Member Info for Greeno

https://iluka.com/getattachment/a45682d0-0e81-4350-a450-f5d22c604872/new-york-mining-club-presentation-t-o-leary.aspx

Before results come out

http://hannam.partners/umbraco/surface/MediaDownload/Download?file=1915

Agree with most
Rio will also have an eye on purchase even if asked to look just as a customer or investor
Bluejay £108M resource no mine needing ~ £200M investment at least
KMR £220M mine large resource turning a profit

If Rio are in the market for an ilmenite mine then everything

http://www.lse.co.uk/share-regulatory-news.asp?shareprice=JAY&share=bluejay_min

and ilmenite demand that has not dipped in the December quarter as has traditionally been the case.

"We'd normally expect to see a softer market, but we are seeing very strong forward orders," Base boss Tim Carstens said this morning.

http://www.lse.co.uk/share-regulatory-news.asp?shareprice=BSE&ArticleCode=eplc1tav&ArticleHeadline=Interim_Financial_Report__period_ended_31_December_2018

Well done

Buying up https://globenewswire.com/news-release/2019/02/21/1739132/0/en/Holding-s-in-Company.html

http://www.lse.co.uk/share-regulatory-news.asp?shareprice=UKOG&ArticleCode=xzq7vl04&ArticleHeadline=Completion_of_Acquisition_in_Horse_Hill

Gets a big overhang out of the way

Prices starting to tick up

http://www.sunsirs.com/uk/prodetail-645.html

http://www.imageres.com.au/images/joomd/154926117320190204InvestorPresentation-1February2019.pdf

Alba has now agreed with Angus that Alba's contribution to the cost of the side track well from spudding to first oil shall be capped, for all dry hole costs, at a maximum of £187,125, plus a maximum of a further 10 per cent of the AFE (Agreement For Expenditure) to be issued for production/well testing, and Alba shall only be required to fund Brockham joint account costs incurred and cash called thereafter in accordance with its five per cent interest only, and no higher

https://www.proactiveinvestors.co.uk/companies/news/213987/alba-minerals-a-diversified-portfolio-with-serious-production-potential-213987.html

Agree with you Nosi
At least £9M paid off at start of Feb
Id back a sweep to pay off more
Will at worst kick in Aug with dividend

Bit unusual
Was dividend case sorted or effect of site visit?

See if any momentum next week
Nosi turned buyer ?

Even at the average 2018 prices looking very good for KMR in 2019

41% year on year increase in weighted average zircon price to US$1,351 per tonne (Q4 zircon price US$1,530 per tonne) and 21% year on year increase in rutile price to US$952 per tonne (Q4 rutile price US$1,038 per tonne)

For Miners in Brazil
Vale this time

http://www.baseresources.com.au/wp-content/files/190117_BSE_ASX_Quarterly_Activities_Report_Dec_2018_FINAL_2.pdf

At est $50 per barrel and Alba’s share of the barrels so far