Bonker
21 Oct 2018
MTR A4 Dome Copper assays are in and look fantastic - 52m @ 1.5%, 15.5m @ 2.9%, up to 15.4% in veins LME Copper stocks falling vertically towards a record low level: [link]
Bonker
21 Oct 2018
MTR A4 Dome Copper assays are in and look fantastic - 52m @ 1.5%, 15.5m @ 2.9%, up to 15.4% in veins BHP are all about the EV boom - this is about nickel but there’s no EV expansion without Copper of course … [link]
Bonker
20 Oct 2018
MTR A4 Dome Copper assays are in and look fantastic - 52m @ 1.5%, 15.5m @ 2.9%, up to 15.4% in veins [link]
Bonker
20 Oct 2018
MTR A4 Dome Copper assays are in and look fantastic - 52m @ 1.5%, 15.5m @ 2.9%, up to 15.4% in veins That interview with Rick Rule, Chairman of Sprott US Holdings (MTR’s largest shareholder and currently buying on-market) again - a must-listen imo: It’s a terrific interview with a number of points that most (impatient) investors would do well to take on board: He likes exploration and prospect generators for the BIG wins and buys into not just the asset but the people too - clearly a nod towards Julian Hanna (MOD) and Terry Grammer (MTR) who both have exploration microcap > $billion producing companies on their CVs. He also makes the point that if you back the courage of your convictions then you’re reaching for your wallet again if the price of a stock/asset you like drops. That being predicated on the logic of if it’s good value at 3p then it’s even better value at 2p and a (very typical) -30% swing should be seen as another opportunity to increase your holding as he’s obviously doing at MTR. Twenty years of under investment in the commodities space (Copper above all of course) has promoted explorative prospect generators to the top of the attractive pile as the big boys barely have an exploration arm to their business anymore and metals (again, Copper above all) is running out - fast. Also, a situation where the fundamentals of an “unloved and unwanted†business keep getting better whilst the share price keeps getting lower is a savvy speculator’s dream scenario. Finally, and this is really the ears pricking up/eyebrows raised comment at 12 minutes in imo: He refers to a “famous mining entrepreneurâ€'s party in March where “a CEO of a major multinational mining company†(BHP??) told him that Rick had him right where he wanted him because the company had dropped its exploration business completely and had no pipelined exploration assets. Moreover, their board had already decided to swing back into the exploration game but they’ve got no staff to do it. Lead times on taking a new Copper discovery to production are a bare minimum of five years. That leaves you, at best, entering the very well signposted Copper supply/demand deficit party very, very late and others will already be scooping up those whopping rewards ahead of the big boys if they don’t buy into advanced, sizeable/proven exploration assets in short order with an eye on production within a couple of years or so - that’s evidenced by BHP’s current foray into SOLG of course. I wouldn’t be at all surprised if the likes of BHP are involved with MOD’s LSE float/funding in the coming weeks/months (or perhaps post-DFS in the Spring) on a JV basis, as outlined by Rick towards the end of the interview, as a preferred option of sharing the risks and benefits of exploring “drill-ready†targets. MOD obviously aren’t short of drill-ready targets right now and neither are MTR if the presumably imminent KML AEM results have delivered the goods on our new JV there The MTR chart again: [link] and blog: [link]
Bonker
19 Oct 2018
MTR A4 Dome Copper assays are in and look fantastic - 52m @ 1.5%, 15.5m @ 2.9%, up to 15.4% in veins From HotCopper:- The MOD team are in London just now, building up to the compliance listing on the LSE towards the end of November. Just before the ‘float’ MOD will attend a 121 Mining Investment Conference in London on 20/21st November. Here’s their intro for the conference: [link] MOD Resources Website: www.modresources.com.au Primary ticker: ASX:MOD Stage of development: Exploration Primary minerals: Copper, Silver Project to promote: Botswana Copper Project – T3 Live financials MOD Resources Limited is an Australian listed company exploring and developing an ~11,518km2 licence holding in the central Kalahari Copper Belt. MOD will own 100% of the T3 Copper Project in Q4 2018 following completion of a transaction with its JV partner. MOD announced an expanded 60Mt Resource in July 2018 which contains 590kt copper and 27Mozsilver. The Company is planning to complete a feasibility study for the T3 Project in March 2019 which will include an estimated 12 year open pit mine and 3Mtpa processing plant.
