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why not all of us can see clearly massive massive ...mahoosive....upside for long term buy .....see you at �1......one day....
Still close on to 80 million.
Is this Baron guy still holding WTI, somebody said he was in it for the long term, is he still posting on twitter about WTI?
Be great if they could tell us their holdings. They can't have much left, wouldn't surprised me if Orion bought the remaining shares off them if that is the SH that's selling..
Let us into your secret, did KE give you the nod at the 19th hole?
the news is not far
Hope wti can prove up resource on vanadium , http://www.northernminer.com/news/vanadium-metal-watch-2018-analyst-says/1003792703/ They might well sample the tallings dams to scrape a few more tonnes out
There must be one due soon with all these recent large share transactions!
Thanks TDT Cobalt 100 tonnes per annum ish , 100 x82000 = 8,200,000 Any idea of actual gold and silver recovery , Thanks in advance
Hoping for restructuring of finance, then next day the announcement of OTJIHASE reopening, Anyone have a idea on cobalt production at Kitumba , my original guesstimate was out I think , But going on 0.0234% in ore , and 1mill ore mined py , comes out at 234 tonne , so call it 200 x 82000USD pt = 16,400,000 USD per annum,
I'm guessing that POC won't move much during the Chinese New Year holidays. But I don't know if that's what usually happens
Thanks patters. I Topped up last week at around 2.30 as price looked too strong to drop below 2p.
- Interim results next Friday? Following week? - Restart news of othijase (excuse spelling if incorrect). - Possible news on Berg Aukas. - Update on Orion financing. Remember we are highly leveraged to copper price/outlook. I am planning a decent top up this week :)
Just wondering if we are expecting any news any time soon? I'm sure you guys would have mentioned it but I might have missed it
Add max production to the figures , I make it 69,000 tonnes per annum , that�s a extra 72,000,000 us$ to revenue = 699,907,933 us$ revenue pa Hope the shares in PERE start paying a dividend , so we can get up to 700,000,000 lol
I was right first time , 537907933 + 90000000 = 627,907,933 US$ revenue pa
Oops forgot to subtract 10% from Berg Aukas as wti are 90% holders lol Maybe we better purchase the other 10% too , then I do not need to do extra math
Also , forgot gold , silver at Kitumba Have I mentioned the tallings at Berg Aukas , new mining tec, often target tallings from old mines Anyone here find out what the amount of cobalt can be extracted from Kitumba ? My guess is 1000 mt pa , 1000 mt x 80,000 us$ =. 80,000,000 us$ more revenue pa Then vanadium pentoxide = 400 mt pa x 25,000 us$ = 10,000,000 us$ 90,000,000 us$ +636,987,271 us$ (previous post was wrong sorry , take away instead of a + ) = 726,987,271 us$ pa revenue Then gold and silver at Kitumba ok , Sorry for mistake , I really need to write on word and past here , so to check what I have written , Gla
537,907,933 us$ revenue pa Just keep posting this every hour. Enough said !! ...;0))
Should have read 20000 mt at Kitumba below in recent post Imagine all the following happening, Copper price increase to 8000 per mt Copper output increases from low estimates 47500 mt to say 60000 mt , 60000mt pa x 3500 ( profit margin ) =210�000,000 Berg Aukas. Useing old report figures for production of concentrates = 358,123,301 us$ Applying today�s prices this comes to. = 579,079,338 us$ ��������- =220,956,037 us$ more 220,956,037 (extra revenue) + 70,870,681 ( original net cash flow ) = 291,826,718 us$ I am Looking forward to new PFS update One thing which will be different is the Initial capital expenditures, interesting to see that figure applied to Also value added for vanadium pentoxide, All though optimistic figures for 10 year production, divide 291,182,671 by 10 , = 29,182,671 us$ pa free cash flow , Copper operations at 60,000 pa x 8,000 = 480,000,000us$ revenue Berg Aukas operations 579,079,338 divide by 10 = 57,907,933 us$ revenue average pa Total =537,907,933 us$ revenue pa ��������������� Add colbalt to the equation and vanadium , this get even more impressive but I will leave that out lol Ok I�m done again , sorry for mistakes if after posting I see some , All my own calculations , DYOR
Sp price , add copper future price at nameplate 17.500 mt , add Otjihase production , + 10 ish mt = 27.500 ish mt production per year , then add KITUMBA, first low estimate 20 mt ish , (all low estimates) 47000 mt per year low estimate , 47500 copper per year , approx 2,500 margin per ton , (approx) 2,500 x 47500 = 11875000 profit , revenue , then burg Aukas , zinc , lead , silver , vanadium. , all commodity�s up except for silver , but I�m bullish on silver , saying that silver only1 % off revenue ,berg Aukas gives wti a wide spread commodity base , (ones up , another�s down in price ) , prediction is hard to predict , my personal thoughts are Berg Aukas and Otjihase first , as these two can use existing concentrator at Otjihase. My view on vanadium is very bullish , I�m aware of high production cost at mo , been researching I�m sure there�s a low cost production for vanadium , will have to pay for tec tho , vanadium is so important to the world , so many uses , only 90000 mt per year produced globally 2017 , China main producer of vanadium are changing rebar , (steal used for reinforcing concrete , buildings , roads , bridges , ) later this year new regulations need more vanadium in rebar , that�s not all , recent battery storage as started to come into play , vanadium flow batteries are taking a position in industry, also vanadium may even take more news in the future , https://actu.epfl.ch/news/a-revolutionary-material-for-aerospace-and-neuromo/ Recently smelters in China have been closed down because of environmental reasons , a lot of vanadium is a byproduct of smelting , add vanadium is produced from the burning of fossil fuels , (fossil fuels are not going to be be the future) so less vanadium produced from those industries , only ore left to meet demands , plenty there , just need the price to be right , wti , burg Aukas as a bit , ore is not that high % but considering it�s not main commodity it don�t matter , but one thing to keep in mind is the revenue from vanadium might be as much as lead , costs of producing ore into different concentrates are on price per tonne , what you get out off the different concentrates in profits is price of commodity�s , ok that�s me done , gla
This share will really rerate and quickly �M That is quite ridiculous IMO for what could happen if copper gains some traction!!!!
I’m happy with this weeks trading. Lots of new investment coming in and no new news yet. The potential re-rate here only just sinking in. Lots of news to come so hopefully up up up...;0))
Agreed, quite typical of shares on the up. No-one knows exactly where fair value at any particular moment lies. The other thing that could change which we all probably have some speculative idea about is IF Logiman have been selling into every rise when will they run out of shares to offload? That could help the SP in the shorter term ( however long that piece of string is)
A bit disappointed with how this has ended this week. Hopefully, we can revisit highs of earlier this month. GLA