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@Brandon @allan: I joined $FWZ in June last year, well after the first two founders had initiated discussions on the project. However, I had actually tried to convince some people to back me to buy #zinc projects much earlier in 2013, but there was no interest nor money then for it. Most people paying attention saw this coming because the end of life for a few big mines had long since been forecast (Century, for example). The issue was that these things were forecast at a time where there was no money to back new projects, so nothing was done until the general health of the mining industry (somewhat) returned in 2016 and then zinc went ballistic.
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from #index,
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@Samson @HRA-Coffin based on my own data (which could be inaccurate), the valuation per zinc pound for $tk is $0.063, $dbl is $0.007, $vtt is $0.181, $cnx is $0.015. Mind all my valuation is based on: 1) fully diluted market cap; 2) only consider zinc and ignore other metals. $zinc
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from #cnx,
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@Vaughan Dont ask too much @evenprime. @TheGalvanizer was spot on with his prediction: When #Zinc spot price gets put up on CEO.CA, we have marked the top. ;) 
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from #index,
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@Brandon @Allan: the property deal was well underway when I joined, although it was signed after. I had moderate involvement in the definitive, but in reality the lion's share of the credit for our property deal goes to Richard, one of our founders. As to other metals, $FWZ itself would be very unlikely to deviate from #zinc, but personally I see a similar opportunity coming in #copper in probably 2 years or so.
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from #index,
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@anomalloy Looks like $WLF bottomed out and bids building. Flow-through PP @.16 due to close next week. Proceeds for drilling Orvan Brook #zinc, #copper, #gold, #silver property, Bathurst Mining Camp, New Brunswick, located 15 k ne of Trevali’s Caribou mine and mill facility. Chart indicating its up from here and entering a seasonal peak, imho. (i'm holding) #ninjapicks http://www.stockcharts.com/h-sc/ui?s=WLF.V&p=D&b=5&g=0&id=p34316803855
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from #index,
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@Bimbeebop Found this article from March #zinc $DBL. Nice read after the recent dip
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from #dbl,
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@SASKEXPRESS @engineer or any Zinc gurus out there - @TheGalvanizer or @Ocotilloredux or whomever. What's the lowest you can reasonably see the LME inventory going to? And, is it easy to plot decades of Zinc inventory levels against historical Zinc prices? I had access to Bloomberg terminals for a decade or so out of university but it's been a few years since I've been able to go tinker around after hours and do research on powerful platforms like that. Thanks! $TK $VTT $FWZ #zinc
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from #tk,
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@Goldfinger I could be wrong but today's $TK release starts to make it look a lot more like $NXE (high grade over a wide swath of the resource), something that was tossed around on this forum over the last couple of weeks. Not saying it's at a world class level yet, but Rome wasn't built in a day. $zinc Disclosure: No position.
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from #index,
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@xenophon @SASKEXPRESS Below is my favourite graphical overlay of LME inventory & price. Click on the chart column next to the zinc row. http://www.westmetall.com/en/markdaten.php
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@freeheel Excellent channel sampling from $ARS.L today: http://tinyurl.com/y8bs5ojw 15 m channel sample at stand alone BKZ polymetallic deposit averaged 19.5% #Zinc, 8.1% Lead, 121g/t Silver, 0.69g/t Gold and 0.50% #Copper. Also announced newly discovered 2nd high priority polymetallic target at BK South (http://cdn.ceo.ca/1cjkufd-BK%20South.jpg+ ), with rock chips of assaying to 35.6% #Zinc, 26.2% Lead, 2.94% #Copper, 1.0g/t Gold and 3440g/t Silver. $ARS $KMGLF
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from #index,
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@Vaughan Zinc: the tastiest of metals. Seriously. I didn't know it had an effect on taste in humans. "It is also important for taste, smell, and to heal wounds. Trace amounts of zinc occur in many foods, such as oysters, beef, and peanuts." http://geology.com/usgs/uses-of-zinc/ #Zinc
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from #vtt,
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@DanO Glencore's McArthur River #Zinc Mine REPORTER: Three years ago a plume of toxic sulphur dioxide smoke revealed pyritic rock was burning in the waste rock dump.  ASSOC. PROF. GAVIN MUDD, ENVIRONMENTAL ENGINEERING, RMIT: This is sort of unprecedented. I don't know of any other case in Australia that's got to this level of problem on this scale.  JANE BARDON: Today, parts of the dump are still burning. Glencore has applied to double the size of its operation but needs to show it can stop the burning before the expansion can go ahead. http://www.abc.net.au/lateline/content/2016/s4682997.htm 
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from ~roughingit,
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@DanO Pyrite oxidation (in waste rock dump) is an exothermic reaction i.e. produces heat. Each 10 deg increase in temperature doubles the oxidation rate. So it goes higher and higher until it catches fire. Must be the perfect combination of heat, oxygen and water down there. The problem is that the smoke that comes out (watch video) contains sulphur dioxide which is a potent toxin. Might affect future #zinc supply as the McArthur won't be allowed to expand unless they would bring everything under control but that could be difficult to achieve.
