Member Info for andmillsy

Thanks Iceberg
Couple of questions
What cut off have you assumed? Recent report from Caravel is 0.1
Any idea of stripping ratio? There were some questions on another group on this. Caravel is 1.1:1 which is quite attractive.
Grateful for any insights.
Thanks

Great research news thanks

They'll still take 15mil which is unusual for a Friday afternoon

That thought so never crossed mind ;)

Trying to fill an order I suspect - not having mine at that price !

even 15 mil !

https://youtu.be/zrKQrbYx6nM
Andre speaks for YCA I think at 1h30ish
Very keen to close the discount to NAV
Possible share buy back mentioned.
Worth a listen

Seen some very odd forced sales of late in other shares and assets. These have provided in some cases attractive opportunities
As you say let's see what emerges

Good spot on the likely sale. No idea but here are the last major shareholders

EV Metals Group plc 10,000,000 (16.3 %)
PM Ploutonic Metals Limited 6,422,007 (10.5 %)
Hargreaves Lansdowne 6,328,605 (10.3%)
Interactive Investor Services 4,449,745 (7.3%)
Indo European Mining PR Ltd 4,240,987 (6.9%)
The Bank of New York Nominees Limited 2,125,000 (3.5%)
Lawshare Nominees Limited 1,955,989 (3.2%)

News
Indeed looking great
Nice to be on the same strike with you again!

Bring it on ....

thanks news and orion10
Apologies if I repeat anything you have said but racing around a bit to catch up.
QXR share price has been on a fairly meteoric rise of late. Appears largely due to Lithium prospect.
THR is next door to their licences - I have validated on https://geoview.dmp.wa.gov.au/geoview/?Viewer=GeoView (bloody difficult to use) THR licences E46/1190,1262,1393 and 1340 adjacent to QXR E46/1367 screen print on link below
https://drive.google.com/file/d/1LSkkXZdw_YcyV9MTYA5VMZYbfvveM8OM/view?usp=sharing

Also validated here - easier to use :) where THR licences are highlighted in blue and adjacent to the QXR licences.
https://app.sharelinktechnologies.com/announcement/asx/a858b306be58cc3676fa4dd7687ae19d

There is definitely a lot of buzz about Lithium in this area.

Exciting times ahead

Welcome back IK - it might blow soon !

news - very interested - digesting all the helpful inputs on this.
Thanks

Table of full holdings substantiates the selling
https://twitter.com/UraniumEquities/status/1509165895880687617?s=20&t=Bql5Bt515Bq8j_IbgkTjlQ

Here's a link
https://audioboom.com/posts/8057021-traders-cafe-with-zak-mir-colin-bird-executive-chairman-galileo-resources

A lot of discussion on hot copper overnight.
Approval was given at county level in yesterday meeting. Country being San Miguel.
This was a requirement before Colorado can consider for approval.

Video up can't see minutes
2h30 seems like a yes...
https://sanmiguelcountyco.granicus.com/player/clip/171?view_id=1&redirect=true

Minutes not up yet and I'm about to call it's night.
They'll appear here
https://www.sanmiguelcountyco.gov/661/Agendas-and-Minutes
Look under archives for San Miguel County Board of County Commissioners
The agenda point 8 gives a link to the approval recommendation in document name "BOCC"
Document download link is here
https://drive.google.com/file/d/1NkWTJnHLnHRUuvS8DuqWUe-PiHUlw2EU/view?usp=drivesdk
One new input from public consultation from a mountain biking group is a separate document

Fingers crossed for approval by morning.
THR on hotcopper may give you an answer later tonight during ozzy daytime

There is a precedent for how a company of Colin's planned to distribute a windfall payment on asset/company sale. Link below
https://www.proactiveinvestors.co.uk/companies/news/29129/bezant-resources-to-return-half-of-mankayan-sale-proceeds-to-investors-34816.html
Similar thinking may apply in the XTR Bushranger scenario.

*** Following is not intended as cross ramp but for historical reference***
Incidentally this was for BZT with a large porphyry in Phillipines. The government there banned mining and therefore scuppered the sale! 11 years on the asset is up for ASX flotation but at a much reduced ownership percentage for BZT but with attractive economics.