focusIR May 2024 Investor Webinar: Blue Whale, Kavango, Taseko Mines & CQS Natural Resources. Catch up with the webinar here.
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Currently 18 p on asx
Interview on the whole operation of Base
https://naturalresourcesforum.com/companies/kevin-balloch/
Toliara Project
https://vimeo.com/355909087
News on Mafisini lease would be good would keep Kenya going until 2024 more dividends and then on to Madagascar for 30 years
http://thecoast.co.ke/2020/07/27/government-to-renew-mining-license-in-kwale/31/30/mombasa/thecoast/3151/11/
With all the community work Base have been doing and the ministry of mines tweeting about it should be in the bag ?
Berenberg reiterates buy with a target price of 27p.
https://www.investments.bankofscotland.co.uk/markets-and-insights/market-news/article/?id=7352372&type=bsm
Price of ilmenite still rising
http://www.sunsirs.com/uk/prodetail-645.html
Bit of research on Madagascar and mining
https://www.forbesafrica.com/wp-content/uploads/2020/06/FORBES-2020-MADAGASCAR_16PAGS_vOnline-Edition-v05-1.pdf
Video on Tinto mine similar to Base Resources proposed Toliara project
http://www.omnis.mg/images/videos/mining.mp4
Good steady week have a great weekend all
Good to see ministry of mining retweeting base titanium
https://twitter.com/MadiniKenya?ref_src=twsrc%5Etfw%7Ctwcamp%5Eembeddedtimeline%7Ctwterm%5Eprofile%3Amadinikenya&ref_url=https%3A%2F%2Fwww.petroleumandmining.go.ke%2Fminerals-mining%2F
Mineral sands explained
https://s3-ap-southeast-2.amazonaws.com/assets.baseresources.com.au/wp-content/uploads/2019/05/20131834/BSE-Mineral-Sands-Factsheet-May-19.pdf
Great work supported by base resources
https://www.the-star.co.ke/counties/coast/2020-11-16-refurbished-mangrove-bridge-unveiled-in-kwale/
Short term on par with asx 17.8 medium news due on Madagascar hopefully soon and a big rise interims in feb again looking good
What’s your envisaged target price here mate for the ST and MT? Cheers
No spread at moment can sell at full ask must be very short on stock...
Base Resources trading at 17.8p on ASX up 10% on day a lot higher than Aim
Proactive update re AGM
https://www.proactiveinvestors.co.uk/companies/news/934493/base-resources-looks-back-on-successful-year-934493.html
As at 31 October 2020
• Net cash position of $68.3m
? Cash and cash equivalents of $93.3m
? Revolving Credit Facility drawn to $25.0m
• Maiden dividend of $29.8m (in aggregate) paid on
7 October 2020
BSE constant supply and demand
https://stockhead.com.au/resources/minerals-sands-prices-prove-resilient-with-strong-outlook/
Like this bit from todays presentation
"Cash not required to meet the Company’s
near-term growth and development
requirements, or to maintain requisite
balance sheet strength in light of prevailing
circumstances, could be expected to be
returned to shareholders."
More good news
https://finance.yahoo.com/news/worldwide-zirconium-industry-2025-increasing-112800128.html
https://www.londonstockexchange.com/news-article/BSE/annual-general-meeting-materials/14763040
AGM report all looks good!
Today’s agm presentation
https://wcsecure.weblink.com.au/pdf/BSE/02311308.pdf
Looking good for another dividend
Must watch video
https://www.fmp-tv.co.uk/company/base-resources-investor-video/
Nice little tick up today but still trading less than on ASX
Good podcast to watch
https://www.proactiveinvestors.co.uk/LON:BSE/Base-Resources-Limited/