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@0Kib #copper is simply responding to recent progress at Grasberg (most recently operating at 40% utilization) and end of strike at Escondida. Doesn't change LT fundamentals which remain super bullish $IVN
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from @lukejackson,
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@DanO China Yuguang's 2016 refined lead, #copper output jumps 17%, 21% to historical highs https://goo.gl/gSUQhf
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from ~roughingit,
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@lukejackson #Gundlach on the #Copper / $Gold ratio correlating with the US 10 year yeild http://cdn.ceo.ca/1cesoif-IMG_1920.JPG+
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from #index,
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@lukejackson Raoul Pal saying that #copper just broke key support http://cdn.ceo.ca/1cesoo4-IMG_1921.JPG+
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from #index,
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@Leon With moar war on the horizon, #copper and #iron-ore ought to be in great demand with rising market prices. $LYC.AX should profit immensely if #China is blocking further supplies in #REE to the Western high tech industry. #Syria #NorthKorea $BHP $RIO.L $FCX
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@Leon Foreign journalists in #NorthKorea have been told to prepare for a "big and important event" on Thursday. #oil #gold #copper #iron-ore #REE www.reuters.com/article/us-northkorea-event-idUSKBN17E2CT
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@MiningBookGuy $RIO.L - Pioneering the future: copper and its critical role in creating value http://www.riotinto.com/documents/170404_speech_Pioneering_the_future_copper_and_its_critical_role_in_creating_value.pdf #copper #WorldCopperConference #CESCO Not sure if anyone saw this yet. Worth a look--interesting comments by Rio on #water, with some specifics relating to #OyuTolgoi. Seems to be similar discussion to @BenjaminCox's interests & article series
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from ~mining syndicate,
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@Leon George Soros' prediction that #Trump "will fail" because he is "unpredictable and unprepared" and that he will "end up bad for the markets" will become a self-fulfilling prophecy. Meanwhile, Trump has already lost his most loyal supporters, who voted for him to stop US military adventures abroad. ..and now he abandons #economic reforms to embrace war spending. #gold #oil #copper #iron-ore https://mises.org/blog/trump-abandons-economic-reforms-embrace-war-spending
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from #index,
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@Goldfinger The problem with $GDXJ as an ETF is that in order to accommodate the huge size of fund flows into it the fund has turned into a diversified mess that doesn't really have a clear point. It owns mid-tier producers, explorers, royalty plays, $silver plays, $copper plays, $gold plays. 54 different companies that just happen to have something to do with mining of some sort...
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from #index,
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@PamplonaTrader $CGP my latest conviction buy. Based on where $SOLG.L is trading, $CGP should be worth at least $0.51/sh, not accounting for any more upside for $SOLG.L and on the value of Cascabel alone. $CGP has an extensive portfolio of regional projects. #copper
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from #index,
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@drezinho Toachi Mining Inc. Intersects 5.42 m grading 4.35 g/t Au, 77.34 g/t Ag, 7.48% Cu, 4.24% Zn and 0.22% Pb at the Gold-Rich La Plata VMS Project in Ecuador. Drilling Extending Mineralization in La Mina North Zone. @thenewswire/toachi-mining-inc-intersects-542-m-grading-435-gt @racker This was associated incorrectly with another ticker yesterday. Should be $TIM $Gold $Copper $VMS #Ecuador
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from #index,
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@Goldfinger @Highheat $GDXJ not being held down by short selling, simply not enough motivated buyers and evidently there are seller at these levels. GDXJ probably being weighed down a lot by what's going on in other mining sectors i.e. $copper
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from #index,
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@Goldfinger @Highheat see my earlier comments, lots of $copper and $silver exposure.
