Member Info for itsaduster

Are we forgetting we are pushing 500t or is it 5000 tons/mth a month into the market. Not all Nd or Pr but Testar may not need to go to China but Thyssen ....... so that will be us.

Are you tearing your hair out yet ?? Its only when you are well past that then some it might suddenly realize what we have seen all along. Anyways as far as I am concerned its all just technical ...... we haave our wedge complete and we know there are some stupid grades coming as we peck our way along the T3 ridge. It is a balls ache though

Its Ok Dude you can say silver if you want . We have been rabbiting on about Copper and Cu price for months here without a mention of our other credit. But it seems Silver thinks it time it had a day in the sun. So go on say it Silver Silver Silver !!!! See it OK.

Much more interesting is the news that Teslar have moved one of their cars to permanent magnets. Consumption of Neodynium is strong and prices are firming. 160,000 consumption in 2017 and squeezing up. Our leading lights must get their heads down if they are serious performers. Fair comment Duster

Good posting. Thx For now though it looks like we are just playing catch up with the other two. up to 30p maybe then add on the drill results if they are good. Should be a good run into the summer.

Given some quite modest yellow plant we could habe the whole lump out and crushed in 2 to 3 months. It really is quite a small job ...... ie massive gearing. Of course there is no way the demand could take it but I suggest there are hundreds of investors who would look after a chunk

My post was entirely accurate. The shares don't have a right to only have positive glowing posts ramping their positives. There are many negatives and readers here have the right to be exposed to unfavourable opinions. Fact is there is very little favourable happening with this share for a very long time. It may present as being in the mining zone but will there be a mine.?? Possibly a one in 500 chance. That is very low which is normal. IMHO there are two things going here. They have found some REEs (very low grade) and they have got some Uranium indicators. Years of drilling and millions to spend and not to much chance of a mine. But BOD and Managers don't seem to have that much on the go just now. That's fact !! So stop your ramping and calm down. Feel free to filter I don't mind !!

Didn't know ...... thx That is clearly a positive. I hate think CB actually has a plan but could it be. I have resisted or rather declined to invest in GLR cos I havnt liked CB bull it on the clever clotsy '' I am going to build a giant Cu mine which decades of mining men havnt seen to be there.''. He has been such a schoolboy about it and spent millions of GLR cash on it ......... with nought tto show. But isn't that CB ........ first he runs down every rabbit hole along the river bank hoping he can get goldie locks to follow him down one of them. Was the same with JLP ........ he just got lucky to hook up with LC eventually. That said I made some dough on him years ago but never saw him as a keeper until LC came along and Hernic was on the cards.

Well out of the money at 6c. I guess we can assume by April 2019 MOD sp will have moved up from 4.6c ish to 6c when we will buy and take our MOD holding to + 6% Not entirely sure what that does for us except I am betting on MTR and MTR are betting on MOD (6%) and MTR have a 30% ownership of the Bots fields which MOD are proving up for US.

AIMHO and I know nothing

........ and a reference to JLP taking over GLR seems to leave a lingering flavour on the pallet. It would put a big chunk of CB Co under one umbrella. Well as the wee laddie develops thru his 70's that godda be a good thing. It would bring the expected cash flow from JLP's recent successes at DCM and Hernic and the expected enhancements from DCM Pt Gp build out and Platcrow into the covering cash umbrella which lets face it GLR really need. The deal will be spiced up for JLP by focusing on the Cu rich dumps which litter the O'Kiep region (back in 40s and 50s it was the biggest and richest of Cu properties) Then JLP would have the Cu product we crave and another dump to let Leo go at. They are huge and rich but somewhat dispersed.. The underground Cu at GLR is a CB red herring. It wont fly eva. So this will let CB drop it amongst the hook up. Unfortunately GLR is his favourit so we might get the hind tit against GLR investors.

Sharp ......... and relevant

Thank you Starting to get a broad brush view. I suspect the tech will not be truly available to me but I hope I will be able to get the point. Did the Hardman and we do seem to have the edge on tech with some ''functionality '' which surely must enhance our application. Obviously it will be nice if I make a bob or two here but the exposure to cutting edge tech has a reward as well.

I wish I understood your post. Are we cramming a clever machine into a terraced house ? or putting it into a long trench on a boundary road. What new thingummy are we bringing to the party. What is our reason d'etre. I had thought we were going to produce some ''special protons '' in the middle of the London private medical suburb and so get into a successful therapy stream to tap an international Clientel.

