Roundtable Discussion; The Future of Mineral Sands. Watch the video here.
Mine are not showing yet on Barclays.
Anyone else having the same problem?
Bitcoin
I think the massive relates to the density rather than the size but massive massive sulphide sounds good.
D220
JV would monetise earlier but the final pot would be smaller.
How patient are we?!
There's no doubt this bb is much busier now which is a good sign.
Still plenty of room for growth before the idiots arrive.
Once drilling starts we should be significantly higher than now. It will he interesting to see if a JV or if Kav go it alone at least until they have more idea of the size of the deposit.
Pyc has up to September to optimise it's Val work.
21st from memory .
I believe Val will then do a deal and Pyc will benefit.
Just my take on it but I'm back in Pyc as its a bargain at this level.
There's definitely more trolling going on which is a sign of how good an investment Rmm is.
Even at these copper prices Rmm is a profitable mining company which given good management will become a very profitable one.
I've been here for a while and have increased my position.
Going to be a lot higher than 0.4 soon.
Every mining share I follow seems to be having problems with testing delays, either due to Covid or shear weight of demand.
Saying they are late is one's own timescale.
Subjective terms like shortly are subjective after all!
Patience will reward.
The trouble is delays in the lab are taking away any momentum.
I know that's covid related but meanwhile the price of copper rises and investors switch.
This is causing Omi to drop/ drift.
I've gone from a healthy profit to break even and have decided to take a break from Omi.
Very interesting that previously thought susceptibility to exothermic variations proved not to be the case .
Basically what this means is that the speed of manufacture can be optimised to a higher rate without losing quality or yield.
Therefore better productivity and better profits.
It's definitely a positive because it takes us perceptualy, from a distressed sp to a robust one.
I know company value doesn't change but the perception does.
Deepverge will re-rate very soon.
There's a tidal wave of news which even a seller can't hold back.
When it goes it could be rapid.
I've been patiently waiting for 18 months and I'll patiently wait for all long as it takes.
Inexorable
Trying to chase the SP by trading in and out is very unlikely to work in the medium term.
I've tried in the past and almost invariably buy back higher.!
Rmm will be much higher in 2 years time and any patient holders will be wealthier.
It's really that simple.
Does anyone know how long the leverage is for.
Presumably a higher rate will be negotiated at the end , assuming copper continues to increase.
Other things I gleaned.
Definitely have one and possible 2 drill targets now.
A3 will determine if the second one is in A.
B, C and D now being explored to see if there's an even better target.
Deal with Spectrum to tie in Cas and his team.
A tidal wave of money is heading into exploration and Kav are positioning themselves to benefit.
3 independent experts from around the world were used to confirm results are promising.
A was least favoured target and was primarily used to calibrate the equipment.
They were not expecting to make such a significant find.
Drilling will start as soon as the surveying has identified the vest prospects.
All in a very good couple of Rns's.