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@Excelsior @PamplonaTrader Thanks for the $TK update. I'm a happy shareholder as well and look forward to their drilling campaign results. It's gonna by Yuuugge....at least that's what I #Zinc.
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@PamplonaTrader Anyone know if Osisko Royalties has any plans to spin out their Coulon project? #zinc
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from #or,
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@PamplonaTrader $VTT financing is the only thing that kept me from loading up. If these groups aren't particularly price sensitive I'd guess $VTT is financing at $0.17+, which would make it a solid buy here. Thanks for the info @HRA-Coffin. #zinc
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from #vtt,
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@PamplonaTrader Yikes! Angry Geologist blasts $AZ in his latest blog post. How does one trust this mgmt team given their willful efforts to obscure the manganese issue? Now these potential permitting headaches... #zinc
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@PamplonaTrader @HRA-Coffin potentially 6 years just for permits! $AZ is going to miss this #zinc cycle.
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@Excelsior @Drago - $VTT $TK $PSXRF $TV $HER $CNX $RXL.AX $IBG.AX $GPM $RVR.AX $CZX $CZN $IZN $AMI.AX $AUQ.AX $ZAZ $EMX.AX $YRBA $CZL.AX $GMR.AX $MCT.AX $MLS.AX $OVR.AX $TZN.AX $ZNC-H and $FOM are some interesting smaller #Zinc companies to dig into. $IVN $NSU $CEM $SLR $AVU $OMI $USA $IPT $EXN $AXU and $GPR are other companies with nice Zinc exposure as well.
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from #az,
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@nicholaslepan LME inventories show falls in copper and zinc #Copper fell 1,625t at 277,375t #Aluminium rose 45,825t at 2,296,775t – Japan saw a large increase in aluminium at major ports in December #Zinc fell 2,225t at 419,800t #Nickel rose 2,382t at 372,114t #Tin rose 50t at 3,985t #Lead rose 575t at 193,500t Source: http://www.spangel.co.uk/
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@nicholaslepan #Copper US$ 5,770/t vs US$5,891/t yesterday #Aluminium US$ 1,785/t vs US$1,811/t yesterday - Aluminium – Aluminium inventories held at three major Japanese ports climbed 14.8% in Dec, according to the Marubeni data, Stocks climbed to 276kt accounting for c.12% of total LME stockpiles. #Nickel US$ 10,140/t vs US$10,310/t yesterday #Zinc US$ 2,693/t vs US$2,787/t yesterday #Lead US$ 2,243/t vs US$2,287/t yesterday #Tin US$ 21,015/t vs US$21,080/t yesterday Source: http://www.spangel.co.uk/
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@marketwired Trevali reports record Q4-2016 and 2016 annual zinc production @marketwired/trevali-reports-record-q4-2016-and-2016-annual-zinc $TV $TREVF $TV $4TI  For the three months ending Dec. 31, 2016, approximately 36.8 million payable pounds #zinc, 11.3 million payable pounds #lead and 409,654 payable ounces of #silver was produced
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@Leon $USA $USAPD have been approved for listing on the NYSE MKT on January 19, 2017 under $USAS Americas CEO Darren Blasutti expects +70% in s/p through U.S.investors. #gold #silver #zinc #copper www.americassilvercorp.com/i/pdf/nr/nr20170117.pdf
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@marketwired Hudbay Announces 2017 Production and Cost Guidance and Management Appointment @marketwired/hudbay-announces-2017-production-and-cost-guidance $HBM $HBM In 2016, total #copper production was 174,491 tonnes, #zinc 110,582 tonnes and 167,951 tonnes of precious metals. 
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@MartinTurenne #Nickel still a challenged metal, fundamentals are generally quite positive, but it will lag the #zinc story, which obv has way more sex appeal right now.
