@pamplonatrader 6 online
Members of @pamplonatrader
Moderators
Members
click to invite
@PamplonaTrader LOL @Suppyking. Please stick around, I like you.
4
from #lac,
click to invite
@PamplonaTrader Hands down the best source of $LAC info on CEO.ca
1
from #lac,
click to invite
@Suppyking @PamplonaTrader haha not to worry I'll be around. Lots of contributors on this site which is cool.
4
from #lac,
click to invite
@PamplonaTrader $CDB decent volume today. I think she goes alot higher next week. news? #copper
4
from #index,
click to invite
@PamplonaTrader $CRE looking bullish here #lithium
0
from #index,
click to invite
@PamplonaTrader $NMX $NMX.WT buy 'em while they're cheap #lithium
0
from #index,
click to invite
@PamplonaTrader $CRE was in low 50s, going to $0.90-$1.00
0
from #index,
click to invite
@PamplonaTrader #gold #silver moving on inauguration protests
1
from #index,
click to invite
@barracuda @PamplonaTrader Gold up? Donald Trump, is there anything he can't do?
0
from #index,
click to invite
@PamplonaTrader $CIA $ADV nonstop #ironore
0
from #index,
click to invite
@PamplonaTrader sold too early
0
from #index,
click to invite
@Fischlaender @PamplonaTrader Gold up because of protests? I would say gold up because everybody who still had some hopes that this wanna-be Putin/Erdogan/Assad would calm down once in office is now sobered. That inauguration speech could have been written by Adolf, Benito, Josef or any other great dictator(maniac) of the past...
4
from #index,
click to invite
@poolman LOL, The White House website's page on climate change just disappeared
0
click to invite
@Fischlaender @poolman "In the section of the updated website dedicated to issues, the Trump team has highlighted six topics, including "America First Energy Policy." The policy page touts Trump's plan to tap oil and gas reserves and to revive the coal industry, but does not mention renewable energy. "For too long, we've been held back by burdensome regulations on our energy industry. President Trump is committed to eliminating harmful and unnecessary policies such as the Climate Action Plan and the Waters of the U.S. rule," the page says.
0
click to invite
@PamplonaTrader guys, when did my channel become the politics forum? lol
2
click to invite
@PamplonaTrader $CDB actin boolish
2
from #cdb,
click to invite
@PamplonaTrader congrats to anyone who held onto $CIA #ironore
2
from #index,
click to invite
@PamplonaTrader Crude spec longs highest since July 2014 @ 371,539 contracts (+44,481 on the week) #oil
0
from #index,
click to invite
@EvenPrime [[[ 2017 Stock Picking Contest Updated Jan 20th, 2017]]] https://astronomerb.github.io/CEOtable/ #Stockpickingcontest Highlights: 80% of portfolios are in the positive [ 115/144 ] 46% of portfolios are above 10% return [ 66/144 ] 17% of portfolios are above 25% return [ 24/144 ] @1969Enigma @2pac @500Wedge @6furlongs @Aaron @AlGreene @Allan @Alockett @ayeyou @B1984 @Bedrag @bman97 @Breccia @BrettCross @BruceWayne @BS @Bullish @Buyhigh420 @camwow9 @CautiousNow @Chatyak @ck @Clapton @CommodityPro @CriticalInvestor @dalton123 @Daniel @david @dirkdiggler @DJS @DK @Drilltracker @Drj @Dutch_patience @Edp007 @Ekim @Empire @EpsteinResearch @Eustice @Evenprime @Excelsior @Exia @FaxingBerlin @Fiat @Finanzr @Fischlaender @Goldfinger @Goldrush @Goodie @greenmetals @Highheat @iceman @IronMan07 @JACHap @Jayfire @jerrio78 @jhm @jnbarbu @JosephMurphy @JT @K2 @kayo @kjm @Lee @Letsgetready @longzzzzz @Ltr @Lucabrasi @LucTenHave @LukeJackson @m00tpoint @madmann @Markus @Massimom @Maxhuntly @megavoss @Mesro @Mick @Mike86 @Mimibegalo @Minaki @MiningBookGuy @MiningCatalyst @motorolja @muskie @Mutt @Mxpx80 @Newager23 @Newbie @newstracker @Nick @Nobshere @NoSoup4U @ogi @Oliver @Onlyflaws @PamplonaTrader @Pepek @Pinnsvin @poolman @PurpleKush @Quantum @R44 @Rangerbentman @raymipo @RichardBuffet @rjunior @robby @RockedRed @Rod @Sarb @schischi @ScroogeMcduck @Scruff @Sergio @Sigmund @sihv @Silver @Snoek @SotallyTober @Spike @StarFire @Stateside@Stealinator @Stocklor @Stoneminer @strakpao @Sugar-Dog @supra48 @Teevee @Terrysteen @TheGalvanizer @TinyBullStocks @Tomjosd @Tron @Truth Never Told @Ujms @Upticks @Vaughan @Walterc @wiz099 @wolff @xenophon @Ylr https://astronomerb.github.io/CEOtable/
18
from #index,
click to invite
@EvenPrime Congrats @PamplonaTrader - though currently still in second, you are dominating with your three picks
5
from #index,
click to invite
@MiningBookGuy #StockPickingContest - Congrats @rjunior @pamplonatrader @luctenhave! I was just thinking it's really cool to see 9 different companies listed for the Top 3 so far...shows how there's so many ways to make money with juniors, and great ideas for the rest of us! thanks again @EvenPrime for doing this: https://astronomerb.github.io/CEOtable/ it really makes it fun. Oh, and special shout-out to @Guy --not sure if he's still following CEO.CA (I miss his commentary). But I think #stockpickingcontest was his original idea, and amazing how much it has flourished since beginning of 2016!
