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Bullboard - Stock Discussion Forum Laurion Mineral Exploration Inc. V.LME

Alternate Symbol(s):  LMEFF

Laurion Mineral Exploration Inc. is a Canada-based mid-stage junior exploration and development company. The Company is engaged in the acquisition, exploration and development of Canadian gold and base metal mineral resource properties. It is focused primarily on its wholly owned 57.43 square kilometers (km2) (14,191 acres) flagship brownfield, Ishkoday Gold and Polymetallic Project, located... see more

TSXV:LME - Post Discussion

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Post by goldenI on Oct 21, 2024 11:23pm

Moving forward

 

There shouldn’t be a single person that lost money trading Bitcoin.  But there have been many and that comes down to sentiment. Bitcoin is nearing it’s high, so even if you bought it higher, odds are you averaged down. If you held at any point before now and you didn’t sell it, you would be good.

 

The market is ithe transfer of wealth from the impatient to the patient. Warren Buffet or Charlie Munger I dont remember who of the two of them said it. but they are the financial versions of Steve Martin and Martin Short. Charlie is hilarious. We lost a great one. #Youtube #recommend. Learned a lot while chuckling.

 

So why did people take losses? Volatility. 25% daily swings are fun for Reddit, not for Wall Street. And Sentiment. Sentiment is driven both by external pressures and personal situations. External pressures like legislation, adoption, and social influence. Personal situations are your financial matters, your timelines and your expectations. 

 

And then there’s luck. Luck always plays a part because there is another way people have lost money on Bitcoin.

 

My Bitcoin was in Quadriga. If you know, you know. It was our family vacation fund. I grew it from $800 to $16000 USD in one year.  It was during the first Bitcoin run up to $21,000. I started the year with a Cuba budget and  ended up at the Beaches in the Turks. It was a Christmas gift for the family so  I early December I withdrew my $16000 dollars in Bitcoin. Three days later it showed up in my bank account and I bought the trip. Three months later, you know…Quadriga.

 

But this isn’t about Bitcoin. The point is with patience and a little luck things usually work out.

 

The Ishkoday will make economic sense. The variables are the price of gold, the mineralization and the cost of production. 

 

At some point those will intersect and you have value. 

 

If you are convinced that this is a maximum buyout of under $2.00, well that is still a large premium over the market cap. Is Laurion undervalued by the market?

 

People have argued the small float makes the marketcap invalid as there isnt much liquidity but Goldshore  Resources is similar enough with a much larger float and is trading at about the same marketcap.

 

Are they anomolies or is the whole junior sector undervalued?

 

I don’t think it’s unreasonable to say the sector is and that we see a $1.00+ stock price in 2025 in a market re-evaluation depending on the price of gold. Institutional investment, partnership, capital infusion, MRE, Pre-ECF, ECF could easily take LME above $2.00. 

 

So why not let it run? 

 

I do not care about a disposition. In hockey terms, I let my agent deal with it. Let me know when it’s done. I'm sure I will be notfied.

 

There is only one direction for Laurion. Forward. The Ishkoday is not a mine yet. So what next?

 

At the lowest point in the Lassonde curve, investor goodwill has dried up. The positives from the drill results have given way to the realization of the time and expense in defining the resource and building a mine. Many a junior miner dies here.

 

Cynthia has two responsibilities. Keep the lights on.  he drills turning.

 

As long as that is happening, it is moving forward.

 

The 10 million is to keep the lights on. It is good for 2.5 years before needing warrants.

 

The loss each year is offered up as private placements, and that is the drilling money ~3 million.

 

I don’t remember Cynthis telling anyone she was selling it this year. I do remember her saying that she wanted Laurion to be a resilient company. A long runway and access to capital are critical. The private placement was already subscribed and closes tomorrow. 

 

To say that she is doing the same thing over and over. Number one, give your head a shake. Number two, what would you do?  Drill more? These drill companies…do we pay them in words?

 

She is doing what she can to move forward and not dilute the shareholders very much in the process. Laurion is using a data-driven model that by all accounts is exceeding their expectations. They have started the 43-101. I expect we will get an update on the next stage of it at the AGM.

 

I imagined a debate about the Lassonde Curve. Did any of you see Laurion in it? What was the peak? Where do you think Laurion is?

 

To the people wanting $8+/share. I am right there with you. But it’s not now, and it won’t be at 2000% premium. The stock price will climb organically with an acquisition at a reasonable premium for where they are on the curve.

 

I miss matlas, I dont agree with anything he says but I like that he has an opinion. I’ll even give him his $40/share because the truth is neither I or he or Laurion know how many ounces of gold are on the Ishkoday (yet).

 

If you are still reading this, I have to ask…are you a bot? I seem to do well with bots.

 

So to bring it back full circle, patience. The little bit of luck is the gold supercycle. 

 

Will Laurion unlock the potential of the Ishkoday to maximum shareholder value within this supercycle? 

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