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@BenjaminCox and if Trump has taught me something, it is Trolls are useful as long as they spell your name correctly. Its Aston $Bay, for the record :-).
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@RocketRed @BenjaminCox now $FWZ has a good asset in good location get one like that then you got something
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@BenjaminCox @Brandon sounds like a great trip, really happy for you
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@RocketRed @benjaminCox why are you not buying your own stock open market #loadup insiders know best I heard $bay
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@BenjaminCox @RocketRed because I already own a lot of it, more then most CEO's, Tom is buying, and we have probably some of the highest insider ownership of any company that is 5 years from IPO, but if you want to troll, keep on doing it, but please do some research first :-). Mini Ice ages, and no intercepts, plus no insider buying are Trump style alternative facts..
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@BenjaminCox @racker you mean the millions of shares bought by management, over the last 5 years :-).
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@RocketRed Well @BenjaminCox if it was that great you would keep buying no?
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@BruceWayne @BenjaminCox everyone knows if you believe in your project you should be buying the stock everyday.
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@Brandon It's unfair to expect @BenjaminCox and other CEOs to concentrate their risk so much. We all are buying what we're selling, trust me, but we have our limits. It's not sensible to complete de-diversify like that, and you shouldn't trust a CEO that concentrates their risk like that. Everyone has their limits.
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@Brandon well exactly, so be careful demanding that @BenjaminCox and other CEOs (like me) put all our eggs in our basket. Trust me, I believe in my basket, and we know @BenjaminCox believes in his (he certainly won't stop talking about it), but we all have limits to acceptable risk concentration.
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@BenjaminCox @Brandon, I know 90% of my posts are about how much I love $bay, thanks for pointing that out :-).
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@BenjaminCox @TheGalvanizer very much so... some of my monsters really cost a fortune, and they feel they are deprived at that.
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@BenjaminCox There is also a nice tide water zinc project that we can progress which could be a low cost zinc play with decent intersections.
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@BenjaminCox Seal Zinc is not shabby, and it is 300m from the Ocean $bay. With our previous partner it could get 0% focus, but we are clearly in a Zinc/Copper area, and it is one heck of a starter operation for anything in the region..
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@BenjaminCox @RocketRed look at the history of the winners in our business, and then revert, BHP, Friedland, Rio Tinto... for example. https://en.wikipedia.org/wiki/Oyu_Tolgoi_mine
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@BenjaminCox I tend to go to work early so that I can deal with family in the afternoon, I start at 4:30 AM ish..
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@RocketRed @BenjaminCox BHP dropped it cause its to small and I assume they drilled some new targets out of the 12 holes and 9 of them were dusters $BAY
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@BenjaminCox @HRA-Coffin I have learned that with kids that I have to sleep on the last flight home, coming home wicked tired, does not keep me married.
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@nobshere OK @RocketRed and @BenjaminCox U 2 trolls that's enough now U hogging the board I cant get a word in edgewise
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@BenjaminCox @nobshere on that note, back to my regular work, and next time I promise to not focus on $Bay. Want to read some good stuff I just wrote (and not about Aston Bay). https://www.linkedin.com/pulse/low-grade-mines-cant-mess-up-benjamin-cox
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@nobshere @BenjaminCox I will read that however not now as I am now going for bfast..later and keep my stocks up $CORE  $GTT  $ION
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@DanO @BenjaminCox. I'll share a few thoughts on your points/articles. 1st article. Water issues. True but what is your cost of water? Desalinated costs more than raw seawater. Both successfully used at mining operations in Chile. A processing plant (flotation) for 0.50% Cu would use up to 2.5 t of water per metric ton of ore. Then 2/3 of the Capex costs are represented by the water transportation and pumping system. But you would use part of this infrastructure to transport the slurry concentrate to the port (downslope/ mostly gravitational). A 2011 raw seawater plant for an Antofagasta mine (pipelines included) cost $2.3 billion. There are so many factors involved here from location (distance to sea, elevation, type of processing: flotation vs leaching) to grade that we cannot generalize.imo
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@BenjaminCox Leaching water is ok/cheaper/not a complete killer.
