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@HRA-Coffin @RocketRed you need to keep pumping $COR until the placement is free trading. Get on that, would ya?
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@RocketRed @HRA-Coffin LOL go short on pp paper
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@HRA-Coffin Well, Startgate may think he has the holy grail and Mark should drill two holes and done but that sounds crazy to me. $ADZ will have great looking targets, ok looking targets and meh looking targets. I like the idea of going for size same as Stargate but I realize that the best you can do before drilling is incomplete information. You have to make assumptions and guesses based on what you can see, the results (if any) at surface and geophysics and the fact its a gold project doesn't make it simpler. It's not uncommon that the mediocre looking target turns out the be the real deal. I like Big Banana a lot but I'm all for them ground proofing and prospecting and preparing as many targets as possible. It's nice to be confident but part of what I like about this deal is the knowledge they are going to be testing multiple targets. That betters our odds.
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@DecNefTrades Interesting question for discussion: Have now heard from multiple people on this forum and through Jay taylor's interviews on youtube that Kinross is obvlivious to what's in their backyard, and that Mark is choosing to slowly release details in a manner to not wake them up. He has "gone into paranoid" mode. Clearly, he wishes Adamera to remain somewhat hidden from their scope. Why, and until when? Is this a staking issue? Is this to prevent a hostile takeover? Is this to try and put together a package to acquire or push their mill into a reclamation liability once the Buckhorn runs out (I assume in their next financials), or to force them to just feed through dirt and gravel. Are @HRA-Coffin and other analysts, and even @Stargate2, for that matter, under the influence to also not run with the full details yet until given a green light? What happens with the MIF comes around, how, at that point, can they keep this quiet from K?
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from #adz,
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@HRA-Coffin Mark worried about Kinross going hostile, more than he probably should, but he's pretty much past that now. The slow data release isn't paranoia so much anymore as its several people dealing with a lot of data sets that are just coming together now. I hope we see a program layout soon that includes a lot more data collection on top of drilling as $ADZ has a lot to ground proof still, and there are at least two and perhaps more targets types to deal with that have their own indicators. Probably fairer to say Kinross is oblivious and that they have their own model. Their ideas about which areas should be prospective are different from Mark's which is fine with him since that means they don't get in his way. Keep in mind that Republic is a "brownfields" area for Kinross. The exploration budgets weren't large and were usually run by mine geologists who are different beasts than exploration geologists. As I mentioned before, a former VP of Kinross really liked what Mark is doing but he was an exploration guy and had zero say in budgets for Republic. He thinks they were wrong not to back ADZ but that doesn't mean the production side guys feel that way. Kinross won't move on anything unless they see a resource developing at this point. They already missed their chance to be early and probably know it.
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@HRA-Coffin Its a reaction to the tax plan being unveiled. Market needs to decide if the plan will pay for itself or generate higher deficits. (pretty sure we all know the answer to that one already...)
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@nobshere @HRA-Coffin deficits well we know where that goes Important thing after 30 years of talk this if passed will simplify the filing
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@Andrew @DecNefTrades Perhaps you might scroll back through the posts as @HRA-Coffin has answered your question already. (Think, care and maintenance, 5 years). $ADZ
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@RLGfan Did Mrs.Preston say wrote something about $rlg? @Allan or @HRA-Coffin what do you thing $RLG resulst?
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@HRA-Coffin Kinross promised to keep the mill on care and maintenance for five years. That is a promise to the town of Republic in the hopes they find something else to run through it. I believe K is still drilling K2 - smallish high grade and underground but they might develop that and run it through the mill. Putting off closure also puts off the costs of closure and reclamation which aren't small so I don't see Kinross changing their mind on that.
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@DecNefTrades Ahh, okay now I see what you were getting at @Andrew - I did miss that, thanks @HRA-Coffin for the re-iteration
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@HRA-Coffin I got a message from Mark last night - ADZ attended some sort of "job fair" in Republic. They usually hire directly but go to these things to "show the flag". He said it was depressing to see how many people were wandering around hoping for a silver bullet in the form of a high paying job to replace the Kinross ones that are about to disappear. That is one reason I've never been TOO worried about permitting. It's always a struggle but the locals really want to see something, anything happen that will save some of those high paying jobs.
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@HRA-Coffin John Black thinks he'll have to drill for three years before $REG will be ready Luke - but then he told me it would take 2-3 years for Antares to be "ready" - three months before the First Quantum bid...
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@HRA-Coffin Just so you all know - if you are thinking of attending MIF and planning to RSVP at the last minute - the last minute is coming fast. No one listens to me but Emma sent an email to prior attendees saying the list was getting full and they are RSVPing like crazy. We will have to close the list VERY soon. If you're a subscriber you should contact Emma directly as we'll find a way to make room. If you're not, I'd say you've got 12-18 hours before the list closes. www.metalsinvestorforum.com
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@RocketRed Any hot babes for attraction @HRA-Coffin
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@HRA-Coffin And here I thought the girls followed him...
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@HRA-Coffin Well, my daughter and her friends who work at MIF are all beautiful but people who hit on them get tossed down the elevator shaft.
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@RocketRed @HRA-Coffin sooner or later you have to let them go
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@HRA-Coffin John always wants everything to be lined up perfectly but the buyers are more worried about OTHER buyers. I think that is what happened with Antares. FM decided if they didn't move someone would beat them to it. They were running numbers internally so didn't really care that the feasibility study wasn't ready. They would value it on their own assumptions anyway.
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@HRA-Coffin haha - now you sound like Emma @RocketRed
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@RocketRed @HRA-Coffin good kids do well
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@HRA-Coffin I've never worried about Emma. Always knew she'd do great.
