Buying shares?

[s28]

TAN

TheKLF 31 Jan '17 - 16:44 - 2088 of 2088 1 0

LVD with Net Assets of £222m being bid for at £444m
TAN with Net Assets of 26p/share trading at 13p/share

The maths seems quite simple. TAN looks to be undervalued by 2-4 times any way you look at it.

http://www.investegate.co.uk/lavend...preliminary-results-2015/201602250700110881Q/

 

[s28]

MMS (TSX:MMS) Macarthur Minerals

http://www.heraldsun.com.au/news/na...m/news-story/649653138c6c89fe0615c67a43737084

MACARTHUR MATURES
LOOK for Brisbane junior miner Macarthur Minerals to go public later this year.

The company is working on an IPO of its lithium and iron ore projects but the timing of the float and how much will be raised still remain shrouded in mystery at this point.

Ahead of that move, Singapore-based industrial conglomerate Tulshyan Group took a stake in Macarthur last month via a private placement valued at nearly $250,000.

That might explain why Macarthur chief David Taplin and chairman Cameron McCall plan to jet to Singapore today to spend a bit of facetime with their newest investor.

It is understood that McCall has a substantial working history with the head of Tulshyan, which is one of the world’s biggest scrap steel recyclers.

Well-connected in China and India, it also operates major shipping and commercial aircraft leasing businesses.

Critically for Macarthur’s interests, Tulshyan markets steel and iron ore while also having access to capital for the possible development of WA iron ore projects.

Macarthur, which was originally launched by the late resources tycoon Ken Talbot, switched its focus to lithium last year as the iron ore market tanked.

Indeed, the loss-making company reported a $55 million impairment related to its iron ore projects in the year to March 2016.

But iron ore prices have started to recover and lithium will remain a hot commodity, given its role in the production of batteries, laptops and mobile phones.

Macarthur controls one of Australia’s biggest lithium holdings, a 2100 sq km block of dirt in WA. It has another such stake in Nevada, where it has drilled in parts of a 49 sq km desert parcel.

– Anthony Marx

 

[s28]

CPX potentially incredible Samsung to use Sony/Murata batteries

http://www.theandroidsoul.com/galaxy-s8-battery-supply-japanese-manufacturer/

 

[jaspa888]

Wow wow wow if true. Great find s28.

 

[s28]

You know what they say, if it sounds too good to be true... but it all seems perfect right now and maybe explains why CPX have been so quietly confident and never felt the need to market themselves properly (e.g. they have zero twitter presence and hardly bother updating website) because they are so comfortable that the engineer-to-engineer relationships are good and thus confident in the tech succeeding eventually

Murata have been working with CPX a very very long time. They have their own expertise in Capacitors but still worked with CPX on supercaps. Now recently Murata bought Sony's battery division off them and have been working on combining battery and supercap tech... successfully at small level...yet to be seen if they can scale to large sizes.

 

[s28]

TAN

No volume but maybe a suggestion some of the large accumulators running out of patience/not getting supply at current price levels

 

[s28]

PREM really good combo of tech and fundie analysis here all in one graphic

 

[s28]

TRK - looks to have been really unfairly butchered on recent 'Strategic Update' RNS. These are usually taken as 'our strategy has failed and we are desperate to sell assets in fire sale to provide liquidity'

I don't read it as that desperate. The tech/IPR is in the books at about £15m and the Company has cash of c.£4-5m which gives 6-9 months cash runway.

Obviously will need to be some refinancing/restructuring etc but the Company looks a sitting duck right now at just £5m Market Cap given it has in recent years entered into multi-million development/research agreements with likes of Caterpillar and JCB.

