Roundtable Discussion; The Future of Mineral Sands. Watch the video here.
The potential here is phenominal.....but it is just that, potential. Until PJ monetizes one of the projects or the drilling turns up something good, I think the SP will stagnate / drift.
Once the first deal is done, I think people will have more confidence and things will snowball.
I have complete confidence that in years time the SP will be multiples of where we are now
This evenings (30/06) interview with PJ & Alan Green. Excellent summary of the current status of the projects. As usual PJ brimming with confidence, seems particularly excited about Molopo Farms, Golconda and Tati projects.
The news flow over the next 6 months is going to be incredible!
https://youtu.be/FiPJWqXJwcc
Well worth a listen!
Not sure if this has been posted before, but some excellent research from 'Portfolio Matters' 15/06/2021
https://youtu.be/eDv3gBNAKOA
Good enough to entice me into a small investment!
Like Stout I have large holdings in both KAV and POW.
They are both exceptional investment opportunities, and you don't have to choose between them..............But, if I did have to, I agree POWs 13 projects gives it the edge in terms of diversification.
IMHO they are BOTH going to be massive
L2 just moved to 3 v 1....another tick up due
Drill results from Laverton in next week or two
Drilling to start at South Telfer in July
https://youtu.be/I8GdhPsTU0c
Just out of curiosity I Googled Tati to get a bit more info - It gave me very precise travel directions from Norfolk UK....It would take 153 hrs and 8 mins - but the good news is the traffic is light!
Excellent Podcast. One way...or the other, this is going to happen.
Lots of news flow in next few months.
My gut feel is that this will be taken out at a multiple of the current SP
Second target 11 km from first, in same geological corridor....does this suggest they communicate?...in which case this is truly massive...or is this a separate target.
Either way, this is very exciting news.....the KSZ is 450km x 50 km .....how many more targets?!
Tiny Mkt Cap £20m, Three superb projects in mining friendly Botswana. Experienced, methodical management team. No debt, cash in the bank ....sitting on the cusp of a potentially massive Cu/Ni PGM discovery in the KSZ.
KAV is still flying very much under the radar, but in the next couple of weeks / months that is going to change. I don't generally like to play the 'multibag guessing game' (well not in public anyway) but this is going to be life-changing for a lot of people
Well done to all LTH, Welcome to all 'newbies' and to those of you not invested yet...Don't wait too long, when this pops it will be spectacular!
Momentum picking up again. L2 3v2, could be in for a strong finish
Wait now for the delayed buys to come through marked as sells
Mr B..... Just rewatched the video, Not sure about a smirk, but definitely a wink / tic...and a tease..... So, 'theoretically' the first deal could already have been done...
Dollar down, Inflation up --> Gold & Silver Up. Basel 3 looming. At the start of a commodity super cycle. There has never been a better time to be in, or get into this dynamic little company. I am very confident that in 6 - 12 months we will be considerably wealthier!
So, we've had these big late buys going thro' with some regularity, but the MMs seem intent on dropping the bid.....'mates rates?'
Level 2 can be helpful ....for instance here has just moved to 2 v 1....suggesting we may be due a tick up again soon
Just for Info, the 13:56 trade (192 500) is a BUY
POW & KAV are my two biggest holdings, and I am feeling very confident about their prospects.
I have got some Tin exposure via GUN and their Anglo Saxony investment.
MMs dropping the bid to try and scare out some weak holders
Just bought another 175 000 shares at 4.3949, but not showing yet