focusIR May 2024 Investor Webinar: Blue Whale, Kavango, Taseko Mines & CQS Natural Resources. Catch up with the webinar here.
Hey Tro,
Yeah the explorers i mean. The producers can't meet projected demand, supply has to come from the explo comps.
Colin Bird has been on about it for years. Dwindling supply and not enough explo work.
Yeah Anglo, soz, it should be AA tbh lol.
Hey Tro,
Yeah im quite keen, some of these copper plays need to move soon, i mean the disconnect is absurd.
I listened to the recent presentation. AA are about to start a multimillion drill programme, SP is the result of the rainy season, a placing, and a distressed seller.
Chart looks good.
Jimmy,
I am not necessarily expecting testing of this zone in the forthcoming SJ programme.
Are you?
In the recent presentation Paul mentions several times that the" focus" for SJ is to be the middle sands, in the expectation that these are likely easiest to penetrate, so path of lest resistance.
Once the requirement for a mid-case CNG operation is met, i am not therefore convinced that further testing is a given.
Quite what is meant by "focus", im not sure, but ive taken it to mean priority, with other zones considered optional.
All three wells feature in the activity schedule at the start though.
?
Mick, nom,
Really made me laugh when i read Rod Stewart on the Civil service!
Still laughing now lol.
Yeah, i think the guys great, certainly so when judged against fellow politicians.
His knowledge of the Muslim world from a foreign policy perspective is just tremendous.
Irrespective of disagreement over his personal stance on any individual policy, hes the sort of person that makes for a good politician imo.
Rory discusses the dynamic between Minister and civil servant.
https://www.youtube.com/watch?v=KAMDmsHwrKw
Gordon Brown, Live stream now.
https://www.youtube.com/watch?v=iyOq8DhaMYw
Hi nom,
Thanks.
When in a warmer climate, with sweeter tomatoes readily available, i am happy to eat with every meal, or simply seasoned with a little salt and ground black pepper as a snack. Cant get enough of them :)
From UK soil i think you are hard-pressed to beat a sweet freshly picked turnip, raw, not a fan once cooked.
Another i like is Kohlrabi, again raw, as part of a sald. Recommend if you haven't tried.
I watched your video on Chinese Ev's, those guys are crazy!
Similar situation at CGNR that you mentioned.
JV with Demir, but Demir hasn't facilitated any material progress.
I wonder if for the major, the JV is akin to land banking that housebuilders engage in.
Tro,
ARCM that you mentioned earlier, they have a JV with AA.
SP bounced this morning, presumably has something to do with the BHP situation.
As far as im aware ARCM entered into the JV around a year ago, but AA hasn't done anything much since, hence the SP.
Thanks nom,
A bullish snippet :
"The resource market is notorious for doing very little for years then exploding rapidly with little warning.
As famous mining legend Rick Rule would say… ‘Commodity bull markets move a little, at first, then all at once!’
What we’re seeing right now could be the ‘little’, it may pay to start preparing now in case we enter the ‘all at once’ phase."