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@ocotilloredux I won't be there but do me a favour @TheGalvanizer. Have $TK introduce themselves to Votorantim. I also think $VTT should buy the South32 boys a lunch. Feel them out for custom milling. #zinc
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@greenmetals Exclusive Interview Cordoba Minerals (TSX-V: CDB) CEO Mario Stifano: "There Will Be Multiple Discoveries in Our District" February 15, 2017 http://resourcestockdigest.com/archives/interview_hold/index.php?&content_id=4597 $CDB $CNL $GOLD $COPPER $ZINC
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@PamplonaTrader $TV breaking out #zinc http://imgur.com/o9S19Mf+ $1.40 has been resistance for nearly 5 years! http://imgur.com/Lx13KLt+ First target $1.70 then $2.50+
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@Excelsior $HBM Hudbay not planning to process outside #zinc Jonathon Naylor / Flin Flon Reminder ~Zinc $FOM FEBRUARY 13, 2017 "Hudbay has no plans to process zinc from outside mines as part of a proposal to maintain its zinc plant after 777 mine closes, the company has confirmed. Last year, a Hudbay official raised the possibility of purchasing concentrate from other mines to supply post-777 feed to the Flin Flon metallurgical complex, which includes the zinc plant. Scott Brubacher, the company’s director of corporate communications, offered clarification last week, saying zinc importation is “not under consideration.” http://www.thereminder.ca/news/local-news/hudbay-not-planning-to-process-outside-zinc-1.9735638
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from ~zinc,
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@Aaron Thanks for the heads up @PamplonaTrader 👍🏼👍🏼. $tv is moving now. #zinc
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from #tv,
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@DanO Trail #zinc output set to dip from record level in 2017: Teck https://goo.gl/Z4cvCS
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from ~roughingit,
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@DanO Trail #zinc output set to dip from record level in 2017: Teck https://goo.gl/Z4cvCS
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from ~zinc,
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@ocotilloredux @excelsior $HBM will have a new NI 43-101 out shortly for Lalor which will show one way or the other if it can keep the zinc plant full or not. At current mining rates and grades the answer is no. They have typically purchased zinc cons in this situation since stopping and starting zinc plants is not easy. When we owned $FOM 's Hanson Lake (Cameco and Billiton) the project could not support transport costs to Europe but I can't recall the pricing used. ~zinc
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@Excelsior @ocotilloredux - Thanks for the heads up on $HBM and a valid point on the #Zinc concentrate transport costs for $FOM, or for other miners to consider.
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@PamplonaTrader @ocotilloredux does it make sense to ship conc from $AQA's Back Forty to Lalor?
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@ocotilloredux I haven't looked at Back Forty in years but always thought it was too low grade to mine or ship anywhere. Unless they have done more work on it. I would ship to Valleyfield instead via the Great Lakes. #zinc $AQA
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from @ocotilloredux,
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@ocotilloredux And Valleyfield of course, is a good home for $FOM also. Billiton had smelters in Europe so wanted to take the feed there but Glencore is tossing Valleyfield to the dogs so they will be anxious to find feed I would imagine. $zinc
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@PamplonaTrader McIlvena Bay the likeliest source of new feed for Lalor. #zinc
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from @ocotilloredux,
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@ocotilloredux There are low silver and gold credits at McIlvena Bay (Hanson Lake) and there were issues back then with copper recoveries. So it just could not get out of the starting gates. I think they solved the copper issue. You would really want to run a full financial model on it, not the overly optimistic one in the PEA. $HBM is falling in love with open pit copper and has major capital commitments there if they build that mine in the US. So I really can't comment on whether they have interest here or not since they will need to raise a couple billion for Rosemont first. $FOM
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@Aaron Are majors just going to let $tv sit there and soak in profits? Doesn't bother me any, but just wondering. These mines and reserves will likely be expanding in a niche market that is so tight right now and going forward in the foreseeable future. #zinc shortage. This company has to be in an enviable position going forward.
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@ylr $XIM Ximen Mining Corp. plans for 2017 "We are anticipating a very active and busy 2017 on all three projects, The Brett Gold Project, The Gold Drop project and the Treasure Mountain Silver Zinc base metal project. All projects have permitting in place for drilling and the later two are being funded by our option partners." http://www.theglobeandmail.com/globe-investor/news-sources/?date=+20170216&archive=nlk&slug=15185 #ylr #gold #silver #zinc
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@Rulingmining Greenland Minerals $GGG.AX $GDLNF #uranium #zinc $NXE has a stated 202 mil pounds of uranium. I think most people in Nexgen believe there will be 400-500 mil pounds in the upcoming RE. $NXE has a $1.2 bil MC. Greenland Minerals has 593 million pounds of uranium. Their uranium however is only a by product of the #RareEarth resource of over 11 million tonnes. And there are 2.25 million tonnes of Zinc. The resources are near a town and power. There is a year round port. And an airport 35km away. Recently the URA ETF increased it's holding to 8% of $GGG.AX
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from #gdlnf,
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@Rulingmining http://www.proactiveinvestors.com.au/search/index/company_id:/keyword:Greenland%20minerals/area:/channel:/sector:/market:/author: $GGG.AX $GDLNF #uranium #zinc So with 593 mil pounds of uranium, Greenland Minerals has a MC of $175 Mil $NXE with an estimated 400-500 mil pounds has a current MC of $1.2 Bil (which will likely increase when it's pounds are confirmed in the next RE). And Greenland Minerals has 2.25 million tonnes of #Zinc and over 11 million tonnes of #RareEarth One would think that Greenland Minerals value could in comparison be worth several billion as opposed to the current MC of $175 Mil.
