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@Newton Any comments on "equity for shares" as a red flag?
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from #askgold,
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@Newton Any comments on $PVG in relation to long-term story or recent news?
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from #askgold,
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@Newton Good answer from @Brent_Cook there. Makes me wonder about broader issue of missing out on exploration success. Any lessons learned from chasing stocks from panel?
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from #askgold,
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@BIMBO @Newton yes don't do it U loose
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from #askgold,
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@Newton Thanks @BIMBO!
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from #askgold,
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@Newton Any comments on #zinc and #lead in Kootenay Arc, BC. Met John Mirko $RKR at Roundup and was intrigued. Related question: any comments on MAX Molybdenum Mine in BC?
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from #askgold,
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@Brent_Cook @newton Good question on missing stories and would be interested in rest of panel response too. I am OK missing, hate to do it, but in this game rule #1 is don't lose money. If I want see what I need to see in the data, I will pass. Others?
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from #askgold,
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@Newton Any comments on Avino $ASM? Some uncertainty about long-term production profile because old mines, but seems to have nice pipeline of projects. Old company, curious if any prior experience with it.
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from #askgold,
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@Newton Thanks @Brent_Cook! #AskGold "Any horror stories of chasing exploration stocks?"
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from #askgold,
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@Newton I would also ask about $ANX. Any comments? Tough little producer out of Newfoundland. Bootstrapping to find next source of ore. Related question: any comments on using nearly end-of-life mines to fund exploration?
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from #askgold,
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@Newton And unrelated one: what sources of media do you consume? #AskGold
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from #askgold,
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@Newton Any comments on $PLY and $R also appreciated.
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from #askgold,
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@Newton Speaking of old mines, curious if anyone on panel can comment on $RAB. Oldest mine in Canada keeps going! #Copper
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from #askgold,
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@Newton Like @hra-coffin comments on $rri. I talked to JM a bit at #mif and laughed when he told me company posted a profit last year from selling shares of partners. Unique for junior and speaks to Riverside as well-managed.
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from #askgold,
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@greg @Newton;I am holding through the 1st several quarters of production to see if grades are consistent, because if so, the naysayers "nuggety" types are wrong (at least early on), and Pretium gets bought out for a nice premium, or no-one buys it and shareholders own a tier 1 asset and enjoy a rising share price. If bad news, run for the exits.$PVG
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from #pvg,
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@Newton Sabina over Victoria, for me!
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from #askgold,
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@Newton +1 on East coast Canada question @vaughn
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from #askgold,
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@Newton Interesting comment here from @brent_Cook https://ceo.ca/~coreshack?66e1b7e7b35a about pitfalls of of planning to supply existing mine with additional ore. Are you on the right side or wrong side of cap-ex?
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from #askgold,
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@Newton Any comments on #trump?
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from #askgold,
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@MiningBookGuy Here are the questions with the most thumbs-up that haven't been answered yet: $ORG (from me): https://ceo.ca/askgold?7e465b9f4ad6 $PVG (from @Newton): https://ceo.ca/askgold?5a94f526ddea $GQC discovery (from @Fanagalo): https://ceo.ca/askgold?dac845465073 would be great to have some or all of these answered by any on the panel, thanks!
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from ~coreshack,
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@Newton @greg I don't know much about $TKX other than first encounter at #SubscriberSummit back in fall 2016. Company seemed to have business together, which is important when market potential is so large. Keep digging and let us know what you find!
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from #tkx,
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@Newton Thanks @MiningBookGuy! : )
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from @miningbookguy,
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@Newton Looks like an example of public markets, to me. Someone wanted to sell and they did. Buyers were ready waiting but outside normal trading range. Pretty sure people who got filled down there are pleased with the transaction. Fundamentals of company better than ever based on my conversations with CFO, which are all available here.
