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@WolfofSesameSt Here's a new chart that some may find interesting. http://cdn.ceo.ca/1chs2h9-sc.png+ $NAK $NDM
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from #ndm,
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@WolfofSesameSt Same chart, gold trendlines drawn in http://cdn.ceo.ca/1chs3ef-sc.png+ $NAK $NDM
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from #ndm,
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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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@WolfofSesameSt 11k shares, 20k warrants. Let's do this - stay #bullish my friends http://i.imgur.com/QpGtbOA.png+ $NAK $NDM
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from #ndm,
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@BobbyNAKselrod DD for $NAK $NDM: Kerrisdale's Sahm Adrangi gets arrested for DUI and cocaine possession at the scene of an accident he caused. http://www.reuters.com/article/us-hedgefunds-kerrisdale-idUSKCN10Q1CL David Lowell, arguably one of the best geologists in the world backs NDM https://katusaresearch.com/one-worlds-greatest-geologists-talks-northern-dynastys-pebble-deposit/ Frank Giustra, a Canadian media mogul and mining magnate with political ties to the Clinton foundation, regrets selling his stake in NDM https://www.bloomberg.com/news/articles/2017-01-22/billionaire-rues-northern-dynasty-sale-over-clinton-controversy Shortly after Katusa takes a bullish position, Kerrisdale puts out a hitpiece on Seeking Alpha. The report contains several unfounded allegations and little in the way of facts. Regardless, the cult following of day traders on Seeking Alpha results in the stock price being crushed. https://seekingalpha.com/article/4045672-northern-dynasty-minerals-ltd-pebble-deposit-commercially-viable US congress calls on EPA admin to rescind the veto http://www.newswire.ca/news-releases/us-congressional-committee-calls-on-epa-administrator-to-withdraw-pebble-project-veto-614539983.html Trump orders the EPA to review WOTUS http://www.cnn.com/2017/02/28/politics/donald-trump-water-epa/ NDM retains HDR to initiate permitting https://www.juniorminingnetwork.com/junior-miner-news/press-releases/987-tsx/ndm/30116-northern-dynasty-minerals-pebble-partnership-retains-lead-regulatory-consultant-to-initiate-project-permitting.html Alaska Senators meet w/ Trump, discuss emphasis on mining http://www.sullivan.senate.gov/newsroom/press-releases/sullivan-murkowski-comment-on-meeting-with-president-trump Extremist left-wing head of the EPA justice department resigns https://www.washingtonpost.com/news/energy-environment/wp/2017/03/09/epas-environmental-justice-leader-steps-down-amid-white-house-plans-to-dismantle-program/?utm_term=.0b619c2af6e1 Kerrisdale Capital gets blown out of their position when AT&T buys Straight Path - Kerrisdale launched a similar attack on $STRP as they did with NDM putting out a fake news report on Seeking Alpha to manipulate the share price and it came back to haunt them. Result: Kerrisdale loses face. http://www.zerohedge.com/news/2017-04-10/prominent-short-seller-crushed-after-att-buys-straight-path-160-premium Northern Dynasty settles with the EPA http://www.northerndynastyminerals.com/ndm/NewsReleases.asp?ReportID=789760 Northern Dynasty retains several key players for an advisory committee including former key opponents of the Pebble Mine http://www.northerndynastyminerals.com/ndm/NewsReleases.asp?ReportID=790357
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from #ndm,
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@BobbyNAKselrod Some TA on $GOLD $USD $DXY $GOLD $NAK $NDM comparison http://cdn.ceo.ca/1cih3lb-USD-GOLD-NAK.png+ $GOLD & $DXY diverged + DXY about to complete a triple-death cross http://cdn.ceo.ca/1cih4de-USD-GOLD.png+ $GOLD looking very bullish on the daily ichi with a strong green cloud. Could we break the downtrend on the weekly? If we break the downtrend will it hold above the downtrend line? http://cdn.ceo.ca/1cih4ku-GOLD-ichi-daily.png+ http://cdn.ceo.ca/1cih4lf-GOLD-ichi-weekly.png+
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from #gold,
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@BobbyNAKselrod Flatt Bros have a 10.45% stake in $NAK $NDM as per the most recent Form 6k filing http://cdn.ceo.ca/1cijc23-original_84357352.png+ #bullish
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from #ndm,
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@BobbyNAKselrod Gordon Keep, CEO of Frank Giustra's Fiore Management & Advisory Corp, former VP of Lionsgate Films (Frank's former film company) and former VP of Corporate Finance at Yorkton Securities (Frank's first investment company) is on the $NAK $NDM board of directors http://cdn.ceo.ca/1cijcbb-Screenshot_20170527-091837.jpg+ #bullish
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from #ndm,
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@BobbyNAKselrod $NDM $NAK Take a look @ the multi year cycles http://cdn.ceo.ca/1cire47-sc.png+ #bullish
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from #ndm,
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@BobbyNAKselrod $NAK $NDM Some DD and context on the previously posted multi-year cycle chart http://cdn.ceo.ca/1cirgo1-sc%20%281%29.png+ #bullish
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from #ndm,
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@tknoboy October looking pretty good!
