LML lincoln minerals limited

Minbrie summary under 1000 words

  1. 355 Posts.
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    Summary of my work before I take a little break: This summarises everything that has been written so far. Minbrie sits in one of the richest and most structurally significant zones of the Gawler Craton on the northeastern margin of the Southern Gawler Arc, where deep crustal faults and Proterozoic magmatism (from the Hiltaba Suite and Gawler Range Volcanics) triggered multiple pulses of metal-rich hydrothermal fluids. The setting is textbook VMS a bimodal volcanic-sedimentary environment, iron-altered breccias, chlorite-sericite alteration, and visible sulphides already intersected across a confirmed 2.5–3 km corridor. Drillholes like BUD192, BUD030, and 100 (with 102,000 ppm Cu) are now being followed up with three more central holes, likely confirming strike continuity in December. Financially speaking the company secured just enough to get those holes drilled and published before JV comes. Everything has been planed and calculated. The team is brilliant. Now the most important part here is that Minbrie isn’t just another copper project it’s a multi-phase, polymetallic anomaly with over 10 critical metals: copper, lead, zinc, silver, gold, vanadium, germanium, cobalt, nickel, and possibly molybdenum, indium, and rare earths. Even if present only in trace amounts, those minor metals add enormous in-situ value when multiplied across tonnage and system scale. Let’s be clear: there are fewer than 3 active mines in Australia with 5–6 economic metals on a 2–3 km footprint, and not a single one with 10+ metals confirmed in situ like Minbrie. Golden Grove (29Metals) and Rosebery (MMG) each have 5–6 metals and are valued at $400M+ and $1.5B+, respectively. Dugald River (MMG) has just 3 metals — Zn, Pb, Ag and still underpins a billion-dollar company. Meanwhile, Minbrie has more than double the metal diversity, already visible in core, across the same strike length, yet Lincoln Minerals trades at just ~$15M. That’s not just undervalued it’s unheard of… maybe among ASX trapera, but very well known on Chinese and South Australian government radars. Because this is how it always plays out: juniors explore, majors buy. BHP acquired OZ Minerals for $9.6B, and Rex Minerals received a takeover offer around 45–50c per share from Asian investors once they confirmed 0.7% Cu at Hillside. Buyers like Zijin Mining, MMG, Sandfire, Trafigura, and South32 are actively chasing polymetallic systems rich in critical minerals. These groups don’t wait for JORC reports like many on this forum, they move when continuity, scale, and location align. With DEM already 3D-modelling Minbrie and confirming its structural complexity, the final catalyst will be December: when holes 192, 030, 100 and the three in-between tie it all together. When that happens, Lincoln won’t be calling partners, they will be calling Lincoln. Or, if we’re to trust Lincoln’s own CEO, Julian Babarczy, “some interested parties have already approached the company.” This isn’t noise. This is strategic positioning at the ground floor of Australia’s most overlooked critical metals system. Miss this now, and you’ll be reading about it later from the outside looking in. The “magic 5” rule in ASX exploration is real: once 5 holes confirm continuity and mineralisation, re-rating follows as seen in WA1, Chalice, De Grey, Azure, Patriot Battery Metals, Caspin, Stavely, Liontown, Kincora and Julimar. All of them started at $10–30M market caps, and exploded to between $250M and $3B within months of confirming 3–5 solid drillholes. Most of them had fewer than 5 metals. Minbrie has 10+. The pattern is clear. The timing is near. Thank you for your patience and thank you for reading my research work. Will talk big numbers in October once all 5-6 holes are clear in numbers, otherwise we are just waiting our time estimating $B value in situ. Many will criticise and that takes a lot if our energy for nothing. Let’s wait for numbers. Stay healthy and all the best. Invest wisely, it changes lives forever. Steve Williams.
 
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