Yesterday's retrace presents a good opportunity to make a good an initial entry point or accumulate further on this DRC Copper and Copper gem. Recent cobalt results from EUC and BMT further shows that a good copper colbalt plays are usually found in the DRC. NZC is my only cobalt holding at this time. Upcoming News Flow -----------------------------------...
Early investors in AVZ have always believed that AVZ's 60% holding would be up for TO/sale once their maiden JORC had been produced. This was main assumed from the past history of Klaus Eckhoff and his dealing in the DRC. However recent social media posts have indicated that a JV option may well be considered now as an option - particular from the Huayou Cobalt...
Subsequent retraces in the up trending channel have been getting smaller with each retrace. An update on financing for their 50% refinery component is expected to demonstrate that minimal dilution to share registry will be required if any at all. If that is the case then a major re-rate of the share price will follow. Potential Catalysts- Financing, Resource...
LIT ETF looks set to continue raising in 2018 as the EV and energy storage transition really gets into gear. Currently over 20+ giga-factories planned to be built that will all require battery materials for supply.
Market waiting on conglomerate assay results for direction. Most of the WA Pilbara stocks are currently down in the mean time. Results expected from next week.
Don't under estimate a possible connection for supply to Telsa through KDR's JV with SQM. If that eventuates then this will be the stock to hold for 2018
World class Tier-1 Lithium & Tin resource. If you are not holding then you need at least to review this stock again for 2018.
Will no longer be under the radar in 2018. Keep an eye out for merger news and Cowan drilling this year.
Still in my view one of the best exposures to the Pilbara conglomerate gold plays. Expecting their 1.2Moz JORC to be increased in 2018
AGO could well be one of the turn-around stories for 2018. Still generating cash from its iron ore operations and a recent deal with PLS for lithium DSO operations will escalate revenue from here. AGO also has tenements that host conglomerate gold in the Pilbara
Have taken a position in NZC as my only cobalt holding. Price of colbalt is ever increasing on the back of the EV transition and I expect NZC to capitalise on both copper and colbalt throughout 2018 Upcoming News Flow ----------------------------------- Initial drill programs completed at Monwezi 3 Katete and Kasangasi during the dry season High-resolution...
Next catalyst for De Grey Mining with be the assay results for Blue Moon drilling. DEG will also benefit from as an alternative to the Pilbara conglomerate from Novo Resources, whose last two announcements have left the market wondering on their approach to sampling and grading of the conglomerate. Expecting to see DEG and ARV to divest themselves from Novo...
With Ore commissioning in February and Tantalum off-take agreement announcement at any time, will see TAW reach new highs in 2018 as the next Oz lithium producer. Upcoming Price Catalysts ----------------------------------- Tantalum off-take AT Production commences Q1 2018 Deposit Upgrade Q1 2018 Broker Targets ----------------- Canaccord .60 -...
Upcoming Price Catalysts ----------------------------------- Commencement of Drilling - Mid Jan Maiden JORC - 2nd Quarter 2018 Recent Diamond Drilling -------------------------------- Manono has the potential to host one of the world’s largest lithium rich pegmatite deposits. Initial diamond core drilling of 1,734m complete in June 2017, testing four of the...
Potential Catalysts- Financing, Resource Expansion and Offtake Partners: As a result of the SQM JV, the company has enough funds to cover the mine and concentrator capital costs. So the company will only need to raise capital to cover refinery related expenses. They are estimating this amount to be $550m (or $275m for Kidman’s share of the expenses). ...
De Grey Mining $DEG is my holding for the conglomerate gold rush in the North West of Western Australia. The stock has been currently trading in a holding pattern that indicates that sophisticated investors are accumulating. Expect Novo Resources to be releasing a 3D conglomerate mapping update this week that will impact all the exploration plays in the area. ...
Upcoming Price Catalysts ----------------------------------- Tantalum off-take AT Production commences Q1 2018 Deposit Upgrade Q1 2018 Highlights --------------- Feasibility Study Key findings – “Starter Pit”1 IRR of 185% and rapid payback period of 12 months. EBITDA of $83m per annum, operating cashflow of $223m (after capital). Forecast annual...
Another closing high on the back of OROCOBRE LIMITED announcing new pricing guidance for lithium carbonate. Something Kidman shareholders will get used to well into 2018. Upcoming Price Catalysts ----------------------------------- Assay result from Bounty and Earl Grey Resource -0.20% Upgrade Off-take deal announcement Appointment of new chairman...