Ryan Mee, CEO of Fulcrum Metals, reviews FY23 and progress on the Gold Tailings Hub in Canada. Watch the video here.
I thought I have seen somewhere that Capstone basically take derivative stake because they usually the same vehicle offering CLN to company. if VAST later on decide to do CLN with Capstone , it will be hugely devastated to our share price.
might explain why Capstone didnt buy actual shares.
Looks like more positive news coming out for Rio Tinto in Simandou iron ore, which will be significantly positive for ZIOC project
https://www.mining-journal.com/miner-s-right/opinion/1451135/simandou-will-help-rio-tinto-dodge-australia%E2%80%99s-new-environmental-laws
yes, slight delay, but hey, we are almost in Q2 now !
sp down but i am happy as was able to top up my position. remember BOIL? rising from 10m mcap to over 50m mcap.
CORO if confirmed the gas prospect, will start attracting traders from Boil alike and expect sp to rise rapidly. especially as we still tiny mcap
at this sp, its a buy for me
our mcap is tiny despite about to seriously producing. look at Prem, rising dog from 0.1p to near 100p and now around 200m mcap without any production.
i believe Ironveld will follow similar footstep soon, rising towards 100m mcap and even more as we start showing production numbers.
i am buyer at this cheap price.
looks like we are getting news next week.
CLN cannot be converted before Nov 23. so i expect sp to rise rapidly prior to Nov.
time to buy
any gas sales agreement is just that, agreement !
so, the gas sales agreement is similar to offtake. wont do much will production.
will only kick off from gas production, from 2025.
any rerating will be short live and traders will be taking profits. they wont wait till 2025 !
any gas sales agreement is just that, agreement ! similar to offtake.
will only kick off from gas production, from 2025.
any rerating will be short live and traders will be taking profits. they wont wait till 2025 !
i suspect chinese counterpart is slowing buying in, and expect massive deal with Chinese players soon. they are looking for iron ore massively.
look at the deal with PREM, and very recently with KOD.
our turn is next imho !!
p/s: i suspect its a bit complicated when Glencore still JV partner, and now they have been restructure such that there is no JV, and hence its easier for chinese deal !
we know gas is there. now they know the problem, they are confident can be avoidable and hence re-direction.
traders are jumping back in.
even without this, current production is worth more than 3p to ANGS anyway.