Member Info for Dave85

Posted by asx news on HC can't see it on aura website yet, all looks good to me. Haggan target fed grade of 1% V2O5 with scoping study update expected sept 2018 and further test work results pre Q4 Vanadis BM IPO with generated funds heading for haggan progression, aura holders to get ipo priority-aura to keep 70-80% initially. Tiris DFS expected 2018 around 2 year target for production Tasiast exploration potential esp Bella seems excellent From memory I heard PR in a video saying aim made more sense as it's closer to projects. Will be adding more on dips very good value currently AIMO GLA https://hotcopper.com.au/documentdownload?id=uOMxKKzFkiWRTLKhOROKAxjvTDYC6wm4wRaZofJ8ke92GA%3D%3D

http://m.miningweekly.com/article/mogalakwena-gushes-cash-as-amplats-modernises-mulls-growth-advances-fuel-cell-2018-02-19/rep_id:3861 Haha yeah, fewer longer posts is my way it seems I suppose it illustrates the reasons I post and the time poor normality of my life at the mo-store up ideas and then they all come at once when I get chance. Link ties in with my prev post anglo's cash reserves apparently increasing nicely last year. Remember recent discovery assays at zeb had basket value better than mogalakwena, and ip planned with drill follow up to indicate scale-potential is there to be seen! Aimo GLA

Certainly interesting that big deals being done and centred around africa and china. Ivn has platreef (most significant plat deposit globally) next door but isn't open pit more like 700m ish underground from memory. Mogalakwena is the biggest open pit plat mine your thinking of I think that's the other side of platreef from zeb so next door but one and is anglo's. Ivn also got best global copper depo in Congo and best global zinc project I think to. I have similar thoughts ballio, on occasion, try to quickly squash them tho- I like to stay grounded in the main. Bottom line for me is that life changing sums are certainly possible here with a few significant breakthroughs/news items and with return of volumes previously seen. It may seem impossible for some to foresee a say 20p dividend but for me it is entirely possible however prob not at this stage-Imv pfs would be required. 5p on the other hand I think is absolutely realistic in the near future after all that's a zeb sale price below 40m gdp. The more the team find and prove the more jz can ask for/expect, overlaid upon this is the effect of higher commodity prices are and the duration at which they remain high (significantly profitable) as this mean the more available capital majors and mid tiers will have at their disposal to acquire greenfield projects. Commodities in general are looking to be starting into a bull market and related equities are at present still at very lows levels and in the main need to catch up with the recent commodity movement. Other equity classes meanwhile are seemingly overvalued and at some point, hopefully soon, money will begin flowing towards mining and when that happens volumes across the board should improve along with sp's-every boat and all that. I'm spreading myself about in as many potential 10 baggers as possible for this move towards natural resource stocks and predominantly around the battery metal space along with gold. https://www.ft.com/content/27a0297a-6d38-11e8-92d3-6c13e5c92914 http://uk.businessinsider.com/elon-musk-details-teslas-gigafactory-plans-in-us-china-europe-2018-6?r=US&IR=T One further point, if uru was to issue a special dividend then yes an equal amount would be wiped of the capitalisation but for me that success would be reflected in the remaining assets being valued more realistically and therefore the sp could actually suffer little from the payout over the medium term esp if funds for ongoing project explo/development were retained from a sale. Just my views. Not getting too excited (excepting the odd daydream of 10p esk sp etc) yet, nice to see some upward movement at last but we've seen this many times. Just waiting it out now and holding for 4p before a slice-however misguided that may be! Aimo GLA ATB

This has been a bottom of the page languisher for too long-finally back at break even, shoulda woulda coulda averaged down, had plenty of opportunity and considered many times-just lost track and thought I had more time. Hey ho looking forward to bluer times ahead now major hurdle overcome. GLA

Good value down here-started adding small amounts this week and will continue below 0.7 seems very cheap and has moved fast in the past. Like the news, have been following since massive rise it had last year and prefer to own shares before any potential repeat whether it's over three days or over three years would still be a great return Aimo GLA

