Member Info for Orion10

Thor have some good gold areas now at Karlawinda - stay tuned -

Pilbara Goldfields is focussed on conglomerate gold in the Pilbara -Hamersley Metals is focussed on structural gold plays at Karlawinda next to Capricorn Metals https://www.asx.com.au/asxpdf/20190430/pdf/444pl8442tltv2.pdf

Another company Territory Prospecting Pty Ltd a separate private company has about 2 million tonnes of barite in the Northern Territory .

No I was referring to Bonya - Moly Hill.

Hi dcgc Yes I now have an increased shareholding in Thor -we sold two Pilbara companies to the company late March. If additional drilling keeps delivering it will make the NT project compelling. Of course we all need this market to spring back to life. My principal focus is iron ore in the Pilbara now - have large areas close to Port Hedland @iron_northwest

Excellent grades over robust widths -grade is king and these results are exceptional.

Significant news if it is scalable - if I was RGM I would be increasing my exposure to DNi and getting a seat at the PM1 table by hook or by crook. https://www.asx.com.au/asxpdf/20181129/pdf/440rhg767rm13n.pdf

https://www.asx.com.au/asxpdf/20181126/pdf/440n4vx130608v.pdf

Zumore -from memory we listed at 6p or it traded to 6p on my daughters birthday 22nd Feb 2005 . But I have not Googled. The USA coal project should have legs but my brief research shows cash costs of other producers in the area about $60 tonne. RGM seem to be selling coal for about $20 tonne less than cost. I would like to see it work -but does not look flash. Have any cash costs or AISC figures been released yet ?

My understanding RGM is a minority shareholder of Direct Nickel Holdings which has a 30% equity in DNi Technologies - or something to that effect. In my view any company with lateritic nickel resources -particularly high grade limonitic should start buying PM1 to get a seat at the table and potentially licence DNi technology if it proves viable in large scale production plants.
Townsville is not the only place this business model could work - Pacific Rim Cobalt has high grade lateritics in Indonesia on the coast which is a big advantage over Mambare.

There's a play here on a company like PM1 which all the lateritic nickel players might try to emulate.

That's right - and this time around with high grade ore available at the right price -and North Qld from where I hail desperate to create jobs after the Palmer fiasco ---perhaps all the pieces of the puzzle might fit.

Gentlemen The next chapter in the lateritic nickel story - and PM1 on the move !

https://www.asx.com.au/asxpdf/20181022/pdf/43zgtxmcrxbfmy.pdf

Arch Coal claim their cash cost of met coal is $51-56 tonne - RGM sale price is $44.50. Good question -what is the cash cost of RGM coal production? Nice to see sales but are they selling it for less than cost ??

I have shares in PM1 . https://www.asx.com.au/asxpdf/20181015/pdf/43z7x2q0zr23rw.pdf

People might be interested to know that Tony Woodhill -who was responsible for finding all the gold on one of my gold projects at Mt Pleasant -actually delineated sulphide nickel in trenches at Mambare about 40 years ago. Thus far though no sulphide nickel discoveries of any significance in PNG ! Mambare will be developed one day - one should never say never but everyone here most likely will be pushing up daisies lol. Like magnetite it simply is not happening - and if I am any judge there are some more big sulphide nickel discoveries imminent in Western Australia that will make it hard for the incredibly high capex lateritic deposits to be developed in the near future.

Okenia I pegged Kokoda -in deference to its war time history we changed the project name to Mambare. And I virtually gave it to RGM. Mail me and I will tell you why Mambare cant be developed and nothing to do with the resource.
At current RGM stock price we better get hold of Andrew -put a good project in and revv it up :-)

Still around fellas - eighty not out -still batting lol. Never look back - just keep on trucking. A new cash shell in the works on LSE -stay tuned and deals with NEX and AIM companies. Have half a dozen conglomerate gold - lithium - cobalt and manganese companies in the Pilbara -- The Jupiter relisting will give my manganese play a nudge. Cheers

Have a look at GWR -up 168% today presumably on their tungsten project/s. Sentiment is fickle lol.

Exactly -they have never heard the word transparency. No geological reports or maps -no geophysics - no tenement maps - no data of any description - shareholders are just buying a pig in a poke- most likely just camel pasture. Worse still a public company holding minority equities in private companies in third world African countries which are in turn subsidiaries in some cases of companies domiciled in tax havens.

If there was any quantity of scandium at 335 ppm that would be icing on the cake - but copper is the main game.

Control is 51% not 40% - Public companies should never invest in or commit shareholders funds to private companies in the exploration business they don't control. Fatally flawed business strategy -