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from #index,
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@Pete Friedland on the state of copper In a keynote address at Mines and Money Asia in Hong Kong yesterday, Friedland said while global warming remained a contentious debate, air pollution was a crisis that needed an immediate solution. “It’s going to have a wicked effect on some raw materials,” he said. He spoke of a “mushrooming mindset” in Europe and North America regarding the movement to electric vehicles. “The transformation of the auto industry in the next 20 years will be the most significant transformation of our time,” Friedland said. “But it’s in China where we’re going to have the biggest disruption.” Friedland said anyone who didn’t believe the Chinese government’s pledge to return to blue skys was an “idiot”. “The era of electric vehicles is dawning,” he said. “This change is coming at you so fast – the only reason you don’t know about it is that the mining industry is populated by stupid people like me.” Friedland said if one in 10 Chinese cars switched to hydrogen fuel cell cars, global platinum production would need to double to meet demand. “But there’s only one commodity that benefits from the evolution of technology,” he said. “Copper.” Friedland believes copper demand will soar due to its widespread use in new technology and the lack of discoveries. “Don’t worry about the copper price today,” he said. “You’re really going to feel it bite you on the derriere by 2021. “You’re going to need a telescope to see the copper price in 2021!” Friedland said to meet demand, copper production would need to double and it “ain’t gonna happen”. And declining grades and reserves are only going to exacerbate the problem. “Most copper mines today are like little old ladies waiting in bed to die,” Friedland said. Even if no new technology was adopted, Friedland said there still wouldn’t be enough copper. “This is a nightmare coming soon to a theatre near you,” he said. “New technology is wildly copper intensive. Copper will be the most valuable of all metals.” #copper $IVN $ARS $ARS.L $SOLG.L $CGP $REG
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from #index,
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@Goldfinger Classic Friedland quote: "You’re going to need a telescope to see the $copper price in 2021!”.... evokes fear of missing out and greed....after all I don't want to be the one who missed out on a monster copper rally while others made huge profits right?
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from #index,
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@Excelsior $EMX Eurasian Minerals could have a potential #Copper candidate in the works under their umbrella on their JV with IG Copper LLC as an example: "Malmyzh is a grassroots discovery that has rapidly developed into a world-class district-scale exploration project." http://www.eurasianminerals.com/s/strategic-investments.asp?ReportID=669933 ....Not to mention that they also have exposure to the Timok complex in Serbia from when they partnered with $RMC before $NSU took them over. Serbian Royalty Properties http://www.eurasianminerals.com/s/serbia.asp?ReportID=620563 _____________________________________________ #ProspectGenerator #Royalties #MIF January 2017: $EMX Eurasian Minerals Inc   - #CorporatePresentation  #Video https://www.youtube.com/watch?v=0-qN6su2mHc+ >> I also am curious about a few of the #Zinc projects in Eurasian portfolio (even though they are more known for #Gold and #Copper projects): * Gumsberg - Sweden  "EMX's 2016 reconnaissance diamond drilling targeted both exhalative-type lead-zinc-silver mineralization and replacement style zinc-lead mineralization developed in skarn and altered volcanic rocks." http://www.eurasianminerals.com/s/sweden.asp?ReportID=620449 * Balya - Turkey  "...drill programs have resulted in 190 core holes totaling more than 34,000 meters. This drilling has expanded the lead-zinc-silver mineralization in the Hastanetepe zone, and confirmed the continuity and tenor of the mineralization with in-fill holes at 25 to 50 meter spacing." http://www.eurasianminerals.com/s/turkey.asp?ReportID=619890   * Hardshell Skarn - Arizona "The Hardshell Skarn Project is located approximately 75 kilometers southeast of Tucson, Arizona within the Patagonia Mountains and adjacent to $AZ Arizona Mining's advancing Hermosa project (Zinc/Silver/Lead). The Project is comprised of 16 unpatented federal lode mining claims totaling approximately 279 acres and lies between the Sunnyside porphyry copper system (Regal Resources Inc.) to the west, the Hermosa project (AZ Minerals) to the east, and the historic Trench mine to the north." http://www.eurasianminerals.com/s/arizona-porphyries.asp?ReportID=744640
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from ~prospectgenerator,
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@Leon @stateside - there are so many war scenarios going on right now with Syria / Iran / Russia / #NorthKorea and even China, that I believe the sabre rattling serves as a distraction from domestic problems in the U.S.(tax-reform, health-care issues, debt-ceiling etc) and the EU as well (integration problems, election in France, national indebtedness of Greece, Italy etc., independent movements > Brexit etc. and NATO's Turkey with its nuclear weapons arsenal in Incirlik on the brink to dictatorship). How does it come that #Trump changed his agenda so fast from "Why waste American lives and American wealth on wars you can't win?" .. Because "the elite" gain power and money from foreign wars! #oil #gold #copper #iron-ore www.internationalman.com/articles/heavily-armed-swamp-critters
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from #index,
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@rangerbentman @Leon " How does it come that #Trump changed his agenda so fast from "Why waste American lives and American wealth on wars you can't win?" .. Because "the elite" gain power and money from foreign wars! #oil #gold #copper #iron-ore www.internationalman.com/articles/heavily-armed-swamp-critters" I think Trump and the elite, would have a far different opinion if the wars actually took place on American soil.
