Roundtable Discussion; The Future of Mineral Sands. Watch the video here.
Min, if I only invested in software companies I'd have a very narrow portfolio. I hope you don't only invest in minerals as that would be frightening from a diversification perspective. I know enough about this stock at this point in time given the amount I've invested. Why don't you go back to providing valuable insights on TYM instead of making disparaging remarks to others?
Avery. Yeh, knew aluminium production used fluorspar but didn't realise steel too. All very promising.
One of the links leads to this... favourite line begins 'There is however...'. "Critical materials - Our society has a great need for metals and minerals. In Europe, we consume about a quarter of the world's raw materials, but produce only three percent. We are largely dependent on imports. The EU has listed 27 materials that are considered critical to our society and for the welfare. The critical materials are chosen according to two important criteria: economic importance and access. One example is cobalt that is of major economic importance, but no significant production within the EU. Import dependency is high and with uncertain availability due to political uncertainties, cobalt is considered critical as well. The materials that the EU considers critical are: antimony, baryt, beryllium, borates, cobalt, coke, flusspat, phosphate minerals, phosphorus, gallium, germanium, graphite, hafnium, helium, indium, magnesium, natural rubber, niobium, platinum group metals (PGE) , rare earth rare earths (LREE), heavy rare earths (HREE), tantalum, scandium, silicon metal, vanadium, bismuth and tungsten. EU Commission's list of critical materials. Of the 78 candidate materials, 27 are considered critical. Source: EU Commission Worldwide distribution of assets on critical materials. Image from the European Commission. A large part of the production of the critical materials is done outside the EU. There is, however, a considerable amount of deposits of critical materials within the EU, including in Sweden. In Sweden, we have known deposits of antimony, flusspat, phosphate minerals, graphite, cobalt, PGE, REE, and tungsten. Read more about the critical materials through the sublinks on this page (filled in on time) or via: EU Commission's Website on Critical Materials Recovery and recycling potential for Swedish metal and mineral resources (SGU report, 2014) Map of critical materials in Europe Europe's assets on critical materials. Sweden accounts for a host of deposits. Image from EuroGeoSurveys. Print Share with others"
Posted on SGU site on 29/5/18 Our little mine in Storumans has political capital for Sweden and this post shows you which way wind is blowing. If I were about to announce the first new (as opposed to extension of existing) exploitation permit in Sweden in 10yrs, this is the kind of positioning piece I'd put out just prior... here's hoping. "SGU contributes to increased knowledge of critical raw materials in the EU - Access to critical raw materials is threatened as production in the EU is low or non-existent. Against this background, SGU participates in an EU project to develop the critical raw materials needed in everything from mobile phones to high-speed trains. In Europe, we consume about a quarter of the world's raw materials, but produce only three percent. We are therefore largely dependent on imports. The EU has listed 27 materials that are considered to be the most critical of our society and for the welfare. It is about materials that are important for large industries, such as the steel industry, or materials that are important in the climate setting and are used in, for example, wind power plants, batteries or solar cells. The 27 materials have in common that the economic value is high and that global availability is uncertain, and production is mostly non-existent in the EU. This means that the EU is completely import-dependent for many of them, and that existing production often comes from a few non-democracies as well as in some cases, conflict-borne countries. The EU project SCRREEN (Solution for CRITICAL Raw Materials - a European Expert Network) was launched in the winter of 2016-2017 to form a European expert network focused on managing supply, sustainability and policy issues regarding the EU's primary and secondary resources of critical raw materials , aimed at reducing the EU's import dependence on critical raw materials. Primary resources refers to the extraction of geological resources in the form of mines, and secondary resources mean recovery and extraction from waste such as scrap or existing and continuously produced mining waste. The project aims to cover the entire value chain for critical raw materials in Europe. It includes mapping the sources, ie primary or secondary instances, and their character, to increase the knowledge of potential and capacity for new types of recycling as well as the need for new technologies and applications of different downstream users. The project also charts legal procedures and regulations (including those that may hinder resource utilization). SGU conducts a subproject within the SCRREEN aimed at mapping and describing the knowledge situation for critical raw materials in secondary resource sources, and participating in the work on policy issues. SCRREEN will last until 2019. Mapping critical materials in the world. SGU 2017. Read more about SCRREEN (opens in new window) Share data and compilations from SCRREEN (opens in new window) Read more ab
May 26th 2017 this closed at 1.75. Rock bottom it became a 'binary play' as Peter Wale put it. And how well the guys in charge have done since then. Now up 333%. Really professional and holding their own with GE/CMEC. Suggests SEP were the weak link first time round. I bought in at 2.5ish and have topped up along the way. Half the kids' SIPPs in here at 5.5. Hoping to double their modest investments before derisking half and giving them their second free ride along with TYM. If NCCL land this, someone needs to give Hanno a cigar so he can deliver George Peppard's famous "I love it when a plan comes together". Just hoping they can do it all without having to knock out BA or build a battle wagon!
