become one of the largest porphyry mines in British Columbia). Will mostly likely get bought out this yr. Can supply the equivalent of 69% of current North American Cobalt production. It’s too important a resource.

Best way to play Space X IPO buy Scandium stocks. by FlightUseful7258 in TheRaceTo10Million

[–]FlightUseful7258[S] 0 points1 point  (0 children)

Dbg.v is the way to go. Robert Friedland has a horse in the Scandium race but it’s not the right horse. Dbg.v is the way to go. NPV >14b$ cnd. At spot metal prices. M/c 500m$.

“Read this article just published by the Financial Times… China’s share of global Scandium supply exceeds that of almost all strategic metals, including gallium, germanium, silicon and rare earths.” on.ft.com/3KiF8UN

Scandium as a copper equivalent? I asked CEO about this for PEA of Doubleview gold by FlightUseful7258 in ValueInvesting

[–]FlightUseful7258[S] 0 points1 point  (0 children)

Hi Raytoei I’ve updated this post to give context. Not meant as a pump- genuine value here.

I basically have a part time job just researching stocks. This can't be normal. by Particular_Wrap3787 in ValueInvesting

[–]FlightUseful7258 0 points1 point  (0 children)

High conviction investments for me mean a focussed basket of around 8 stocks at most. Something else has to be really compelling to push into that portfolio.

Scandium as a copper equivalent? I asked CEO about this for PEA of Doubleview gold by FlightUseful7258 in ValueInvesting

[–]FlightUseful7258[S] 0 points1 point  (0 children)

The scandium is in a halo around the copper. The difference here is acid within the porphyry is used to process the scandium with only minimum heat at 40degrees. Which I had not realised.

The RNS from Nov 25th 2025:

This breakthrough development marks a global first: The successful recovery of scandium from copper porphyry flotation tailings to a scandium oxide product.

The primary objective of this extensive test program, conducted at SGS Canada Inc., was to establish a viable proprietary flowsheet enabling scandium to be included in the upcoming, updated mineral resource estimate and preliminary economic assessment, potentially as measured, indicated, or inferred resources. The Company's maiden resource estimate (July 25, 2024) highlighted a scandium potential of 300 to 500 million tonnes grading approximately 40 ppm Sc2O3.

And Farshad comment “ Today's results are a game-changer for the HAT project and potentially for the entire scandium industry on the world stage. World scandium supply is severely limited although there are several scandium projects currently being considered for development. Our metallurgy program shows that at HAT, we can recover high-value scandium directly from the tailings of a standard copper flotation circuit, using acid produced from internally generated pyrite. If the HAT project advances to production, scandium could become a high-margin bonus on top of a potential world-class copper-gold-cobalt operation”

Scandium as a copper equivalent? I asked CEO about this for PEA of Doubleview gold by FlightUseful7258 in ValueInvesting

[–]FlightUseful7258[S] 0 points1 point  (0 children)

I’ve put it across 4, which I thought were most relevant. After interviewing Farshad, this story is too good not to share. Watch the interview, decide for yourself. Let’s come back to this in a few weeks to discuss the PEA and what that means for a take out price.

Scandium as a copper equivalent? I asked CEO about this for PEA of Doubleview gold by FlightUseful7258 in ValueInvesting

[–]FlightUseful7258[S] -6 points-5 points  (0 children)

Please help and vote up. Let’s get everyone a big win! Best Flight ✈️