10
from #index,
click to invite
@PamplonaTrader $TK I did a lazy comparison to other deposits. The closest analog I've found (in terms of grade and tonnage) is Rathdowney's Olza Zn+Pb deposit in Poland (18.8Mt @ 7.8% ZnEq for Olza using 3% cut-off vs. 18.8Mt @ 6.3% ZnEq at Ayawilca). Tinka's Ayawilca http://imgur.com/e1ME3hc+ Rathdowney's Olza http://imgur.com/CmTB4vX+ Per the Olza PEA, on-site costs are projected to be US$47/t vs. Doug Beattie's estimate of $35-$40/t (https://www.docdroid.net/IYhDszm/module-7-zinc-mining-in-peru-rev-0.pdf.html). You can see in the sensitivity table below that if OpEx were to drop 20%-25%, NPV8 rises to around US$250-300mln. Alternatively, if metal prices rise 20% (PEA assumes US$1 Zn and US$0.95 Pb) then NPV8 can exceed US$300mln. Given that OpEx is very likely to be lower in Peru and given robust Zn prices, I am comfortable with a low NPV of US$300mln. At their current FD EV of US$47.8mln, they are trading at just 16% of this hypothetical NPV. http://imgur.com/oOsF4yL+ Tinka has been discovering 1 lb of ZnEq for every $0.005 spent on exploration. With roughly $13mln in cash, they can add over 2bln lbs of ZnEq over the next 12 months. Lots of blue sky potential here. #Zinc
9
from #index,
click to invite
@Sarb Great comparison @PamplonaTrader I believe $TK will do some consolidation here and then blast off 🚀🚀🚀🚀
2
from #index,
click to invite
@PamplonaTrader $TK is kicking off the drill season by stepping out from the high-grade vertical chimney at West Ayawilca where grades average ~8.8% ZnEq. Expanding the high grade resource would obviously be great for the deposit's economics. #zinc
3
from #index,
click to invite
@Stealinator @PamplonaTrader thanks for the blog link ,i.e. $SVB
0
from #svb,
click to invite
@PamplonaTrader Open bar at #MIF @drilltracker?
1
from #index,
click to invite
@PamplonaTrader I kid ;-)
0
from #index,
click to invite
@PamplonaTrader Your phone needs a breathalyzer @drilltracker
1
from #index,
click to invite
@PamplonaTrader I am fluent in typo but difficult to understand your posts 10 min ago lol
0
from #index,
click to invite
@drilltracker @pamplonatrader the reason I became a geologist is I miss spelled theology on my uni application
13
from #index,
click to invite
@PamplonaTrader rock on @drilltracker
1
from #index,
click to invite
@PamplonaTrader @terrysteen $KAT worth a look #cobalt
0
from #tk,
click to invite
@PamplonaTrader I haven't looked very closely at $KAT - I've managed to avoid DRC to this point. On quick review their mine looks very rich in #cobalt. Currently on C&M.
