Member Info for bonker99

https://twitter.com/NicTrades/status/1082584002148601859

Someone translate the 1,491 for me please - I've left me Manipulating Brokers Codes book at home ffs.

PMs down, Copper/Dollar up - exactly what I'd hope/expect - need to make it real now though :)

https://twitter.com/realDonaldTrump/status/1082627015235256321

Am I right in thinking that the Copper smelter/concentrator is already there in Oman such that on any DTM they simply need to start digging, no more Capex required?

A new all-time high if they print it lol

Give me the quick/hard sell then mate :)

Hey.

Yes, I was referring to the modest sized Copper in Oman. The size of the lithium is neither here nor there because it's been PFSd, will soon be DFSd and the numbers are what the numbers are :)

That Copper and the Titanium with Rio Tinto is still a nice to have though.

Would llike to hear from you fundys about the co-products from the Lithium resource though - if I really did that right and they can top-up the Lithium money with that other stuff (quartz and feldspar) from the same tonnage then it really could be a spectacular DFS.

PS: Nice to be able to buy on the bid pmsl

Green day for Copper so far - fingers crossed for a violent spike there on the right Trump/Xi vibes :)

Lolz ;)

Morning - yes, I haven't crawled over it looking for an average grade but with the PFS targeting 1.6% TREO the drill campaign looks to support/beat the PFS mid-case here so it's looking good.

BTFD if it comes imo.

Journalist pmsl

The fact they're showing any interest at all says they have an interest already ;)

Placing at 12s?

Hi mate :)

Today, yes.

Evening.

I gave this a look earlier and, assuming the lithium price remains stable, it looks super value at c5p just based on the Lithium project(s) alone (I ignored the Titanium and - nicely graded but modest size - Copper projects) plus the current cash balance.

The possible $500/t co-product sales (if I read that correctly) potentially blow the roof off the already impressive PFS IRR/profitability numbers too.

Looks good imo.

Those are per capita numbers :)

I.E. how much Copper each person uses, not the whole country.

Germany being so far out in front is still interesting though - they're obviously big engineers/manufacturers so that'll add a bunch but I would imagine it's probably just an indication of how far advanced they are in terms of national infrastructure, particularly with respect to electrification, and the density of that infrastructure.

Compare to places like China and India with their billion+ populations that are strung out all over the place across vast swathes of land with next to nothing inbetween the population centres - much like America but on a bigger scale with virtually no connection between those centres - power lines etc.

These are the places that will drive Copper growth (over and above EV demand) as it's a known fact that as GDP per capita grows, so does Copper usage per capita - more fridges/kettles/phones/gadgets etc. When you're talking about a quarter of the World's population using a tiny fraction per person of what most developed countries currently do then the growth potential is phenomenal and it simply has to happen.

Some whopping trades today I see.

Fab list of reasons to buy into Copper here:

https://twitter.com/SteveStewartORE/status/1082292881438765057

This looks pretty perfect to me:

https://twitter.com/bonker99/status/1082210590595182592

The DFS will take care of MODs mcap mate as you well know - Copper @ $2.65.