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Member Info for JDwag


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Member Since: Mon, 16th Jan 2012

Number of Share Chat Posts (all time): 6,377
Number of Share Chat Posts (last 30 days): 61

Last Posted: Today 14:00


Post Distribution over the last 30 days




Today 14:00

Cool. Need to set one up as only have one with my full name on it lol.

JD
Today 13:52

Not a premium member mate, do I get those?

JD
Today 13:24

A few extra pennies into the pot today, I’m taking the 31st Jan date on its word, MoU then an expedited PPA would see a large jump in SP. Of course I’ve said that many, many, many times over the years. Don’t post much here anymore but most defo loaded and awaiting my eventual payday for being crazy patient.

GLA

JD
Today 11:34

https://www.metalbulletin.com/Article/3782140/Latest-news/LIVE-FUTURES-REPORT-2301-LME-copper-prices-under-pressure-after-on-warrant-stocks-climb-28.html

Well, there is your reason for the drop today. Are we to see a big dump in Copper stocks in the next few days like we saw all through 2017. The cynic in me sees a short attack.

JD
Today 10:24

The ZARs movement can be explained in only two words 'Jacob Zuma'. It has completely debased from its on economic reality and is trading in 'will Zuma go rumours' it's growing at a third the size of GDP that the US is and when it's budget deficit is released in February it will be way north of 4%. Nothing that is happening makes any sense and considering the US may have three or four further rates rises this year you are left scratching your head as the real yield difference between US and SA yields are reducing sharply. Odd is putting it mildly.

JD
Today 09:40

Yes, being in Copper is a marathon and not a sprint! The long term structural issues in Copper are in our favour, what WTI now have to do is build a low cost operation from the 2 projects in the stable (3 hopefully very soon) and let the next few years do the work regarding copper prices.

As for today’s prices? Doesn’t really matter in the grand scheme of things, that’s why you hedge!

JD
Today 07:57

http://www.kitco.com/news/2018-01-23/China-apos-s-Dec-scrap-copper-imports-fall-sharply-on-waste-crackdown.html?sitetype=fullsite

Yes, the scrap shortage cometh, make know doubt. This will have some strange effects on the Copper supply chain alright. At least until other processing plants are up and running in other parts of Asia. But even then, this adds another chain in the link (to go wrong) and obviously adds cost.

JD
Mon 21:03

Considering how well the Cu Price has held up pre Chinese New Year, it will be most interesting to see what happens when Cu reaches its peak season post mid February at the same time of a cyclical industrial upturn, I’m very hopeful.

JD
Sun 19:15

I think you are correct, Pedro, we are probably not very far away from Orion and WTI restructuring the debt repayments on Tschudi. Probably as we get close to the New Financial Year (July onwards) IMO. A fair Rescheduling and the actual ability to meet it, would do wonders for the SP. I’m sure someone on here commented on the possible rescheduling of the debt after a discussion with the BoD / Orion at the AGM?

But all in good time I guess.

JD
Sun 17:33

Really? A company that was only digging in to get its original money back on Tschudi voluntarily gives $AUD5m for a completely unrelated project at LIBOR +2%? Disagree with that, if that was your motives you wouldn’t do that.

JD


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