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from #gdlnf,
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@Rulingmining http://www.proactiveinvestors.com.au/search/index/company_id:/keyword:Greenland%20minerals/area:/channel:/sector:/market:/author: $GGG.AX $GDLNF #uranium #zinc So with 593 mil pounds of uranium, Greenland Minerals has a MC of $175 Mil $NXE with an estimated 400-500 mil pounds has a current MC of $1.2 Bil (which will likely increase when it's pounds are confirmed in the next RE). And Greenland Minerals has 2.25 million tonnes of #Zinc and over 11 million tonnes of #RareEarth One would think that Greenland Minerals value could in comparison be worth several billion as opposed to the current MC of $175 Mil.
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from #gdlnf,
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@Rulingmining $GGG.AX $GDLNF #uranium #zinc $NXE I forgot to mention that Greenland Minerals estimates that the operating cost of the uranium is in the $6-7/lb range as it only a byproduct for the project.
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from #nxe,
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@Rulingmining @SASKEXPRESS $GGG.AX $GDLNF #uranium #zinc $NXE Projected financing costs are $832 Mil, 5 year payback, 43.4% IRR, Project Value of $1.59 billion. This is for the Kvanefjeld project. I believe open pit. The Kvanefjeld resource mostly outcrops and sits within 250 m of ground surface, with a low waste/ore ratio. They have a 43-101 on this project. They also have 3 other potential projects,
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from #ggg.ax,
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@Excelsior @Allan - Which #Zinc company are you referencing? Or is it a #Silver company with #Zinc credits?
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@Rulingmining @Lukester599 $GGG.AX $GDLNF $NXE #uranium #zinc I have no idea about an entry point. I am not a technician. I buy long holds. I bought it earlier in 2016 for the hell of it at $0.02 US. As you said, it has run. Here is the most recent research report I could find on it: http://www.ggg.gl/docs/research-reports/Greenland-Minerals-CPS-Initiating-Coverage-April-2016.pdf I'd say it's at about a 10th of it's possible value based on what they presently have.
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from #ggg.ax,
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@Leon yes,I'm very curiously awaiting the numbers from $USA $SCZ $SSO #zinc
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from #index,
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@Nick $VXR.AX taking off up 30% today thus far with good volume. Extremely cheap copper/zinc play located in Australia. Pre-tax NPV8% of A$338M and 52% IRR at study prices. Market cap around ~28m. https://hotcopper.com.au/documentdownload?id=uOMxKKzFkiWRTLKhOROKAxjvTDYC4g6%2BzRmZtu9rke92GA%3D%3D News article write up here: http://resourcesrisingstars.com.au/infopage/9946 #copper #zinc
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@Excelsior “The 2017 exploration program will consist of approximately 5,000 metres of diamond drilling, with two-thirds allocated for resource expansion and one-third allocated to reconnaissance drilling on targets beyond the current resource estimates. Geological mapping, plus geophysical and geochemical surveys are planned for both the main Dolly Varden Ag-Pb-Zn Project and the adjacent Big Bulk Cu-Au Project.” “Dolly Varden is a high-grade silver camp with excellent potential to expand the known resources. We look forward to a new phase of exploration in this historic mining district,” said Gary Cope, President and CEO of Dolly Varden." #DrillPlays #Silver #Lead #Zinc #Copper #Gold https://www.dollyvardensilver.com/news/2017/dolly-varden-announces-a-5-000-metre-drilling-program-and-an-offering-of-common-and-flow-through-shares/ _________________________________________________________________ $DV $DOLLF is part of my “Dirty Dozen” #Silver miners portfolio, so it’s getting exciting to get geared up for their next #drilling campaign. This company will be Gary’s next successful #TakeOver target for a major. (As a reminder, $HL Hecla already tried a #TakeOut last year, and I’m sure there are other Majors watching this #DrillCampaign in the #GoldenTriangle very closely)
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@ocotilloredux Module 11 Zinc Mining in Kazakhstan. http://docdro.id/8qgXY1Z Not much excitement here, just a bunch of tired mines. #zinc
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from ~zinc,
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@Leon "Very very high grade" New Acquisition: Porter Idaho project of $SKE with the potential of 150 !! million ounces #silver ,29.3 million lbs #lead and 12.2 million lbs #zinc http://youtu.be/YlRw-04MWnY?t=615+
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from #index,
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@PamplonaTrader $FOM rocket fuel! #copper #zinc
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@TheHolyBuyBull The #zinc price will go a lot higher than people expect. John Kaiser @jkaiser https://www.youtube.com/watch?v=Ypxa9getXUg+
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@anomalloy $WLF up 10% today on double volume #Cobalt, #copper, #zinc #gold #hotpick #ninjapicks
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from #index,
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@PamplonaTrader Good close for $TV. Penny off 52wk highs. #zinc
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from #tv,
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@PamplonaTrader $PAN.AX not cheap but close to production #cobalt. Same reason why I like $RVR.AX for #zinc.