Interesting thoughts and nice research as usual King. DS & JZ are no strangers to getting big financing deals through and non dilutive means are available. Agree they will be looking for a big pay day from Zeb/URU and potentially soon. Its the exact mechanism that is baffling at the mo given combination of.... 1. low current sp relative to their averages 2. likely/potential future value of the URU stake given improving fundamentals 3.Recent apparent lackluster effort in support of sp. Maybe 1 & 3 are about to change-then it all becomes much less baffling. As you say, and as we know (in large part thanks to you) news from the CCC angle is getting close. Your contributions-very much appreciated! ATB

As you allude-main value near term is elsewhere Out of date in a couple ways but good for general info https://m.youtube.com/watch?v=I-B1CX0J1js

Things that would dent my confidence; actual official bad news from company or a reduction in officially released management sentiment, reduction of exposure of people in the know, 'real' bad news regarding fundamentals in connection with company eg sweden banning U extraction (but I don't believe Narke to be priced in anyway) and elsewhere this 'real' news is immensely positive. So my confidence remains unshaken and I hold. Maybe Im burying my head in the sand and suffering confirmation bias on an epic scale but this is how I see the events of the last 12 months as someone who follows uru closely and has a significant (to me) investment here. I suspect there was a very large retail investor presence here around 12 months ago-how much remains and in how many hands and why has any reduction (if any) occurred??? AIMO GLA

What interests me more than anything is the timing here. The fact that months ago the existence of URU technologies was highlighted on twitter fairly strongly and is was stated there that the website had recently gone offline-from memory. Now coincidentally (perhaps) the same week as potentially extremely significant news re SA mining charter the URU tech has again popped into the spotlight through connection with Gcat. Awareness exists in the market of HK JZ and a anothers involvement in ANR. I am not aware of any official link between URU technologies and URU metals. If there is documented notification that one company actually owns/owned any right to the other (ie not merely having similarity of logo/name/people involved etc) then a link would be very interesting to see. Increasing negative sentiment posts on twitter, diversionary and negatively spun (by some not all) coincidentally timed news events get me thinking, and I stress these are only my thoughts but..... If you were to design a share price reduction without breaking any rules/laws then certain paths are open to you and certain paths are not but many more paths are open to others whose accountability is negligible in comparison. Sure fire ways to reduce sentiment; missing stated time horizons ie repeatedly building up hope and then disappointing, people leaving the company with minimal explanation and unknown in-post achievements, rns quashing rise from low level, news released in vague unassimilable form without stated time line or reassurance regarding funding, doubt re largest shareholder commitment, tenuously linked tech deployed elsewhere suggesting lack of commitment, minimised shareholder day to day contact, failure to info provide ancillary info on key projects eg PEA momentous videos/sections of videos. All these things appear present and do not break any rules/laws. I have considered these factor for many months now but the timing of the ANR announcement has finally provoked a post. When considering the duty of a company director to promote shareholder value; the sentiment of the few media events remains extremely positive; the rns quotes from management remain extremely positive, information has been delivered on a regular, if in an untimely etc, manner. Boxes all ticked and questions answered. How can any benefit be derived from a reduction of sentiment and resultant sp, Im not prepared to post speculation in relation, but I can think of ways. Im not normally one for consiricy theories but anr rns hit a chord with me. The suggestions made above are not me condemning any action in anyway. In fact I welcome it as it has allowed me to increase my holding whilst lowering my av. I very much stress this could be completely wrong and it is all just an opinion of mine!! GLA

Cheers diggit, hopefully sorted and restored soon then....otherwise that's a bit of the attraction to this site gone for me with more than a decade of backdated research for some posters. Cumulatively invaluable! Not to mention belly laugh inducing rewritten lyrics to foreigner etc etc ATB

Nice to see some excitement/interest building, sorry to mention something mundane but... I have recently noticed my BB posts prior to September 2017 are no longer available to view in my history. Anyone know if there is a way for me to retrieve them as a considerable amount of work went into them and part of the reason I post is to record my thoughts at the time. Most are backed up but not all. Any help appreciated! Have emailed lse so hopefully they can help. I remember reading/hearing that Mining charter draft will be presented to a summit on 8th June for comments from stakeholders before finalisation can be completed and then they will begin the process of getting it gazetted by August/sept. (My post 16/05/18). Summit agreement-allowing progression towards finalisation would be very positive and a significant outcome for SA and imo URU aimo ATB

