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@LucTenHave @tRAn i understand you mean 1.1 billion pound NPV. But why do you think that makes sense. They only have a 6 million tonnes resource or so. Im do follow Anglesey but not interested to take a position.
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from #index,
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@LucTenHave Anyone familiar with the people behind Argo Gold (formerly Arbitrage Exploration)? $AEA
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from #index,
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@LucTenHave Before Arbitrage Exploration the company name was Blue Vista Technologies. Not the best sign but I did not look into it yet
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from #aea,
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@LucTenHave 5 drill rigs..
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from #maw,
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@Vaughan You own $maw @LucTenHave?
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from #maw,
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@LucTenHave @Vaughan no but i do follow it closely
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from #maw,
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@LucTenHave Reratestocks.com Minco PLC up 80% on Dalradian news $dna $mio.l
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from #index,
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@MiningBookGuy nice call @LucTenHave! i should have at least bought a small position in $MIO.L
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from #index,
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@MiningCatalyst @lucTenHave Nice call Luc
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from #index,
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@FundamentalAnalysis @LucTenHave Now this is a re-rate :)
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from #mio.l,
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@MiningCatalyst So reminder for all (almost) always listen to @LucTenHave
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from #index,
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@LucTenHave I consider this a succes like Aurion. Number 2 on the short list..
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from #mio.l,
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@LucTenHave I dont want to compare this to Aurion though.Aurion is even more shareholder focussed
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from #mio.l,
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@martin Excellent work by @LucTenHave seeing the potential here and staying with the trade.
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from #mio.l,
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@martin Here is a link to the excellent $mio.l article that @luctenhave wrote in November 2016: http://www.reratestocks.com/single-post/2016/11/20/Minco-PLC-LON-MIO-%C2%A30013
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from #mio.l,
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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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@LucTenHave There is from my point of view a minimum of 50% upside if the deal closes. The current share price just reflects the Dalradian shares we get. The rest is for free. The rest means the "spin out" of Buchans Minerals that will be listed on the TSX-V soon. Buchans will hold $5 million worth of Dalradian shares, $2 million cash, $1.5 million Xtierra shares, one big zinc project (NPV >200 million close to Adventus Zinc), and one big Manganese project (NPV 800 million close to Manganese X). Even if Buchans will only be valued at cash+shares levels ($8.5 million), you make 50% from these levels. So it is really a bet on a closed deal.
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from #mio.l,
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@LucTenHave The buy back of this royalty will improve their NPV much more than they paid for it. So it is a good deal for both parties.
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from #dna,
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@LucTenHave I will call the company soon. Still very high on my watchlist
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from #kto,
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@LucTenHave Of course opposition is a risk. But Dalradian is not going to sit and wait until things settle down. They have a project to advance and this royalty transaction is showing again that they want to progress this project. They will do the planning Application and also continue to improve the resource (M&I) and potentially even the grade
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from #dna,
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@drezinho And more importantly adroit stockpicker @lucTenHave seems to be monitoring $GWM and been encouraged by recent drill intercepts.
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from #gwm,
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@LucTenHave Simon Ridgway's Volcanic Gold Mines $VG had an impressive run already. Some interesting gold properties in Guinea. Nortec $NVT also recently became involved in Guinea. Looking forward to see some majors get involved as well.
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from #vg,
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@LucTenHave Radius $RDU also owns 1.26 million shares of Volcanic Gold Mines $VG
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from #rdu,
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@LucTenHave Agreed @j3rry VR Resources has an aggregate of 35,405,225 common shares outstanding, 7,357,848 warrants and 3,616,666 stock options.
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from #vrr,
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@LucTenHave Corporate Presentation: http://brionor.com/CorporatePresentation.pdf
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from #bnr,
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@LucTenHave Summary Brionor Resources $BNR: - projects total 103,000 hectares in the province of Santa Cruz, Argentina - team/board: Lew Lawrick ( $SIR $ANX ), Michael Byron ( $NHK ), Paul Robinson ( $REN ), Denis Hall ( Minera Andes before it became $MUX ), Robert Ayotte ( $MQR ) - 14,447,000 shares of Northern Superior $SUP (worth ~C$ 0.8 million) - 1,830,000 shares of First Mining Finance $FF (worth ~C$ 1.6 million) - C$ 1 million cash post PP - market cap C$ 3.4 million post PP
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@lukejackson Robert Boyd of Endurance Gold continues to be a buyer $EDG - believe that's a reratestocks/ @luctenhave pick.
