Roundtable Discussion; The Future of Mineral Sands. Watch the video here.
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Tex, you make some very good points below, whilst we have had a significant amount of news and the endorsement of the board with their additional share purchases, we probably need some stand out news to break clear of the malaise and if we are reading the signs correctly, that hopefully is not too far away, with assays pending for Jangada and drill plans pending for ValOre, that should give both boards the platform to extend the comm’s in a more substantive way,....GL S
Also, from a timing point of view it will be an interesting 3-6 months with drill results being reported and the formulation and communication of the development plan for Pitombeiras.
As we have debated here a bit, there has also been the start of an increased awareness campaign and a communication from the company last week that PR will be ramped up once the development plan for Pitombeiras is tied down.
For me it just seems as though the £5m market cap is undervalued and as JAN tweeted this week, they are currently trading at a lower market capitalization than short-term liquidity.
I could be completely wrong but I think something material will happen in 2020, aligned to realising the true value of the assets.
Final point, the BoD clearly believe in the company given their personal holdings and investments.
Negative side, we continue to fly under the radar and for what ever reason we are not attracting the attention I would have expected given the increased flow of news and positive drill results we expect - maybe I am missing something obvious?
Evening Sg, for UK based investors, ValOre does present a problem with a direct equity holding, as currently their shares are not Crest aligned, albeit that is not completely unsurmountable, that aside, my preference remains a direct holding with Jangada and the position to ValOre via that route and take the shared value of exposure to ValOre‘s asset portfolio, which understandably is PGM and Pedra Branca focused, but their Uranium and Gold assets should not be overlooked!, along with the development of a very exciting Fe-Ti-V asset at Pitomberias, Goela and the recent expansion of the Mocidade tenements, that route just feels a more rounded and hedged approach, especially taking into consideration the current market cap of Jangada,.....GL S
Hello All,
My dilemma was whether to buy Valore (great project: Pedra Branca ) or buy this stock and get the same project exposure plus something free (Pitombeiras: Vanadium, Titanium, and Iron) thrown in!
I've gone for Jangada and expect the market to pick up on the price discrepancy followed by a re-rate of this, under the radar stock, in what should be an exciting market for the very few Pd endowed stocks.
I also like Harvest Minerals and its story, of course totally different.
Wondering what the arguments are for buying this over Valore or vice versa? I suspect both shares will do very well.
Tex, the link below is for ceo.ca, that DC refers too and I do contribute occasionally to the discussion over there, albeit as DC mentions, quite a number of the PI’s work in relatively short time frames and patience is not in abundance, .....GL S
https://ceo.ca/vo
Ceo.ca is the most used bulletin board. There’s a high proportion of traders though, most research oriented posts come from
Someone called Swizz. There are a few that seems to be more interested long term, but their posts are far and few between.
I use the ceo.ca app on my phone for ease of viewing
Swiss, are there any decent boards for ValOre? I wouldn’t mind seeing what their investors are saying.
Thanks
Good to note ValOre continues with its uptrend and another strong session, so far today, albeit volume still relatively low,.....GL S
Btw - yesterday’s session did end with double the average and the link below only provides live prices and volume from the TSX-V, you need to go to Stockwatch to get the Alternates trade activity.
https://web.tmxmoney.com/quote.php?qm_symbol=VO
Hopefully palladium smashing $2500 will give it and Jangada a big boost tomorrow.
+12% happy days.
Volume isn’t high though.
A decent start to today’s session and back above the point were Jangada’s market cap is covered by our holding in ValOre,....GL S
https://web.tmxmoney.com/quote.php?qm_symbol=VO