Thanks for your considered and balanced remarks, I agree in part with your thoughts. Re Gibellini PEA-it cant be based on reserves as the deposit has no reserves as relevant data needed to complete FSs remain unobtained and therefore no portion of the deposit/resource has been shown to be currently economic. From 4.50 https://www.youtube.com/watch?v=fISWkH33vic Drivers of current high V2O5 prices-mainly chinese steel code changes are likely imo to remain in place. The potential market pertaining to stationary energy storage and the uncertain portion of the associated solution that vrfbs will provide is potentially vast. Although certain regions are showing signs of favouring vrfb eg SA, China, Germay, significant alternative chemistry fb competition exists and a failure to increase V2O5 supply is likely to cause further significant price rises. The risk exists of prices reaching a level that causes alternative chemistries and/or alternative solutions eg isothermal compressed air, pumped hydro etc becoming more favoured in Vanadium's stead and the tech becoming relatively less adapted in the mainstream leading to reduced price improvements per kwh further impeding its competitiveness. My opinion and hope is current V2O5 prices should provide incentive to bring on new supply (including lower grade) which with time should stablise prices and allow vrfb industry to flourish providing long term support to the recent price level and potentially viability to such projects as haggan. Since Hagan PFS is likely 12 months minimum away, in the event of successful/favourable drilling/testing, the likely strong V2O5 price at time of PFS will be conducive towards a reserve status being achieved at which time decisions reg financing of DFS and beyond (poss including vertical integration) can be made with greater clarity. Near term expected IPO success or otherwise should provide clear indication of contemporaneous market appetite. AIMO ATB

Someone with a wide reaching voice apparently bought in here yesterday, judging by past form, the off the radar status here is very likely to relatively reduce fairly soon-half the battle sometimes-hopefully aura gets a weekend mention GLA

Looking at recent news regarding shale hosted vanadium resources elsewhere PCY for their Gibellini PEA state total resource at 0.35% cut off of 7mt at grade of <0.45% containing <62mlbs of V2O5 albeit including (along with inferred) the higher confidence categories of measured and indicated. Aura inferred 90mt at a higher 0.4% cut off at grade of 0.42% containing 831mlbs V2O5 stacks up well and continues to do so when only including the rns stated coherent zone of 49mt at +0.4% grade containing >430mlbs V2O5 pentoxide present between 20m and 100m below surface. Gibellini was given a $>300mNPV @7% discount (I prefer 8+) obviously the project is more advanced and uses heap leaching giving a low cost production whereas auras direct leach results recovered minimal V2O5 so greater processing costs will be incurred at Haggen. Capex for Gibellini is $<120m and will be significantly, and likely multiples, higher at haggan due to the greater amount of material to process and more capital intensive processing methodology. Generally though considering the >10 fold size of the resource (at present at similar grade in broadly similar geology) but at lower confidence I feel this comparison shows that the grades/quantities aura have announced mean further assessment of feasibility will be completed and can perhaps, at least in part, be funded by the IPO due later this year. From my reading black shale hosted vanadium under pressure acid leach when optimised has been shown by one step process to give 77% recovery and by two step countercurrent leaching 90% was possible. This is absolutely not to say these figures can be achieved but since the tests have yet to be performed they remain a possibility. Aura have stated pressure acid leach in their view is the most promising with non optimised recoveries to date of 61%. Although haggan was how I came across aura it was not the primary draw of my investment that was to gain uranium exposure through tiris which I think will create significant value here at some point in the next 2 years. An interesting point is that now haggan is no longer a U project, as its recovery was recently banned, the normal elongated timescale for U project permitting can hopefully now be normalised AIMO DYOR GLA https://investorintel.com/sectors/technology-metals/technology-metals-news/prophecy-announces-positive-preliminary-economic-assessment-study-gibellini-vanadium-project/ http://www.mining-journal.com/feasibility/news/1339250/%E2%80%9Cthis-pea-presents-exceptional-project-economics%E2%80%9D https://www.prophecydev.com/files/Gibellini_10Nov2017_final.pdf https://www.sciencedirect.com/science/article/pii/S1003632610600234 http://www.lse.co.uk/share-regulatory-news.asp?shareprice=AURA&ArticleCode=dz5cqpr2&ArticleHeadline=New_resource_estimate__Haggan_battery_metals_project

