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Interesting view by Warren Irwin. About 10 mins in.
https://www.youtube.com/watch?v=sf1pG2fOdC4
If it makes it easier then you could contact Karl Schlobohm at kschlobohm@dgrglobal.com.au and appoint him, or the chairman as your proxy. He will then email you the 2020 AGM proxy form. I did this previously and it was a lot simpler than going through my broker. Hope this helps.
Thor ticks all the boxes. Tungsten, Moly, Gold, Copper, Vandium, Uranium. Interestingly enough I was directed to THR by a significant investor in Bushveld Minerals (BMN). I don't own any BMN however I am aware of the importance they are placing on Vanadium. Who knows where this will go - but the company has certainly positioned itself well for the demands of the future economy.
Yes, Chickenlegs, I am in YCA and have been for quite some time. I like their policy of actually owning uranium. In addition to this, Andre Liebenberg (CEO) is highly regarded in identifying future business opportunities. The other company I am invested in is Uranium Energy Corporation. (UEC). You may find this interview with Rick Rule interesting whereby he gives a sound insight into uranium potential going forward.
https://www.privateplacements.com/videos/rick-rules-case-for-a-uranium-breakout-and-why-the-gold-run-is-just-getting-started
Yes, I see your point Schlem. But your assumption was either fella or fellas and as such you omitted the trans possibility. So off to Siberia you go. However, I do like the word gulag and will use it in future conversation.
Apologies for the late reply Schlemiel. Here's the link:
https://reader.moneyweek.com/2020/10/19/analysis-109/pugpig_index.html
The cut and paste version if you can't access it is:
SolGold (LSE: SOLG) is the only UK-listed Ecuadorian pure play. The firm’s main target is 85%-owned Alpala, which will become the country’s largest mine when it begins production in 2025. Despite its name, SolGold is more of a play on copper than gold. Not possessing an operating mine makes SolGold riskier than Lundin, but it also has more upside. It is the largest exploration concession-holder in Ecuador. The share price has increased by 60% since the end of September on the back of recent discoveries at other targets. The big risk is getting the financing together to build its multi-billion dollar mine. But given the shortage of quality gold and copper projects it seems likely that majors or the market will support it. Indeed, Australian majors BHP and Newcrest have already bought big stakes in the firm. Even though it has doubled since I tipped it in October 2019, at the current price of 42p you will still be getting a discount on the 45p per share that BHP paid in 2018. Elsewhere in Latin America I would advise taking stakes in a handful of miners to diversify your risk.
The beneficial nature of copper has been known since way before viruses and bacteria were discovered.
https://www.scmp.com/week-asia/opinion/article/3105679/forget-vaccines-copper-kills-coronaviruses-and-chinas-cornered
Couldn't agree more BN c. For those interested, there is a well-written analysis in Money Week, "Make Money from Metals Boom in Latin America" page 22. SolGold featured strongly in the "what to buy now" section.
Jason Ward. June 2019 ... about 1m30sec in.
https://www.youtube.com/watch?v=HAWXCqN8FGc
You have to ask the question why NM, as experienced and savvy as he is, would want two multinationals on his share register? And why would he go to great lengths to ensure they hold roughly the same percentages? Added to this he invites another big hitter, Franco, to the party on a financing arrangement. Bearing in mind the size of Apala, I do not believe for one moment that our current company structure is what it is, purely by coincedence. No more conspiracy theories, please. To me, the way forward looks clear - only with a slight muddying of the waters that is CGP.
You are correct FatherTedFek in that it is standard verbiage. However, I do think it does give some indication the SOLG are not going the production route alone. I'm speculating of course but in my opinion a JV between BHP and SOLG seems likely. SOLG's financial contribution to the cost of developing the mine could be from Franco. It is possible that net smelter return to Franco could reduce to 0.5%. Even more important that CGP are out of the way in this scenario.
I do find this interesting: "SolGold will apply the funds received to progress the Alpala Project through to a final feasibility study and a development decision" A development decision clearly implies that the way forward with development has yet to be finalised.
https://www.businessinsider.co.za/pan-africa-resources-new-mining-block-2020-7?isapp=true
Maybe a few more metres at Porvenir? Jason Ward: 1.40 mins in.
https://www.youtube.com/watch?v=HAWXCqN8FGc