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London South East - Oil & Gas Investor Evening: Malcy, Echo, Savannah, SDX
Andrew Knott, #SAVP speaks at London South East's Oil & Gas event


Zanaga Iron Ore Share Chat (ZIOC)



Share Price: 11.575Bid: 11.20Ask: 12.00Change: 0.00 (0.00%)No Movement on Zanaga Iron
Spread: 0.80Spread as %: 7.14%Open: 11.575High: 0.00Low: 0.00Yesterday’s Close: 11.575


Share Discussion for Zanaga Iron Ore


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Rafaley
Posts: 177
Opinion:No Opinion
Price:11.575
patience
Today 09:56
Patience is all that is required here, the product is of excellent quality, as soon as IMF and port development starts (Q1 2019) this project will come into being. Remember AT told us EPP is achievable with existing road / rail infrastructure, so a great middle ground until the port is developed.
 
kcaco
Posts: 239
Opinion:No Opinion
Price:11.25
RE: Twiiter
Mon 23:34
I don't put much faith in charts mate. I do in assets though...
gta5
Posts: 214
Opinion:No Opinion
Price:11.25
RE: Twiiter
Mon 22:27
Hurry kcaco!
before it disappears!
https://pbs.twimg.com/media/DmJtk21XsAAtyjI.jpg
kcaco
Posts: 239
Opinion:No Opinion
Price:11.25
Twiiter
Mon 20:35
I've just joined kcaco@kcaco9

Would appreciate to be kept in the loop on anything of note. TIA.
kcaco
Posts: 239
Opinion:No Opinion
Price:11.25
RE: Hey ho
Mon 20:07
"I see harmony and good shared research remains on this board" lol.

Best post of the day imo...
jay12
Posts: 3,421
Opinion:No Opinion
Price:11.575
Hey ho
Mon 20:02
I see harmony and good shared research remains on this board. The reality is here that we all expected port news, or most of us did. The resources are simply world class. As are our partners and our bod. I am a relative new comer as bought in from 11 on expectations re port imf. I care not if it takes 6 months/ a year as have time. However there will be news this quarter imo. The other board has a lot of great posters but more importantly research . From all corners of the world. It is a shame some on here do / did not value that. After all we all want the same thing , well most of us do. Gla
Sootysnipes
Posts: 403
Opinion:No Opinion
Price:11.25
RE: Nothing new under the sun
Mon 16:38
Cheers gta5. Yeah I remember you being in these way before I was. I have to smile at the mob mentality towards anyone who dares to say anything that could be construed has a negative remark.

Like "why are you still here ??? or that you could have another agenda.......................Idiots!!

Lets hope this comes good for us sooner rather than later.

Sooty
gta5
Posts: 214
Opinion:No Opinion
Price:11.25
RE: Nothing new under the sun
Mon 16:13
Apologies for the autocorrect as typing on mobile phone! Hope you got the meaning though.

Gl, GTA
gta5
Posts: 214
Opinion:No Opinion
Price:11.25
RE: Nothing new under the sun
Mon 16:10
Nope, I have been invested in Zioc many years now. and as the story has evolved I’ve slowly added. The only thing that has surprised me is the rate of evolution has been much slower than I anticipated at first. If I remember correctly I first dipped my toes in Zioc at 24p during the big fall from IPO and then later around 3p in much greater numbers, then again around 4,5,6p and then a bit excitedly at 21p and a handful at 23p.. I’m sitting on a 7 figure amount of shares. I have not yet sold (or in any way traded) shares and this represents a big part of my total shares portfolio. My questioning of the rampant tampers is often mistaken for not being a non believer, which is very far from the reality, however, In light of such blatant ramping that often goes on here I find myself forced to publicly question the assumptions and assertions of “Boom”. This is and was always a high risk bet, as well as a long term bet. Nothing has changed in my view. My bet is that it will take many years to come to fruition and hopefully one day produce vast amounts of high quiality iron ore (or pellets!). Valuation-wise I’m sure it will bounce both up and down many times before it eventually reaches a decent market cap, ut for now I think this is fairly valued and I’m not swing any sign of a quick fix, although same as many others here I hope for a positive domino effect to start soon by hopefully IMF progress.
GL. GTA.
Sootysnipes
Posts: 403
Opinion:No Opinion
Price:11.25
RE: Nothing new under the sun
Mon 15:08
You make some very interesting points gta. Although I'm at a loss why you invested in the first place. Did you arrive at these conclusions after you invested?
Rafaley
Posts: 177
Opinion:No Opinion
Price:11.25
Nothing new under the sun
Mon 14:30
GTA5

If things are so depressed in your view, then why are you still here ???

simple.... you merely must have another agenda. I wonder what that is ???

