Member Info for andmillsy

"cup and handle"
Taverham tbh I don't know but anything that gets the word out there is good imho. I'm not a chartist but follow Noel as he has useful insights.
Hoping its a rocket although I am currently seeking a double espresso !

https://twitter.com/andmillsy/status/1469218600095555584?t=jpSaGxIrWBXs-_YM2lfQVA&s=19

Get the interview out there retweet or quote tweet if you're on Twitter

Noel on Twitter is a chartist with 12k followers and xtr was his first post today.
https://twitter.com/Borg74/status/1469197689464098816?t=Gby32ICmHGoqs0jjl_vSow&s=19

Brief update on U permits following a reply from Thor to my question on Twitter
"Members of the department over there recently came out for a site visit so everything is still progressing well. Now we are just waiting for the final permits."
https://twitter.com/ThorMining/status/1469143198379524096?t=qYSRVfPQ04ShDo-1sSMA8Q&s=19

Give XTR a helping hand and retweet their tweets for those on Twitter.
Suggest to quote retweet with #copper #xtr @resourcesxtract
Hopefully get them a few more followers and stimulate investor interest

Due on 20 December, hopefully not pushed back this time.
https://dnrweb.state.co.us/DNR/Mining/operatordb2/report-Prospect.asp?search=PermitPendingApplication

Peru
I can only imagine AA would be concerned about the geopolitical and taxation challenges which are increasing in Peru. Plenty in the press about this - one example below:
https://www.thearmchairtrader.com/peru-chile-copper-mining/
"In Peru, where socialist candidate Pedro Castillo narrowly won the presidential election in June against conservative rival Keiko Fujimori, there is fresh political uncertainty as Castillo faces possible impeachment and a vote of no confidence. In his pre-election manifesto Castillo promised to introduce royalties on mineral sales and increase tax on profits from mining companies."

Thanks Dcat

Grateful if you can share your findings please Ella when you've unravelled this. RNS isn't clear enough for me.

Lucky the other one is "The adult body contains between 1.4 and 2.1mg of copper per kilogramme of body weight. Hence a healthy human weighing 60 kilogrammes contains approximately a tenth of one gramme of copper."
Hoping for better assays at BR !

I entered on the basis of this research primarily and of course my own DD
https://valuesits.substack.com/p/the-real-asset-ownership-complex
PANR halfway down

Seems a good use of funds sitting in bank from SFR Licence sale back in September. Quite some history for CB in Zambia
https://www.lse.co.uk/rns/GLR/option-and-jv-over-shinganda-copper-gold-project-f68y0e29zh62xjw.html

In case anyone wishes to hear the whole interview. General copper market insights from 2 min and total interview 10min
https://www.bloomberg.com/news/videos/2021-11-16/ivanhoe-lifts-production-guidance-at-congo-copper-mine-video

"We're looking to produce as an industry as much copper in the next 20 years as we did in the last 1,000 years," Friedland said. "We need an enormous volume of these metals or we just won't have the transition."
https://twitter.com/andmillsy/status/1468009472564019209?t=2ZT8TWDWWwVVrUkLzn0GdA&s=19

News from Peru permanent closure of 4th largest mine in the country

With production capacity of 400,000 tonnes of copper a year (and significant quantities of gold and silver) or some 2% of the total global primary output,
https://www.mining.com/mmg-to-shut-down-las-bambas-copper-mine-by-mid-december/?s=09

Great idea Steve but to be registered on the next voting poll I need to ask you to define the probability...

I have posted a couple of the annual reports from RFC Ambrian and here is the latest one. It has proved more of a challenge to get hold of this one - I don't know why. I am still digesting it but we are in such a good place with Bushranger in 2019 cutoff for inclusion was 3.0mt contained copper, 2020 2.5mt and 2021 2.0mt (current report).
Data in this report was, I believe, the source of the copper asset acquisition tweets from XTR earlier this week.
Section 7 is specifically about Exploration company valuations but I won't try and draw any conclusions but just dangle the carrot ....
https://www.orocoresourcecorp.com/_resources/blog/RFC-Ambrian-Copper-Projects-Review-2021.pdf

understood !
:) :) xx

Hope so Mojolse - whats your intel?

Thanks Joe I agree with your recollection and can't really add further to this IK.
Also not in JLP which probably explains why it is up 8% today :(