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@Goldfinger Base metal inventories cut in 1/2 since 2013 peak: http://cdn.ceo.ca/1chktd1-Base_Metal_Inventories.png+ $copper $nickel $zinc
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from #index,
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@Leon CIBC rated debt-free $SSL as "outperformer" with a price target of $6.00 (currently $4.97) $SAND #gold #silver #copper #miners www.streetwisereports.com/pub/na/17436?
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from #index,
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@EpsteinResearch #copper #lithium #nickel Electric vehicles require more copper wiring than standard internal combustion engines. For example, the battery in an electric car contains about 38 kilograms of copper, 11 kilograms of cobalt and 11 kilograms of nickel, according to Glencore. Those materials, along with maganese, stand to benefit from more demand for electric cars, Glasenberg said.
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from #index,
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@BlueSky CanAlaska drilling discovers VMS with #copper and #gold at Nisku, Manitoba http://conta.cc/2rmrcep $CVV $CVVUF
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@drezinho @Lukester599 Canyon would presumably be highly profitable if $EFR can develop a low-cost #copper product. "The Company is also making progress toward determining whether copper can be economically recovered at the Company’s White Mesa Mill. Through bench-scale testing, the Company has been able to place a significant percentage of the copper into solution. The Company is now determining whether the copper can be removed from solution and converted into a marketable copper product. If positive testing results continue, the Company also expects to include a copper resource estimate in the new NI 43-101 technical report in the 3rd Quarter of 2017."
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from #uuuu,
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@DanO #China's March #copper demand up 22% on real estate support https://goo.gl/oRLyOG
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from ~roughingit,
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@0Kib $NZC.AX Management has been buying this month at 20-22c. Would be surprised if this asset doesn't get acquired eventually. Such almost shovel ready high quality assets don't stay independent for long. #Copper #Cobalt
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from #nzc.ax,
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@0Kib This will be a 100+ Bn lbs #Copper resource eventually. So he's not even doing a stretch promotion yet - not by a long shot and not even close to his own lofty promotion standards.
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from #ivn,
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@0Kib At FD shares of ~91m, the USD EV for 100% of San Matias is ~ US$183m. #Copper resources in the ground are typically valued at US$ 3-4c/lb. That implies 4.5bn - 6.1bn lbs of CuEq is already baked in to the stock price. The latest presentation gives CuEq estimate of 1.5bn lbs (this assumes a 0.3% cutoff grade and 90% recoveries for Cu, which are not conservative). The question to ask yourself is this - Do the latest drill results get you closer to or above the 4.5-6.1bn lbs mark or not? i.e. 3-4x the current inferred estimate. It doesn't IMO, hence the selloff. That may still happen down the line, but it isn't now.
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from #cdb,
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@MiningBookGuy @soulMiner RE: https://ceo.ca/mod.ax?e0f337d19b3f - great share for $MOD.AX $MTR.L! @Dunite - make sure to take a look at the link. These highlights are somewhat new: -Based on a predicted Copper price of $2.53 AUS the NPV of T3 is $180M AUS. -Lots of assays still to come (11 holes) – TBC in PFS expected August 2017. -Aim is for 25,000 tonnes per year production, to start mining mid 2018. I believe the PFS is happening a bit sooner than expected, and production profile a bit higher than in the scoping study. To start mining mid 2018 is incredibly fast, considering the #discovery took place in 2015, just over a year ago. Not a 'monster' yet, but looking like a nice, very economic deposit for a mid-tier in #Copper #BaseMetals to look at, and most importantly, still plenty of HUGE #exploration potential, which I think the market will recognize if they make another discovery (which is what I'm betting on).