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from #inp,
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@Newton This reminds me of a comment by @Goldfinger in conference call last month about "how often to look at your stocks depending if they are trades or investments". Hint: don't watch the tape if you're holding for years. I would go further and suggest it is reasonable to post orders on both sides of market for stocks that you are committed to. Be careful with size of orders so that you don't buy too much or sell entire position, but think of them as 'sticky orders' and leave them unchanged for couple weeks. Not advice, just an idea for strategy. Thinking behind it is that these are fairly illiquid stocks and stand to reward those who increase liquidity.
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from #inp,
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@Newton Don't let them shake you out of the tree @TomWallace. Has been a wild ride so far and it will continue. Greed, fear, and panic. I can offer one reason to not buy more: you may have too many shares already. I don't know if that is the case for you, but it is always something to be careful of. Losing sleep and all that.
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from #inp,
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@Newton Sorry to say it, but 10% intraday moves are not unusual for Venture. I think $INP deserves to be on big board, but even then -- public markets. Good luck to all!
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from #inp,
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@Newton What a saga. The #rareearths seem to be getting back in play with #Trump politics and the $HRE story is not well known enough. I would be curious to know if/when Kyrgyz sell the licenses to someone else. Let alone if/when $HRE will get paid!
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from #hre,
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@Newton @Excelsior like the $ib and $ltbr connection. Cool #uranium
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from #ib,
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@Excelsior @Newton - Yes, I truly believe, that treating the #Nuclear fuel will be the way to ease public sentiment about future meltdowns, utilize lower temperatures, and make #Nuclear power more efficient. The #Berryllium coated #Uranium pellets from $IB or the #Zirconium - #Niobium clad fuel rods with a #Uranium - #Zirconium core from $LTBR are two emerging innovations that could really take the nuclear power industry to the next level.
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from #ib,
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anonymous @bmonaghan if $aan agreement is the same as oil and gas companies operating in Egypt, then those agreements such as Aton is its own law. These standalone laws cannot be changed by other laws, which means your suggestion that the changing Egypt's mining law will mean a change to $aan agreement is not correct but there is a concern what you and @newton have been communicating to investors.
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from #aan,
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@Newton Thanks @anonymous. I will certainly try to get comments from $AAN regarding developments on #Egypt permitting front and communicate those comments going forward.
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@Newton $NOV still halted?
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from #nov,
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@ad.s @Newton at the end of the day, for the shares to appreciate, potential buyers need to get comfortable with valuation and see the value. Right now, from people I talk to, I hear uncertainty concerning growth in deployments, as well as uncertainty in how to value. At the end of the day, IT IS a new model. I believe if potential buyers get comfortable with the idea that there is growth in deployment that can allow reinvestment of Canola cash, that there is growth in Net Contracts after accounting in terminated 6 year contracts, then inevitably the business is worth a premium valuation.
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from #inp,
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@Goldfinger You know you're a mining nerd when a rock like this gets you really excited: http://cdn.ceo.ca/1ca2cd5-IMG_5518.JPG+ pic courtesy of @Newton
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from #index,
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anonymous How to Leapfrog China's REE Industry, by @Newton @Newton/how-to-leapfrog-chinas-ree-industry
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from #articles,
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@greg @Newton, and other interested parties. I spoke to their $TKK IR person Thursday. Their primary focus is software sales, and their goal is to get out of hardware sales which are lower margin items better suited to 3rd party sellers. Majority of revenue going forward will come from monthly fees from deployed software, with margins going from 50% to 90%. Deals in place for early stage implementation/trials with Pepsi vending, Frito Lay, Carvana (used car network) and a re-seller agreement with ALL Pretium in Mexico. Their balance sheet is showing yearly losses and a one time charge, so these new deals will take awhile to show and change the revenue picture. 17 M shares came free trading in 2016, hence the drop in price. Looks like the share price is stabilizing now in the mid 40's. More DD is warranted, this particular piece of the IOT sector has a lot of upside.
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from #tkx,
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anonymous A Guidebook for Government Intervention in REE, by @Newton @Newton/a-guidebook-for-government-intervention-in-ree
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from #articles,
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@lightningmillz @Newton Why not mention Ucore directly in regards to your two article releases today? Clearly, $UCU $UURAF are being defined and not named, IMO. Thanks for the articles, great material!
