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from #maw,
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@Newton Any thoughts on $MAX @Vaughan?
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from #maw,
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@Newton Interesting comment from @LucTenHave back in September here: https://ceo.ca/maw?cb30c17a33f3 Thanks
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from #maw,
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@Newton For what it's worth, $AXY call last week highlighted that deals have "higher back-end returns" http://cdn.ceo.ca/1cd5cg8-Screenshot%20%28861%29.png+ that may factor into underwhelming outlook for FCF @FundamentalAnalysis.
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from #axy,
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@FundamentalAnalysis @Newton Makes sense, in fact the equity investments they have made for the most part are ok. The problem is actually with HS orka itself and the debt they used to fund it....HS orka to me seems to be a bit of a lagger.
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from #axy,
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@Newton @ChrisCringle fyi, I am not affiliated with the company and my notes on the call are just available here. A few on twitter, as well. Agreed that the diversification of $AXY is pretty impressive. Funny enough, seems that there was actually negative surprises in both wind and hydro power generation in 2016.
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from #axy,
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@FundamentalAnalysis @Newton But if PPA prices are contracted so that they can increase based on whatever factors would cause prices to increase, then it could be very good. Hence I'm wondering what determined PPA prices....
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from #axy,
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@Newton Looking at the financials here http://cdn.ceo.ca/1cd5cn3-Screenshot%20%28854%29.png+ I would be inclined to agree @FundamentalAnalysis. The hedges on that were always interesting, too. Kind of mad-scientist type financial engineering. May have made sense to tie things to aluminum prices at some point in time, but not so clear to me now. Hopefully it serves as a toehold for entry into big geothermal market there. The CEO mentioned that their recent holes there are very deep and actually get into the mantle, iirc.
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from #axy,
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@FundamentalAnalysis @Newton I think its, if Aluminium prices rise, the company can make more money and are thus willing ok to pay more for the energy. Likewise if Aluminium prices fall. Iceland has a big aluminium industry. Problem is Aluminium from my understanding is oversupplied, so not expecting fantastic prices for Alterra :) for a while. Hence why HS orka may cripple the potential for Alterra. Hopefully Alterra can continue adding better value outside of iceland. They should make their way into Europe maybe into the UK, we have some successful windfarms here.......
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from #axy,
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@ChrisCringle @newton $AXY I've been following this company for some time, but it seems like things are about to go the right way in 2017. There were some small negative surprises, but I don't see them as a big issue going forward with regards to the diversification. I listened to the 55 minutes replay-recording of the conference call today, and got pretty optimistic. I also think the HS Orkla drilling-project in Island can be very interesting going forward. With the history and background of Ross Beaty I believe he will succeed this time too. I believe we can see a take-off in the stock price within this year, since the valuation at current prices are very low.
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@Newton : ) @ChrisCringle
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@Midcali Oh one more thing there is a massive industry set to come to fruition. If anyone can recycle the spent fuel rods of reactors it will reinstill faith in uranium. Which means they will start to increase price as investors rebuy in at pennies on the dollars( current state of uranium) lastly tech like super log has apparently been used successfully for cleaning up radioactive waste in Japan after the Fukushima distaster( can't confirm this but read on a forum I think stockhouse) I found it's true it's a perfect storm for the future of energy. One one hand solar and reactors to make il the balance. Just have to figure out how Kazakhstan will get taken out of the picture. So there you have it we need to get dd on reprocessed recovered spent fuel rods. And find out if ucore can mingle.
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@Midcali Thanks for the cringle link. Checking out the facts now
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@Midcali Anyone who entered ndm after October truly can't see ahead.the whole EPA was the butter on the bread and trump was the knife.we have to get ahead of them. Also gold is in for a cracking before beginning of summer 1200 and under. So steer away. Major plays this year are rare earth uranium( which already started) lithium on and off and mj will be historical this summer. Fintech will become known. As bank stocks plunge may see buyouts. Mos looks good on this front but as I hear financials are dubious. Double so for the biopharma. My money would be on inmed( pretty much like mapping DNA of cannabinoids) but not enough potatoes right now to play them all. Can I hear your calls
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@Midcali lastly maybe dwave will ipo. Along with a whole new bill of quantum software companies
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@Midcali Your turn! ;)
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@Midcali Oh bokan mine has thorium. I forgot to say.
