Charles Jillings, CEO of Utilico, energized by strong economic momentum across Latin America. Watch the video here.
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How lazy is that....
Https://twitter.com/RoastPR/status/1784532225821675864?t=OjBsMAgcpaDuDemLra0JyA&s=19
I ain't listened in myself yet, if anyone does please share anything of interest .
Rick Rule on BHP/Anglo https://youtu.be/HzJunBPo7zI?si=gk8uN4H_P5-mbApK - interesting also given BHP interest in licenses either side of the kalahari PL253 that GLR owns. ‘Obvious’
https://youtu.be/IOMpfCnAdJ8?si=biDWzP9-nReOoXrF
Your right Cr1sp, yea I think the kalahari will go to sandfire , maybe 253 will be drilled and then whoever wants cobre will take it, either drilled out by us or by them, either way it will take care of itself, besides we won't have the money to mine it so yea a jv or disable at some point, I did like the comments for 29 n 30 that they continue on from sold licences, sounds good to me )
Is 253 already ready to be sold/JV'd?
37/38 minutes into the interview CB says we know we have domes talking about the Kalahari licenses. He then says later that 253 is obvious and we will be drilling the others (I expect 39/40) to add value!
There's a 15-20mt target at shinganda " the cheese wedge " strip ratio 1-1 😋 will start drilling in the next couple of months.
So 3 targets Luansobe, Kimtavia and Shinganda ( or however they're all spelt ) all 3 offer the chance at open pit without the need to raise capital for processing, this is great, crushers aren't expensive and the machinery can be leased, the rock is shipped and then sold to the processor, GLR is lining this all up very nicely.
Sandfire just hoovering us up over there, has to be some sort of payout coming when they eventually finish drilling, sounds like a stretch though, as he said not the priority but will add value first, Sandfire will take em all anyway.
No news on Ferber
Westernforland, I'm thinking when CB courted Cooper Lemon they asked how he would pay for the drilling, hence their comment about Luansobe , he sounded confident on that one, we will see, as Cr1sp rightly said, it's a long way off
A nice little update, I'm still gonna listen to that one atheist another time, can't remember the bulawayo bit still
I really would too, and I'll buy you all a drink if I manage it, as we have all been through the same thing here over the past 5-10 years
Https://x.com/graddhybpc/status/1745394336198426695?s=46&t=3pDdxc6Ci9IzAlx6Vjn-xQ
I found this to be a v interesting chart - the ratio of Nasdaq to copper prices .
In the context of onshoring , global insecurity and green revolution, copper is the metal
Life changing if it comes true!
I would like to see you get that £500k HD. ATB.
Get luansobe running n then the lithium will be close behind with roughly the same game plan, love that )))
For us to make an absolute killing on our quality assets!
2024-2027 https://longforecast.com/copper
Https://www.livecharts.co.uk/MarketCharts/copper.php great time to mine that open pit on which we have a mining license …
I am glad no RNS this week because I think the longer we wait the more details we will be given on a possible sale but more likely the cost and estimated revenue from using a contractor to mine it.
Maybe a lot sooner …in Zambia …
Wonder how long it is going to take for majors to go for minnows! Maybe another couple of years!
Copper (mt) Date
$10014.06 Apr 25, 2024
$9848.27 Apr 24, 2024
$9792.27 Apr 23, 2024
$9895.01 Apr 22, 2024
$9915.29 Apr 19, 2024
$9756.78 Apr 18, 2024
$9592.75 Apr 17, 2024
$9498.18 Apr 16, 2024
$9607.30 Apr 15, 2024
$9388.39 Apr 12, 2024
$9374.28 Apr 11, 2024
$9398.97 Apr 10, 2024
$9450.78 Apr 09, 2024
$9459.15 Apr 08, 2024
$9351.35 Apr 05, 2024
$9343.41 Apr 04, 2024
$9274.41 Apr 03, 2024
$8972.59 Apr 02, 2024
$8934.45 Apr 01, 2024
$8849.80 Mar 29, 2024
"As we predicted M&A has started with a bang. This is a big one and of course very unlikely that @AngloAmerican will accept the low ball offer. If and when done this will make BHP the biggest copper producer in the world.
"Guess what, it doesn’t produce any new copper in the system by merging majors. Get ready for the majors starting to bottom fish and if @GalileoResource, @ResourcesXtract and African Pioneer together with @BezantResources aren’t targets then who is?
"I predicted strong M&A followed by the bottom fishing which will require the majors to reset the size bar for acquisitions.
"Is it much you saying our target is 2 million tonnes of contained copper when there are no projects around to match this criteria. Upwards and onwards."
Https://www.mining.com/web/blackrock-says-12000-copper-is-needed-to-incentivize-new-mines/
18p would net me £511,000, id be happy with that lol
The deeps could make luansobe a 200mill plus adventure)))) 16p -20p baby I can wait for that, and it's a free ride
You are right Flipper!