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@nicholaslepan #Copper US$ 5,782/t vs US$5,770/t yesterday - Pan Pacific sets first Tc/Rc of the new year at $92.5/t and 9.25c/lb indicating an ongoing shortage of copper concentrates. #Aluminium US$ 1,802/t vs US$1,785/t yesterday #Nickel US$ 10,195/t vs US$10,140/t yesterday #Zinc US$ 2,755/t vs US$2,693/t yesterday #Lead US$ 2,310/t vs US$2,243/t yesterday #Tin US$ 21,140/t vs US$21,015/t yesterday
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@Sarb To all PRO's here. What are the near term catalysts for two $ZINC beauties $VTT and $TK
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@nicholaslepan #Copper US$ 5,773/t vs US$5,782/t yesterday #Aluminium US$ 1,827/t vs US$1,802/t yesterday #Nickel US$ 10,090/t vs US$10,195/t yesterday #Zinc US$ 2,749/t vs US$2,755/t yesterday #Lead US$ 2,291/t vs US$2,310/t yesterday #Tin US$ 21,075/t vs US$21,140/t yesterday
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@Excelsior I was waiting to get a position in $CNX Callinex but saw the drill results and decided to go for $HER $HRR.AX $HRLDF Heron Resources – an #Australian #Zinc / #Copper #Development company instead. It hasn’t had the runup that some of the other Zinc or Copper companies have had because it isn’t on everyone’s radar (YET). Heron Resources Corporate Presentation: http://www.heronresources.com.au/downloads/presentations/hrr_p20161129.pdf
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@Excelsior Just as a reminder to the #Silver #Lead #Zinc investors that Americas Silver Corp just started trading today under their brand new #DualListing on the NYSE MKT LLC under the symbol $USAS . It will need to be tagged #Feedback. The $USA listing for Canadian investors of Americas Silver is unchanged.
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@tommy Callinex Mines $CNX murdered Thursday - off 21.8% to 34 cents on ~3.2 million shares. Shares reached 67 cents Dec 1 on news of a VMS discovery at Pine Bay in Manitoba (10.3 meters grading 13.1% Zn Eq. at roughly 1km depth), followed by a $5 million infusion from one of Sprott’s sharpest funds ($0.50 per Unit with a 3 year half warrant at $0.75). Drill results out today suggest the initial discovery “zone” does not have potential to be a large deposit on its own, however, the project has proven capable of delivering significant grades and widths and is underexplored according to STELLAR young CEO Max Porterfield. @marketwired/callinex-reports-initial-drill-results-at-pine-bay-70a5c Callinex is still actively exploring Pine Bay with two drill-rigs. They are testing multiple areas of the property and have a deep pipeline of targets. Results from geophysical borehole surveys on drill holes 95-02 and PBM-019 are pending, and will help the company understand potential of last Winter’s new discovery. Callinex also holds three zinc deposits in Eastern Canada encompassing ~3 billion pounds of zinc equivalent resources in the ground, and has approximately $10 million in the treasury. This all in a roughly C$20 million market cap. #zinc ~zinc
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@Sarb $TK and $VTT can not be ignored now. Two $ZINC beauties ready to take off. #hotpick
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from #tk,
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@nicholaslepan Shanghai warehouse stock moves: - #Copper stocks rose 1.3% (2,182t) to 172,979t this week with a further 8,202t coming on warrant adding 64,540t of warrants for the week - #Aluminium stocks rose +0.3% (316t) to 118,551t this week with a further 11,859t on warrant to 40,313t - #Zinc stocks fell 0.1% (178t) to 159,091t this week with 494t coming off warrant to 76,516t - #Lead stock rose 7.7% (3,026t) to 42,097t this week with a further 8,437t on warrant to 35,885t - #Nickel stocks fell 1.1% (957t) to 89,609t this week with 1,557t coming off warrant to 82,306t - #Tin stocks fell 6.4% (247t) to 3,599t this week with 349t coming off warrant bringing the weeks change to 2,860t Source: https://ceo.ca/index
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@nicholaslepan #Copper US$ 5,720/t vs US$5,773/t yesterday #Aluminium US$ 1,821/t vs US$1,827/t yesterday #Nickel US$ 9,805/t vs US$1,090/t yesterday #Zinc US$ 2,731/t vs US$2,749/t yesterday #Lead US$ 2,270/t vs US$2,291/t yesterday #Tin US$ 20,450/t vs US$21,075/t yesterday
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@PamplonaTrader @Alockett I can't take credit. @drilltracker turned me onto $TK #zinc
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from #tk,
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@Sarb it always help to buy before the crown comes in. $TK $VTT $ZINC