Bonker
19 Oct 2018
MTR A4 Dome Copper assays are in and look fantastic - 52m @ 1.5%, 15.5m @ 2.9%, up to 15.4% in veins U.K. – 18 Oct 18 China seen sustaining recovery in global mining M&A A rebound in mining mergers and acquisitions is set to continue into 2019, led b...
Bonker
19 Oct 2018
MTR A4 Dome Copper assays are in and look fantastic - 52m @ 1.5%, 15.5m @ 2.9%, up to 15.4% in veins Cos of this: [link]
Bonker
19 Oct 2018
MTR A4 Dome Copper assays are in and look fantastic - 52m @ 1.5%, 15.5m @ 2.9%, up to 15.4% in veins Took some more just now at the same price.
Bonker
18 Oct 2018
MTR A4 Dome Copper assays are in and look fantastic - 52m @ 1.5%, 15.5m @ 2.9%, up to 15.4% in veins We should get the T20 drill go-ahead next week so I’ve thrown in another 250k at c2.10p just now - it looks a good/timely top-up opp to me.
Bonker
14 Oct 2018
MTR A4 Dome Copper assays are in and look fantastic - 52m @ 1.5%, 15.5m @ 2.9%, up to 15.4% in veins kirillklip.blogspot.com Green Energy Metals And Tesla rEVolution: Copper Deal Day Hits With A Flurry Of... Kirill Klip. TNR Gold. International Lithium. Junior Mining. Mining. Lithium. REE. Gold. Copper. Electric Cars. Batteries. Green.
Bonker
13 Oct 2018
MTR A4 Dome Copper assays are in and look fantastic - 52m @ 1.5%, 15.5m @ 2.9%, up to 15.4% in veins twitter.com Amber Mining (AmberMining) China's Belt and Road Initiative is expected to help boost #copper demand in the 64 impacted countries to 6.5mtpy by 2027, up 22% 2017 and ~10% higher than without the initiative [link] 3
0 AM - 13 Oct 2018
Bonker
12 Oct 2018
MTR A4 Dome Copper assays are in and look fantastic - 52m @ 1.5%, 15.5m @ 2.9%, up to 15.4% in veins twitter.com chrisjparrish (chrisjparrish) Codelco is facing an extended stoppage at one of its smelters as the world's largest #Copper producer struggles to complete an overhaul in time for the start of stricter emission standards in Chile [link] via @business 11:35 PM - 11 Oct 2018
Bonker
12 Oct 2018
MTR A4 Dome Copper assays are in and look fantastic - 52m @ 1.5%, 15.5m @ 2.9%, up to 15.4% in veins twitter.com Rio Tinto (RioTinto) Copper is everywhere. It brings us electricity and clean water, it keeps us healthy and it’s a key player in the move towards renewable energy. In short, the world needs copper. Still not convinced? Take a look at this #LMEweek [link] 5:50 PM - 11 Oct 2018
Bonker
12 Oct 2018
MTR A4 Dome Copper assays are in and look fantastic - 52m @ 1.5%, 15.5m @ 2.9%, up to 15.4% in veins twitter.com chrisjparrish (chrisjparrish) After A Tough 12 Months #Copper And #Nickel Should Be Next Year's Metal Winners - [link] 7:16 PM - 11 Oct 2018
Bonker
12 Oct 2018
MTR A4 Dome Copper assays are in and look fantastic - 52m @ 1.5%, 15.5m @ 2.9%, up to 15.4% in veins So at the current rate of LME stocks dropping there’s only 8 weeks Copper supply left lol A proper bounce on for MTR hopefully - China Copper imports for September @ +24% is an amazing number.