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from #mod.ax,
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@MiningBookGuy Tip TV Mining: Expect first resource in Q1 2018 - Mundoro Capital https://www.youtube.com/watch?v=t9QjA5qhBBM+ $MUN #copper #gold #exploration #Tethyan #TethyanBelt #Serbia #Bulgaria #JOGMEC #TipTV This is an interesting new interview with Teo from London. I've been noticing more #TSXV companies promoting in the UK, and that's a good trend. I think the interviewer spent a bit too much time talking about a resource, and advancing projects forward. They didn't have time for what's going on in #Bulgaria, and I think the headline is somewhat misleading, because Teo didn't specifically say that, and a #Zeleznik resource isn't the main value driver right now (so having it as a headline is kinda weird). But with all that said, I think Teo did an excellent job answering questions and talking about all the things that makes $MUN 'different', and how everything is coming together after consolidating key land packages and preparing targets over the last 5 years. Good additional details on #TilvaRosh as well, which $MUN just started drilling again today.
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from #index,
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@WolfofSesameSt Golden Cross on the SP/TSX Global Miners Index (monthly) - should be good for all miners http://cdn.ceo.ca/1chuet4-sc.png+ #mining #gold #silver #copper #metals $NAK $NDM
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from #ndm,
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@rozzbay Lots of oxidizing on these #copper picks $hbm $lun $trq $nsu Sea of green!
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from #index,
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@Excelsior #Korelin Economics Report - Weekend Show Sat. May 20, 2017 "On this week’s show we focus on the general makeup of the markets and the blend of politics and economics that investors need to consider these days. We again focus on the metals for the second hour and even get a couple ideas on where money is flowing and how to generate a return this summer." >> Segment 1 & 2: A new guest kicks off this week’s show. Marc Chandler is the Founder of MarctoMarket.com and the Head of #Currency strategy at Brown Brothers Harriman. Over the first two segments we discuss how Marc blends #politics, #economics, and a view on society to mold his outlook for the markets. > Segment 3: Chris Vermeunlen, The #Gold and #Oil Guy, shares his thoughts on a euphoric stage in the markets and if we have experienced it yet. > Segment 4: An update on $MIN $EXMGF Excelsior Mining from the CEO and President Stephen Twyerould. We discuss the permitting for the Company’s Gunnison #Copper Project as well as review the economics behind this development story. >> Segment 5 & 6: A newer guest to the show Christopher Aaron, Founder of iGold Advisor kicks off the second hour. In the first segment we discuss his big picture analysis in terms of #equities, and #currencies. In the second segment we look at the ratio between #senior and #junior companies > Segment 7: The Junior Miner Junkie David Erfle shares his strategy of investing in #explorers, not majors, and following where the #majors are investing. > Segment 8: To wrap up the show we have Joe Mazumdar from #ExplorationInsights. Joe outlines his and Brent’s play over the summer of finding the cash flowing #mining companies. http://www.kereport.com/2017/05/20/politics-moving-markets-short-term-big-picture/
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from #index,
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@pete $Ars.l update: POSITIVE METALLURGICAL TESTWORK RESULTS #copper https://www.voxmarkets.co.uk/rns/announcement/25962001/?source=twitter
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from #index,
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@pete Ars.l update interview #copper http://www.sharepickers.com/
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from #index,
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@pete $Ars.l update interview #copper http://www.sharepickers.com/
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from #ars.l,
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@pete any TA guys can have a look at the #copper chart? Just closed above 2.6 heading higher me thinks
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from #index,
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@Goldfinger @pete $Copper still in downtrending channel, $2.60 is a big level but $2.70 is a bigger level on the weekly chart which could confirm breakout from bull flag on weekly http://cdn.ceo.ca/1ci6mc3-Copper_Daily_5.22.2017.png+
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from #index,
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@0Kib $SAU Interesting that the Phil finance minister, Dominguez, was a director on a listed mining company's board for 20+ years (Alsons consolidated Resources, ACR) and his brother, Paul, heads another mining company, Indophil resources, which is also involved in a #Copper and #Gold project called Tampakan. No wonder Lopez got the boot. Mining interests are too deeply entrenched. http://www.philstar.com/headlines/2017/03/31/1686258/another-war-between-rody-allies-lopez-vs-dominguez
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from #sau,
