The latest Investing Matters Podcast episode featuring Jeremy Skillington, CEO of Poolbeg Pharma has just been released. Listen here.
London South East prides itself on its community spirit, and in order to keep the chat section problem free, we ask all members to follow these simple rules. In these rules, we refer to ourselves as "we", "us", "our". The user of the website is referred to as "you" and "your".
By posting on our share chat boards you are agreeing to the following:
The IP address of all posts is recorded to aid in enforcing these conditions. As a user you agree to any information you have entered being stored in a database. You agree that we have the right to remove, edit, move or close any topic or board at any time should we see fit. You agree that we have the right to remove any post without notice. You agree that we have the right to suspend your account without notice.
Please note some users may not behave properly and may post content that is misleading, untrue or offensive.
It is not possible for us to fully monitor all content all of the time but where we have actually received notice of any content that is potentially misleading, untrue, offensive, unlawful, infringes third party rights or is potentially in breach of these terms and conditions, then we will review such content, decide whether to remove it from this website and act accordingly.
Premium Members are members that have a premium subscription with London South East. You can subscribe here.
London South East does not endorse such members, and posts should not be construed as advice and represent the opinions of the authors, not those of London South East Ltd, or its affiliates.
Take a look at FAR. On course to become worlds largest and cheapest producer of vanadium . They have pilot vanadium mine already producing so no endless equity placing like most junior miners. Latest rns stating they’re selling molybdenum as by product at no extra mining cost , it will rise a lot this morning , be quick
Take a look a BCN, rapidly commercialising the world-class Sonora project in Mexico which benefits from a large, scalable and high-
grade resource indicated at over 5mln tonnes of battery grade (99.5%) lithium carbonate equivalent (LCE), underpinned by Chinese group Ganfeng
Wouldn't touch eee myself always legal wranglings but guess could rerate quick if sorted.
Rockfire resources should be on the list with more results due. Ariana resources is on my watch list too.
Not sure if power metals has ozzie gold among its 9 projects but has 3 drills underway so worth a look. Kavango resources is tied to one of them and also worth a look as they think they may have a new pgm district under the kalahari.
For Welsh gold alba resources are waiting results and Anglesey mining undergoing a new PEA on formerly the biggest copper mine in europe. Sitting at 3m might be excitement by end of Nov.
Nickel seems strong and for that hzm horizonte minerals has 2 tier 1 assets in Brazil.
But THOR you have underplayed importance of uranium in the US perhaps with supply deficit issues at mo I believe. Also the battery metal vanadium.
EUA been a bigger success than ggp and worth a look if not holding as in formal sale process. Got some gold in Russia but palladium and rhodium the key.
Twitter is not sufficient for some tampers...
Thanks for that trek, going to have a punt on THR and look into Cobra.
Just digging around Oz LSE Smallcap miners, a very brief summary. Scores are my view only. Does anyone have any others?
All funded but will need to raise again to progress assets.
COBR, Cobra Resources, £6m, 3.1p 5/5. drilling now. 4 x IOCG targets at Wudinna, SA, also Prince Albert Copper in WA. Both have inferred resources from previous exploration. Funded by cash and warrants. Buying sub 4.5p is imo a bargain.
THR, Thor mining, £13m 1.1p 4/5. Awaiting assay results and aeromag interpretations for 100% owned Ragged Range. Have gold in pan, need to narrow down drill targets. Also other Tungsten/Gold/copper plays in Oz and acreage in USA. Just placed, Metal Tiger holder.
CCZ, Castillo Copper, £27m 2.6p 4/5. recently IPO’d, funded. Mostly copper, nickel, zinc maybe gold. All Oz. Excellent Geo at Mt Oxide, about to drill, Arya, a huge anomaly and the Big One, supergene Cu deposits. Also Zambia.
ECR, ECR minerals, £17m 2.8p 5/5, Copper gold, rig arrives Oct to drill Creswick & Balieston. 100% owned in Victoria. Tambo gold licenses in Eastern Victoria. Just raised July, JV likely. Awesome postcode, Newmont next door! Also Philippines & Argentina. Alan Green’s stock pick.
Empire Metals, EEE, £11m, 3.4p 3/5 drilling Eclipse & Houdini project in WA. Soil samples have identified two more gold targets. Just placed in Sept. PGE JV with Artemis, legals, Oz. 50% JV in Georgia Cu/Au assets some licenses pending, legals. I don’t hold
Wishbone Gold, WSBN, £9m, 7.3p 4/5, investor just bought 3%, funded following restructuring has 45 day option on Paterson Range assets near GGP Haveirion acreage. Also Wishbone 2, mine nearby 2km sold for $300m and White Mountain in Queensland. Cashed up and 94% of warrants exercised at 3p. Have contracted Terra Search, local so no covid issues to drill by end of year.
Panther Metals, PALM, £6m, 12p 2/5. Listed on main market and only has 56m shares in issue. Main market rules restrict annual dilution to 20% but that doesn’t mean they wouldn’t dilute and re-list on AIM. Assets in Canada, ‘big bear’ & ‘dotted lake’ doing aeromags. Acreage in Northern Territories Oz, desktop, could be good. Financed. Early stage, expensive atm. I don’t hold.
Gunsynd, GUN, £3m, 1.01p - invests in oil/gas/ holds some Oz junior miners etc. Not for me.
GGP 5/5 enough said!
Not in Oz but my biggest holdings are GRL, SGZ, PUR and SHG on my buy list.
Usual caveats,
Trek