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Anonymous $ANF $TREK $NAK $AKG
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from #akg,
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@BobbyNAKselrod $NAK $NDM I made some notes on the PDAC presentation from March. Looks like they have been making great progress http://cdn.ceo.ca/1cj0s3m-ndm.png+ #bullish
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from #ndm,
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@BobbyNAKselrod $NAK $NDM I hope nobody listened to @ylr when he told people to #short it the other day http://cdn.ceo.ca/1cjasqi-Screenshot_20170605-080526.jpg+
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from #ndm,
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@BobbyNAKselrod $GOLD $NAK $NDM $JNUG $NUGT gold broke the 10-year long wedge to the upside. Very #bullish on miners. http://cdn.ceo.ca/1cje56m-sc.png+
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from #ndm,
@newswire Northern Dynasty: Pebble Partnership retains ASRC Energy Services to enhance Alaska Native contracting @newswire/northern-dynasty-pebble-partnership-retains-asrc-energy $NAK $NDM #news/mining
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from #newsroom,
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@BobbyNAKselrod @teevee and now $NDM $NAK is sitting on top of just such a deposit. With the major roadblock lifted and the Alaska Native Corp on board.
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from #index,
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@teevee @BobbyNAKselrod, Pebble is deep and no high grade core to rapidly pay back capital. More importantly, much of the gold is tied up with pyrite (ends up in tailings), not the chalcopyrite (copper concentrate lower in gold). I dont see Pebble going forward any time soon. $NDM $NAK
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from @teevee,
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@BobbyNAKselrod @teevee, please provide evidence instead of spouting fake mining stats
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@BobbyNAKselrod I am sick of hearing baseless accusations from people like you who are bearish for the sake of being bearish. You had better back it up with facts instead of regurgitating lying trash from the likes of Kerrisdale and Motley Fool.
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@FundamentalAnalysis @BobbyNAKselrod Look at the technical reports and you'll see for yourself. That doesn't mean the share price can't go up however...... in fact if copper/gold prices rise, I'm almost certain this will go up.
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@BobbyNAKselrod @FundamentalAnalysis have you read the latest report from Cantor Fitzgerald? I have also perused the technicals on Pebble's website and I think people continue to underestimate the fact that this mine has a 100 year lifespan
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@BobbyNAKselrod I don't disagree about the grade of the ore. What I disagree with wholeheartedly are statements like "to pay back capital" - anyone with even an inkling knows that when you are sitting on a "long life" resource, that statement goes out the window.
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@BobbyNAKselrod These types of resources are cherished by large caps - but, I'm not asking you to believe me here, you can decide for yourself whether or not a partner will be announced in the coming weeks - I for one am of the opinion that they will announce a partner very soon.
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@BobbyNAKselrod It is quite astounding that they have managed to survive this long. And truthfully I do not think they would have come this far only to fail right near the end. But again, that's my opinion. Also in my opinion I believe exploration has gone stagnant. That along with the recent political victories are putting this mine in a better position than it once was. Therefore I would *speculate* that in the event of a JV, "high-grade" and "fast capital" are irrelevant.
