The latest Investing Matters Podcast with Jean Roche, Co-Manager of Schroder UK Mid Cap Investment Trust has just been released. Listen here.
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Guys and gals...don't get too excited about the possible effect of current improving commodity prices on THRs sp...THR is in such a preliminary stage of its life cycle that they really wont have that much of an impact one way or the other.Its JVs and /or significant non dilutive funding that will be the significant drivers not commodity prices or drill results...although of course if positive these could help with JVs/funding)
H
Yeah Baby
Scorpio m0r0n is back..
Give it a rest with the ramping bullsh*t Mr P.
Crack at $1900 coming this week.
Bodes very well for Ragged Range.
Love the interview with Nicole.
Lot of interest in Thor's Uranium & Vanadium project in the US. Major push by US to stop relying on Uranium imports (currently 95%) given the US / China relations. Focus is on domestic supply.
Already over 400,000 Tonnes of Copper and growing. Thats a lot of Copper and 71,000 oz of Gold also from Alford East. Additional Gold and Nickel from Ragged range would be on top.
I can envisage a Tungsten deal also in the very near future.
I see multiple price catalysts ahead leading to a sharp re-rate this year and next.
sorry if already posted....https://youtu.be/qrdbMsnqb3s
Good recap Troaj.
Agree. Much reduced costs under ISR method. I am a subscriber there.
Waiting for momentum to kick in here soon before it takes off like Thor......
Add to that the significantly reduced extraction costs which have also attracted a govt grant!
Well worth a read this on ISR for those that aren’t aware...
https://www.enviroleach.com/conventional
Trek
Ahh...thanks
Gold -nickel and copper - don't underestimate the copper potential at Ragged Range . With the Sth. Aust copper projects as well all the ducks are lined up for Thor .
The long term price of copper. ATB
How is this relevant to THR please?
Goldman Sachs Copper forecast up to $20,000/tonne copper....wow.
With current commodities Bull run getting underway, i think THR should Out perform the rest given all the commodities they have acquired in past years are all getting HOT.
410,000 tonnes of Copper from Kapunda and Alford East (more to come) and 71,000 oz GOLD.
MCap of £16m ??? Does not reflect true value.
Add to that Tungsten, Nickel, Uranium, Vanadium and you could see an almighty re-rate in share price here.
Even just £50m MCap would be 3p....
In my view value here is lot more than 3p.
Yep, I have added recently, impressed with the interview that was posted yesterday. ATB
Kapunda
"Through EnviroCopper, we hold interests in resources totalling 233,000 tonnes of copper insitu with substantial upside for copper and the potential to also extract gold.”
Alford East
"Maiden Mineral Resource Estimate of 177,000 tonnes contained copper and 71,000 oz gold."
Alford West
More Drilling to come.
MolyHill
Updated Mineral Resource Estimate includes portion categorised as "Measured" resource.
· Continued discussions with potential Molyhil project financiers and off-take partners.
Pilot Mountain
Ongoing discussions with various US parties aimed at securing specific investment to progress this project.
URANIUM & VANADIUM
Drilling to coomence in May / June 2021.
Prices for ALL commodities THR got been on the rise since end of last year and to continue with Global expansion from Stimulus to gain even more momentum. Aussies paying top $$$ for acquiring Tungsten projects.
So yes....this at only £16m MCap is significantly Undervalued. IMHO.
This will fly in its own time. Sit tight or buy more if you can. Good days ahead. Good Luck All.
Well I decided to double my position when Nicole became MD, that changed my own sentiment on this
Probably means we will only go to 1p today. That’s all. At least it should be in the blue though
MP o'man sad