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@90bigpicture@MiningBookGuy I would rather be called a fool than have pointed out something so blatant to anyone with the skill/capability/effort to do 15 minutes of cursory work & be praised. But considering your compliment comes from the right place, thank you
@90bigpictureanyways, let's go. I've had enough. Yes, going to Mexico is a paid vacation. Allan is not a lithium brine geology or engineer expert...so he has no need to be down there. But hey...he has C$500k in the till, if he pulls a rabbit out of the hat and generates a new triangle, god bless I'll be buying the stock. And Allan, Mark is insinuating that you are drunk and posting...that he, a relatively stable individual who just doesn't give a f--- about jr mining industry politics bothered to go personal tonight should tell you how much you have infuraiated people.
@90bigpictureok...I'll keep this simple. Deliver a world class lithium play that parallels the world class triangle, I will happily bid your stock up 100% myself...I have no professional gripes. But it takes a lot to get under my skin personally without having ever met me
anonymous$ion - I think @allan moved to Mexico because he realized he had no idea what to do in Vancouver for the company. I think his initial intentions for moving was more out of a place of helplessness than wanting a vacation. But as @90bigpicture poined out I think the reality is there's not much for him to do down there either, which makes it a paid vacation. Like ok we're waiting for lab results and permits so really wtf is there to do? Whether the company ends up having something is neither here nor there. His conduct online and likely in sitting in mexico not doing anything while claiming to do so clearly rubs people the wrong way.
@Stealinator@90bigpicture ie (.as CEO what do you do all day? Your not a geo, your not an engineer, so seriously, what do you do down there?). . . Is a problem many ceo's have. Not just mining, can be any type business. I fight it often myself with my small company and its 7 employees. Called Micromanaging . You are correct, most ceo's in mining space should be up in the 'hub' talking shop with other like ceo's ,making deals and setting ground work for future deals. Takes awhile to put the right people and structure in place to achieve this. Takes a leap of faith in your employees to do what they are suppose to do. A ceo can get in the way of progress actually by micromanaging and really screw things up. Micromanaging and hubris are a set up for disaster. Not pointing fingers...just my personal experience.
@90bigpictureWhy not make syndicate the front page, and moderators can loop in interesting commentary from index to the syndicate and users can be invited in to have posting abilities as they build a track record. I may be anonymous but I run a tight ship here
@MiningBookGuy@tommy - on that point-- I started posting because of @Allan@BenjaminCox@90BigPicture.
@Allan - i liked you better back then. just being honest -- you said you don't want "positive happy stuff" all the time, it's the truth. you were a 'better chat person' back then, i'm serious.
@TheGalvanizer - just saw your post. NO, to me it's a combo of stockhouse-y nonsense AND stuff that tends to revolve around @allan. I am calling it out. there are a few people here to hijack conversation. I don't like that. I will absolutely live with it if no changes are made. I'm on a high-horse right now and the topic keeps coming up, so I'm letting it out.
@bslusarchuk@benjaminCox its good to hear that you will be providing some content here for discussion. I've found some of the most interesting (and thought provoking) discussions on ceo.ca have come via initial comments that you make. It would also be good to have @90bigpicture posting here more often for the same reason.
@90bigpicturea thought exercise: there are plenty of 0.3-0.4% Cu porphyry deposits out there, so what is the #copper price (assuming no price inflation on cost inputs) that will make all those come into the money at say a 20% after-tax IRR? That is the theoretical cap on the real copper price long term. If anyone wants to take this on as an intellectual exercise, let's assume a typical Andean setting for capex assumptions on the front end
@90bigpictureseparately, having done my obligatory cursory review of "take a look at this interesting project 90bp" inbounds that always happen first two months of the year...the use of equivalence grades (CuEq) on presentation slides is deeply misleading to uneducated retail/"home-gamers" who don't understand that 0.5% CuEq is not the same as a 0.5% Cu grade if the rest of the equivalence is marginal moly or gold
@90bigpictureone final thought from me today: Katanga, Northern Dynasty, what's the next story in this bull market that uneducated retail/generalist/new money is going to get sucked into that will end up burning what should be a new crop of investors (because no one will honestly point out the key flaws along with the good parts)? The near sightedness of the junior mining sector never ceases to amaze me $NDM$NAK$KAT
@Brendan@90bigpicture I couldn't come up with two projects with less in common than $ndm and $kat if I tried really hard. one low grade one the highest grade known... one abandoned by all majors, one backed by glencore. Not sure what you're getting at...
@90bigpicture@ekim so close...it's not the exploreCo that is interesting, but what if I told you there was another Canadian diamond company with a major minority stake in an operating diamond mine which could generate cash flows to fund Ekati LOM expansion via Jay. And what if I told you that company was also headquartered in Toronto...with a ready and willing CEO who probably could plug and play. And that a merger would be effectively a 50/50 pro forma on an 100% equity basis...and create a pure play multi-billion Canadian diamond equity
@ekim@90bigpicture you talking about $MPVD ?? Patrick Evans sure is a confusing fella. One moment he says that MPV is interested in M&A...but specifically states not necessarily diamonds. The next he part of a shareholder revolt group for $DDC demanding changes...the next he is having an interview with BNN telling the world that Ekati and Diavik are in their sunset years, and approaching the end of their mine lives. Is he somehow involved in this deal now?
@tommyI had a modest idea over coffee this morning. No expectations, no disappointments. Thanks for considering!
CEO.CA is growing our web dev team and adding new data services to the site. To pay for it I am working to generate some new revenue. We're getting closer with a few potential sponsors. I found an unconventional story with a very successful backer and a historic zinc lead project, with a lot more to it. I was wondering if I could ask you guys for feedback on it? Non sugarcoated. A quick 15-20 min desktop review by the likes of @ocotilloredux@drilltracker@hra-coffin@robmcleod@pamplonatrader@benjamincox@Brandon@90bigpicture@tim_oliver@criticalinvestor@thegalvanizer etc would be super valuable for our readers, and me, to understand concerns and better gauge the potential. I would write a brief with links to presentations reports etc for you to scan. I'd also commit to donating $1000 in the ~zinc panel's name to a Canadian kids charity of your choice (thinking Boys and Girls Clubs or Breakfast Club of Canada) if a few of you (the more the better) share a few comments or concerns. Just your initial take. I don't mean to presume your opinions are worth $1000 combined. That's obviously too low. But maybe it could be the start of something valuable? No pressure at all. Please let me know your thoughts.
Have a great weekend!
@90bigpicturefar more observatory than participatory these days (and that will continue), but I think what a lot of the conflict here comes down to is the different levels of seriousness/intensity/rigor (and self-awareness around these points) people apply here
@90bigpicturewill that variance change? no, it will not. But it would not be too much to ask that individuals be self-aware of where they stand on those metrics. And understand when professionals don't have patience for potemkin logic because this is not a forum for entertainment purposes
@90bigpictureHas there even been an auto company that produced 500k+ vehicles per year, and had a consistent double digit EBIT margin? Has there ever been a car that sold over 500,000 units per year with an ASP of $60k?