Roundtable Discussion; The Future of Mineral Sands. Watch the video here.
With further photographic evidence via yet another satellite flyover of Saza and Mang'onyi one can only become more agitated with Patel et cie. Now that he has extricated required working capital from dumb investors over the past 14 years, "thank you very much". Yet we are NOT a bunch of charlies.
I might be from the African bush but stupid I am not.
@ 15:13 / Agreed on both counts. No need for me to highlight either. Of the two PTAL has a mass of news to come this year on various features.
I have a fair number of questions, most of them probably incidental. Two. however, stand out: a) are tug units now capable of taking 3 x 20k downriver lashed together; b) would like more detail on "realised" sale prices ?
Haven't written since Patel nonsense broke. And EZ's about turn is astonishing unless he has been muzzled. Additionally, there is much to be addressed in terms of news, not least of which is WK valued at zero by Patel.
That's a serious delay .. . . a) Halifax are generally the slowest; b) Hal also shelter behind swingeing CREST settlement charges taking nearly 35p in the £ (including Canadian withholding tax); c) objection/resistance has got me nowhere although I may have another go.
Guillermo Florez reinforced Manolo's earlier statement. When allied to the November presentation - in itself a remarkable near-term development programme - scope for expansion is infinite.
The Q4 update will be immense. Further details on the L2 platform and western extension is eagerly awaited. The latest aerial visual (-5.2441935,-74.3293839) is a big improvement on previous pix
A waiting game at present. Have nothing to contribute. Was slightly miffed to see Micromine fall by the wayside on modelling . . . and equally Digmin/Bamboo. Know little or nothing on Ostrich drillers who are relatively new in Tanz. Plus I don't know if Capital remain our choice in WK.
Progress report keenly awaited.
Https://www.actualidadambiental.pe/comunidad-indigena-de-loreto-pierde-cultivos-y-viviendas-debido-a-incremento-del-rio-pisqui/
Whoa . . . steady on with all that rain.
@ 19:35 - Agreed it's a factor, and everything has to be watched. Bear in mind though that Tapiche sector is 50 - 80 km SSE of the Bretaña river site . . . so it's not in the frame at present. I think the Zapote and Iberia leads, depending on barge suitablility in the tributaries, will be first candidates.
Remarkable catchup at Puc. Heavy downpours tonight and tomorrow. https://www.dhn.mil.pe/shnaNEW/histogramas_shna/archivos/Pucallpa.pdf
Now mystified. See https://ceo.ca/insiders/petrotal-corp and click on "SEDI TAL" last line.
Any suggestions welcomed. "38 - Redemption, retraction, cancellation, repurchase" ???
Getting battered over two days. What a surprise, not. PTAL gets a good kicking when it goes ex div. Remember for next time.
I note a latest fair valuation = C$3.78 . . . it's akin to Au fantasy which has been sent >$2,500. Walter Mitty-land.
Having once been a velskoen ou it's a long time since I ran around the Kimberley mine perimeter and the largest tailings dump when in town . . . of truly massive dimensions. If indeed we have a superpit kimberlite, finding unoccupied ground is going to create a problem or three unless spoil/rock can be carted a long way to avoid heavy resettlement costs.
. . . still have a preference for Eric to remain as head honcho despite travel fatigue. However, what be must be.
Satisfying update. There was a time when a new drill would stimulate buying activity. Would be interested to hear how rig transfer was accomplished from a congested 12 hectare site. Equally an aerial visual (video) of new LP2 setup and western extension together with Providencia barge pilot test would be handy.
I note from Manolo's comments that he is well aware of constraints arising from a single field operation and the need to get a second project off the ground. Whether it be on the back of a GTE option (not desirable in my view) or elsewhere remains to be seen in 2024.
(Another price dip helps my add-on plan and reinvestment instruction.)
Correction . . . enter coordinates -5.2426734,35.0062034 and view satellite mage
I note the satellite has made another pass which shows current aerial features. See visual
https://www.google.co.uk/maps/place/Singida+Gold+Mine+(SHANTA)/@-5.2413054,35.0052551,301m/data=!3m1!1e3!4m6!3m5!1s0x184b63961bd351b1:0x2fc31cca269f2b0a!8m2!3d-5.24296!4d35.0085166!16s%2Fg%2F11swl7q5yt?entry=ttu
Perhaps I have been overoptimistic on the possibility of Singida being a superpit unless it is a kimberlitic outlier. Although adjacent the 54 known pipes mapped in 1962 are located W and N of the mine.
W Kenya - Mark Bristow may well be toying with the idea of returning to the area. His background is more suited to the Xhosa and Zulu but he will be aware that the Nandi, etc around Kakamega are likely to be a thorny issue. Offhand I'd say Shanta is capable of going it alone with an open pit at Ramula.
. . . until 11/11
https://www.perupetro.com.pe/wps/wcm/connect/corporativo/7318e1ef-aaa2-4c91-8313-7d2090cba5fa/Producci%C3%B3n+l%C3%ADquidos.pdf?MOD=AJPERES&liquidos