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from ~roughingit,
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@JamesKwantes Discovery of a different sort: I didn't realize $SSL has a 2% NSR royalty on Glencore's zinc- and silver-rich Hackett River VMS project in Nunavut. $SBB has a significant silver royalty on Hackett River -- 22.5% of the first 190M oz, 12.5% after (a royalty that gets no value in the market). Sabina's sale of Hackett River to XStrata is primary reason the company has been cashed up for so long. $SSL got the Hackett River royalty as part of the deal with $TECK #silver #zinc
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from #index,
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@FreeBird Combined LME+Shanghai #zinc stocks down ~160 000 tonnes in the last two months. From ~550 000 to ~390 000 tonnes. It's heating up... $vtt $fwz $tk $dbl
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from #index,
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@Leni In my opinion, zinc has a bullish narrative which is based on supply destruction. Taking positions in zinc exploration, development and production companies may prove to be highly advantageous in the years ahead. For this reason, I've spent the last few weeks researching zinc companies. Today, I'm sharing my research on one of the companies in which I've recently taken a position. This company has roughly $17 million USD in cash, interest in a large high-grade zinc deposit in Peru, a pending takeover of a company which has 50% interest in a high-grade Alaskan zinc project, and a solid management team. This company is Solitario Exploration and Royalty. #index $slr $xpl #zinc @Leni/solitario-exploration-royalty-offering-a-great-value-proposition-in-this-zinc-bull-market
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from @leni,
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@freeheel I bought more on the dip today too - the drop on low volume looked manipulated to me. Perhaps the market makers are keen to encourage a few more sellers ahead of the pending resource update - must only be 1-2 weeks away max. Bemused that the market completely ignored the #zinc RNS from Friday, but that's AIM for you I guess...
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from #ars.l,
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@TheGalvanizer God would definitely have #zinc among the metal prices just saying :)
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from #feedback,
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anonymous Just spoke to an IR guy who knows #promotions Rumor is #Ameduri is furious with $Z and he may WGC them soon. Put out a sell alert and crash it to 5 cents. Be Advised.
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Anonymous @anonymous what happened with WGC?
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@anomalloy I said this last week, but i think its worth repeating. Looks like $WLF bottomed out and bids building, few asks. Flow-through PP @.16 due to close anytime. Proceeds to be used for drilling Orvan Brook #zinc, #copper, #gold, #silver property, Bathurst Mining Camp, New Brunswick, located 15 k ne of Trevali’s Caribou mine and mill facility. Undervalued, good mngment, and the pressure must be on them to bump up the sp before the AGM next Friday. #ninjapicks #index
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from #hotpick,
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@Leni Here is a link to my first podcast, which covers the zinc market and Solitario Exploration & Royalty #index $slr #zinc https://www.youtube.com/watch?v=EqnVlgC9bZw+
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from @leni,
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@MiningBookGuy The Northern Miner podcast – episode 63: Science of seismic and return of the zinc http://www.northernminer.com/news/northern-miner-podcast-episode-63-science-seismic-return-zinc/1003787144/ ~zinc #zinc #index #NorthernMiner #podcast Wow did this really not get posted yet?? Couldn't find it...but even if it did, I'm sure $VTT holders would love to listen! (i haven't listened yet, plan to soon) "This week we visit with the president and CEO of Vendetta Mining to chat about the Pegmont zinc-lead project in northwest Queensland, Australia."
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from ~zinc,
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@DanO World refined #zinc market in 112,000 mt deficit in Jan-Apr https://goo.gl/AaJGn6
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from ~roughingit,
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@tinybullstocks Insiders buying $KAP today. The Canaccord buys are insider buys (Zimtu Capital Corp.) #cobalt #zinc #copper
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from #index,
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@Rulingmining I read that #lithium demand could rise 3x but production could quadruple. There is no shortage of the stuff in the world and better ores to make batteries from like #Zinc (cheaper, safer, and lighter for equivalent power) or Vanadium for large scale longer term storage in #vanadium redox batteries.
