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Great post - Clearly a lot of proper research has gone into that and thank you for sharing. Like you I have been accumulating as well at these crazy levels and like you I am in this for the long haul and would prefer a 'great' deal rather than a fast deal.
Yeah. Plenty of newsflow due - drilling / lithium? / SR etc
Makes sense as asset disposals are well underway and the BoD are continuing the SR to effectively sell the business. Should be huge value for those shareholders upon a company sale. Also the Felix and Lamuane drilling results are due shortly so the underlying asset base continues to grow ..... The Nickel will be interesting as well as the Gold, and then there is also the Copper as well ... plenty of upside imo for the patient investor
Interesting - thank you. The information on the takeover bit makes it seem considerably more likely that there is a deal or negotiations ongoing imo.
10% brigade selling I think and a few nervous sellers. Im pretty sure there will be no leaks from B&G re the EOIs - Ive added 3x just now into this weakness. Crazy to sell imo
Well worth reading this research report - all still highly relevant for Landore today ==> https://twitter.com/AlignResearch/status/1401782961159163904
The conclusion in particular is interesting ....
FYI - here is a time lapse of the ongoing Felix drilling.
https://twitter.com/Moonshine452/status/1565314191635922944
We should hear some news on the sampling and drilling soon I would guess. Even if the SP isnt making progress, clearly there is progress in the field that should lead to an increase in our asset base and ultimately the value of the business.
Yeah the classification of a trade as buy or sell is based on where the trade price is versus the spread at the time of execution so with something with a chunky spread like this can be pretty misleading. We need some proper update on the soil sampling and drilling results and should get info on the EOIs soon after end September. GLA
Read somewhere a month or so ago that RDW might be a takeover target for the larger players in the market ....
Drilling commenced on July 26th FYI
https://twitter.com/landore_plc/status/1559060141399588866?s=20&t=AeCl9vzhyASffjIn2PT_lg
I guess we can assume that the drilling at Felix and Lamaune has hit Gold and Nickel from the landore tweet this morning??
https://twitter.com/landore_plc/status/1559060141399588866
Thanks for selling some of those to me. Ive added another 26644 today. LND is going in the right direction with a good strategy. Also in a superb jurisdiction and at the right time heading into a huge renewable and EV powered commodity supercycle.
Looks very oversold at these levels to be honest. Just went a bit more long on this price. Good long term bet and also boosters look good which helps a lot
Agree totally. As a $BCN holder im not happy with the exit but im also a $ZNWD holder and will be happy to increase this holding. #Lithium is the future. Its mission critical for EVs and renewable energy.