Member Info for Cacher

A reminder that the Shares Magazine presentation is from 6pm this evening:

https://www.sharesmagazine.co.uk/events/event/shares-investor-evening--webinar-190820

Good to see institutional shareholders acknowledging the value here.

What he did say was that BCN's relationship with Ganfeng was key. It gives them as good a shot of making it as they could possibly have. Clays still unproven, but if anyone is going to make it a success - it'll be Ganfeng.

https://www.proactiveinvestors.co.uk/companies/news/926856/anglo-pacific-shares-are-cheap-says-berenberg-926856.html

Additionally, reading between the lines I think they were lining up a royalty deal with SO4. The SO4 pulled the royalty component at the last minute in favour of a bigger equity component.

As has already been alluded to, the challenge is to replace the Kestrel income within the next few years. Fortunately they've got cash, and they've got time on their side at the moment. Yes, that'll quickly change, but I'm pretty confident JT has this in hand. He confidently spoke about the need to do this over the next 3 years both with Crux and at the last presentation evening. I like the focus on the battery/EV/cleaner future thematics.

Agree Kevin's recent interview wasn't great. JT's recent presentation was better. He did mention that there was a few deals being worked on - namely cobalt, copper and rare earths. He also alluded to site visits being very difficult over the last few months which will have slowed things down.
Even though some commodity prices are bouncing, there's still a considerable lack of cash available for companies wanting to develop - unless you're a gold company of course!
This is a great opportunity, provided you're willing to sit for a while.

Here's one recent podcast that I'd missed. Recorded on July 14th.
https://projectkazimierz.com/adam-davidson/

Thanks Selecta. Will register for this one.
Very pleased to see the team trying to spread the TRR story as much as they can.

JP Morgan forecasts an average price of $100 iron ore over the course of 2020 and 2021. Fantastic news, given that Adam and team modelled Koolyanobbing at low $70's.

I think it's a smart move to get into the potash/phosphate sector - at the bottom of the market. Nutrien and other big players have curtailed some supply, and the recent Mosaic results alluded to the supply/demand fundamentals now beginning to tighten.
Extract from the results in the tweet below:

https://twitter.com/CacherAB7/status/1291302897557409799?s=19

https://audioboom.com/posts/7648345-podcast-no-55-with-trident-royalties-ceo-adam-davidson

Here's the Fairbairn and Russell podcast

Morning everyone. I caught up with Adam yesterday evening. The Crux Investor interview didn't go ahead, but is now scheduled to take place over the next couple of weeks. Adam did however record an interview with Fairbairn and Russell's 'Market Musings', which should be available shortly.
All very positive, and excited about the opportunities that lie ahead.

In order to have a chance to resemble GGP, this needs a heck of a lot of cash in order to drill out to scale.
Today's drill results confirm that Plateau has the potential to be a seriously impressive resource. The continuity from surface will certainly raise some eyebrows.
Early days for ROCK, but a great start. It's not a project that'll get into production in this cycle, but if the drill results continue in this vein then it won't be ROCK carrying Plateau into the next precious metal cycle either.

The other possibility is that it did go ahead, and something was discussed that isn't ready to be aired yet. Crux not responding, combined with radio silence from the TRR twitter account for the last two weeks (which up to now had been quite active) seems a little suspicious. We shall see...

Haven't seen anything as yet. Also tried to contact Crux and ask, but had no reply. Can only assume it didn't happen, as those that were supposedly taking place that same week have now been available for quite a while.
Shame really, would have been a good interview.
Good to see the share price going the right way. A great opportunity at this level though..

Surprised this is languishing at £1.7m mcap, with multiple gold projects and a stake in a zinc project worth well in excess of its market cap.

Good to see some director share purchases

Kevin ***** video on H1:

https://www.proactiveinvestors.co.uk/companies/news/925008/anglo-pacific-group-expects-stronger-second-half-with-improved-commodity-pricing-925008.html

Yes a poor H1, standard for most companies given the situation.
Much of the revenue reduction was expected. Coal prices softening has had a major impact. Altius mentioned the situation with LIORC a couple of weeks ago.
Already things look a lot better than H1 in terms of metals prices. Good opportunity currently, for anyone with a longer term view.