The next focusIR Investor Webinar takes places on 14th May with guest speakers from Blue Whale Growth Fund, Taseko Mines, Kavango Resources and CQS Natural Resources fund. Please register here.
Great summary video from the money sponge if you haven't seen it
The economics really are incredible vs current market cap and peers such as volt/Walkabout etc on ASX
I. think this is the next junior to make a move as DFS approaching - ive got some further research Ill be posting
https://youtu.be/r7hhfWJqi1s
https://twitter.com/TheMoneySponge/status/1161561327216861185?s=20
I reckon this is close now added a further 100k shares today, if thats followed by initial financing and PPA/s should be back on the up - cant believe this went sub 5p personally with 3TCF and upside to 8TCF on the acreage
corrected link
https://youtu.be/A_2J1Gtrvzs
Great short video on nickel price impact on Araguaia
HTTPS://youtu.be/A_2J1Gtrvzs
Great article on UOG
https://www.valuethemarkets.com/2019/07/04/united-oil-gas-a-mid-tier-oil-player-in-the-making-uog/
Think we are homing in on a deal based on last conf call and board very quiet
Been building a good stake here whilst quiet
https://twitter.com/TheMoneySponge/status/1144231704225296386
This is a good watch explains investment rationale and whats coming
https://youtu.be/TCdlNZx4xtQ
Excellent vid for any newbies wondering why MCAP is £14m vs PF NAV of $250m
https://youtu.be/FqPj55ZkMY8
Great coverage of United Oil & Gas by the MoneySponge on twitter
https://youtu.be/FqPj55ZkMY8
Interesting views on nickel in this and Wood Mac long term price
Https://youtu.be/TCdlNZx4xtQ
Interesting views on nickel in this and Wood Mac long term price
Https://youtu.be/TCdlNZx4xtQ
Interesting views on nickel in this and Wood Mac long term price
Https://youtu.be/TCdlNZx4xtQ
Wood Mckenzie calling a $28 nickel price - how long can the seller hold this back?
http://www.mining.com/electric-vehicle-demand-will-double-nickel-price-soon-2022/
Produced by Money Sponge on twitter - an informative overview of the company and investment case
Https://youtu.be/TCdlNZx4xtQ
Thinks its going to start seller seems to have disappeared?
https://www.youtube.com/watch?v=8RD0DR-6juk&feature=youtu.be&a=
From Twitter - very good summary � Company FULLY FUNDED for 24 Months to complete the Araguaia & Vermelho 2018/19 work programmes via recent II fundraise of �9.2m (as at 01-Jan-18) � Araguaia Feasibility Study at an advanced stage scheduled for completion end of H1 2018 (scope increased to factor in Vermelho saprolite and higher Ni Prices). Key environmental permits and trial mining now complete - major de-risking factors. � Araguaia one of the largest un-developed Nickel deposits globally with Measured & Indicated resources of 1.5M Tonnes of contained Nickel. Tier 1 Asset with 28 Year mine life. � Araguaia to become the next high-grade Tier 1 nickel mine globally, construction ready by end 2018, producing 2021 � Araguaia economics based on PEA yield $1.3bn in free cash-flow @ $12k/t Ni price, $1.9bn @ $14k/t price. � Vermelho Nickel/Cobalt project acquisition completed December 2017. One of the largest Nickel/Cobalt deposits globally. Vermelho has been through full FS with VALE and had construction approval. � Vermelho�s locality to Araguaia offers the chance to �re-run� economics due to project synergies. Vermelho and Araguaia combined set to make Horizonte a major player in the global nickel/cobalt space with 100% ownership of both projects. � Vermelho NI 43-101 resource update delivered May 18 - 117% increase in contained Cobalt to 94,000 Tonnes and 60% increase in contained Nickel to 1.6 Million tonnes Why invest? � Company fully funded for 2018/2019 work programmes � Large Institutional backing � Two Tier 1 Nickel/Cobalt Assets. Araguaia significantly de-risked FS > 80% complete with all key permits in place, construction remaining expected 2018 � Araguaia Ferro Nickel project similar scale/size/location to Cannico Onca Puma project bought for $800m in 2005. � Vermelho Nickel/Cobalt project - peer comparisons to CleanTeq Syerston (MCAP: $600M), Australia Mines SCONI: $220M), Horizonte MCAP: $80m � Both assets each have the potential to return significant multiples in share price from today�s price.
Must Listen https://youtu.be/lM6F3IrSOYE