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from #index,
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@0Kib Heard of "ruby #copper"? That's what they used to call 50% grade copper ore back a century or so ago according to an old geologist. My mind can't digest such grades.
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@0Kib Heard of "ruby #copper"? That's what they used to call 50% grade copper ore back a century or so ago according to an old geologist. My mind can't digest such grades.
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from #copper,
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@Leon Video has been released allegedly showing a mass military mobilisation in Russia's Vladivostok, within striking distance from the border with #NorthKorea. #oil #gold #copper #iron-ore www.express.co.uk/news/world/792225/Russia-Putin-North-Korea-nuclear-Trump www.bbc.com/news/world-asia-39618573
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from #index,
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@Leon "I authorize my military" Trump says and gives Generals more freedom on ISIS fight. www.wsj.com/articles/trump-gives-generals-free-rein-on-isis-fight-1492218994 - Here is a short timeline of the Pentagon taking the presidential commander-in-chief power away from #Trump On April 16th, the US Army makes largest deployment of troops to #Somalia since the 90s. What does this actually mean for the rest of us? #oil #gold #copper #iron-ore www.thesaker.is/trump-has-lost-control-over-the-pentagon/
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from #index,
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@PamplonaTrader $SOLG.L $CGP hasn't even hit the high-grade core of Alpala. They could be getting close if Hole 25 is any indication: "The majority of mineralization seen to date is associated with lower temperature alteration minerals, which suggest that Alpala’s high-temperature and higher-grade core is yet to be discovered." “When we start seeing bornite more than chalcopyrite, then we know we’re getting closer to its heart, and that’s when we could see our grades potentially double.” "Hole 25 (CSD-17-025)...The abundance of bornite in this interval is visually estimated to range from zero to **4.0 volume-percent bornite**." http://imgur.com/eIO8fOE+ http://imgur.com/g5B4deC+ http://imgur.com/3AHxLjd+ #Copper #Tier1
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from #index,
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@PamplonaTrader Those who think they've already "missed" the move on $SOLG.L $CGP need to take a closer look. Alpala being compared to Hugo Dummett at Oyu Tolgoi. Oyu Tolgoi is worth over US$10bln while Cascabel is currently valued at ~US$800M. Alpala isn't even their highest priority target. That title belongs to Aguinaga: https://www.brrmedia.co.uk/event/141404/partner/iii/ https://www.youtube.com/watch?v=eYAmvTk4pRE+ Looking at their presentation, the bit that made me fall out my chair is that the company estimates aggregate targets (based on magnetic signatures) of up to 10 BILLION TONNES @ 0.6% Cu and 0.8gpt Au (~1.4%CuEq) or more than 3x the tonnage of Oyo Tolgoi. 10Bt @ 1.4%CuEq is over 300 BILLION LBS of CuEq! #Copper #Tier1
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from #index,
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@PamplonaTrader In my view, $SOLG.L has strongly hinted at plans to consolidate 100% ownership of Cascabel (and acquiring even more fertile ground in Ecuador): From September 26 NR: "Intense interest in the Cascabel Project **and** SolGold itself from North American investors and major mining companies drive our interest in the Toronto Stock Exchange (TSX) as an additional stock exchange listing for SolGold and we will be pursuing that in the near future." ^Why would SolGold differentiate between the interest in Cascabel and SolGold? From a Northern Miner article published in February: “This is a transformational project for a company to have, so we’re not interested in a joint venture,” he says. “We want to take what we used to discover Alpala, and not only apply it to the rest of the property, but to the rest of Ecuador, as well. This is a geological province that has been neglected from an exploration point of view, and we feel like we’re just cracking the rock open. ^The company explicitly says they are not interested in Joint Ventures and that they hope to apply their exploration methodology to other prospective targets in Ecuador... hmmmmmmmm... $CGP #Copper #Tier1
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from #index,