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@Fried Robert Friedland Tribute Video - CMHF 2016 A video tribute to 2016 Canadian Mining Hall of Fame inductee, Robert Friedland https://m.youtube.com/watch?v=pWu8ijePCXI $IVN $CDB $KZD $PGD $GXU $COPPER $GOLD $SILVER $ZINC
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@PamplonaTrader $TK I did a lazy comparison to other deposits. The closest analog I've found (in terms of grade and tonnage) is Rathdowney's Olza Zn+Pb deposit in Poland (18.8Mt @ 7.8% ZnEq for Olza using 3% cut-off vs. 18.8Mt @ 6.3% ZnEq at Ayawilca). Tinka's Ayawilca http://imgur.com/e1ME3hc+ Rathdowney's Olza http://imgur.com/CmTB4vX+ Per the Olza PEA, on-site costs are projected to be US$47/t vs. Doug Beattie's estimate of $35-$40/t (https://www.docdroid.net/IYhDszm/module-7-zinc-mining-in-peru-rev-0.pdf.html). You can see in the sensitivity table below that if OpEx were to drop 20%-25%, NPV8 rises to around US$250-300mln. Alternatively, if metal prices rise 20% (PEA assumes US$1 Zn and US$0.95 Pb) then NPV8 can exceed US$300mln. Given that OpEx is very likely to be lower in Peru and given robust Zn prices, I am comfortable with a low NPV of US$300mln. At their current FD EV of US$47.8mln, they are trading at just 16% of this hypothetical NPV. http://imgur.com/oOsF4yL+ Tinka has been discovering 1 lb of ZnEq for every $0.005 spent on exploration. With roughly $13mln in cash, they can add over 2bln lbs of ZnEq over the next 12 months. Lots of blue sky potential here. #Zinc
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@PamplonaTrader $TK is kicking off the drill season by stepping out from the high-grade vertical chimney at West Ayawilca where grades average ~8.8% ZnEq. Expanding the high grade resource would obviously be great for the deposit's economics. #zinc
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@Excelsior For investors that want to take a deep dive into many of the key note speakers, the companies, and #CorporatePresentations on $VIDEO, from the prior #MIF (Metals Investor Forum) event…… then take a look at this YouTube page: #Gold #Silver #Zinc #Copper #Uranium #mbgtrends #newbies #drillplays ______________________________________________________________________ Beneath The Surface https://www.youtube.com/user/BeneathTheSurfaceBTS/videos
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@Excelsior @terrysteen - Great post. Yes, Doug is @ocotilloredux on here and he already had posted those thoughts on $TK and the Zinc Modules in the ~Zinc panel, so it's fine to share it because it's already has been circulated on ceo.ca for a while, and appreciated by all of us. My recommendation is to check out the posts in both #Zinc and ~Zinc as there are a number of savvy contributors, articles, stock info, sector info, and good thoughts to mull over from all the contributors. Different things in those rooms, but a few posts appear in both channels. Good stuff!
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from #tk,
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@nicholaslepan #Copper US$ 5,807/t vs US$5,720/t yesterday #Aluminium US$ 1,856/t vs US$1,821/t yesterday #Nickel US$ 9,840/t vs US$9,805/t yesterday #Zinc US$ 2,800/t vs US$2,731/t yesterday #Lead US$ 2,342/t vs US$2,270/t yesterday #Tin US$ 20,125/t vs US$20,450/t yesterday
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@Sarb $ZINC going up day by day. 👀 set on two beauties $TK and $VTT
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@PamplonaTrader #Zinc stocks looking nice. $TV $AZ basing. $VTT $CEM very close to breakout. $TK soaring.
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@PamplonaTrader #Zinc @LucTenHave's $GMX strong as well.
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@PamplonaTrader Watch $CEM I think its going to rip #zinc
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@PamplonaTrader @Daniel decent bids both US and CDN on $CEM #zinc
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@PamplonaTrader If you missed out on $TK, get your $CEM and $VTT today! #zinc
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@PamplonaTrader $VTT #breakout going to $0.24-$0.27 short term #zinc http://imgur.com/E2K2wCg+
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@MiningBookGuy i don't own $CEM shares anymore. i'm skeptical of near-term catalysts, and been disappointed in the last couple years. wasn't planning to give my thoughts. but comments a tad too positive on this one, IMO. only clear positive was monetizing a non-core asset. it's a real positive, but has nothing to do with Palmer. i understand the "buy something #zinc that hasn't moved yet" play. but i recommend people call management and figure out the 2017 plan if they're looking for more than a really quick trade.
