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The cause for NEC is unknown. Yet they argue that Enfamil or Similac cause NEC?
There is only correlation that for babies who are born prematurely or who are weak or underweight the prevalence of necrotizing enterocolitis is more common.
This appears to be the case when babies are fed exclusively these products. Is it not more likely this condition emerges due to lack of proper nutrition from mother milk!? why should they put a label on a product made for babies:"INCREASES THE RISK OF NECROTIZING ENTEROCOLITIS" . No sane person would buy it.
And if its true then what kind of person/company would put it out ?
sold out ages ago...reality is these are high risk plays and you need to know a world of information about mining and geopolitics and resource evaluation and future possibilities and market cycles and literally everything :p. and if you figure that out and manage to get all the future estimations correct down to the ******* last bolt and screw you can still go wrong as the bigheads in hzm have proven. what a waste aim market is. i dont own a single share on aim anymore and my portfolio is doing quite well .
Ok but at least they are doing something, not spending their time populating this board with meaningless messages..go see a therapist or something. its pretty obvious you got other much deeper problems than your investment in ars which you claim is only a punt
I wonder whether ars management would be interested to partner up with someone to prove up the rest of the ksk. surely given BKM is at feasibility stage and the similarities in surrounding areas with bkm should entice the interest of majors !? or is it because they dont want to give up a part of the project!? might have bitten off more than they can chew. maybe or even likely the majors are watching but waiting for the best moment-either get ksk into production remove all the risk or fail and see ars close to bankruptcy and buy us out.
Literally every big company from bhp, teck to rio is talking about the increasing need for copper and matching their talk with increased investment in copper projects. meanwhile copper is trading closer to all time high than it is to all time low or the midpoint. and copper productions is getting hit by lower grades, disruptions eg. 13 year drought in chile(produces near 29% of all copper produced) and huge new demand coming from government supported green schemes in all over the world plus the expected increasing living standards should see copper prices balloon upwards with multi year low inventory levels. isnt glencore's bid for teck indicative of a bullish story for copper in your opinion!? or is everything worse and its doom and gloom
I take that back about far east gold..its actually quite decent. i was just swamped with some other pile..sorry . not sure which one has the jorc compliant mre? but it is cruel how the market values their hills as equal to our economically proven reserves. its like where i would expect asiamet to be valued without having defined and proven bkm's value or done any drilling on ksk or beutong except some prospecting activities or sampling !?
nice find interestingly far east gold trades at near enough where we trade at, at 30mil with having secured rights to acquire, explore, develop and develop six 'advanced' projects- (i wonder what their definition of advanced is!?) and one with a jorc resource. some of the junior mining companies are hard to understand. like is anyone visiting their website who is not an investor??. if not then why make the website so shiny and full of glamour instead of just going down to business..**** its annoying
Think ksk needs more than 2000m drilling.? BKM with reserves does not need drilling but even BKZ still needs further drilling to delineate the resource. as far as i know its still open from multiple directions. not to mention any of the other assets where only soil sampling has been done and some aerial surveys. I agree though biggest rewards reaped when we hold on to to the biggest piece of the pie.
That last paragraph is important :
A primary focus on financing presumes that the projects are ready and waiting. The reality is that the industry’s collective set of development options is modest by comparison with prior decades, with the well–known lack of discoveries, the depth and complexity of what has been found, and the lengthening catalogue of above ground risks and regulatory hurdles that confront project developers all add to the challenges of bringing additional copper to end–users in a timely fashion. Technological progress can help at the margin to improve the productivity of existing operations, but the binding geological realities feel like the stronger force for this decade at least.
In closing for this chapter, we reiterate our view that the price setting marginal tonne a decade hence will come from either a lower grade brownfield expansion in a mature jurisdiction, or a higher grade greenfield in a higher risk and/or emerging jurisdiction. None of these sources of metal are likely to come cheaply, easily – or, unfortunately, promptly.
Big companies doing the work and we get it for free
https://www.bhp.com/news/prospects/2023/08/bhps-economic-and-commodity-outlook.
on their latest annual report they mention spending more than 70% of their medium term capital spend on future facing metals i.e. copper nickel etc...if you look around other smaller companies like AAZ for example you'll find they are looking to become a primary copper producer switching away from gold/silver- AAZ management has done an excellent job of building the company up. meanwhile in south america Chile CODELCO has seen a drop in their copper production due to lower grades and increased costs associated with underground mining. some of their biggest mines like Chuquicamata have been in production since 1905 like
The only thing that might happen is a potential buyer taking advantage of our financial position to get us on the cheap imo. ignoring the fact that copper supply is gonna be in deficit in the not too distant future there should be no trouble getting financing in this market when every major is on the hunt for more copper and other battery related metals. the long term share price weakness has more to do with investor confidence than the fundamental asset underlying it imho which is partly why its such a great opportunity at these levels. as i have said before find me a shovel ready project with feasibilty study done thats trading at 30 mil!?
I think there is always the suspicion that mms are trying to downlpay the trades in order to create panic in people which might be true i guess. Hence often you find the actual trades dont go at anywhere near the bid and ask reported on lse. Although i am unsure if that is the intention maybe its just the levels you would expect to pay depending on the size of your order.
thanks for all the rns Coyote. looks like they actually have an inferred resource out for bkz which shows both polymetallic zinc for 700kt at 8%(very high grade) and cu at 1.1 % for 1.1mt- quite interesting to read how they planned to do 5 holes but ended up drilling 35 holes for over 3000 meters and announced an inferred resource, from what i am reading it seemed an exciting period . The better part is this resource is still open on multiple directions for both polymetallic deposit and the high grade copper deposit underneath. my guess is for financial reasons they had enough information about bkz and decided to focus on the surrounding area after that. They also mentioned that eight prospective areas having similar geophysical and geochemical characteristics to bkz were identified during this period which warranted 'aggressive follow upp exploration'
Talking about perspective does anyone remember what the actual drilling has been on the other parts of ksk cow. focusing on bkm really can shift our focus from the entire company and ksk cow itself is 20x the size of bkm . i remember going through some pictures and surrounding areas look analogous to bkm especially bkz which runs parallel to the same thrust and am sure some scout drilling done on bks!?
Tony sits on emr board who have just received 150 milliion investment from 'unicron' startup Kobold on their zambian mine. given kobold's main interest is in battery metals i wonder if they have taken any notice of us? they are also doing a jv with bluejay's disko copper nickel project
Https://www.newsweek.com/greenland-melting-ice-sheets-reveal-riches-1755438
we have JV with Kobold- DISKO. they recently put 150mil into a zambian copper mine, although it does have exceptional grades, greenland offers a safer and ESG friendly jurisdiction imho which kobold will want to explore IMO.. kobold is backed by bill gates and jeff bezos so could generate a lof of hype. also i believe we have Dundas ilmenite project fs reconfigured !?