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@PamplonaTrader $SOLG.L $CGP holes 24 and 25 results pending. "Chalcopyrite-bornite mineralisation with magnetite and potassic alteration in holes 24 and 25 indicate proximity to the high temperature core of the Alpala system and the predictive nature of the 3D Magnetic model at Cascabel." Also, they begin drilling at Aguinaga within the next couple months. #Copper #Tier1
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from #index,
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@Pete Why is nobody discussing $cor today ? #copper
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from #index,
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@Pete How quick can YOU drill and deliver? "track mounted RC drill rig which was mobilized to site on March 26 and began working the following day. The initial program is expected to be completed in about 3 weeks and will total between 2,500 and 3,000 meters of drilling, in 10 holes. The drill holes are planned to range in depth from 150 meters to 350 meters." 2 released yesterday, 3 waiting on assays and than 5 finishing atm #copper #drillplays
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from #cor,
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@MiningBookGuy btw, #energy #greenmetals could still be the 'story'...i haven't been as much on this one. But it's one reason i love #copper so much...it fits this part of the story AND #exploration ( #supply & #Tier1 needs) AND #geopolitics ...this is NOT true for #gold. i kind of like thinking about things this way...how many boxes can be 'checked' by various commodities. #mbgtrends
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from #mbgtrends,
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@Goldfinger $Copper prints 'spinning top' candlestick from below lower Bollinger after testing $2.50 'psych' level successfully, on watch for a bottom here: http://cdn.ceo.ca/1cfhg1v-Copper_Daily_4.20.2017.png+
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from #index,
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@Goldfinger Managed money net long in commodity futures (28 major commodity futures) sort of in the middle of the longer term range (neutral territory) as total open interest is at record levels: http://cdn.ceo.ca/1cfi3ep-Managed_Money_Futures_Positioning_4.20.2017.png+ via $RBC Tells me there is a lot of producer hedging going on, and a decent sized spec short interest out there as well. $copper $gold $oil $silver
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from #index,
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@Goldfinger Agricultural commodities are heavily shorted here, with $wheat reaching a record managed money net short. Producers long ag commodities, short metals and energy commodities. $copper $gold $oil $silver
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from #index,
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@fb #Copper juniors puke today. Added $KCC and $PML.
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from #index,
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@racker Major blind #copper discovery: John @Jkaiser Discovery Watch Podcast https://youtu.be/Jdw-LGFYDyg+ $COR
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from #index,
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@Leon $ALK.AX - "..recent exploration works have revealed incredible #gold and #copper mineralisation across the company's Bodangora project. With climbing prices across the board, it's no surprise that Alkane have attracted a number of offtake agreements and a variety of corporate interests.. so expect significant boosts to share prices at regular intervals." #REE #hafnium #zirconium https://investorintel.com/sectors/technology-metals/techhnology-metals-intel/alkane-set-incredible-year/
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from #index,
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@Goldfinger Things i've learned in Arizona: The state is basically made of $copper. Very interesting copper play about to move into production in early 2018 Excelsior Mining $MIN utilizing an in-situ mining method. They are able to pull this method off because the resource is under the water table, thus they are able to mine a fairly low grade copper resource very profitably at $1.23/lb AISC. Chart looks good with nice high & tight light volume bull flag on the weekly: http://cdn.ceo.ca/1cfnun7-MIN.TO_Weekly.png+ Wouldn't want to see it fall below C$.75 though. Stock trades pretty thin though considering market cap of C$139 million.