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@PamplonaTrader @MiningBookGuy $TK FD EV US$53m for ~3.4bln ZnEq lbs vs $CEM FD EV US$9m for ~1bln attributable ZnEq lbs. #zinc
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@PamplonaTrader @MiningBookGuy you've developed a negative bias as a consequence of your experience in a bear market. Bear market no more. #zinc $CEM
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@PamplonaTrader Here is what matters: Dowa completed 49% earn in by spending US$22m, $CEM with remaining 51% has a fully diluted EV of US$9m + $2m cash call. Also pending strategic review of gold assets. #zinc @MiningBookGuy explain "tad too positive". Also, not just "buy something #zinc that hasn't moved yet". I have actual fundamental reasons to buy, unlike those pushing pretender zinc stocks.
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@MiningBookGuy @PamplonaTrader - you know as well as I do that it's not just about lbs. To my understanding, $CEM is around 7-8 million tonnes, maybe just making the threshold for a mine. i think to use a ZnEq comparison for $TK $CEM is just as dangerous as trying to compare a ~200k+ oz/year gold project with a ~50k oz/year. This is not apples to apples, but most of know that a 'small mine' for any commodity should be proportionally less valuable. in addition, no one has shared $CEM's 2017 plan. @PamplonaTrader, did you talk to management recently? I'm interested to hear what this year's plan is. If anything, management has been too quiet. too few NRs. lastly, i'm surprised you say i've 'developed a negative bias'. the important point here is to not assume apples-to-apples comparisons across the zinc sector. I don't know much about $TK. But I know that $CEM is a different animal. Again, no one has said anything about management's near-term plan at ceo.ca yet. But some people are talking about buying without any further DD. that's dangerous. #zinc
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@PamplonaTrader @MiningBookGuy You know as well as I do that it's not just about tonnes, in fact you ought to know that the less rock you move the better. Palmer with ZnEq grade of over 12% vs Ayawilca with ZnEq grade of closer to 7%. A closer analog in terms of grade is $FOM's McIlvenna... which has recently rocketed 100% on no news and despite having no funds. Also, what are your thoughts on Dowa paying US$22m for 51% of the project and $CEM having a fully diluted EV of $9m for 49% of the project? There seems to be an arb opportunity there and a double doesn't seem too crazy. #zinc
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@MiningBookGuy @PamplonaTrader - "in fact you ought to know that the less rock you move the better" $FOM far more advanced that $CEM. In #Saskatchewan ...not necessarily better than #Alaska as a general jurisdiction. But FAR better for the specifics--around excellent infrastructure, Flin Flon belt completely proven. Alaska is USD, not as good right now. But most importantly, the point @RocketRed made about local community issues. This is not a dealbreaker by any means. But you're the one that keeps bringing up these comparisons that aren't apples-to-apples. $FOM has a lot going for it that $CEM doesn't, and $CEM is far more dependent on near-term discoveries. I am fully aware of the excellent deal that $CEM pulled off with Dowa. In 2014, $CEM had some awesome drill results. But look at 2015-2016, and you tell me if there was anything to get excited about with the millions spent by Dowa. Again, this is more about people doing proper DD on $CEM, rather than simplifying and trying to make $CEM seem directly comparable to $FOM, $TK, etc because of a #zinc component. $CEM could work out great! But I think it's very healthy to be skeptical. And if anything, the smaller the company, the more important it is to talk to management. This rule definitely applies here.
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@PamplonaTrader OK @MiningBookGuy I don't hold myself out as some kind of #zinc expert and will concede you probably know more about $CEM. But based on the risk I've seen you willing to take in other stocks, it seems most of your disinclination is a case of sour grapes. Technically (engineering) and fundamentally, @ocotilloredux has already endorsed Palmer as a deposit that works... without accounting for any resource expansion. I am inclined to follow his guidance. I've made my position known.
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@PamplonaTrader @MiningBookGuy Thanks for the lecture but you are stating the obvious. Maybe, I should just append every post with "DYODD"? Part of my DD process is to reach out to people who know more than me. You've stating in your videos that you are limited in your ability to understand the technical aspects of a deposit so I am not sure how else you would go about doing DD if not reaching out to people who have actually built zinc mines? From a charting perspective though... this one is likely to break out and move much higher... just an observation BWTFDIK. $CEM #zinc http://imgur.com/sRmt03I+
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