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@Onlyflaws @HHorseman Thats why I bet heaviest on $DV
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from #mbgtrends,
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@Onlyflaws 100% ownership, upside, High grade, interest from bigger cos etc...
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from #mbgtrends,
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@HHorseman @onlyflaws Indeed. It is my biggest silver position as of now. When you compare $DV to especially grass root explorers, you get how insanely cheap it is. Companies with 0 ounces are trading for 9-13MUSD, while Dolly with 43Moz high grade onces with lots of exploration upside is trading for 20MUSD? Mindboggling...
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from #mbgtrends,
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@Vaughan @Onlyflaws, whats the startup you are involved in? Always interested to hear what community members are up to..
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from #index,
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@Onlyflaws @Vaughan PM you.
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from #index,
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@Onlyflaws Looks like there will be more blood on the streets for a while now. Lets see if 1260$ gold holds.
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from #mbgtrends,
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@Onlyflaws @HHorseman If you believe in silver price going higher there is $LVN Levon resources. Huge 500moz low grade deposit. It will start to look good at probably 30$ silver price. Not my cup of tea, just pure optionality. $MSV I like a lot but its in China so it does not get any attention. Its high grade and big 150moz with capex only 73mil with annual production of 5,5moz. But yeah, there is always some red flags that keep investors at bay, sometimes its justified and sometimes not.
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from #mbgtrends,
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@Onlyflaws Looks like price is coming down again to my bid range of 1,80-2,00.
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from #ar,
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@Onlyflaws So, $SSL made the move to acquire Mariana. Did not expect Sandstorm but it totally makes sense.
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from #marl,
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@Onlyflaws I think huge win for $SSL in the long term. Hot Maden will be a cash cow one day.
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from #marl,
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@Onlyflaws @dirkdiggler Im thick in the head but I would have loved to see them ride this bull higher and then sell. SP slided from 1,50 to 1 buck in few months. Decent gains so maybe I should not complain... $MARL
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@Onlyflaws @FundamentalAnalysis There certainly is. Im not adding either but good opportunity to step in.
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from #mbgtrends,
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@FundamentalAnalysis @Onlyflaws I think glenn and co got a bunch of options which are in the money at $SSL price....so they would be on board.....I honestly don't think $SSL are undervaluing it....$SSL team (not only being in the industry) but are full of chartered accountants and chartered financial analysts who understand business valuation better then the wider mining industry and the wider speculative community. I even ran the comps myself when buying in at 52-59p....and around 110p is sensible given current commodity prices,minority interest, political risks etc.....why should $SSL pay based on higher commodity prices.
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from #mbgtrends,
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@Onlyflaws They $SSL got a good deal and the price is not bad in these circumstances. That said, Im disappointed that they sell now. They should have waited, drilled more and then sell at higher prices. Of course there is the risk that higher prices never come to fruition, but the reason Im in this space is because I believe POG will go higher long term.
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from #mbgtrends,
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@Onlyflaws Not sure if there will be some explo spin out coming from this deal. Wonder what happens to the Ivory Coast and other targets.
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from #mbgtrends,
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@Onlyflaws Thanks @Vaughan Always appreciate the news dump! :)
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from #mbgtrends,
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@Onlyflaws @stateside Sheep issues? :)
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from #index,
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@stateside @Onlyflaws - it gets lonely up there in June
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from #index,
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@Onlyflaws I can imagine...
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from #index,
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@Onlyflaws Are you serious @Amicus? Starks bought 5k shares.
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from #azs,
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@Amicus @Onlyflaws I believe him. I just want to know how to figure that stuff out. I can't find it on SEDI. I'm a noob.
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from #azs,
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@Onlyflaws You never know when people are just messing or serious...but if you really dont know, the SEDI file is just above statesides comment and you can see the purchase on the first row.
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from #azs,
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@Onlyflaws Or hole 59, but @ocotilloredux was thinking there is higher chance that it might not hit if I remember correctly.
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from #tk,
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@Onlyflaws Ive almost pulled the trigger on $MIN but been nervous about the permitting process. The project itself looks like a no-brainer but I guess Ill wait for the permitting to be solved...
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from #mbgtrends,
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@FundamentalAnalysis @Onlyflaws yh, permitting is an issue, arizona is a horrible place...dave lowell said so himself....but with trump maybe there is hope things move forward more quickly....some hidden value potentially......the discount is there due to permitting for the most part and I guess a little because ISR copper mining is not that common but not unproven however in arizona.
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from #mbgtrends,
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@Onlyflaws Wasnt the NPV around 800 million at 2,75$ copper?
