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@racker Lundin $LUN Expects More Mining Deals https://www.bloomberg.com/news/videos/2017-02-28/lundin-expects-more-mining-deals #Lundin Group head Lukas Lundin expects mining industry M&A to pick up this year along with prices. Bloomberg's Danielle Bochove spoke with Lundin at the BMO Capital Markets' annual metals and mining conference in Hollywood, Florida
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from #index,
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@TheGalvanizer Canaccord Morning Coffee - Thu. Mar. 2, 2017 – #HOMEBUILDERS #BANKS $AVO $BUS $DGO $EGM $IVN $KXS $LUN $SVY $TECK $TOT $ZZZ http://ow.ly/IlcN309uXei
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from #index,
SEDI_bot Lundin Mining Corporation $LUN just filed 2 reports. View full report: SEDI:LUN
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@MiningBookGuy @Vaughan RE: https://ceo.ca/index?d4382612c086 #gold #copper @Wannabeinvestor mentioned some good names on the #gold side For #copper, I have to emphasize $MOD.AX as a standout. While not yet a producer, it's going through the development process incredibly quickly, with huge exploration potential being realized at the same time. Seems like the type of story that $LUN #Lundin is looking for...and there's a chance it gets much, much bigger, and larger players get interested. Working on something right now with more details on this, stay tuned...
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from #index,
SEDI_bot Lundin Mining Corporation $LUN just filed 2 reports. View full report: SEDI:LUN
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from #insiders,
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@PamplonaTrader @Excelsior it looks like Zebra owns 11m or 20% of the outstanding shs. Zebra and Lorito are Lundin investment trusts. $ZAZ $LUN #zinc
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from ~zinc,
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@Wannabeinvestor @racker, I think he's got a point re $NSU although not sure it's definitely $LUN. been bottom-fishing for $NSU shares here, it does look like one pays for Timok and gets the rest of the business for free
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@PamplonaTrader @ocotilloredux pretty much a perfect track record and one of the best market timers, especially for someone who completely ignores the charts. $NXE $TK $LUN
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@Newton https://www.m-x.ca/nego_cotes_en.php?symbol=LUN* for what it's worth.
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@tommy Lukas Lundin on patience and early successes http://www.northernminer.com/news/pdac-2017-lukas-lundin-patience-early-successes/1003784825/ #Lundin $LUG $LUN #exploration #copper "at the end of the day, it's tonnage and grade"
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@NickZed Anyone got any idea what is $LUN forward hedging policy- I'm trying to get a feel for how much commodity spot exposure they have and therefore how much leverage to the upside they would have as copper and zinc prices rise. I posted a similar question in the $VEDL forum. Thanks
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@NickZed FOUND IT....
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@NickZed If the market prices for metals fall below the Company’s full production costs and remain at such levels for any sustained period of time, the Company may experience losses and may decide to discontinue mining operations or development of a project at one or more of its properties. If the prices drop significantly, the economic prospects of the mines and projects in which the Company has an interest could be significantly reduced or rendered uneconomic. Low metal prices will affect the Company’s liquidity, and if they persist for an extended period of time, the Company may have to look for other sources of cash flow to maintain liquidity until metal prices recover. A sustained and material impact on the Company’s liquidity may also impact the Company’s ability to comply with financial covenants under its credit facilities. The Company does not currently hedge metal prices. Any hedging activity requires approval of the Company’s Board of Directors. The Company will not hold or issue derivative instruments for speculation or trading purposes.
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@NickZed The Company does not currently hedge metal prices
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wannabeinvestor @NickZed, if memory serves, Lukas Lundin went public recently saying he expected significantly higher prices for copper and zinc in the next few years.
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wannabeinvestor thus no hedging
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@marketwired Lundin Mining Announces Eagle East Feasibility Study Results and Provides a Project Update @marketwired/lundin-mining-announces-eagle-east-feasibility-study $LUN $LUMI $Lundin an incremental estimated post-tax net present value ("NPV") of $205 million at an 8% discount rate and an estimated internal rate of return ("IRR") of 47%. The estimated pre-production capital cost is $102 million. 
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@marketwired Lundin Mining to Release First Quarter 2017 Results April 26, 2017 @marketwired/lundin-mining-to-release-first-quarter-2017-results $LUN $LUMI
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from #newsroom,
@marketwired Lundin Mining Announces Completion of Sale of Interest in TF Holdings for $1.136 Billion @marketwired/lundin-mining-announces-completion-of-sale-of-interest $LUN $LUMI #news/mining
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@Wannabeinvestor So $LUN is cashed up now. When will they jump at $NSU?
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@fl @wannabeinvestor Thought about that but $lun just finished eliminating their geopolitical risk. Where do you guys figure Serbia falls on that scale? Better than DRC no doubt. Have to imagine they wouldn't be overly interested in Eritrea but that is a minor part of $nsu at this point.
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from #index,
@marketwired Lundin Mining Announces Declaration of Dividend and Intention to Dual List Directly on Nasdaq Stockholm @marketwired/lundin-mining-announces-declaration-of-dividend-and $LUN $LUMI #news/mining
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from #newsroom,
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@soulMiner @drezinho. Thanks for the comment. I just posted on the index about TO. Lundin are cashed up ($2 billion) and CEO just stated Eastern Europe is a target area for copper greenfield play. They did try to buy Timok Is the perfect play for Lundin. http://bloombergtv.ca/2017-04-27/news/lundin-ceo-looking-to-add-green-field-projects/ $LUN Just depends whether they will try again or not. Now seems to be the perfect time with $NSU SP in doldrums.