Off radar (for now!), recent large trades, 2018 Haggan IPO expected, swedish govt sector support, official confirmation re V project ok despite mineral act change re U, mauritanian permit imo awaiting U price rise-currently underway? recent significant supply cut offs combined with renewing demand support, say uplift to 15% for govt to grease wheels, PR-skin in game (along with wife)-experienced & competent-setup IVN aus with friedland, other assets on books, current low MCap <13m, low competition for shares esp on aim, news/event timescales reducing both controllable and uncontrollable, cash to complete next milestone, new people taking notice. BB busier. All good in my eyes but DYOR AIMO GLA

Added more- av now 0.91p finally below 1p. Not that I know much about charts or invest based solely on them but price is close to 50 day moving average on daily chart and a close above it, which seems likely next week if we maintain around current sp, is apparently a bullish sign-alternatively sp could continue to just bounce down lower. Only time we did break above it recently was prior to 'know of no reason for' rns which killed the move. Hopefully that wont happen again-maybe just me being optimistic as usual but combine that with expected newsflow/upcoming events/current value/my available funds and it seemed like a good time. IMO ATB

Reading this document in isolation (and a few times) it seems more like CCC through their subsidiary CAC have had to issue this announcement due to the possibility of them exchanging all their common shares to voting shares immediately (prior to dilution) and therefore potentially controlling 22% of PC Corp a subsidiary of Medman. Basically sounds like something that needed releasing as a technicality due to the immediate state of affairs-CACs potential large percentage stake-takeover potential-hence early warning. Given the fully diluted stake with full exchange to voting shares would be only 1.7%,a takeover by CAC seems unlikely but I would have to read much further into it to decide more confidently on that point. Could have slightly misinterpreted details above (bit knackered) but to me it basically reads more like CCC would be doing the 'buying out' not vice versa. Which would fit more with their stated cannabis plans in any case. Just my thoughts and thanks for keeping the BB updated with movement in CCCland. Sense of anticipation building as several potential news fronts converge in coming weeks. Btw looked at historic giga metals sp chart (uru peer) they had a comparable spike early 2017, with a slow tailing off but have a look at the size of the next rise, they currently bouncing of recent lows. Also looked at what Mining license grant did for amc sp in summer 2015-we could get something out of the blue. Fresh funds coming my way next month-some hopefully going on the uru pile after recent exposure reducing buying elsewhere. Agreed-these guys out for one thing-make money. Cant see them crystalising a loss (bad terms uru disposal) after years of effort and significant investment just as the stars are potentially aligning for them. My intention is get as aligned as possible to those in the know. AIMO GLA

Very quick calcs Just for 90mt at 0.42% Cyclone de-sliming test 2011 upgraded feed by 1.35, reduced feed mass 45%, with a 73% recovery Feed upgrade 0.42 x 1.35 = 0.567% Material to be processed 90mt x 55% = 50mt 90mt at 0.42% becomes 50mt at 0.567% 50,000,000 x 0.567 = 167250t of V x 2200 = 368mlbs of V Say $12/lb = $4.416b minus capex & opex etc-at present unknowns Say 25 year LoM (50,000,000/25) / 365 = <5500t/day to process Capex for shallowish open pit of 90mt LoM and 5.5kt/d processing facilities etc etc my hunch is non prohibitive Opex of above with salt roast acid leach being relatively cheap both in terms of energy and reagent cf. alternative V extract methods (from what Ive read), coupled with very low strip, again my hunch is non prohibitive. Aura state pressure acid leach most promising with un-optimised 61% recovery but will have higher capex and for now unknown optimised rec %. Say 250 days/a operation (368,000,000/25)/365 = $483945/d x 250* = $120m revenue/year = pay back period-unknown, hunch again attractive *account for downtime esp early years Many hunches/guesses & assumptions but currently Im willing to speculative some on aura. Some say V needs to increase supply soonish anyway otherwise price may increase so fast that technology adoption becoming mainstream risks becoming relatively more doubtful. I fully appreciate there are those paying attention here with a wealth of V knowledge and corrections/comments are welcomed and appreciated, Im no expert by any means. GLA

Almost 1% of aura traded in a oner yesterday at > 1.5p - somebody has a strong opinion one way or the other

With last of my available cash for a while. Been watching for about 6 months. Cant believe its come back so much-large disconnect with overall performance of company. Will be holding long term as fundamentals look very strong esp considering recent derisking events and 19p seems very good value imo. GLA