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@BenjaminCox Flotation is where water gets to be a problem.
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@BenjaminCox If the water market is tight I don't agree with the premise that there will always be tailing dams, I actually strongly disagree with it.
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@BenjaminCox If you are in a water balanced environment I would agree.
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@BenjaminCox @TheGalvanizer you don't need caffine :-). I do
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@BenjaminCox Ok, if you say so :-)
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@teevee @BenjaminCox, your article about a copper mine in the Atacama desert is interesting. I don't believe in any low grade mine unless it has a high grade zone that can be mined as a starter pit to rapidly pay back capital. THEN AND ONLY THEN can low grade deposits work, and work well, with the mine making it through the peaks and troughs of commodity price cycles.
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@BenjaminCox @tim_oliver wrong site for that I am afraid.
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@BenjaminCox This is a pundit site with loads of "experts" clearly they all know what they talk about all day, that is one the reasons I spend 8 hours a day here/7 days a week :-).
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@BenjaminCox The .49% copper eqv is the funny one, most times it just does not work.
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@BenjaminCox Decided to stir up the index for the fun of it
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@BenjaminCox thanks for that
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@BenjaminCox useful
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@tommy Good evening, Here are my notes on the zinc story I mentioned last Saturday… It’s also a gold, tungsten, Tyler Rice and Steve Letwin story. Not to mention CEO.CA’s first sponsor of 2017! I’ve done what I can on the due diligence (vetted that the people are serious). I would love some financial or technical tire-kicking from this esteemed panel. I haven’t forgotten about my promise to make a donation in the ~zinc panel’s name. $1000 will go to the registered charity of your choosing in recognition for your quick comments on this story. I want to hear from @ocotilloredux @drilltracker @hra-coffin @robmcleod @pamplonatrader @benjamincox @Brandon @90bigpicture @tim_oliver @criticalinvestor @thegalvanizer but I’ll take what I can get. Thank you guys… #index
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@DanO @BenjaminCox Why is 0.1% Cu reporting to the tailings in most cases? Shouldn't be head grade & recovery dependent? If that's the case then a low grade op would not only produce a lower grade conc but will also have less Cu reporting to tails.
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@BenjaminCox $30m for a call option on a road, if the road is built the option is worth 10x, if it not built, the company got $30m of free exploration. Interesting deal structure. $TMQ
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@BenjaminCox That is assuming of course that the road card is flipped in year 3.
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@BenjaminCox First users owns the water rights, brine operators have to buy them, and they ain't cheap.
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@MiningBookGuy $RIO.L - Pioneering the future: copper and its critical role in creating value http://www.riotinto.com/documents/170404_speech_Pioneering_the_future_copper_and_its_critical_role_in_creating_value.pdf #copper #WorldCopperConference #CESCO Not sure if anyone saw this yet. Worth a look--interesting comments by Rio on #water, with some specifics relating to #OyuTolgoi. Seems to be similar discussion to @BenjaminCox's interests & article series
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@BenjaminCox @MiningBookGuy same basic issues, just Rio Tinto's view vs my own views
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@ocotilloredux @BenjaminCox I am sure you are aware smelters actually recover 95-97% Zn but only pay 85%. The difference is "free metal" for the smelter. Another way they screw the miners over. #zinc ~zinc
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@Pete So.. As I said some weeks ago, difficult times at the firm, whole department got sacked last week.. but only in 2018, hurray! Glad I managed to earn some serious extra money last two years in the junior resource space. Special thanks to the project teams at $RMC $KAM $NXE $TK $OOO $COR and to the posters that helped me shape a better view on many different aspects of this sector; @tommy @pamplonatrader @ocotilloredux @BDMineFinder @Cole119 @benjamincox @HRA-Coffin @HighROI @CriticalInvestor @Ty and the whole ptcharts crew. Many more I try to follow regularly but the list of made up names is getting too long ;) GLTA
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