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from #kat,
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@Excelsior @90bigpicture - There has been a lot of attention on the rise of #Zinc prices, but few are mentioning the gradual rise in #Lead prices. They are often found together, and so a 10%+ rise in #Lead prices seems reasonable to me, and this could be a nice boon to #Silver miners that often have both Lead and Zinc as contributing metals credits.
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@MiningBookGuy @Brendan - i'm on board with $ARL.AX (thx @PamplonaTrader!) While I'm still learning more about the nickel-cobalt deposit, I think $ARL.AX has an opportunity to do a new study that focuses on higher-grade cobalt sections. But the real story is "what happens if SHTF in the $DRC?" This is a real concern... same type of concern for #platinum in #SouthAfrica, #palladium in #Russia. Take note that $SBGL was shrewd and bought $SWC BEFORE massive disruption. IF something goes wrong in #DRC, I think it's natural to look for SCALE in SAFE jurisdictions...not tiny, high-grade #cobalt plays. There's real grand-slam potential here because of #geopolitics. $ARL.AX is going to get more attention. Anyway, I'm on board with that part of the story. But $ARL.ax is intriguing for other reasons @PamplonaTrader brought up. Keep in mind they have an advanced #gold #zinc project and early stage nickel exploration, all in #Australia. Basically, 'going beyond cobalt', $ARL.AX is intriguing for many reasons. But the cobalt aspect (and ridiculous valuation) pulled me in
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@Excelsior @MiningBookGuy - Great points on $ARL.AX and giving investors the option of diversifying out of riskier jurisdictions like #DRC for #Cobalt exposure. I wish Ardea all the success in the world and personally have some exposure to them through their mother company $HER Heron Resources. Heron has a nice share position since they were the ones that just spun out these projects to create Ardea. This was the wise move for Heron, so they could strictly focus on their Woodlawn #Copper #Zinc project, and because these other #Cobalt and other #BaseMetals projects were not getting properly valued by the marketplace anyway under Heron's umbrella. Now these projects that Ardea holds separately have a chance to advance, and the focus of Heron can stay on taking Woodlawn into #production. Fun times!
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@Leon @zadman - $HOC.L backed out of a recent deal with $SCZ reg. the San Felipe project for USD 15mn plus VAT. Although we actually need further background info about mine improvements in general and its #lead and #zinc deposits in particular, I don't see it as negative if one owns / keeping another #silver mine in a rising silver price environment. www.santacruzsilver.com/s/news_releases.asp?ReportID=774380
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@RocketRed 2017-02-22 15:56 $SVT News Release Savant holder McGrath boosts shareholdings to 22.59% #Zinc #Copper
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@londonkiwi Pretty strong Glencore results http://www.glencore.com/assets/media/doc/speeches_and_presentations/2017/GLEN-Preliminary-Results-2016-f.pdf Look at slide 22 and it seems to indicate no plans to restart idled Zinc production in 2017. They seems confident of stronger price environment for #zinc #copper
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@nicholaslepan Copper US$ 5,979/t vs US$6,018/t yesterday Aluminium US$ 1,875/t vs US$1,872/t yesterday Nickel US$ 10,690/t vs US$10,815/t yesterday Zinc US$ 2,832/t vs US$2,857/t yesterday Lead US$ 2,266/t vs US$2,279/t yesterday Tin US$ 19,150/t vs US$19,825/t yesterday
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anonymous Karr Securities Inc. Announces Increase in Holdings of Karmin Exploration Inc. https://ceo.ca/@marketwired/karr-securities-inc-announces-increase-in-holdings $KAR #zinc
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@PamplonaTrader Karr Securities Inc. Announces Increase in Holdings of Karmin Exploration Inc. https://ceo.ca/@marketwired/karr-securities-inc-announces-increase-in-holdings $KAR #zinc
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@TheGalvanizer That Glencore news @londonkiwi is a positive - they cut 500,000 t/y their guidance is for a 100,000 t/y increase in production this year. Thanks for posting
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@ocotilloredux @TheGalvanizer And the 100,000 t/y increase is largely due to Antamina switching the mill back to a copper-zinc run which the world knew about already.
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@TheGalvanizer Thanks Doug. Forgot about that
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@HRA-Coffin Real rates in the US pushing lower as the reflation trade unwinds, at least for now. Uncertainly over the "Trump Effect" (which was way overdone anyway = the US isn't as important to base metals as US traders think it is) may create some headwinds for base metals, even though negative real rates are positive for commodities generally. Those negative real rates are a bigger positive for precious metals and will generate the next up leg in price if the trend continues. #gold #silver #copper #zinc
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from #index,