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from #mbgtrends,
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@FundamentalAnalysis @Onlyflaws yh something like that, there was a figure for a lower copper figure but cant remember.....but still multiples of todays price....and with LOW capex not much dilution is expected from what I see.
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from #mbgtrends,
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@Onlyflaws The good ol family trust shaking the piggybank again.
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from #gtt,
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@Onlyflaws Agreed @DJS. There will surely be misses on the way while they try to understand the area. Patience is something thats needed in every stock, unless you have expectations like in the hotpick group where the average holding period is 2 minutes.
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from #gqc,
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@Onlyflaws Sorry to cut your Africa tour but I would like to rewind back to $RCG. @Excelsior Thanks for bringing this up! Btw, they sold the Corcoran property to some Aussie company to finance the development at Dufferin. This one looks like really nice small soon-to-be producer, good grades in all the projects with decent exploration upside...Forest hill looks most promising to me "At Forest Hill the mineralization has been drilled only to a depth of 300 meters and is open below this depth along the entire 2,300-m drilled strike length of mineralization."
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from #mbgtrends,
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@Onlyflaws Looking at the volume it seems they are the only one buying. :)
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from #elo,
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@FundamentalAnalysis @Onlyflaws @Excelsior $rcg is definitely interesting. I've looked at this before still remains on the radar for me as I'm currently adding to my current positions at the right times.
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from #mbgtrends,
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@CriticalInvestor @Onlyflaws Permitting is the big catalyst here $MIN
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from #min,
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@Onlyflaws @CriticalInvestor Yes it is but I wasnt early enough on this. If I buy now and the permits are rejected...well you know. If there was a chance that it would go higher before the permits I would buy, but the chart tells me that its not going anywhere yet. If they get the green light and it gaps up, Ill just wait for the first fever to calm down and get in then... No risk-low reward. :)
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from #min,
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@CriticalInvestor @Onlyflaws Excelsior doesn't get the APP and UIC all at once, there will be newsflow of about 3-4 months on them, tracking the process. So if for example they would get the APP or UIC first I already expect a significant uptick, again another big uptick after the other permit would be granted
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from #min,
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@Onlyflaws Thanks, and I hope to find a good spot to get in. Too much risk already in my investing so trying to approach some plays on the safer side.
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from #min,
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@Onlyflaws @CriticalInvestor And by the way thanks for all your articles on many companies, very good read always!
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from #min,
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@CriticalInvestor Thanks @Onlyflaws, glad you appreciate it, and it's never a bad thing to derisk here and there. Have a new extensive article coming up soon btw
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from #min,
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@Onlyflaws Nice! New company or update on existing coverage?
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from #min,
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@Onlyflaws Morning!
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from #index,
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@Onlyflaws Solitario taking out Zazu metals in a friendly transaction. $xpl $zaz
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from #index,
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@Excelsior @Onlyflaws - Yes, I stand corrected on the Corcoran property for $RCG. I was cutting and pasting a quick blurb on their projects, and forgot they sold that silver project last month to fund the capital needed for producing at Dufferin, but they also have done work moving forward at West Dufferin, Tangier, and Forest Hill. I'm curious if they are going to get these prior producing assets up and running, get some revenues and cash flows coming in and then grow through more acquisitions? @FundamentalAnalysis - good thoughts over several posts, and I'm glad it wasn't just me that was swayed by @MiningBookGuy's #JediAnalysis and conviction of $SWA. I watched a video with @TheNextBigRush last night, and Fabi said Sarama is one she is considering as well. @MiningBookGuy should get them to become a sponsor of their YouTube videos (have them throw in a few cameras, sound boards, etc.... and Sponsor the #MBGTRENDS Annual Convention :-)
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from #mbgtrends,
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@Onlyflaws @Excelsior Yes, they seem to be moving on multiple fronts. Decent chance for them to get some cash flow in the near term. The sp seems quite low, so Im on the lookout...
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from #mbgtrends,
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@CriticalInvestor @Onlyflaws New company @londonkiwi CEO told me they intended to do all or most of it debt
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from #min,
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@Onlyflaws Pulled the trigger on $RCG. If sprott buys at 19 and 20 cents, Im fine with 17 cents.
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from #mbgtrends,
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from #index,
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@Onlyflaws But youre made out of rubber, youll bounce back.
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from #vtt,
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@Onlyflaws Im expecting 60 cents by November so start preparing the release.
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from #vtt,
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@Vaughan But in all seriousness @onlyflaws, my expectation, right or wrong, is that VTT wont exist by 2018.
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from #vtt,