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@Newton "Stream Asset Management". OK! #bigdeal
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from #index,
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@Newton $ppy is a #beast! #gas play in BC. Good company. Good stock? IPO was 6M and now billion dollar cap. #bigdeal.
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from #index,
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@Newton The volcanic intrusions at #inel are a #bigdeal for $cxo. There is work to be done closer to it.
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from #index,
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@Newton "Five new geochem anomolies that will see two-month campaign of IP and ground sampling... could produce 1-5 drill targets bey end of year." #bigdeal $prg #gold #explorationplays #subscribersummit
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from #index,
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@Newton No drilling results reported by $gmv yet. But they still have old core from past Placer dome activity on site. #geophysical activities on now, drilling to follow. #geophysicalplays #drillplays. #bigdeal.
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from #index,
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@Newton "Global #gas demand is growing " yes, I agree #DanTsubouchi. Seems simple enough but it is a #bigdeal. #naturalgas to eight dollars?
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from #index,
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@Newton Yes, USA #gas exports are a #bigdeal. Linking domestic markets to global markets could be big boost for domestic prices, given premiums in global #naturalgas markets. This premium has been around for long time, but is much less than it was. Here is a fictional story I wrote about the topic: @newton/another-short-story-learning-to-lose
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@Newton The COO of $lix is a #bigdeal. Also project general manager.
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from #index,
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@Newton Water not a problem. #bigdeal in #egypt. $aan.
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from #aan,
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@Newton Nice little convo with @cjstrading regarding #gas here. That volume in 2017 and 2018 winter maturities is a #bigdeal. But apparently there is a low amount of open interest on short side in futures across the curve, which makes me concerned about potential for big downside here in short term. If I was one of the big boy with all that risk out there in long-term contracts then I would love to put some shorts in shorter term...
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@Newton Now this is an interesting #chart... http://cdn.ceo.ca/1c0dtjq-IMG_20161018_212820.png+ apparently $cee capex increased during revolution, bucking broader trend. #bigdeal because they were one of few sources of needed fdi for country. They would have got even more ban for buck with currency moves.
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from #cee,
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@Newton @Highheat there was a talk on #realvisiontv that explored cost declines in solar. Very #bigdeal. Stories of negative prices for #electricity in #Germany and #California recently because #renewableEnergy sources dumping on grid at same times...
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@Newton #haywood out with report on Gold Road Resources on #asx #australie exchange. New feasibility study out, targeting 270k Oz production per year for 13 years. Large 3m Oz reserve, another 3m as resource. Capex of 500M, with additional expense for power plant and #gas pipleine to be built by a utility company. Crazy statistic from project: "gold endowment of 9,260 ounces per vertical metre to the base of the reserve pit (380 m)." big project, will be #bigdeal if they secure funding and get it into production!
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from #index,
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@Newton Also, $knt has a 400km Sq. Property package. #bigdeal.
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from #knt,
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@Newton Note: Bisha was profitable even before launching commercial operation. #bigdeal
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from #nsu,
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@Newton Apparently people scrambling in #London to get unsecured #zinc production from $NSU for next year. #bigdeal
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from #nsu,
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@Newton December #gas collapsed from 3.50 to sub 3.00 here recently. #bigdeal. #energy.
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from #index,
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@Newton #RohinDhar talking about "evergreen content". Work happens without you doing anything. Relates to something @Allan has talked about on CEO.CA and I wrote about in #article @Newton/how-to-advertise-on-social-media #bigdeal
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from #priceonomics,
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@Newton #RohinDhar commenting now on data. Value of unique data that you may have in your business, and how to use that in your marketing... What is interesting data that is a byproduct of your business? Shout out to @Tommy on that one. #bigdeal for ceo.ca imo.
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@Newton $INP continues deploying capital #bigdeal: @newswire/input-capital-corp-publishes-fysept2016-q2-operations and conference call coming soon @newswire/input-capital-corp-to-release-fysept2016-q2-results I am curious to get some colour on rate of return in capital base...
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from #index,
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@Newton One of my favourite pics from $knt presentation at #PreciousmetalsSummit here: http://cdn.ceo.ca/1c1k7ob-IMG_20161102_101406.png+ showing plan to extend #irumfimpa into #kora deposit. They have mined upwards into mountain but what is below and between deposits? Exciting. Note: coo says "the large gap in between has no drilling in it" but surface work suggests structure continues. #bigdeal.
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@Newton Example from Joe's career: http://cdn.ceo.ca/1c1kl1d-IMG_20161102_140115.png+ drilled one hole, thought it was good. Drilled another and thought even better. Ended up estimating blue dashed line as entire mineralization, but that was not accurate. Geology hard and mistakes there can be #bigdeal!
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@Newton Was wondering about $osk selling down $idm stake yesterday. Today I saw this: http://cdn.ceo.ca/1c1mqe9-IMG_20161103_094530.png+ institutional presence is a #bigdeal imo.
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@Newton "The warrant from Pleninian is associated with DMS and rehabilitating the shaft quickly -- phase III of the expansion plan." wow! Sounds like that private equity group has some sophisticated investors and mine engineer-types. Apparently that warrant (200,000 shares?) is meant to provide a source of financing for the phase 3 expansion, which is all about optimization. That's a #bigdeal. Could $rab be funded through phase 2 and 3 expansion?
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from #rab,
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@Newton My sense is that the $rab mine has potential to generate large amounts of cash in (near) future. Fairly long mine life off of current understanding of deposits helped get sophisticated investor to step up and under-write making that a reality. Plan for optimization off tail end of funding with warrants is example of great deal-making. Plan for exploration funded by current operations is smart. When they say #fullyfunded" they really mean it. This company may be facing #exponentialgrowth without additional capital. That's a #bigdeal. Plus it's #undervalued relative to peer group. Plus it's a #copper #producer. So... many... good... things... big shout out to long-term shareholders who have stayed with the company for decade and swallowed bitter medicine of dilution from recent private equity investors. Tough. To do, but I think company is better for it.
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from #rab,
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@Newton Nevada single largest #gold production area in the world. 200M+ ounces over history. Produces more gold than Canada so what? Over fifty percent of bedrock is covered by salt basins. #bigdeal
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@Newton Ratio of gold mine values to gold price. Great chart showing how exaggerated equities are in comparison to past cycles. That whole gold equities at same place where they were 15 years ago... speaks to potential multiple expansion, too. #bigdeal.
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from ~conferencecoverage,
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@Newton Earth shattering @Goldfinger https://ceo.ca/index?5b182f4822cb that would be tough. I'm all for serious rate increases, but that would be.a #bigdeal.
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from #index,
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@Newton Good question @Aaron https://ceo.ca/@aaron?7ebb9447c201 $cxo and $nrn. Maybe someone in #drillplays can help you dig in deeper. They have good list of companies with drilling results this season. Think that is @highheat behind that but don't recall. Haven't seen anyone cross reference drilling results and price performance though -- that's a #bigdeal. Good question to ask! I haven't even seen brokers with good analysis of that relationship. May be hard to pinpoint expectations around drill programs.
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from @aaron,