Roundtable Discussion; The Future of Mineral Sands. Watch the video here.
Great interview - prob the best we’ve had - much more informed interviewer, which really makes a difference. On top of the really good field update, I liked the insight he gave regards new projects being presented to them too (they always incl that strap line in their RNSs, but he gave a meaningful nod towards material opportunities, great to see BoD keeping a keen eye on future pipeline). A long road ahead of us, but as a junior we have a first class portfolio and management team.
Ok, wasn’t the strongest presentation but he got better as he got into it and clearly performs a bit better when responding to Qs , where he can opine about stuff he’s passionate about. Whether it’s excited or convinced any fence sitters, not sure. With UFO, you really need to read and digest the details of our Aus/Mex project to absorb the huge potential. But no harm done and any/all visibility of UFO is to be welcomed.
Burford Cap and Yu Group CEOs have both given strong, passionate presentations. Quite impressed and a good ad for prospective investors. They’ve set a strong bar; looking forward to ours, up next!
Morning everyone, asking for a small bit of help please. I’m doing a bit of due dil on BOIL as considering a stake. I’m new to BOIL and have been going through the website and the presentation etc. I understand BOIL has a 25% indirect interest in the Chuditch PSC, but on the overview presentation it explains that “SundaGas is operator with 75% WI, partner TIMOR GAP has 25%”. I’m obvs not seeing wood for trees yet, could someone explain to me how BOIL’s ‘indirect’ interest works, given the 75/25 split between SundaGas and the other partner?
Many thanks
Haven’t logged in for a few days, great to see some really informative and helpful posts. And nice to see everyone - whatever their view - being civil and pragmatic too. Has helped put the whole ‘what should we expect / not expect’ on the run up to the webinar in better context, for all, including a reminder about being realistic. In fact, it’s reminded me of why I invested with a min 2 year horizon in the first place.
A small contribution from me, which might help those who struggle with the patience (like me): aside from checking for an RNS each morning, taking a break from it all (eg a week) and only then catching up with prices, posts and news etc is a healthy way of not letting worry, doubt, impatience etc start to infect what might otherwise be a well thought through investment. We’re often our own worst enemies. Give it a try, you might be surprised, I certainly was.
Glorious weather here, just south of Edinburgh; have a great weekend and ‘see’ you at the webinar :)
If you’ve registered for the general newsletters / updates via the Alien Metals website, you should be getting an email very soon (or have it already, received mine moments ago) which has the recent mining magazine article link and the link to the upcoming webinar registration
While on the topic of mcap / valuations, out of curiosity, for those who are or were invested in GGP and EUA, to what extent did their SP rallies up to 30p - 40p appear to reflect results and fundamentals? Was it a major overshoot based on hype / sentiment / FOMO?
Thanks
Just noticed that UFO doesn’t have a FB page. They make good use of Twitter, quite rightly, which is more practical for many things. But a well managed FB page can be effective for other stuff.
I’ve been following the progress of Britishvolt (who may list this year) and they’ve launched their FB account recently, quickly got to 1100 or so likes/follows and have been using it quite cleverly to do the stuff that Twitter isn’t as good for (eg posts about colleague bio’s, insights into their tech, intruding new appointments, pics from their business travels, breaking down the myths about lithium-ion batteries etc). They get a decent amount of interaction and interest from the public on their posts (which I guess will jump if they float!). It’s a small thing, but could maybe help UFO gradually build awareness.
I could see a wee post introducing our full time geologist (with a pic of him onsite), some bios of the team, a post introducing our main elements and their place on the periodic table, posts opining on the growing demand for copper/ silver etc etc. You get the drift. You can do loads with it, inside the parameters of ‘public domain info’. Been quite impressed with how Bvolt have managed theirs. Maybe worth a friendly email to Bill...... :)
I’m of a similar view 944T, have reflected a bit on yest RNS and our wider position as we wait news, and I come at it from a similar direction as you.
Getting our plans and our Co name (which is very memorable, with the best FTSE ticker ever, which can’t hurt!) in front of some industry peers, analysts and fund managers is never a bad thing (even if it turns out to just be a bit of networking at this stage).
The fact he’s taking the time, opportunity to engage at these types of events is a side to BBG that I really like; in our (understandable) hunger for ‘concrete’ news, maybe we sometimes underestimate the importance of these baby steps.
I liked the phrase that someone on here used a while back, where they said ‘its all about the accretion of marginal gains’ for us at the moment, which is a good way of looking at our 2021.
Morning all, I read the board regularly but don’t post much, so thought I’d say hello and opine a little ;)
Great post @Max, reaffirms just how special our iron ore projects are, IN ADDITION to being AIM’s major silver play. News flow in 2021/22 across and throughout EH and Hammersley should be transformational, albeit patience needed; things often take longer than anyone expects and are always more complicated (which drives frustration and nervousness among PIs). I am increasingly excited about the potential of D2 too and think we could be pleasantly surprised there.
Very busy field season ahead, which is exciting. I’ve now been invested for 4 months in UFO and continue to build up my position with a top up every 2-3 weeks; having watched, read and scrutinised almost everything I can get my hands hands on (together with digesting some good info shared on here), one of BBG’s strengths that has shone through is horizon scanning for future pipeline projects. Of course, we need and expect to see real progress on our considerable, current field work programme throughout 2021/22, but I have a feeling that we’ll hear about a number of other opportunities as we go too. We have to trust BBG and his BoD that they’ll strike the right balance between building a valuable pipeline and progressing our live projects up the value curve. It’s early days, but have seen good evidence that he and the team are doing just that.
And not forgetting the direction of silver and iron ore prices (and their demand), which give us a very favourable backdrop and tailwind. Nice perfect storm is building in UFO’s favour. AIM is perhaps not renowned for the patient - and she’s certainly a fickle beast. But while I admit we all have different strategies and circumstances, my tuppence worth is that I'm confident we’ll be well rewarded here if we can all hold for, say, at least 24 months. Obvs, there’s no guarantees, some things may go wrong, or may take longer than expected. Sounds obvious, but we have to be prepared for some unexpectedness and try not to mutiny when we don’t get perfection regards how our results and news unfold. As we know, it’s a complicated business with multiple moving parts. I’m building my stake and targeting a 25p - 30p selling target. This will take years, but years I got. I’m confident that, at some point, our accomplishments, news flow, growth and outlook will stimulate the kind of interest, demand and volume that EUA and GGP enjoyed during their rallies.
I think we have a capable, genuine and passionate leader in BBG. And you have to place your trust somewhere, don’t you?
Keep the faith all and keep sharing your news/thoughts on here. HAGW.
CrossFyre
Great post Paul. Agree with much of what you say. Interesting point about mining DSO ourselves; in all the interviews and reading material I’ve come across, JVs has always appeared the likely direction (or that was at least the sense I always got from Bill).
Out of interest, what makes you think mining DSO ourselves as opposed to JVs may become the route? I got the sense from Bill that partnering in order to de-risk and take advantage of others shouldering the heavy lifting 2as the preference - TIA for the reply