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@Midcali India! Fastest growing market. The slums actually exist because of energy unbalance. That's the truth.please check this ted talk.watch it all you'll be very surprised I promise. When you do write me and I can show you how energy is linked to the markets
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@Midcali and dollar
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@Midcali Jack lifton senior of Iags Wow hell of a guy on Board. They see it. Super excited.
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@Newton @Midcali : )
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@Midcali My mind is blown.Cant stop reading..
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@Newton LOL! May be time for a walk. Fresh air good.
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@Newton Wow! +4M shares today.
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from #sek,
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@Midcali The more I read I confirm my idea tha ucu and xmg can be tied together. The purlucid patent stated that their tech had water filtering capabilities and super lig could be combined to this. Water filtration will be especially important for thorium molten sand reactors. TMSR's. Question I have and maybe you can save me hours of research is how close is china to replicating the super lig process. What is their technique. Lastly there is a company Ll Canada rare earths that is claming to acquire the international import rights to monazite sand also continuing thorium. That's why I wondered whether they'd use bokan mine or rather use a monazite sand feed for cheaper. Keep in mind. Pat of the world still sees monazite as useless since Nixon abandoned it and preferred uranium.
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@Newton Interesting $XMG reference @Midcali. In line with $UCU comments in our interview: "J: In order to disrupt a sector, its advantageous to approach from the outside. The direction we're opted for is to go after industries that are creating new players that can compete against the old guard. A good example of that would be in the lithium space. We already have a highly efficient SuperLig® product for lithium. We’re talking to some of the world’s largest lithium producers and we’re exploring the retro-fitting of our technology. This will happen, and its certainly happened before, with a prime case being the adoption of SuperLig® by the copper industry, replacing legacy ion exchange facilities at Asarco and elsewhere."https://ceo.ca/@Newton/6000-words-with-jim-mckenzie-ucore-rare-metals
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@Newton I have no idea how close China is to replicating MRT @Midcali. I've heard that IBC AT stopped patenting it because it requires too much disclosure. Seems like a fair comment, but I don't know veracity. FWIW, in my interview with $UCU CEO he said security at IBC AT offices was serious.
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@Newton Agreed that $LL is interesting @Midcali. Good background here: http://www.canadarareearth.com/upload/documents/metals-news-interview-with-tracy-a.-moor.pdf I think they have a lot going on, but can be hard to tell with confidentiality around partners.
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@Newton $MDL is main name that I hear associated with monazite, @Midcali. Very clear focus there and good reputation, fwiw.
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@lightningmillz @Newton check out my comment from Feb. 13th above on this channel. MGX and Ucore could make a great team in my opinion. MGX increased their Lithium foothold in the US as announced today as well.
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from #ucu,
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@Newton : )
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from #gal,
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@Newton Thanks @ocotilloredux
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from #nsu,
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@Newton Hard to call a bottom. This picture seemed to be worth a thousand words regarding the acquisition http://media3.marketwire.com/docs/ppy0315exhibit1.pdf but much more to consider here. Beyond me. Would be curious to hear #KeithSchaefer thoughts here.
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from #ppy,
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anonymous Conversation with Jack Lifton and Mark MacDonald, Ucore Rare Metals $UCU, by @Newton @Newton/conversation-with-jack-lifton-and-mark-macdonald-ucore-rare-metals-ucu
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from #articles,
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@Newton My pleasure to release this #interview with #JackLifton $UCU. It was fun talking with Jack and I think I learned a couple things, as well.
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from @newton/conversation-with-jack-lifton-and-mark-macdonald-ucore-rare-metals-ucu,
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@Newton For what it's worth, I think that Jack's comment at the start of the interview regarding “the group that likes to talk to each other” is pretty interesting in relation to CEO.CA and stockhouse. @Newton/conversation-with-jack-lifton-and-mark-macdonald-ucore-rare-metals-ucu There are generally a lot of unknown unknowns for these juniors and what they are working on. You should try to reduce that uncertainty and have a handle on what the company is working on, what success/failure looks like, but my impression is that $UCU is in flux right now and it is appropriate to give them a bit more leeway in terms of judging their new plans for the future as good or bad. Easier said than done : )
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from #ucu,
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@Newton I dug into $mdl news releases and other materials from the last couple years recently and was impressed. It has taken time to advance the business and some may say it has been too slow, but it is contrast speed of business development with the sizes of their financings. For example, $300,000 in September 2016, iirc. That may seem like too little money to do any real work, but the cost of some important work currently being done by Saskatchewan Research Lab was estimated at $200,000. Medallion could probably move faster on some things, but the pace that they have moved at has allowed for smaller financings, which means less dilution at these low share prices. Interesting things at play for the company!