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from #index,
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@Onlyflaws @Paul Use the $ prefix to tag specific company and it will appear on that company's channel, for example $MARL. # you can use for tagging general topics: #zinc #copper #mbgtrends etc. There was a tutorial somewhere, maybe one of the guys can post a link to that.
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from #mbgtrends,
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@MiningBookGuy Update on T3 Drilling, IP Results and Regional Program http://www.asx.com.au/asxpdf/20170424/pdf/43hpglnpq01gz7.pdf $MOD.AX $MTR.L #Botswana #copper #DrillPlays ~AUfrica #index Lots of info here. I'm disappointed by hole MO-G-66D, which seemed like it was going to have a much wider intersection 'pre-assay' for Zone 2, based on the visual in the previous NR. Everything else in the NR looks interesting so far, reading now..
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from ~aufrica,
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@EpsteinResearch $AZR April 24th, Exclusive CEO Interview, Dusty Nicol of $AZR Azarga Metals Corp. #silver #copper #Ag #Cu #Russia #MaidenResource http://EpsteinResearch.com
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from #azr,
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@MiningBookGuy Rio a copper, aluminium play http://www.mining-journal.com/financeinvestment/companies/rio-a-copper-aluminium-play/ "Rio Tinto’s (LN:RIO) long-running reliance on iron ore has come to an end but investors should still be keen on the major for its aluminium and copper exposure, according to Jefferies analyst Christopher LaFemina, who has also tipped an M&A wave for the not-too-distant future." $RIO.L #copper #aluminium #iron #mergers #acquisitions #MiningJournal
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from #index,
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@Excelsior @Allan- you think the ~Zinc #Zinc ~mining syndicate #mbgtrends #Uranium #Lithium #Gold #Silver #Copper rooms are "stockhousie" but think your endless posts about learning spanish, golf clubs, and dog pictures actually add more value to investors here?
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from #index,
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@MiningBookGuy Robert Friedland goes to Hollywood http://www.northernminer.com/news/robert-friedland-goes-hollywood/1003785719/ #RobertFriedland #Friedland #Hollywood #IvanhoePictures $IVN #RedRush #copper #NorthernMiner It's 'Robert Friedland week' at the Northern Miner! I like all of Robert's ideas for putting mining in the positive light that it deserves. Other interesting #IvanhoePictures projects listed as well.
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from #index,
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@Pete $ars.l creeping up ahead of drilling and resource update news #copper
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from #index,
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@Goldfinger $REG to begin drilling at AntaKori in $Peru shortly, via Haywood: "We recently visited Regulus Resources’ (REG-V) AntaKori copper-gold deposit in northern Peru. Regulus is managed by the same team responsible for Antares Minerals Inc., which discovered the Haquira porphyry copper deposit and was subsequently acquired by First Quantum Minerals Inc. (FM-T, not rated) for C$460 million in 2010. Following this success, the team formed Regulus Resources, and after merging with Southern Legacy Minerals Inc. in 2014, has been focused on advancing its AntaKori deposit. Regulus has just mobilized a drill rig to site, where drilling is expected to begin shortly. The Company is also well funded with ~$11 million, plus 5.5 million warrants exercisable at $0.70 per share that are due to expire in November this year. Most of the $11 million is expected to be used to fund a 15,000 to 18,000 metre drilling program in 2017." $copper $gold
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from #index,