Member Info for K3VMC

Troajan, neither baggy broker nor II, afaik. No idea who the seller is, though Tonnacombe has his suspicions.

Blitz01, good point re arsenic, I think.

If you read the Northland Capital research on WRES, you will see a bar chart of opex at about 20 tungsten mines worldwide. WRES was where i expected it to be ranked, at about $94/mtu, but i was shocked to see Drakelands at the other extreme, being over $550/mtu! The author is a top analyst, so i do not think he would make a mistake with that, especially since it sticks way out over every other mine.

I still hope this comes good.

Troajan, i only know of the buys, not sells.

Relatively speaking.

Reduced the spread anyway.

I like K cider - must be the 8% that does it. I make apple wine. Going to be a good year for brambles, so will probably make port for Christmas.

Ah, my homemade parsnip wine from 2011.... that was exciting! Very much like white port.

I feel the same way about growing parsnips.

Courtier, you know I have been a fan of SRON. I went along with the CORO merger, even though I believed the SOU assets to be rubbish. Rubbish was exactly how i described them to Mr Parsons and, to his credit, he did not disagree with me.

My mistake was to go ahead with the placing, knowing that the valuable assets, including Podere Maiale, were being kept by PO Valley.

CORO may do very well in SE Asia, but that is not what I signed up for. I told my broker to sell my entire holding, but they got as far as 500,000 and told me there was no liquidity. I backed down, but if this does not move in the next couple of weeks, i will be back on the phone to them and I will follow through this time.

Wolf is in discussions with its financial stakeholders regarding further funding of A$7.1 million (£4 million) and other opportunities to support short term cash flows as the Company progresses its transformation activities in the September quarter. The Company is aiming to conclude the first stage of these discussions and reach agreement shortly, in order that the first tranche of further funding (circa £2 million) is received by the end of July, which is necessary to ensure that the Company has sufficient working capital to meet its short-term requirements to continue as a going concern.

Oops.

Look at the Northland Capital research on WRES. It clearly shows OPEX of $94 for WRES and over $550 for WLFE.

The more WLFE mines, the more it loses.

Yes, i think we want to do that, but what if we change our mind, eh? That would make jaf 110% right, regarding unprocessed dirt AND we would still have to pay back blackrock AND they would take the Sao Martinho dirt for themselves, worthless as it is.

Be fair to jaf1948, please.

He said we would be doomed if we left the dirt in the ground. I agreed with him.

That link courtesy of Groucho, by the way.

Voxmarkets.co.uk/activity/99077 is the picture that was in the tweet, now deleted.

Safety, I bought 24 brackets and hanging baskets six or seven years ago - still in my garage. I’m more of an ideas man. Execution is a step too far, usually.

I got a call from another LTH who was driving through a storm near Brum. Need some down here!

Excellent progress being made at La Parrilla!!

I cannot remember the last flower i grew! At least we dug up a dozen rose bushes from late mother-in-laws garden. Must try to get some colour next year.

Good morning all.

Down to 24c maximum today, 26c tomorrow and 28 Thursday. Still no rain here.

Troajan, long term holders are also buying. If they were not, the sp would be lower.

LTHs may well continue to buy. Who knows where the sp will go, short term, but when the Northland figures start to appear in the next few months, ie $20m ebitda, the sp will NOT be anywhere near this level.

Rock on!!