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@FundamentalAnalysis @BobbyNAKselrod Been a while since I delved into the details, took a punt on this about a year ago but sold out not too long after trump won. LOM alone doesn't mean much, for example Ivanhoe when they discovered the kamoa discovery that alone needed much higher copper prices to justify the CAPEX outlay despite the size, investors will only contribute capital if sufficient IRR can be generated. Kakula discovery (higher grade) changed that for Ivanhoe so they could build out in current environment. I think the upfront capex is expected to be so large for this project, and grade is so low that IRR isn't high enough to incentivise development at this point, maybe there is a way to re-work the mine development to make it work I don't know. You then have usual permitting issues etc......no longer a holder as think there are safer companies around.
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@BobbyNAKselrod @FundamentalAnalysis Fair enough. On that note, I think management made a smart move to look at starting a smaller project in the beginning, to minimize the capital required and start bringing in revenue.
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@BobbyNAKselrod It was also smart to get ASRC on board. They are trying to change the narrative
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@BobbyNAKselrod I'm just saying that people tend to underestimate Ron + crew, but they've delivered on every promise thus far.
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@BobbyNAKselrod We are also aware that Kerrisdale has a lot of hubris tied up in this, and they will stop at nothing to make this company fail (to avoid the embarrassment of another $STRP)
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@BobbyNAKselrod Again, this is all speculation. So I guess, nobody is arguing about whether this should be considered an investment or not. For me, it is a true gamble. And a thrilling one. But I also ask that people like @teevee look at this objectively and not just "it's a crap company, they don't make money" - it's a high-risk growth company with a very large potential if they manage to succeed.
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@BobbyNAKselrod On that note, the potential for upside is far greater than the downside for me. I am prepared to lose my entire investment on this based on the potential for growth.
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@BobbyNAKselrod Also, that is a good point you made about Copper prices. The prices of Copper and Gold could certainly have a large impact in motivating potential partners. And yes you are correct that just because the EPA lifted the veto does not mean Pebble is out of the woods. But we do have a very strong core of proponents including current and former ties to the US Army Corps of Engineers.
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@FundamentalAnalysis @BobbyNAKselrod At $1500 gold $3.50 copper this thing will race off most likely, everyone likes to trash "optionality" type companies but once the price is right these are the companies that re-rate fastest. They just don't have much value in a low price environment.
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@BobbyNAKselrod "Never confuse investing with speculation". -Benjamin Graham "The way to become rich is to put all your eggs in one basket and then watch that basket." -Andrew Carnegie
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@BobbyNAKselrod Which one is right? Both IMO.
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@teevee @BobbyNAKselrod, Cominco published a paper on Pebble before they sold it to $NAK. Therein, they discussed the metallurgy and the issues re gold mostly tied up with pyrite, and not the copper bearing mineral, chalcopyrite. The metallurgical issues are a matter of public record if you know where to look and perform all your due diligence. Like I said, good luck with it.
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@BobbyNAKselrod $NAK $NDM new hitpiece on Seeking Alpha contains zero facts. Shorts are getting bolder as they continue to be allowed to put out false information and defame companies publicly simply by stating "it's just my opinion". Look for retribution in the form of a partnership; to counter the article directly, NDM management has delivered on *every* promise thus far up to and including veto lift. How this so-called hedge fund can suddenly declare the opposite breaks my brain to think about. BTW Ron Thiessen said "by Q3" which could indicate as early as July or as late as September. Stay tuned to find out.
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from #index,
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@ylr @BobbyNAKselrod Now looking at penny plays Feeling tired of the downhill on $NAK and now you need winners ? ;)
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from #ion,
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@ylr @Bobbysmaky, I am not the one loosing money over $NDM, $NAK and $CRH ;) I am about to tag you #LowRoi but that would be an offense to @HighROI. BTW @HighROI I respect you :) /cc @bobbynakselrod
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from @bobbynakselrod,
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@BobbyNAKselrod @ylr when you can't see the forest through the trees. $CRH $CRHM $NAK $NDM #undervalued
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from #index,
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@ylr @bobbynskselrod Sure but you missed $VRX, $WEED, $APH while bag holding $NAK $NDM ;) Ha those investors who fall in love with a company and ride it down!@bobbynskselrod
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from #index,
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@ylr @bobbynskselrod There is no forest to be seen in $NAK $NDM. Clear cut practices have been used. My forest is much richer then your today it seems. http://cdn.ceo.ca/1cko8q9-x.png+
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from @ylr,
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@BobbyNAKselrod Come back to my channel, but don't bash $NAK. I don't care how shitty the stock looks
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from @ylr,