A good post, Robo. As usual, your assessment of the fundamentals...

A good post, Robo. As usual, your assessment of the fundamentals is spot on.
Your statement "the significance of the JORC Reserve announcement seems not to be appreciated at all by the market. " is correct, the sp dropped, and its scary. What makes me nervous is that the market is not interested in TTR fundamentals, and that even the DFS may have no impact on the sp. I posted my fears on that some time back. Despite the hard methodical work by Steve & his team, the market expects more, and Trilogy, to it, appears so "yesterday'.
Just my on-going fear of our beloved TTR being unloved by others than us faithful.Mind you, the market is jittery and several stocks are drifting sideways recently, and even falling.
If the DFS has no impact, it will but re-enforce my belief that we need something new & exciting to show, and that Steve should get the drills out and dust off the "elephant whistle". "No Tree Hill" would be my first target, a/c it's shallower, followed by "Railway.....and this time we should get bigger rigs that can handle the ground. A couple of resounding exploration successes should lift the sp to where it should be & beyond....like, I've been harping on that for a while, eh? lol. I DO so hope Steve does some drilling next year.....:-)

Lotz, re "Overall my portfolio is frustratingly stagnant"
You ought to see mine, mate. Only got one moving up. The others are dying.....tried mouth-to-mouth resuscitation, but the fleas drove me back. You want to swap portfolios for a bit of excitement? One of us might get lucky....
good luck, mate.

GZ