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@pete Australia’s Solgold $solg.l ($CGP) leading on tier-1 copper discovery in Ecuador as others jump into that new economy http://im-mining.com/2017/05/23/australias-solgold-two-year-ramp-tier-1-copper-discovery-ecuador/ #ecuador #copper
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from #index,
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@EpsteinResearch @0kib, on $CDB, #copper #gold I'm not invested in the company, but I'm looking at it.... Why use 4c/lb. copper? Is that applicable to high-grade deposits like CDB's? 53.5M tonnes at 0.70% Cu and 0.37 g/t Au (0.95% CuEq or 1.41 g/t AuEq) And, 1/3 of the deposit is gold, suggesting more than 4c/lb.? A lot of Cu projects require huge cap-ex. $CDB has the potential to be a low capital intensity project b/c it's near surface (low strip) on flat land, at sea level, near power and roads.... At least, that's what I'm learning from researching the company... thoughts anyone? Thanks. #copper #gold
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from #cdb,
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@pete Great news indeed. Asiamet Drilling: continuous long strikes of high-grade copper to depth. 90m @ 1%, 144m @ 0.85% at surface & consistently across orebody nearing 1bn lbs. #copper $ars.l
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from #index,
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@Excelsior China’s Zijin pays off stake in $IVN Ivanhoe’s #Congo #Copper project Cecilia Jamasmie | about 15 hours ago http://www.mining.com/chinas-zijin-pays-off-stake-ivanhoes-congo-copper-project/ Low #Copper prices force Codelco to revise underground expansion of Chuquicamata Cecilia Jamasmie | about 17 hours ago http://www.mining.com/low-copper-prices-force-codelco-revise-underground-expansion-chuquicamata/ Blow to #Iron ore price as #Chinese steelmakers opt for scrap Frik Els | about 14 hours ago http://www.mining.com/blow-iron-ore-price-chinese-steelmakers-opt-scrap/
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from #index,
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@0Kib It seems the stake of $SAU in the KingKing project is materially higher than 60% already (I reckon it's 75% for all practical purposes) and is on its way to 100% eventually at a predefined price. This implies an implied valuation of just .27c/lb of CuEq. That's ......ridiculously cheap. #Copper
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from #sau,
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@kevinARS #copper was at the heart of a lot of the discussion at this event I attended $Friedland $copper is the king of all metals $Lundin base metals are to remain strong especially copper. $ARS coming into production at exactly the right time http://www.northernminer.com/people-in-mining/editorial-canadian-miners-knock-park-london/1003786504/
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from #ars.l,
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@EpsteinResearch I posted the #copper #gold Colorado Resources $CXO article from Junior Stock Review on http://EpsteinResearch.com Brian Leni P.Eng does great work! Check it out Thanks.
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from #cxo,
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@pete $Ars.l breaking out on news and plenty of news to come in next weeks. Dyodd #copper
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from #index,
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@freeheel Some great intersects reported today from $ARS.L, they've really expanded the high grade #copper zones at surface and at depth in the recent announcements. Continuity of the mineralisation is just tremendous.
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from #ars.l,
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@pete $Ars.l interview after the recent NR "it's beatiful" #copper https://youtu.be/J2ZaMJQoMn0+
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from #index,
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@racker $9M market cap for the guy who found Kamoa and hits of 100 meters of 1% already in the bag... $BAY #copper
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from #index,
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@MadeOfRubber Added to my position in $WKM today, I believe this company is undervalued and worth some attention #silver #gold
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from #wkm,
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@Leon $SKE - Snip mine ownership transfer from $ABX will be completed in June 2017 while the Porter Idaho asset sale / spin out is ongoing. #gold #silver #copper > further details > www.skeenaresources.com/assets/docs/presentations/skeena-presentation_may-2017_print-20170519130237.pdf
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from #index,
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@trendspotter $CT $NGZ #gold #copper #lithium #Argentina Hey what happened here? I thought this was suppose to be passed 2 weeks ago? "Argentine authorities, industry players and unions are expected to sign this week a long awaited federal mining agreement that unifies existing legislation across the country, as part of an ongoing effort to jump-start investment in the sector." http://bit.ly/2qXdw9E
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from #argentina,