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.
https://webcasting.brrmedia.co.uk/broadcast/5bfc0a9dde87317597836b02
Is this the one ?
Am I reading the content correctly ?
Page 3 of presentation shows Gold & Silver (at .4% cutoff grade) of 9559kg & 161,413kg (9.5t & 161t) @ approx $1800 & $23 per oz respectively amounts in total to about $152m ?
Non binding offtake provides payback of 755oz of Ag p.a.?
Amur
Do you remember this ?
https://www.lse.co.uk/rns/AMC/far-east-and-baikal-region-development-fund-deal-4wwahzc68ymqsyp.html
https://www.lse.co.uk/rns/AMC/kun-manie-production-licence-registered-evya05jg5fafhpo.html
https://www.lse.co.uk/rns/AMC/heads-of-terms-with-development-fund-ig4av9kaikwzvht.html
At least some things have been considered ahead of the curve !
GL
cossy
bbc ...like any media can that be believed ?
Repeating what we already know but at least AMC are becoming recognised.
https://seekingalpha.com/article/4389090-top-2-battery-metal-miners-for-lithium-cobalt-nickel-1-for-graphite-and-manganese?utm_source=feed_articles_investing_ideas_all&utm_medium=referral
Just FYI
https://www.mining.com/web/zambia-plan-to-sell-billionaires-mines-stuck-in-legal-mire/
Guess Argentina must be importing oil at something close to the $45 being offered to 'home' producers in attempt to kickstart the economy and address their financial woes.
https://oilprice.com/Energy/Crude-Oil/Argentina-Is-In-Desperate-Need-Of-An-Oil-Boom.html
and just a recap on Trafigura stake from earlier in the year....4.65p ...those were the days !
And we thought that was cheap !
https://www.petroleum-economist.com/articles/upstream/exploration-production/2020/trafigura-targets-argentinian-potential
GLA
Favourable news.
Good job the gas pipeline is now available.
https://www.petroleum-economist.com/articles/upstream/exploration-production/2020/bankrolling-the-vaca-muerta
Amur Tigers
Thanks for that post.
Do you think this has anything to do with construction of residential buildings for potential employees, access road or something else?
"Gone from 32 employees in 2019 to 205 employees in 2020 "
"If we don't hit double digits by January 2021 I would be very shocked to say the least."
Concur with that JLP
Should imagine quite a few personnel are recruited in Zambia which may be pleasing to Zambian government that locals are employed.
As for SP ...if current progress is maintained wouldn't be surprised for 12p+ on 2nd qtr RNS announcement in February(ish).
Like may others glad I held on to my smallholding despite the years of suffering!
GL
Why is everyone hankering over the submission of TEO ...which of course is important?
Is it not the approval of it that's important ?
Doesn't that have a timescale of June 2022?
Maybe this scenario is similar to original licence approval in 2015 ...who knows?
GLA
WYTT
"If you listen to Andy Home he suggests that Biden and Trump are essentially on the same page"
Perhaps my ears are playing up but sounded like "Trump= oil" and "Biden=renewables"
Surely over there they're still beholden to the oil lobbyists who are probably more powerful(?) than Trump and numerous other politicians.
Generally politicos pump whatever can be sold to the masses until they're elected. At that that point it'll be decided what will/not be done.
Must admit to my surprise/ignorance on the issue of tin towards the end though....scary!
Is there an alternative?
$7000 pricetag couldn't come at better time as new production comes online.
https://www.businesslive.co.za/bd/markets/2020-10-21-copper-price-hits-7000-as-china-rebounds/
Geng
Did Adam refer to losing the licence in one of his Proactive interview ? Not sure which one.
That aside ...the Teo submission 1st Dec date is mentioned in Edison Research document dated 1st April 2019 under the heading of 'Permitting' ...page 6.
It's also mentioned in Edison article of Dec 2019 ....'Progress and next steps' ..page 2.
Hope that helps.
GL
Looks like UK EV sales are in upward trend.
https://forecourttrader.co.uk/latest-news/leasing-of-electric-vehicles-has-doubled-since-tax-incentive-was-introduced/649124.article
CT
Do you reckon the BFS could be completed before the TEO is approved ?
"Nothing is guaranteed of course, but the prosects look better today than they did yesterday."
...lets hope so DRichi.
We could with a little reward for the patience & support shown.
Separately ...an updated reserves report will be due in the new year so I guess some of the drilling is associated with that.
GL
Does anyone know if the footnote regarding Jubilee administrations have any significance ?