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@HRA-Coffin Without giving numbers away but to show I'm serious about the MIF RSVP list we're currently less than 2% from the level we cap it at.
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@HRA-Coffin Looks like the press conference for the tax cuts isn't going great. SPX still dropping after the close.
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@HRA-Coffin That's the plan Allan. I don't have to tell the girls about the bodies. They won't start to smell until after we leave the hotel anyway.
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@HRA-Coffin Such a weird thing to do - that "field trip" - all PR or is Trump that serious about doing something with/to NK?
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@Goldfinger @HRA-Coffin I don't see any meat in that tax cut plan Eric, everything was already known and no new details as to how it will actually be implemented. The emperor has no clothes...
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@HRA-Coffin Yep @Goldfinger - and the usual mumbles about "increased growth more than covering the cost". Yeah, that worked out so well the last couple of times.
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@HRA-Coffin The new "Ivanka" line, perchance @TheGalvanizer?
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@lukejackson You know what happens when the pump wears off, @Goldfinger @HRA-Coffin @TheGalvanizer $FF
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@HRA-Coffin What happens in three hours @EvenPrime?
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@HRA-Coffin Wow. up one cent on 9.5 million shares? $FF
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@HRA-Coffin Was that a question or a prayer @lukejackson? ;)
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@HRA-Coffin Page two said they would throw in a free round of gold at Mar a Lago - as soon as you're initiation fee cheque clears.
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@HRA-Coffin That IS a pretty light deck. I thought the bankers would have been able to come up with something a little splashier than that
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@HRA-Coffin Oh, THAT bubble!
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@EvenPrime @HRA-Coffin meeting up with @TheGalvanizer for a few cold ones downtown. Come by If u are around 😁
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@HRA-Coffin He was a great guy. Heard about it this morning from Dale who was quite close to Ben and shaken up by it. Planning to attend whatever service is being held and donate to whatever cause the family thinks is best.
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@T @ayeyou, well to give credit to @HRA-Coffin, he was talking about it being a very interesting target BUT was also saying it is a drill play so need to trade it like one and when it jumps take your initial investment off the table so you are playing with free money. $ADZ
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@londonkiwi I think @ayeyou is conflating what @stargate has been saying with what @hRA-Coffin has been saying. Not the same at all.
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from #adz,
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@HRA-Coffin Ok, everyone. Breath into a paper bag. These are soil sample results. As far as $ADZ has been able to determine, whatever is causing the geophysical anomaly at big banana does not outcrop and, in fact, the northern lobe surface expression is Scatter Creek formation which is a cap rock regionally. I think its very positive they got gold in soil values but we still won't know what it is until they get a drill on it. And, again, keep in mind $ADZ will be drilling 5-10 targets, possibly more. Don't get too hung up on big banana just because its the largest anomaly. Lots of things determine size and strength of geophysical anomalies. At the end of the day the "best" anomaly is the one with the best stuff under it. Give them a chance to finish ground proofing and get a drill on it. Mark obviously thought having any gold above banana was important or he wouldn't have bothered to write the news release.
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@DecNefTrades @HRA-Coffin - probably surprising considering the 'vector', or whatever, is measured at 600M depth?
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@HRA-Coffin I'm not even thinking about Stargate's whatchamacallit. VTEM estimated the conductive plate started 30 metres down. We all hope Stargate is right but what the hell a 600 metre deep vector means is beyond me. I'm still waiting for them to tell is where their system has worked for sure. If they have a "95% success rate" you would think there would be examples. For now I will stick to the other data sets - and remind everyone this is only one target. I'm not buying into Stargate's "there's only one target that matters" line.
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@HRA-Coffin I hear you on $PRZ @stateside. I was offered some of the placement. I just couldn't get past the mark up on the pass through on the private company. It's the same project it was when Apex owned 100% a few months ago.
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@nobshere @HRA-Coffin Its all a ruse :)
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@HRA-Coffin The protestor is trying to turn it into a racial thing, which is the last bastion of a scoundrel. Arguably, the largest beneficiaries of the resource sector in Alaska are the Native Corporations and, believe me, that's not lost on the native corporations. The guys is also careful not to get too descriptive about the river which passes through CEM's project near the deposit. There is a good reason for that. I already has naturally high metal content, no spawning beds and no salmon.
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from ~zinc,
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@Excelsior @HRA-Coffin - Thanks Eric. That makes sense, and we've seen that narrative play out before, but I was trying to gauge how much traction that was getting, and how divided the community really was. There were actually more articles about this than just the 2 posted, so it had me a bit concerned. I was a previous $CEM shareholder last year, but figured there were less controversial Zinc Copper plays to participate in. I may give the Constantine team another go as the concerns seem unfounded and just the normal "NIMBY" reaction from radical environmentalists.
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@PamplonaTrader In any case, it was just a couple weeks ago I was expressing my frustration to @HRA-Coffin and @TheGalvanizer re the liquidity of $CEM and $ZAZ. The re-rating of $CEM and the takeover of $ZAZ are pleasant surprises.
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from ~zinc,
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@HRA-Coffin $CEM is coming to MIF @PamplonaTrader. They wanted to do it and I went along when Darwin assured me they will do some honest to god exploration drilling on other prospects around the main zones. I think they have wanted to do that for a while - we flew around and looked at several three years ago - but couldn't get Dowa on board until it became an official JV. You should come out for it.
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@HRA-Coffin Looking that way Galv - I was a bit shocked at how many zinc deals there were though I'm ok with that. Rather it not be all gold all the time. Good thing you're the handsomest...
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