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from #xmg,
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@Bimbeebop @ocotilloredux lol Well nothing happens over night. I'm very optimistic about #zinc over all. $DBL $DNLYF $TK $VTT
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from @bimbeebop,
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@MiningBookGuy Rising Arizona "In a global commodity sector in which significant new discoveries have been few and far between for the past three decades, Arizona Mining’s (TSX: AZ) growing Taylor zinc sulphide deposit south of Tucson, at its Hermosa project, has been a standout. And the biggest equity investment by a major in an emerging zinc company in recent times, at a premium price, has only underscored Arizona’s unique credentials." http://www.mining-journal.com/featured-company-profiles/rising-arizona/ $AZ #zinc #CompanyProfile $AZ in the #MiningJournal
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from #index,
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@Bimbeebop #zinc $DBL $DNLYF Darnley Bay changing name to "Pine Point Mining" and ticker symbol to "ZINC" http://www.darnleybay.com/darnley-bay-seeks-shareholder-approval-to-change-name-to-pine-point-mining-limited/
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@engineer LME zinc stocks June 20 -5,350t to 306,575t from 311,925t June 19. Day 24 of consecutive Zn inventory drops. $tk $vtt $fwz #zinc.
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from #tk,
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@engineer Strong rebound in base metal prices today Zn +$0.03 +2.6%. Cu +1.4%. Pb +1.5%. Maybe those inventory numbers finally having an impact with inventory declines accelerating over the past week. #TK #VTT #FWZ #ZINC.
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from #tk,
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@engineer LME zinc stocks June 21 -1,600t to 304,975t from 306,575t June 20. Day 25 of consecutive Zn inventory drops. $tk $vtt $fwz #zinc.
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from #tk,
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@tommy Just got a tip about "discovery Metals" a new Mark Odea / Oxygen Capital play with a smokin' rich #zinc discovery in Mexico not previously publicly marketed... coming to market soon. Anyone know details? Symbol? #index
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from ~zinc,
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@Excelsior $KS $KLSVF Klondike Silver Corp : Tom Kennedy Swiss Mining Institute SMI (22/03/17) #VIDEO #CorporatePresentation #Silver #Exploration #Development https://www.youtube.com/watch?v=2nTmuyq-CpA+ __________________________________________________ $KS Klondike Silver with CEO Tom Kennedy - #Silver #Lead #Zinc Milling Complex in BC  Cambridge House - Jun 8, 2017 https://www.youtube.com/watch?v=Kh4bkDXQG-w&t=1s+
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from #ks,
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@L.A. We broke $1.20 resistance in $Zinc. Very bullish.
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from #tk,
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@EvenPrime @engineer I like that u are updating this stuff: Just a quick recap: So June 9th Zinc = 325,975t and now June 21 we sit at 306,575t $tk $vtt $fwz #zinc ~zinc
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from #fwz,
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@EvenPrime REPOSTING JUNE 9th when @Engineer started his consecutive Zn inventory drops LME zinc stocks June 9 -1,650t to 324,325t from 325,975t June 8. Day 17 of consecutive Zn inventory drops. $tk $vtt $fwz #zinc ~zinc
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from @engineer,
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@Leon China's "Silk Road" demand for critical minerals is accelerating! Swiss Mining Conference June 2017 @02:55:20 $TCK $BHP $RIO.L $LYC.AX $ALK.AX $SBGL High Quality Assets in Short Supply! #REE #scandium #hafnium #cobalt #graphene #copper #zinc #platinum #palladium www.youtube.com/watch?v=mK4NbU-fXQc+
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from #index,
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@DanO American #Zinc Recycling's long-idled Mooresboro zinc plant in North Carolina is not expected to reopen in 2017 https://goo.gl/edPjQD
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from ~roughingit,
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@Vaughan @murat, couldn't accept to put #Crypto prices on here without putting #zinc prices as well. otherwise #OffWithHisHead. eh @theGalvanizer? ;)
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from #feedback,
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@engineer LME zinc stocks June 22 -975t to 304,000t from 304,975t June 21. Day 26 of consecutive Zn inventory drops. $tk $vtt $fwz #zinc.
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from #tk,
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@MiningBookGuy @Vaughan - on $BAY, all the pieces seem in place. i just think people will need to be patient, and there's still a chance for interesting stuff to happen this summer. I also think people underestimate the #zinc potential to go along with #copper
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from #index,
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@Vaughan wait, so no #zinc.
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from #index,
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@EvenPrime @Vaughan look - I swear it was there for a second http://cdn.ceo.ca/1ckqd39-aa.png+ #zinc price on main page :) I wish it was that price
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from #index,
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@engineer LME zinc stocks June 24 -2,100t to 301,900t from 304,000t June 23. Day 27 of consecutive Zn inventory drops. $tk $vtt $fwz #zinc.
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from #tk,