Member Info for Valuation-it-is

I am expecting an rns on the permitting within the next 1 to 60 days. Quite a range, but that is the planning process for you.
Meanwhile the rise in the tin price etc is doing no harm to prospects and the NPV of the DCF model.

Dr A
Do you think it is reasonable that Peel should lose their rights to exercise the warrant, if the SPV is delayed again?
I think there should be an incentive for Peel to bring the SPV to a financial close, and if they are told that there can be no further extension as far as the warrant exercise goes, then it would provide an incentive for Peel to complete. It will be interesting to see what the new CEO decides to do in his first two weeks on this subject.

If the majority of EQT shareholders are UK based, perhaps we should put forward a resolution that EQT re-bases itself in the UK?

GUG That you are 90% down is not my problem. It is yours. Your decision to invest. Yours alone.

This board is for all posters. If someone does not post things that you value, you have the option of filtering them. Use it.
The rest of us can do the same. Do not try to shut anyone up by being unpleasant. It is not their fault you have lost money.
What is of interest is whether the shares are a buy or sell now. Nothing I have seen from you adds any value to that debate, just bleating about past disappointing performance. Step up to the plate and say why you are negative at this price level, with your assumptions and then your posts will be worth reading.

Astonboy

Thanks for the warnings. Are you a buyer or seller at this price?

Goingunderground

What was the date and time of your last post that provided any useful information to others?
Please let us know - I 'd like to have a look to find out if all you do is post knocking comment.

Troajan

Many thanks for all your posts - most informative. Please keep them coming here or there.

Troajan - Many thanks for the further posts. Most helpful for me. Much appreciated.

May I suggest that you mark posts which you have not made before as " NEW " in the subject line. The long term posters here could then skip the others and just open the new ones. Some here seem aggrieved with repeats. Marking "NEW" might just help keep the board a happy place for all. Best wishes

https://www.mining.com/web/copper-discovery-cupboard-bare/

https://www.thisismoney.co.uk/money/markets/article-10480535/Miner-Cleantech-Lithium-planning-float-AIM-month.html

https://ctlithium.com/reports_and_presentations/

https://www.youtube.com/watch?v=gxl8zrKBwxU

All about Hemerdon under Wolf.

goingunderground.
First - thank you for your helpful comment and feedback to my query.
Second, Unlike you, I value Troajan's posts. There is a lot of useful info within them. I suggest if you find the posts not to your liking that you use the filter facility. Best to keep the board a happy place.

Troajan 11.17
Thanks for the response, most informative.
Re the x ray sorting, I was expecting ore processing to be reduced by 40-50% as a result, so am a bit surprised by your 20% cost reduction estimate. Thought it would be more.
The company certainly seems to provide lots of investor info - unlike some of it competitors. Does WRES publish monthly production figures?

https://www.mining.com/web/supply-chain-fragility-sends-tin-price-soaring-to-new-highs/

and Goldman's Jeff Currie on the oncoming commodity super-cycle
https://www.youtube.com/watch?v=bgGrJPnttGY

Slides 7,8, and 9 from this WRES presentation are relevant to TUN:-
https://wresources.com/wp-content/uploads/WRES-Presentation-June-2019.pdf

Ore to wire process for Tungsten
https://www.youtube.com/watch?v=ZuhapGSexyg

Uses of tungsten and look at tungsten mining in Sierra Nevada
https://www.youtube.com/watch?v=pGd88YKPvZY

L200 No!

I am new to WRES and much appreciate the links a they help me understand the company and its situation. If you do not need the info just ignore the posts. Posting info is what these boards are for.
If however you consider Troajan is misleading others, by all means say so...........................and justify your comments with links that back up your view. e.g.Good post from goingunderground 12.43

Troajan Sat 9.20 Thanks for the informative posts.

Is it less costly to extract tungsten from Scheelite or Wolframite? Which ore does WRES have?

Troajan Fri 10.16 concentrator video.

One wonders what proportion of total costs the LNG power plant represented both when the video was made and what they are now?

Troajan Fri 10.10

It is encouraging to see low costs per tonne in the June 2019 presentation. Presumably though some of those costs are fixed, i.e. do not vary with tonnage. So if tonnage is much lower than expected, the cost per tonne rises as a result. Any thoughts?

https://thenyledger.com/climate/lithium-price-squeeze-adds-to-cost-of-the-energy-transition/