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@Newton +1 @Excelsior!
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from #lgo,
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@Newton Thanks @Excelsior. I don't see the $IB $NB connection here inn news -- could you point me in right direction?
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from #ib,
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@Excelsior @Newton - Hi amigo. Sure - glad to help. 1) Yes check out pages (49-55) of the $IB #CorporatePresentation and you'll see the #Scandium section where they are partnering up with $NB. http://www.ibcadvancedalloys.com/clientuploads/PDFs/IBC_The_Mission_Critical_Materials_Company.pdf 2) Their Board of Directors - notice that Mark Smith is now involved: Mark A. Smith, P.E., Esq. -Director "Mr. Smith has 36 years of experience in operating, developing, and financing mining and strategic materials projects in the Americas and abroad. Mr. Smith is currently the Executive Chairman and Chief Executive Officer of NioCorp Developments Ltd., $NB $NIOBF which plans to produce niobium, scandium, and titanium, strategic metals used in advanced alloys and superalloys. Mr. Smith is well recognized in the mining community, having served as President, CEO, and Director of Molycorp, Inc., where he was instrumentally involved in taking the company public. Prior to that, Mr. Smith was the President and CEO of Chevron Mining Inc. from 2005 through 2008. He was also Vice President for Unocal Corporation where he managed the real estate, remediation, mining and carbon divisions for over 22 years. From 2000 to 2007, Mr. Smith also served as a Director and Shareholder Representative of Companhia Brasileira de Metalurgia e Mineração (CBMM), a private company that currently produces approximately 85% of the world supply of Niobium." http://www.ibcadvancedalloys.com/about-ibc/management-and-directors/ 3) * NioCorp and IBC Advanced Alloys Announce Joint Agreement on Scandium Alloy Applications Development (June 20, 2016) – "NioCorp Developments Ltd. $NB $NIOBF and IBC Advanced Alloys Corp. $IB $IAALF announce that they have entered into a joint development agreement to investigate and develop applications for scandium-containing alloys for multiple downstream markets." http://niocorp.com/index.php/press-releases/309-niocorp-and-ibc-advanced-alloys-announce-joint-agreement-on-scandium-alloy-applications-development 4) Here is Mark Smith heading up NioCorp: http://niocorp.com/index.php/corporate/management-and-board 5) Here is Mark Smith Heading up the #Vanadium company Largo Resources $LGO $LGORF http://www.largoresources.com/English/about-us/our-team/management/default.aspx *** It's a #Trifecta of #SpecialtyMetals companies that Mark Smith is involved in. I'm wondering if the master plan is to combine them all into one diversified metals company working both the upstream mining and downstream processing and manufacturing sides of the business.
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from #ib,
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@Newton Thanks @Excelsior! I missed the June 2016 announcement from $NB there. Was aware of #MarkSmith involvment in $LGO and others, which is exciting. Thanks for linking to that IB presentation deck. Wow, epic level of investor relations there http://www.ibcadvancedalloys.com/clientuploads/PDFs/IBC_The_Mission_Critical_Materials_Company.pdf 70+ pages
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anonymous @bmonaghan, @newton. Your response about the golden triangle did not really answer the question. So I will ask again... if $aan agreement is the same as oil and gas companies operating in Egypt, then those agreements such as Aton is its own law. These standalone laws cannot be changed by other laws, which means your suggestion that the changing Egypt's mining law will mean a change to $aan agreement is not correct...
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from #aan,
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@Newton Wow!
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from #ecs,
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@Newton UCU definitely part of my thinking behind these articles @lightningmillz: @Newton/a-guidebook-for-government-intervention-in-ree and @Newton/how-to-leapfrog-chinas-ree-industry Didn't mention them directly as trying to speak about policy issues, but I was thinking of them when describing way forward.
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from #ucu,
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@Newton Heads up -- $anx deck said some new resource estimate (plural?) coming soon in 2017. Could be good news.
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from #anx,