Member Info for itsaduster

Below is AIMHO

This feels a little different from the last spike which took us up to 18 if my memory serves me right. For one thing this is predicated on multiple well advanced projects and secondly the Mining/Metals boom is well signalled up and entrenched driven by the first phase of a manic boom in EV introduction. Fact is there are 23 mega battery factories presently in build ( I have read somewhere !! ) and as these come on stream ( Elon's biggest factory in the world ?? is in ramp up ). When they are producing all those batteries guess what they will want cars to put them in. And cars means ?? Copper demand. Hence Accudo is probably more of a reality than we have so far acknowledged or AXM has let on to. Some may remember I poo pooed the pundits suggestion that 2023 to 23 would be tipping point for electric cars. I am still saying 2019 ....... that's next year. This is so important to the world every one is getting with it and the competition aspects are multiple which will drive it at a speed that is only just dawning on folks. And we will offer those entrepreneurs who are not entrenched a way in on price. ie able to produce cheaper than the existing giant mining houses

Do MTR think its not relevant since if they consolidate with MOD then they might drop their LSE listing. ?? Bonkers '' I am just pulling your Tail Sergay ''

Bonkers you are so ANGRY this morning Chill Dude and don't worry about me I am upto my arm pits in this ( As an Expo Stock but expecting a kick up on financing wrt T3 doings ) Just cos I mentioned another Chartist here ( Name omitted for fear of offence ) Sorry bout that !!

Got a decent position here but planning to buy a lot more as I loosened up dosh. But the sods jumped aheed of me. Bu$$$$$$er !! It is a peach !! So have to wait for the pull back ??........ yeh we know how that will go !! Sod it !!

Innit ?? Snotty thinks its just a technical bounce recovering over sold. I suggest Friends and Family of Head Office personnel and on site machine operators and Shift Bosses and Oz and Sino Managers and MMs and their office staff ........... yeh they are all buying cos their might be a leaksge wrt the '' Good RNS '' due in 2 weeks or so. I think I will win this one Snotty !! Generally let me say I don't think CB is a trader. He has his stake and it is well declared and we aALL know about it and what it is IMHO. Also with his impressive list of seats on BOD I think we get a very decent amount of his time. I think the motivation is two fold 1) He doesn't like to fail or be beaten. 2) He does want to redress for shareholders the South American cock up as a point of pride. And yes tiresome as it is we are yet again hanging on awaiting an RNS which will change our fortunes. Again this will pass but there is no mistaking XTR is very gradually making progress. I look forward to CB finding a good live wire Manager to install. That will not be until there is considerable asset development IMHO.

but showing 3.3% uplift this morning ?? With MOD making solid gains ! Could it be we get left behing for afew months. Also notice JH says his favourite projects are T5 and T7 which I think are 100% MOD . ?? Just mentioning !!

Now I see !! Our Colin is so well thought of he has a long list of Companies inviting him onto their BODs. True we want him to pay us loads of attention and maybe less to all the others. But that's 17 year old adolescents for you. ( errr that's me !! )

Will we close over 2.4 Friday ?? If so then Monday might be epic after all the pundits have had time to drawer their graphs and think

The buying might be over :- (

So you think the City attitude has changed over the last few days Bonkers !! Just listened to Nicola on Justin's Vox podcast. She says looking at the giant wedge from last March 2017 is pants cos she doesn't like the graph to approach the apex or widle out of the end. I have ecperience of this and agree her point. However take the wedge from September 2017 and Nicols changes here tune. We have broken above the 200 day and when we breach 2.4 she will consider we have a break out and she is then looking for 3.3 to 3.4 followed by 3.84 then 4.49 and ''even'' 6.15 That will be a 3 bagger + for me. I guess good drill assays on the T3 Dome targets will do it. So back into expo mode and await the drill results as they come in between July and September. Not So ?? Does anyone else find Justin hard work ?? Nicola is g r e a t !!

Could be ......... or someone in HO knows what coming and getting Friends and Family to get covered. Just a theory of mine ....... Not good investing advice obviously

Chief Engineer ?? You cant leave it there Dude ...... More please. Where is he based. It does chime with talk of taking machinery in place of unpaid monies owing ie Loan of $400,000. I didn't even know we had a Chief Engineer.

Interesting view post your meeting with CB. Would you agree the last thing CB wants is responsibility for and supervision of Men on site.? Certainly that would be my approach if it was possible. Of course he might be having reality checks.

Profit takers have moved in .

Don't **** off fsjames

Nope ....... don't think so IMHO IQE has a profile which would discourage any T/O attempt. The raider would most likely be Foreign ie American or Asian and maybe German. Usually they have intentions to take many of the assets and jobs home. IQE with so many links to the welsh community presents a very difficult prospect there. Even the IP probably wont travel well. ........ with the manufacturing so tightly embedded in Wales. Ok we have facilities world wide I hear you say ...... Singapore Greenboro etc That is true and these facilities again have strong local ties. IMHO a T?O is never going to happen. 225p is what the share should be trading at today so I think someone has misheard a conversation. or not heard all of it.

Maybe pomme's throw away comment about '' getting this Baby sold '' not such a speculative suggestion / comment. Such pricing as m@aim has uncovered suggests to me as well MMs are accumulating. Maybe not a T/O but the buyer possibly wants big quantitiy at a price somewhat above todays prices. A Take out would be luvelly.

I think our focus will go to where the news is currently coming from. IMHO the Omani development is about par for the course whilst Portugal is exceptional and fortuitous as (inbrackets) mentioned by an esteemed poster here. Surprised by some of the comments here that we wont need a DFS. Whilst I don't actually disagree it will be very unusual to proceed with out good insight to the ore body sufficient to develop a mining plan of sorts. There are examples where mining has proceeded with out even a scoping study. However the completion of the EIA may well signal such an expected plan of action. First ore if and when it comes will IMHO explode the sp The Omani Cu deposit is eye watering in its initial estimated economics such that with low initial capex the first two years can be expected to produce gushing FCF which could then seed and pay for up front much of the subsequent expo development and build. You cant ignore that. Nor can you ignore or be churlish wrt the national interest in doing this in a way which meets and support todays expectations and standards in Mining practice when considering environmental impact, social responsibility, safety and Health, economic performance, and water resource considerations etc etc.. So I say go Omani. For me its touch and go which ;; Oman or Portugal ;; will command our attention as things unfold.and progress. The smug cocky look ( sorry the confident look ) on our MD's face tells us he cant believe his luck !! And I cant believe mine

Ditto Snoty, My Dears, I have often opened new sections on Mines and found timetables slipping for various reasons. For examples new inexperienced Team Leaders or supervisors or maybe difficulties with machines new or old where adjustment are needed or operators need time to become expert. Support from Management and commitment to the operators usually pays dividends. And adverse conditions will be extra disruptive factor in such conditions. Okay say a couple of months. Lots of belly aching about CBs comms but no one is reflecting that the Head Office roll call is excruciatingly skeletal. CB may well have many Companies in his Filofax but if they invite then why not. But he is clearly putting the time in on XTR. If we compare his comms to what I am used too from my other Companies (AIM) then actually he is quite attentive. Accuracy and completeness may be an issue for some but I put that down to the much praised cull in Head Office. We are all entitled to our opinions on Co performance so I do not wish to criticize anyone for their opinions Luv and stuff Duster XXXXX