The latest Investing Matters Podcast episode featuring Jeremy Skillington, CEO of Poolbeg Pharma has just been released. Listen here.
https://www.mining.com/charts-chinese-investment-in-overseas-copper-projects-just-beginning/
I asked HL, and they confirmed also asked if I wanted them to pre vote on the resolutions on my behalf, 7.7m votes to use as I wish
Thanks Charles, look forward to seeing you and Colin again too, I really never expected to get home, chance came completely out of the blue earlier today..
So disappointed not to be able to get home for 14th, but looks like will actually make the AGM on 25th, so I may, even a bit jet lagged, catch up with a few of you then.
Interesting he said, "every time we get a new Minealisation type" we are modeling it, I too am beginning to think this really can make the tier 1 size, from surface, which has to be good. Also he has mentioned strong and very strong mineralisation on some holes, the assays should hold some very nice surprises.
And lets get into thr new deposit, sounded like they were just waiting for the go ahead tonput new drill pads in place for that..
I read somewhere they just approved a doubling in size of an open pit coal mine extending life a further 20 years, Australia is cerainly a good place to be.
Interesting he said, "every time we get a new Minealisation type" we are modeling it, I too am beginning to think this really can make the tier 1 size, from surface, which has to be good. Also he has mentioned strong and very strong mineralisation on some holes, the assays should hold some very nice surprises.
And lets get into thr new deposit, sounded like they were just waiting for the go ahead tonput new drill pads in place for that..
I read somewhere they just approved a doubling in size of an open pit coal mine extending life a further 20 years, Australia is cerainly a good place to be.
Last couple of AGM I attended therer were very few shareholders present, will be interesting to see how many attend this year, always liked the otr discussions afterwards, will probably be good also.
Can someone ask, what the small open pit at Boa Esperanza is about, and ask for clarification what areas are being targetted for the alluvials, and which if any of these are being done by our 'boys', as that bit will give bigger return oz gold wise.
Once met Roger Moore in Dubrovnik, wearing bright red trousers and a frilly white shirt...
You need to put the Alluvials into perspective, firstly, covid and rainy season will as usual have affected things, and from podcast earlier in year he had only anticipated 1 kg a month, with three lots going, (or is it now 5?) During 2nd half things will likely inrease substantially as other years. Then add to that mini open pit at Boe Esperanza, Guy fawkes, even only 1-2 kg each a month, or 5 kg a month would not seem unreasonable, that would see $250k a month before Fairbride kicks in, not to mention the copper in Zambia. Small fry but hopefully it will be a case of under promising.
GLA
I look at a toblerone, 650 m deep 45 degree sides so 1300m wide, at least 3,000 m long, so a box
650x650x3,000x2.6x0.003/4.3
Or 2.3 million tons contained copper.
If I could, I certainly would attend, unfortunately I must miss the chance to meet those that can get there, and the opportunity for another chat with Colin. Unfortunately I find myself sailing in more tropical climes than normal, so missing the ice and polar bears, on what may be my last trip at sea before retirement.
It seems quite odd that XTR are not in the portfolio?
20 billion is be quite a lot anyway, and only i bit of the whole, mind blowing, upwards of 3 km long 650m deep, and what is in the second anomoly, why is the gold there, he really is a tease
Seemingly a shallower start though?
Colin has stated that three alluvials operations are in progress, and that guy fawkes, the contractors are ramping up production, also Kalengwa, with presumably Eureka starting this week, this week.
Which would suggest we do already have some income, but to date there have been no RNS to say diddly sqat about it.
Then by end of November, Fairbride itself should be in production.
A scattering of announcements about these between the Bushranger news will stir intrigue I feel sure, esp if they all add up to a little bit more than the current amount of next to sweet Fanny Adam?
I meant was not proven, but indicated
The current jorc is not indicated, so I understand it only need to be indicated to prick ears up, especially if as Huge, (open pit, at 2m tonnes) with out including other discovery, deeper extensions, etc. I believe phase 2 once completed will have given us a pretty damn good idea of what really exists down under.
Lets not forget everything else coming to fruition also, I believe we wil see a positive rerate, and in fairly short order once it comes, mcap 100m would still seem very cheap for what we have.
The current jorc is not indicated, so I understand it only need to be indicated to prick ears up, especially if as Huge, (open pit, at 2m tonnes) with out including other discovery, deeper extensions, etc. I believe phase 2 once completed will have given us a pretty damn good idea of what really exists down under.
Lets not forget everything else coming to fruition also, I believe we wil see a positive rerate, and in fairly short order once it comes, mcap 100m would still seem very cheap for what we have.
This could also be of use in a few weeks time.
https://twitter.com/mining/status/1442896556751872000?s=19