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Angus Energy announces transformational joint venture with Cuadrilla & Lucas Energy
Aim-listed Mongolian explorer Petro Matad to drill four wells in 2018


Weatherly Share Chat (WTI)



Share Price: 2.00Bid: 1.95Ask: 2.05Change: 0.00 (0.00%)No Movement on Weatherly
Spread: 0.10Spread as %: 5.13%Open: 2.075High: 2.075Low: 1.925Yesterday’s Close: 2.00


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TrickyDickyTwo
Posts: 2,904
Off Topic
Opinion:No Opinion
Price:2.00
Who knows.....
Today 15:19
......where this will go over the remainder of 2018.

"Expanding production, including the return of mines mothballed during the last period of low prices, could see a fall of as much as 30% from a recent US$1.62 per pound ($3,572 per tonne) to $1.30/lb by December, according to recent forecasts."

http://www.mining-journal.com/base-metals/news/1315704/zinc-supply-shift-does-not-bode-well

TDT
 
Scrubby
Posts: 5
Off Topic
Opinion:No Opinion
Price:2.00
View Thread (2)
RE: Undervalued big time
Today 12:13
In terms of a timeline.

We have Kitumba "Upon completion of a positive PFS in 2018, a Bankable Feasibility Study (BFS) will be conducted and funding sought, with target completion by the end of 2019, for construction during 2020." Source: RNS

Otjihase "Mines and concentrator are being maintained ready for restart, with underground workings dewatered and faces accessible" Source: WTI Website

Berg "Weatherly has initiated an update of the PFS to examine the impact of these improved prices and updated capital and operating cost estimates on the Project's key financial metrics." Source: RNS

Given this, does Otjihase look like the next one to get going? Or are they waiting for a higher copper price and even better margins? "10-12ktpa of copper in concentrate at C1 cost of US$2/lb" Source: WTI website.
Mrremmy
Posts: 179
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Opinion:No Opinion
Price:2.00
View Thread (2)
Boring old zinc ?
Today 07:01
Mrremmy
Posts: 179
Off Topic
Opinion:No Opinion
Price:2.00
Link not in blue
Today 00:05
Mrremmy
Posts: 179
Off Topic
Opinion:No Opinion
Price:2.00
Back up links
Sat 23:35
http://www.mining-journal.com/base-metals/news/1311257/%E2%80%9Czinc-metal-demand-battery-storage-198mt-metal%E2%80%9D
http://www.mining.com/glencore-turns-bigger-copper-zinc-price-bull/
http://www.mining-journal.com/base-metals/news/1311257/%E2%80%9Czinc-metal-demand-battery-storage-198mt-metal%E2%80%9D
https://www.metalbulletin.com/Article/3788724/Glencore-positive-on-copper-zinc-nickel-amid-EV-optimism-2017-net-income-jumps-four-fold.html
https://www.metalbulletin.com/Article/3777978/2018-PREVIEW-Chinese-vanadium-market-facing-deficit-on-new-rebar-standards-ban-on-****-imports.html
https://investingnews.com/daily/resource-investing/critical-metals-investing/cobalt-investing/cobalt-outlook/
https://www.bullionvault.com/gold-news/gold-silver-ratio-011620183
I£m personally bear on lead , but it£s up on pfs in old report
Cobalt no need to put link as its high and getting higher , byproduct, but more the better

http://www.londonstockexchange.com/exchange/news/market-news/market-news-detail/CAML/13421164.html
Check orions play here
Mrremmy
Posts: 179
Off Topic
Opinion:No Opinion
Price:2.00
Another one for the mix
Sat 22:36
https://www.karanovic-nikolic.com/knnews/Pages/2017/10/Central-Asia-Metals-Acquires-Lynx-Resources-and-SASA-Mine.aspx
Orion is big in mining ,
Caml , low cost production of copper , recently bought zinc , lead mine , who£s in the back ground ?
Yup Orion
All me , don£t knock me back , do your own research
Me personally , Orion backed companies do well ,
Mrremmy
Posts: 179
Off Topic
Opinion:No Opinion
Price:2.00
RE: RE: Undervalued big time
Sat 21:50
News on restructuring debt is enormous alone to wti
Orion is a big share holder too , reading between lines , who would make it difficult for wti to make money if they was major share holder
mannnan
Posts: 39,269
Premium Chat Member
Observation
Opinion:No Opinion
Price:2.00
RE: Undervalued big time
Sat 21:41
hoping to see news soon ..to change the direction
Mrremmy
Posts: 179
Off Topic
Opinion:No Opinion
Price:2.00
View Thread (2)
RE: Undervalued big time
Sat 21:31
Meant to add
Add to discussion. All profits near term , buy back shares , just my thoughts , makes sense to me ,
Enormous protential here.
Mrremmy
Posts: 179
Off Topic
Opinion:No Opinion
Price:2.00
View Thread (2)
Undervalued big time
Sat 21:27
At mo , Tschudi at presents in my view alone at present is worth 2.5p , this is factoring in debt , copper price present , future hedging price ,currency hedging price ,
Add one commodity price increase namely copper , main commodity produced, largest differences to profits ,
Copper in previous years production as seen miners taking highest copper % ore in their mines to keep cost down ,
So ore % decreases overall , in general overall, miners costs increase to produce. Copper , even if copper price increase , this offset by cost .
New investment in copper mostly comes from miners , without profits no new investment,
Who benefits from recent low copper price ? , investors who buy assets cheap , (Kitumba , Berg Aukas )
These was very cheap ,
Who can predict the future ? Not me , who can see protential , most investors in copper can , as I do too ,
Green energy needs copper , not if , when , personally do not know how high copper will go , who dose ?
Demand for future looks very good ,
Add Berg Aukas recent % increases in ownership , we have a wider commodity base , zinc being the main revenue representing 74% off revenue , zinc up to 10 year highs recently , with a future too , boring commodity in some eyes , but widely used and new increased use may see this climb higher near term ,
Vanadium pentoxide at moment that£s well up in price , recent China regulations on scrap imports , and new regulations on increase in rebar strength all sets a bright future for vanadium , put vanadium flow batteries into the equation too and this is not going down in price for sure ,
Lead will always have a value , up at mo from last PFS .
Silver also in PFS stated Although not a big revenue earner, more work is required to establish silver grades,
Also vanadium pentoxide was not included as a stand-alone product , it was included as a lead oxide concentrate with no credit for the vanadium content.
Conclusion = Tsumeb copper 17000 per a
Central 0ps copper = 10000 per a
Kitumba. = 20000 per a
All low estimates = 47000 p a copper + cobalt from Kitumba

+ Berg Aukas zinc = 20000 pa
Lead = 5000 pa
Vanadium pentoxide = 400 pa
Silver = 111000 oz pa
Ill leave it to everyone to put their valuations on future revenue + profits
Add Orion a major share holder , also a debt provider , restructuring debt will be beneficial to both Orion and wti
Pembridge shares , in my honest opinion would be increase shares with offer which be offered
Also another option which I£m open to discussion




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