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from #mdl,
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@Newton It's not clear that $MDL needs 'innovative' extraction method @Midcali. Monazite has been a source of REE for 100+ years. There are some serious chemicals involved, but they are similar to what are used in other industries. This ties into why they are positioning in Saskatchewan. See interview with CEO here: https://www.caesarsreport.com/blog/interview-with-don-lay-medallion-resources-ceo/ "Saskatchewan (and a few Western US states) make the list for all the important elements of success. And the costs are just fine. Yes it costs a bit more to ship it inland but the value of contained REO per tonne of monazite about $12,000. The chemicals are available there as they are required in the petrochemical and the pulp and paper business. And the technicians and engineers are happy to get a good job."
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from #mdl,
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@Newton That interview is full of good stuff. I like these two quotes "The next major expense will be a pilot plant. So it’s really about building some new market support by the market showing a better approach to get to production. I am happy to raise smaller amounts of capital at lower valuations and then build value from here. It is not hard to argue we are vastly undervalued against comps if one really understands the marketplace." and " Q: How much cash would you need in the next 12-18 months and where would that take you? A: About $2.5 million would get us through a pilot and plant and a feasibility study. If the money isn’t all available at once we can pace the development." https://www.caesarsreport.com/blog/interview-with-don-lay-medallion-resources-ceo/ From July 2015, but still very relevant. I like the comments about pacing development.
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from #mdl,
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@Newton Check out this free chapter from Adamas Intelligence report on REE @Midcali http://www.adamasintel.com/store/product13.html Authors suggest that Molycorp could actually be one of most profitable REE companies in world right now, despite current low prices, if they had avoided slippage in timeline/costs. Speaks to importance of "execution risk" in mine development. $MDL has suffered some delays, but is still advancing towards target. Ties into comments about pacing and fundamental business model, where "this is not a mining company" https://www.caesarsreport.com/reports/report-medallion-resources-this-is-not-a-mining-company/
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from #mdl,
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@Newton Check out this, too @Midcali: https://www.caesarsreport.com/reports/report-medallion-resources-building-economic-model/ Caesers Report and the Wealth Miner have done good work putting numbers to MDL valuation. Interesting to consider why market trades at substantial discount to those estimates. Does the street not get it, or is there something else at play? And what could it be, exactly?
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from #mdl,
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@Newton One word that comes to mind with $MDL is "patience" @Midcali. Often in short supply. It is reflected in CEO comments about ability to pace development. That is generally not possible with mine development, where you have to commit to large upfront development costs. Medallion can move more slowly because smaller upfront costs associated with proving method and developing relationships.
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from #mdl,
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@Newton Can $Mdl "show something different from the others trying to cash in on future rare earth shortage"? I think so. It is very different from $UCU. There is some overlap with the $LL intermediary lines of business http://www.canadarareearth.com/canada-rare-earth-enters-into-a-second-set-of-hedged-purchase-and-sale-agreements but they are buying/selling REE concentrate. MDL is buying sand, selling REE concentrate. MDL has a bit broader vertical integration there. There may be some differences in geography, too, with MDL focusing on single Saskatchewan location and LL elsewhere http://www.canadarareearth.com/article/significant-progress-in-the-permitting-of-the-rare-earth-refinery-361.asp http://www.canadarareearth.com/article/canada-rare-earth-corp-identifies-rare-earth-refinery-development-site-in-the-united-states-110.asp
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from #mdl,
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@Newton Comments from Angry Geologist had me wondering about true width of $maw results: http://mawsonresources.com/news/news-releases/2017/mawson-drills-100-metres-at-116-gt-gold-at-rajapalot-finland basically, true widths were estimated at 90% of sampled. Good to see that they are not drilling down-dip, fwiw.
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from #maw,