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from #nsu,
SEDI_bot Lundin Mining Corporation $LUN just filed 4 reports. View full report: SEDI:LUN
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@Newton Letter from Jayant Bhandari out today with some interesting comments on $NSU. First time I've heard it mentioned as a takeover target from $LUN, but makes sense!
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from @newton,
@marketwired Lundin Mining's Application for Listing Shares Directly on Nasdaq Stockholm Approved @marketwired/lundin-minings-application-for-listing-shares-directly $LUN $LUMI #news/mining
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from #newsroom,
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@Pete #copper $lun BHP Billiton ($BHP.AX) ($BLT.L) said on Wednesday it has started a sales process to potentially divest its Cerro Colorado copper mine in Chile, one of its smaller operations in South America. "The evaluation is at an early stage, no final decisions have been made and there is no guarantee that a transaction will result," BHP said in a statement emailed to Reuters. Cerro Colorado is located in Chile's Tarapacá Region and yielded 77,000 tonnes of copper in fiscal 2016. BHP's flagship mine, Escondida, also in Chile, yields more than 10 times that amount annually. Banking sources have named Chile's Empresas Copec SA COP.SN, a conglomerate that has voiced interest in diversifying into copper, and Canadian companies such as Lundin Mining Corp (LUN.TO), as possible buyers. BHP has earmarked large long-life copper mining as a key growth sector in years to come as expansion work in its iron ore mining business in Australia slows down. Citibank is advising BHP on the sale. (Reporting by James Regan; Editing by Richard Pullin)
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from #index,
@marketwired Lundin Mining Announces Neves-Corvo Zinc Expansion Project Feasibility Study Results @marketwired/lundin-mining-announces-neves-corvo-zinc-expansion $LUN $LUMI #news/mining
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@MiningBookGuy BREAKING: Canadian miners among suitors for BHP's Chile copper mine: sources http://www.reuters.com/article/us-bhp-billiton-divestiture-chile-idUSKBN1882G0 $BHP #Chile #CerroColorado #copper "Canada's Teck Resources, Lundin Mining and HudBay Minerals are among a number of suitors that have submitted bids for BHP Billiton's Cerro Colorado copper mine in Chile, people familiar with the matter said. The Anglo-Australian miner expects the asset to fetch as much as $800 million, the people said, declining to be named as the process is private." $TCK $LUN $HBM
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@PamplonaTrader https://www.bloomberg.com/news/articles/2016-08-29/no-guts-no-glory-motto-has-commodity-baron-lundin-eyeing-deals Good Time “'It’s a good time to acquire right now,' Lundin said from his office overlooking the cargo ships and sparkling waters of Burrard Inlet." "The best opportunities are in base metals and he’s keen to see Lundin Mining Corp., of which the family owns about 13 percent, resume its acquisition spree." Best Bet "Lundin said zinc could be the best-performing commodity in the next two to five years, while copper and nickel will take a bit longer. The ideal base-metal acquisition would be in Chile, Argentina or Peru, countries in which Lundin is comfortable doing business, he said." $LUN $TK @ocotilloredux "Hole [56-57] if you can build some tonnage in this area, this represents the highest zinc grades minable in Peru."
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from #tk,
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@PamplonaTrader $TK market cap just a drop in the bucket for $LUN. While too early for a takeover, I could certainly see $LUN make a strategic investment and at a substantial premium.
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from #tk,
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@PamplonaTrader Timeline to production fits $LUN criteria: http://imgur.com/4buBzIj+
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from #tk,
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@soulMiner Looks good and $LUN have $2 billion in cash.
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@PamplonaTrader Re $NSU and Bisha. There was some really good discussion and sharp insights from @HRA-Coffin, @90bigpicture and @ocotilloredux some time ago. Same issue with $IVN, only out is the Chinese. Does $LUN want that baggage?
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from #tk,
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@soulMiner @PamplonaTrader No, but in conversation with @cotilloredux recently, he suggested the possibility of $LUN TO of Timok with spin off of $NSU to Chinese. The Chinese have no problem operating in Eritrea. https://ceo.ca/@ocotilloredux?f36d160d35cf
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@wannabeinvestor @PamplonaTrader, pretty sure $LUN will not be bidding for any DRC assets for some time, no way.
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from #ivn,
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@PamplonaTrader @wannabeinvestor the discussion was with in re: $LUN potential takeover of $NSU.
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from #ivn,
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@rozzbay Lots of oxidizing on these #copper picks $hbm $lun $trq $nsu Sea of green!
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@ocotilloredux Catching up on news recently. Caught this in the Engineering and Mining Journal.... http://emj.epubxp.com/i/813783-apr-2017/81 I shied away from the demand side of the zinc equation since it is not my area of expertise but if Technavio are accurate here there are some substantial supply shortfalls pending. $tk $vtt $lun
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from ~zinc,
@marketwired Lundin Mining Announces Approval of Swedish Prospectus for Listing Shares Directly on Nasdaq Stockholm @marketwired/lundin-mining-announces-approval-of-swedish-prospectus $LUN $LUMI #news/mining
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@mtlzoom $LUN reversal anytime
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from #hotpick,