This is a long term tech story with good legs on it. Last year we were all excited about our power story with oodles of involvement with Macron. Remember our chips could manage battery charging without power wastage to heat and charging could be done quickly. Presumably that is all on the go now ........ that market was going to be worth billions !!!! This year the hot subject is VCELs and again the potential market we can play for is billions. The good bit of news is we have financed hug .... I said huge production installation which should give us a solid slice of the market from the off. So lets hope we have taken a leaf out of Japanese and Chinese books and we will demand a hefty slice of the market into the future. But thanks to the shorters for heads up on our JV. I have long been feeling hacked of that we havnt take a big slice of the photovoltaic market. Someone is making loads on it but we arnt anywhere to be seen. Phone IQE and they will suck their teeth and grizzle that photovoltaic is for the equatorial regions. Well excuse me that is not the case. Billions has neen made in the temporal zones its just that we boast endlessly that we produce the most efficient converters we are just to stupid to find someone to use them equatorial or temporal. Clearly a big hole in IQE's business model was in getting our chips to market and finding uses for them and then putting them into market. But now we have Cardiff and Singapore JV with quite a few boffins working our chips up into businesses. ......... and the dummy shorters thought it was just an accounting weezz. I am waiting for �10.00 and I expect that in less than 5 years. with 5G , 3D sensors and power conversion now hot hot hot and of course a break out in photovoltaic about to make an embarrassing debut ?? wink wink please let it be so.

Some think this will lift into results and then fall post results. I suggest this might not be the case as results might just indicate very solid ground in front which Institutions will be very sensitive about particularly the Americans who will pay for a good tech story rolling out into the future.

Going back to end Jan 2016 we have a 23 month major wedge structure which by my drawing is unresolved and run out by a month. In my experience it can dribble and drone on for months and months or can flip up or down asap. Clearly we all here believe ultimately that it will resolve up and in my case I believe the establishment of a solid sp lift is dependant on a Big Tier 1 Mining House going into investment mode (presently closing debt down) or a Second rate Mining House trying to play ahead of the field and pay for First movers advantage (my expected outcome). ie in terms of Rick Rules rule go to where the chuck is going to be. Before we get final relief we may get some gratification when they pull rods on TREX as this point to where the puck will eventually be. Sorry not going all Rick Rule I still think he fancies Himself to much and hate they way he fired the KLG General Manager. So any current charty insights !!!! ?????

They are buying raw material so this will not attract full premium price. Costs of chemistry and separation of the commercial elements will not be inconsiderable. Transport/insurance are also to ThyssenKrupp but are not onerous .......... Cost of building and holding stocks will be substantial and to TK So suddenly 250 tons a month hits the market which previous suppliers were keeping more or less stable. Well I am suggesting not. I don't think our price received is great but possibly OK for now. It is very unlikely TK are going to take it all to market immediately. My expectation is they will be building stocks ahead of the explosion in demand. They will clearly be including many Co who are interested in off laying risk to supply as demand ramps up thru the 20's This will need margin to allow the establishment of ample stocks and futures markets. Basically we are funding the establishment of a huge market. I guess for the next two years that is our fate. But what is Management doing to give us eventual control of the game and avoid us heading into spiralling declining prices ?? I know this is more than investors want to address here for now. The point for first half 2018 is what does that lopolith contain and are there any others near by. IMHO that is the single factor which is propelling our sp north just now.

In the old days ........... Having a brand new plant ramping up production, efficiencies and profits (Hernic) Planning a new plant to turn a balance sheet asset to profit (DCM Pt Gp Metals stockpile) Being on the cusp of a business enhancement from possible T/O Plans (Hernic Mine new Mining Owners) Acquisition of major metal on surface resource (Crowplats) for future working Engagement to exploit a multi billion $ resource with Zn, Pb, V, Au Ag etc On going enhancement of existing profitable Industrial extraction process (DCM 3rd party Chromite plans) Any ''ONE '' of the above Would be seen as an opportunity for ''growth'' and so would of attracted a premium to the sp. Never mind the fact that finance is readily attached and of course the fact is there are '' SIX '' of them. Pphleeeeez wats wong wiv you people !!!!!! ??????? You havnt even got the excuse any more that the politics is all squiffy Gimmme a bwayk !!

You such a nasty snob. !!