CLNR were competing with the biggest names in oil and gas. Those guys have pockets deeper than the North Sea. I think before awarding CLNR 10 licences, the O&G authority would've needed solid reassurance that they had the means to do the job, otherwise why risk awarding it to the sprat over the whale? Topped up yesterday. Fishing chair? Check. Beers in cool bag? Check. Small pond with big fish? Check. Big juicy worm dangled into pond? Check. Now we wait.
BRB, had to Google her. Fox. Gotta love the 60s! Now when is Captain Cluff gonna get this old girl up to warp speed? Do we know when 30th round of licencing is announced? Must be any day now? And when is deadline on farmout? End of month? The TR1s in this stock won't let it sink. This'll get funded one way or another.
BRB, couldn't leave you hanging there with no replies to a 7/9 reference. Back in the day, my 16yo self was besotted by that ice-maiden Borg and her wonderful wardrobe!
Avalon were caught up in the same situation as us. This was the news sgu put out on 27th March "March 27, 2018 Processing concession for the Viscaria K area 7 Avalon Minerals Viscaria AB has been granted a processing concession for the area Viscaria K nr 7 in Kiruna Municipality, Norrbotten County on March 26, 2018. On March 26, 2018, the Mayor, Dnr BS 22-312-2011, granted Avalon Minerals Viscaria AB, 556747-7798, processing concession regarding copper for the Viscaria K No. 7 area in Kiruna Municipality, Norrbotten County. The final date for appeal is 3 May 2018." So just over a month for appeals. Let's not pretend. There will be an appeal. But it's the last throes now. I've read that 1 environmental group that appealed last time literally appeal every mining decision regardless of merit. Haven't fact checked that. Sami will doubtless appeal again, surely. This is the last appeal though. Unless Mineralex knows something we don't, which is of course possible?!
I am now! Really doubted I'd see this day - very pleased and just topped up.
BOOM!
BOOM!
Nice one Gaav. Be great to tap them for any local knowledge i.e. Storumans. Any work or goings on that might suggest things going one way or another, also any local/vocal opposition? While I've got you, where would be the best resource to find out about any mining debates in Swedish parliament etc
Found this Swedish share chat site and was going to register and ask the locals for their view on things, but you have to be Swedish (incl having a "Personal number" which I think is equivalent of our NI number) to register. Did someone say they had a Swedish mate? https://translate.googleusercontent.com/translate_c?depth=6&hl=en&nv=1&prev=search&rurl=translate.google.com&sl=sv&sp=nmt4&u=https://www.avanza.se/placera/forum/registrera.html&xid=17259,15700019,15700124,15700126,15700149,15700168,15700173,15700186,15700201&usg=ALkJrhhmnZHlnyOH42xLjqsJy6f7x3IKbA
That's colon (autocorrect but decided to leave ace it) bird. BZT is an avoid imho. Philippines (Mankayan project) is unfriendly mining jurisdiction. Lost a chunk on that. Graveyard stock imho but could be a Phoenix from the flames who knows. ARS is much more stable and managed by pros with great track records.
Are you saying there has been market manipulation/insider trading? What are the sentences for that? And which accounts should we avoid/report to the police?
I just got a small top up 10000@6.4 exactly, which to me means all those 'sells' are buys.
From memory every single permit area on that map has the same 'last updated' date.
Topped up at 1.28 on a free-reindeer/reindeer-free ride which I don't usually do. Hello Stockholm, this is Macclesfield calling. What have you got for us? Please don't be nil points!
Who needs an eye check? ;)