Member Info for martina07

Aquarius platinum, Ed's previous big platinum veture went from 7p /share at one stage to £17/share at the very top, then went back to 10p again and got sold to a South African Gold Company for practically nothing as the new Mgmt company miffed it all up !. BZT also went to 80p at one stage on hopes for a good deal with Goldfields, which they subsequently reneged on, leaving the price where it is today, after people realised that Mankayan & Argentina were both effectively worthless. Still , Columbia looking gud so far, and Ed still has the contacts in the mining industry to get it funded, in my view. Cud b a 20 bagger if he gets it right, or bust if he dusnt. That's small AIM miners for you !! IMHO. DYOR. GLA.

Mmmmm, nice spread ! Anyone think MM's are taking punters for a bit of a ride here, on no news ? Surely not ! IMHO. DYOR.

Note, non of Directors hav put any of their own REAL money into BZT today. Just a paper exercise as far as they are concerned and no exposure to the downside. Only BO & EN hav any REAL money in the Co. Mankayan & Argentina are dead dogs. The Philiipine Govt wont allow them to develop Mankayan under new Mining Code & Argentina Asset is likely to be Nationalised by National Govt if it ever shows any sign of promise. (Which it won't). IMHO. DYOR. GLA.

Everything seems to be moving ahead quite nicely. Feasibility study, Mine Construction Planning and power Infrastructure Planning. All we need now is for the Nickel price to go up ! IMHO. DYOR.

The Company website is very poor on this company, and the management seem reluctant to talk to shareholders. Duz anyone know what is REALLY going on with this Company ? Asked as a genuine question by a shareholder who has a genuine view to topping up, on Tungsten price optimism. IMHO. DYOR.

David Hall & Jeremy Martin are VERY switched - on and entrepreneurial people, who hav brought a number of projects to market successfully e.g. Stratex, Rathdowney etc. , but they are working virtually full time on this one, as it will be their Pension Pot I suspect. Ludicrously cheap at these levels & with a great Instit Shareholder Register too. Top-up on the dips. IMHO. DYOR. GLA.

That's wot the whole of the World Car Industry said to Elon Musk at Tesla/Spacex/Paypal etc. He took no notice of the naysayers, because he knew they WOULD work. That's how the World moves on and why the Human Race isn't still sitting in unheated caves and eating raw Mammoth's bottoms. Both WLFE & ORM WILL succeed in my view, once they have sorted out their management issues and the price of Tungsten rises. Cheer up Tungder & open some Pimms ! IMHO. DYOR. VGLA.

Very good BBC4 programme on Rare Minerals last nite, pointing out just HOW rare Tungsten is , on a global scale, with China owning 80% of it , and not wanting to export any more. Also points out that Tunsgten Carbide is the hardest substance ever created by man, and vital to the machine tool & weapons industry. All rare minerals on planet earth will have been exhausted in 100 yrs and most are NOT re-cycleable effectively. Conclusion: The Tungsten price HAS to go up eventually, and in spades. ORM & WLFE look very interesting Tungsten mining plays outside China, once there Management/ ownership problems are sorted out, which they will be.

On a slightly more positive note; Did anyone see the excellent BBC4 programme last nite on rare minerals. Tungston and Wolf featurwed prominently. Conclusion. The world is running out of rare , or "super" minerals fast, incl Tingsten. Most of them cannot be recycled effectively. China has 80% of global Tungsten Production and is rapidly cutting back on global exports as it wants most of ,for itself. A country with a Tungsten deposit (the UK) , has a rare treasure. Most rare minerals on planet Earth will have been exhausted by 100 years from now, so we will have to mine them on other planets and on asteroids. In short : the Tunsgten price has to go up. Just a pity that Wolf Management built the "Wrong kind" of mine , but hey-ho, they are putting it right and at an SP 80% below the mine-funding placing price, it has to look interesting at these levels , on anything but a VERY short term view, which I guess most punters have ! Ormonde Mining too, must also be interesting @ current SP levels. Also Tunsgsten miner, in Portugal. IMHO. DYOR VGLA.

Stonking Company - Excellent management. Massive gearing to Nickel price. Bought the asset at the bottom of the Nickel Price from a cash-strapped Glencore. Top-up on dips people, you won't regret it !! As I did last week. IMHO. DYOR.

Except Richland Resources, when Tanzanite One, had a VERY bitterly contested bid-battle about 6 years ago, when Gemfields tried to take over Tanzanite on the QT. Tanzanite actually changed their articles of association & domicile to get away from Gemfields in the low-ball bid , so I don't think Bernard Olivier or Ed Nealon wud countenance another bid from them. This Company has to trade profitably , under it's own steam - that was always the objective of the BOD of Richland - and still is. IMHO DYOR.GLA.

Looking quietly confident here at HZM. Any slight movement in Nickel price, produces geared returns in the business model. Very competent management team and strong backing by quality Instits on share register. Picked up a huge Ex-Glencore Nickel asset for a snip, right at the bottom of the cycle. All positive things to my mind & also off the radar of "The Herd" at present, which cud be interesting when some body finally takes notice of HZM. IMHO. DYOR. GLA.

This Co is VERY highly geared into the Nickel price , about which I am very optimistic over the medium term. Combine this with excellent quality management and a VERY big deposit, in Brazil, a country which hates Americans, and I think HZM cud b a real winner on a 2-3 year view. Quality Institutional Share Register too, which is unusual for a company like this, at such an early stage in its development. IMHO. DYOR. GLA

Only a personal opinion, but I believe that this is one of the best managed companies in the whole of the UK equity market. Management are fantastic, it is on a p/e of less than 13x, yielding 3%, which is steadily increasing, with rising dividends and has got out of the Flour Milling business , which was a drag on earnings for SO long. Now a play on Nuclear power production and oure farming supplies, rather than food production. Wud hav no hesitation in recommending it at all, at any price under 190p. IMHO, DYOR. GLA.

Philippines Mining Ban enacted 4 days ago likely to hav signif effect on global Nickel Prices as Philippines is currently Worlds largest supplier of Ni. Very good news for HZM , with their gearing into the Nickel price, together with top-quality management team. IMHO, DYOR, GLA.

Now there's a surprise ! I shudn't think £1m will last very long at the current rate of cash burn, particularly with the low revenue & grades from Sapphire sales experienced to date. Lets hope that they can find some higher value stones soon. IMHO, DYOR, GLA.

This is a big deposit and the Company is run by good people, esp David Hall. Gearing to rising nickel prices is substantial and prices ARE rising. Very cheap at these levels. IMHO, DYOR.

Couldn't agree more Zen1. Give the CEO a ring - their number is on the website. The CEO has a duty to talk to shareholders- we pay his wages after all !

Well Bigdaddy, I think it looks cheap at these levels, given that it is fully funded, the mine built & its in production. Should also be profitable soon, at which point, it start to look like Gemfields (GEM) did about 10 yrs ago. They now have a mkt cap of �220m & RLD is �3.5m.......... Problem to date has been the relatively low grade stones obtained, but this shud improve with the new Geological model , Bernard Olivier says. BOD are good & have "skin in the game". Realistically ? One to buy on a weak day, for yor Pension , or ISa, then lock it away & don't look at it for 5 yrs. At that point U may be pleasantly surprised. IMHO, DYOR, GLA.

So Mark Reilly keeps his job (and Salary) and the share price loses 2/3rds of its value since resumption of trading after a 6 month suspension. Truly, shockingly, disgraceful. A total lifestyle company. IMHO, DYOR