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from #index,
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@LucTenHave Endeavour Silver Reports Initial NI 43-101 Mineral Resource Estimate and Preliminary Economic Assessment for El Compas Mine, Zacatecas, Mexico Bradford Cooke, CEO of Endeavour Silver, commented, "We look forward to developing El Compas into our fourth mine. The mine should generate robust economic returns at current metal prices because the two known mineralized zones (El Compas and El Orito) are relatively shallow and high grade. The operation is very scalable if we discover or purchase additional mineral resources in the Zacatecas district and refurbish the second ball mill to double the plant capacity to 500 tonnes per day (tpd). With the low capital investment of US$10 million funded by existing cash, and the short timeline of only six months to initial production once we receive the explosives permit and tax clarity, the El Compas mine has the near-term potential to become a healthy contributor to our consolidated cash flow." $EDV
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from #xag,
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@LucTenHave $XAG Potentially interesting: The operation is very scalable if we discover or purchase additional mineral resources in the Zacatecas district and refurbish the second ball mill to double the plant capacity to 500 tonnes per day (tpd).
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from #xag,
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@LucTenHave More info on $XAG $EDV locations in my Nov-2016 $mio.l piece on ReRateStocks.com http://www.reratestocks.com/single-post/2016/11/20/Minco-PLC-LON-MIO-%C2%A30013 (section 4.6)
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from #xag,
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@MiningBookGuy @LucTenHave - I think you meant $EXK $EDR for 'Endeavour Silver', NOT $EDV for 'Endeavour Mining'. Just wanted to clarify for those following your interesting posts relating $XAG $MIO.L $EXK $EVR, so that people aren't confused. These companies don't help themselves with easy-to-confuse names and tickers!
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@LucTenHave Correct @MiningBookGuy I meant $exk $edr Thanks for clarifying
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@LucTenHave Satori up 23%!
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from #bud,
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@EvenPrime I wish everyone best of luck this week in their stocks for the #StockPickingContest, because this Friday, March 31st, I will be tabulating the results for the first quarter and writing an article. Wouldn't you feel awesome if your name is in first place ;p good luck beating out @LucTenHave and @rjunior hehe
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@LucTenHave @nobshere sounds interesting. But I dont like the SEDI filings. Lots of selling
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from #imr,
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@LucTenHave When will we see news here? Drill news, financing news, permitting news...
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from #gqc,
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@LucTenHave @Samson I understand Hudson Bay can get 100% in the Tom-Jason property. What is in it for Fireweed Zinc? Is this their main property?
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from #index,
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@HRA-Coffin Its the other way around @LucTenHave. Fireweed getting 100% of Tom-Jason
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@LucTenHave $RYE refers to $ctgo with regards to the Paxton project...smart
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from #rye,
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@drezinho $RYE $CTGO @lucTenHave Interesting area play in the making. I like that the staking is on the back of newly released survey data. The projects are 40 km apart and RYE has some decent initial results.
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@LucTenHave Amonymous is starting some trading $rye. 24 cents the day after the PP. Will they be able to bring some liquidity in this stock?
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@LucTenHave @Stateside im with you on this one :) takeover is written all over it
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from #azx,
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@stateside @LucTenHave - if you look on the maps hole 91 hit and they are excited about the next 3 as well $AZX.
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from #azx,
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@LucTenHave Let's call it a technical success. I am considering to increase my position and hope that the market is disappointed by these drill results and sells off a bit.
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from #gqc,
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@Highheat You look at a guy like @luctenhave and I guarantee he has conviction and doesn't let noise scare him out of a position.
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from #index,
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@LucTenHave 29 cents. No liquidity but a theoretical 3 bagger for PP participants
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from #rye,
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@LucTenHave Anyone follows $ndr here?
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from #ndr,
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@LucTenHave No detailed drill data
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from #clm,
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@LucTenHave $clm can earn 51% from private company. Didnt look into it but i suspect private company is related to $clm insiders?
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from #clm,