Rezultati pretraživanja
  1. prije 33 minute

    As if and didn't need any more hurdles to jump over within the present SC6 slowdown - along comes a cyclone. Cyclone Damien is coming and it may be the strongest storm to cross the WA coast since 2013 via

  2. prije 11 sati

    production will be affected no doubt as well

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  3. 5. velj
    Odgovor korisnicima

    Ive studied this as subset of Mining Life Cycle Big factor is time. Stocks moving quickly thru cycle are far more likely to multi-bag Development = post FID/funding secured 50% retrace after PFS/DFS Development ≠ waiting for change in commodity price

  4. 5. velj

    The receptionist at shouldn't be buying green bananas for the kitchen

  5. 3. velj

    not looking good As an ex banker we draw up a one pager soft Terms & Conditions You as a client either; 1. Accept or 2. Make some small amendents. If you don’t agree, you decline IMO either A. Very tough terms B. Offer is way off or C. NO refinancing offers (my guess)

  6. 3. velj

    shipped 41.68kt (dry). shipped 33.178kt (dry). PLS has 4x AJMs market cap. I know there is more to it than that, but valuation gap there hasn't looked right for a long time

  7. 3. velj

    What I like is is only for the first year & when you may have up to 1.5bn tonnes of spod in reserve you could afford even say 30% recovery & still outlast any other WA miners ex by 40 years mine life ! eh

  8. 2. velj

    METS 6.3% LiO2 production scale recovery FANTASTIC BUYING OPPORTUNITY when the market is weak. AVZ closing in on its 60% recovery target grind size and in mica yet to be done but below 0.8% makes this a stand out

  9. 2. velj
  10. 2. velj
    Odgovor korisnicima

    Extension of Suspension it is.

  11. 2. velj

    As a wise friend has remarked, has found itself at the mercy of unlucky timing. Refinancing already an uphill battle, particularly following the industry wide woes + Fitch rating, now it appears nCoV could add more difficulty. Ext of Suspension or VA?

  12. 1. velj

    versus stock pile One is more brownish vs background AJMs white, anyone due to more dirt than pure ? And higher water content/moisture = fines & price differentiation ?? Any geo comments much appreciated ! Source;

  13. 31. sij

    So reference production cost 4 times in the quarterly but omit a sales price? I guess since they don't need to disclose details such as sales or cash flow for a few weeks they can keep it suspended a bit longer. When's that interest payment due?

  14. 31. sij

    IMO bad form and dodgy not releasing quarterly cashflow like every other mining company ! If nothing to hide would have released, no ?! My guess it shows they are bankrupt, Hope I am wrong ! GL with refinancing !!

  15. 30. sij

    Pilbara plays on at Pilgangoora despite lithium slump (via Mining News)

  16. 18. sij
  17. 14. sij

    portfolio in Western Australia ... below.. JV with There is also Canada

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  18. 14. sij

    stocks running hard for a good week and a bit now. Yest, China Ann’d a slower reduction in subsidies. Spod prices still on lows tho. Until this changes, the pump will be short lived! Simple as that! Esp where producing still at a loss!

  19. 13. sij

    Money flow continuing into the Lithium space with more money trickling into the bigger names like but also finding its way down to the more spec plays like

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  20. 9. sij

    More volume in Lithium names The curious thing is so far the price for Lithium carbonate as far as I’m aware is yet to confirm this bottom? They do say stocks tend to lead fundamentals so perhaps we will see this in the next few weeks? Otherwise 💀 🐈 〽️ 😝

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