For others, stay wth the faith, this will come into fruition sooner than certain individuals think !!
kcaco
Posts: 239
Opinion:No Opinion
Price:11.25
RE: Nothing new under the sun
Mon 13:49
Interesting take gta5. However, whether time and more time is what this will take to advance is pure guesswork, without any basis imo. This could take a while or it could happen sooner. We have no idea when the IMF could start a domino effect with any debt deal. Clearly plenty has been going on from the limited info out there.

Time will tell.

Many crystal balls on here... stating tomorrow, next week, 12 months, ages, long term hold etc etc. Any and all absolutes regarding timeframes stated here are all hot air without basis. That is a fact. DYOR and accept that yes, it may take ages, or no it may well not.
ericeric
Posts: 5,210
Premium Chat Member
Opinion:No Opinion
Price:11.50
Support is at 9.65p
Mon 13:39
Support is at 9.65p but likely to be a drift there.
Mitch984
Posts: 119
Opinion:No Opinion
Price:11.50
RE: Bellzone
Mon 12:43
Eric, I would have expected better from you, or at least some clarification.

The only common factors between Bellzone and Zioc are Africa and Iron Ore.

The financials and backers of the two companies have absolutely no correlation whatsoever.
Sootysnipes
Posts: 403
Opinion:No Opinion
Price:11.50
RE: Bellzone
Mon 11:42
Hi Eric. Are you invested here?
kcaco
Posts: 239
Opinion:No Opinion
Price:11.50
RE: Bellzone
Mon 11:32
ericeric… yawn. At least try harder you numpty.
DGR1980
Posts: 6,548
Opinion:No Opinion
Price:11.50
RE: jeez
Mon 08:37
Personally I still think it will fly, just not as soon as some people had hoped
DrRemington
Posts: 562
Opinion:No Opinion
Price:12.10
RE: jeez
Sun 12:09
Don’t think it was ramping, I believe everyone genuinely thought this was going to fly, but the news we all anticipated did not arrive. This has to come good eventually, how many companies on AIM have never diluted and have a partner like Glencore? No brainer long term here in my eyes.
Sootysnipes
Posts: 403
Opinion:No Opinion
Price:12.10
RE: Hey ho
Sun 10:39
Jay. Whilst you were having a great chat with AT did he give you the reason for the delayed investor presentation?
ifonly1
Posts: 4,023
Opinion:No Opinion
Price:12.10
jeez
Sat 23:31
jeez reading on here a while back that this was going sky high when it waa 20p now look at ir,how many people were sucked in by the rampers.
allthatguff
Posts: 2,109
Opinion:No Opinion
Price:12.10
Do not be fooled..
Sat 20:46
The sp does what it does, the resource and phenomenal prospects have not changed. Premium iron ore is now king in China, a situation that is only relatively new in the history of ZIOC. Very confident going into the year end, looking to add more..
beardozer
Posts: 335
Opinion:Strong Buy
Price:12.10
Veteran10
Sat 17:04
So the Brexiteers were poorly informed? Don't get me started! Except I predict the EU will collapse within 5 years and then Russia will invade. I'm relying on ZIOC to get me out of a hole and I'm hopeful it will as I've been waiting several years yet I'm still surprised the Market doesn't share my enthusiasm.
Which doesn't bode well. If all us LTHs (my average is 10p) are expecting to become millionaires you'd think other punters would be rushing to join us.
scottology
Posts: 1,077
Opinion:No Opinion
Price:12.10
RE: Pellet Profitability
Sat 09:26
Translation: commercial acceptance

The tests are there to see if the product is commercially acceptable to the mills.

You don't go through such a process without a view of the outcome. Outcome here should be off- take agreement, ideally linked to the prevailing premium iron ore benchmark.
scottology
Posts: 1,077
Opinion:Strong Buy
Price:12.10
RE: Pellet Profitability
Sat 09:22
Other miners have P/E ratios over 30 so it will be down to the market to value that. Given the long life - current feasibility study stating 30 years but more likely 90years production once factor in full size of resource - I think 20 could be achievable.

As more conservative you could say 10. I think short life assets generally trade around 5/6 as they need to constantly seek new assets, something which Zioc doesn't need to do.

If they throw in a special divided on any deal that would be ideal for all holders.
extrader
Posts: 628
Opinion:Hold
Price:12.10
RE: Pellet Profitability
Fri 22:11
Hi scottology

The trade-off of 60 % of our stake for a free carry makes sense as a way of avoiding crippling dilution.

Applying a 20 × PE ratio to a one-product company in a 'difficult country seems ambitious when multiproduct , multi country GLEN only attracts a PE of 10 x.
Maybe ZIOP would warrant a 5x or 6x ratio, depending on who its partners were and the strength of the financial and commercial agreements and counterparts ?

ATB




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