0
from #tk,
click to invite
@PamplonaTrader $ORE.AX attr prod 11.7ktLCE, FD EV/tLCE = $60.4k $GXY.AX attr prod 20ktLCE, FD EV/tLCE = $47.8k $LAC nameplate 25ktLCE, FD EV/tLCE = $18.7k $PLS.AX nameplate 44ktLCE, FD EV*/tLCE = $16k *$PLS.AX FD EV assumes unfunded CapEx 100% debt. #lithium
1
from #lac,
click to invite
@PamplonaTrader @PhotoJ while I believe this lithium cycle will last longer than most expect -- the market is under estimating future demand and over estimating the ability of the various market participants to bring new projects online and to reach target capacity -- My preference is to invest in near-term production stories for the reasons communicated by @BenjaminCox https://ceo.ca/index?1f9c3cebb01b and @jayfire https://ceo.ca/cre?f1af7a726186
0
from #lithium,
click to invite
@PamplonaTrader @LucTenHave any chance you can share the video?
0
from #index,
click to invite
@LucTenHave @PamplonaTrader i can send it to you through a file sharing website but im not gonna place it online :) Friedland may not like that
1
from #index,
click to invite
@PamplonaTrader @LucTenHave Would appreciate it. Please DM the link to me?
0
from #index,
click to invite
@Excelsior @PamplonaTrader - To add to your list of #Production in the #Lithium space there is also the new production coming out of the JV with $NMT.AX $RRSSF Neometals / Ganfeng / $MIN.AX $MALRF Mineral Resources Mount Marion Lithium Project Update 22 December 2016 http://www.neometals.com.au/reports/693-20161222ASXMtMarionShippingUpdate.pdf Here is a cool video showing the Mt Marion Lithium Plant Commissioning November 2016 https://www.youtube.com/watch?v=C0SIYCDum3s&feature=youtu.be+ NeoMetals Corporate Presentation showing the downstream Kalgoorlie Lithium Refinery Project operations and ELi Process as well: http://www.neometals.com.au/reports/691-1621482.pdf
0
from #lithium,
click to invite
@PamplonaTrader @Excelsior Michael Langford @ML_SuperNinja has been trying to get me to look at $MIN.AX I haven't done enough DD on it yet but he says the Wodgina Tantalum-Lithium project is a world-beater. From what I can tell, $MIN.AX is a very well-run company with a smart business plan... their core business is mining services but they have also been very opportunistic in acquiring equity in strong lithium projects. $MIN.AX probably Ken Brinsden's arch nemesis, having dragged both $AGO.AX and $PLS.AX into legal battles over lithium rights. $MIN.AX owns 8% of $PLS.AX via a settlement in October. #lithium
0
from #lithium,
click to invite
@Excelsior @PamplonaTrader - Thanks for that additional info on $MIN.AX - I'm a shareholder of $NMT.AX because while they only hold 13.8% of Mount Marion project with $MIN.AX and Ganfeng , they also have 70% of the ownership of the downstream Eli Process at the Kalgoorlie #Lithium Refinery and $MIN.AX only has 30% of that. In addtion, they have their Barrambie #Titanium Project as a kicker.
0
from #lithium,
click to invite
@PamplonaTrader @Excelsior also with regard to producers, I tend to stay away from minority owners because it limits their takeover potential... though I will sometimes make exceptions for world-class projects e.g. Hot Maden, Cukaru Peki, etc
0
from #lithium,
click to invite
@PamplonaTrader @Excelsior $MIN.AX looking to monetize Mt. Marion stake to focus on Wodgina.
0
from #lithium,
click to invite
@Excelsior @PamplonaTrader - Agreed. I generally steer clear of the miniority ownership as well, and $NMT.AX used to own much more of the Mt Marion project but Ganfeng and $MIN.AX have taken on larger percentages, and $NMT.AX has focused more on the #downstream #processing where they do have the majority stake. The #Lithium processing is often very lucrative, so I just thought I'd mention that as well. Yes, I figured $MIN.AX will just sell the rest to the Asian consortium Ganfeng as will $NMT.AX at one point. I could actually see Ganfeng trying to takeover $NMT.AX for all their proprietary processes though. :-) (Check out pages 20-27) http://www.neometals.com.au/reports/691-1621482.pdf
0
from #lithium,
click to invite
@PamplonaTrader @Excelsior Frankly, I've ignored $NMT.AX because of Chris Reed. I've watched his presentations and I get the used car salesman vibe from him.
0
from #lithium,
click to invite
@Excelsior @PamplonaTrader - funny. Well, I'm more interested in the mad scientists working on their #chemistry and #processing for $NMT.AX , but know what you mean about Chris's delivery style.
0
from #lithium,