 

[s28]

CPX - leads the Shareprophets readers tips for 2017 list.

http://www.shareprophets.com/views/...2017-competition-slightly-late-monthly-update

 

[s28]

ASA - decent summary of position

http://www.shareprophets.com/views/26972/asa-resource-looks-attractive-but-isn-t-without-risk

 

[s28]

ASA - fundamentals still fine. Needed a breather technically and people are finding a reason to sell. Should consolidate between these moving average lines before next move higher. Note how it found support and bounced off 200 day MA before

Consolidation may be nearing an end. Commodity prices (gold and nickel) getting a bit more favourable but the current quarter may not be too pretty so I'd be a bit careful in case it resolves down from this pincer movement before making a recovery play to where it should trade

 

[s28]

Gold - should have been roofing it in recent times. Mainly because of Trump being 1. Dangerous 2. Inflationary

Lot of people were claiming some nominal Shariah compliance issue was also going to help but Muslims have always been able to buy and sell gold so it was a pretty strange straw to clutch as a catalyst

Get back above $1273 odd and it will be back above 200 day Moving Average so the chart will look better

Small cap miners and explorers might then also start to perform better e.g. ASA, maybe even XTR could become interesting again with a DFS re-working due end Feb apparently. Notable the Chairman Colin Bird participated in recent placing at rock bottom price and with serious identifiable catalyst around the corner. Follow the 'warm' money?

 

[s28]

XTR -

 

[s28]

XTR - Mkt Cap £3.5m

Claim NPV of Manica project is c.$70m (assuming Gold @ $1250/oz) with IRR 50% ; Upfront Capex requirement $30m (guess they could debt fund some of that) so returns to equity could be substantial
32k oz p.a. operation would generate annual revenues of c.$40m

This used to be a hot stock which went from 0.03p to 0.50p under Jan Nelson before he failed badly after a huge pump and dump campaign burning loads of PIs and overpromising/underdelivering on the Chepica project. Many will give it a wide berth now because of that history so may provide an opportunity for fast money traders at some point to get in before the herd alight on it again.

<iframe width="560" height="315" src="https://www.youtube.com/embed/X_MJ49CIqds" frameborder="0" allowfullscreen></iframe>

 

[s28]

MNC maybe a similar story to XTR

chart shows less of a supportive base though at present

 

[s28]

Thinking about the Samsung - Murata potential deal and tying in speculation over whether it could include CPX

http://www.idtechex.com/research/ar...y-the-lithium-ion-battery-market-00006649.asp

Dr Peter Harrop, Chairman of IDTechEx, explains, "Supercapacitors need not match lithium-ion battery energy density to replace much of that battery market. They have replaced maybe one percent of that market already with only one hundredth of the energy density because they last longer than the bus for example that they are in. They are safer and have ten times the power density. Even across batteries they mean less battery is needed. They have replaced Li-ion batteries in most Chinese buses, despite greater up-front price. Supercapacitor sales are under 3% of lithium-ion battery sales today, partly replacing them and partly doing things batteries can never do. Supercapacitor sales will be over 10% of Li-ion sales in ten years as they grab more Li-ion business despite such batteries improving by a factor of two in energy density. For that, production supercapacitors or supercabatteries (notably lithium-ion capacitors) must reach around 40 Wh/kg with all other parameters acceptable, possibly even conceding some power density and life but being greener. If that happens, few will dispute that in the next decade at around 100 Wh/kg with acceptable other parameters, supercapacitors or supercabatteries could grab 50% of the lithium-ion market reaching tens of billions of dollars in yearly sales."

 

[s28]

VRS - Launch of new website/brand for their trademark product Nanene (Nano Graphene)

http://www.investegate.co.uk/versarien-plc--vrs-/rns/launch-of-nanene/201702080700092808W/

 

[s28]

VRS Versarien looks an interesting company, had given it a miss as previously seemed more hype than substance but it looks like the substance v hype ratio has switched favourably with stock at lows whilst collabs with decent partners

http://www.investegate.co.uk/versar...ed-battery-collaboration/201604200713457406V/

In the field of batteries, conventional battery electrode materials can be significantly improved when enhanced with graphene. The use of graphene can allow the production of batteries that are lighter, more durable and suitable for high capacity energy storage, as well as shortening charging times. In addition, the combined use of graphene enhanced batteries and graphene enhanced supercapacitors, which charge and discharge much faster than a battery, could yield substantial benefits in applications such as electric vehicles.

Neill Ricketts, CEO of Versairen plc commented, "We are delighted to be working on this project with WMG and we look forward to developing a technologically advanced lithium battery that will have numerous applications in real life. The expertise in this field cultivated at WMG, University of Warwick, is second to none and the opportunity to be working alongside them is very exciting for Versarien as we look to maintain our position as one of the leading international experts in graphene production and its applications. We anticipate that the MOU will enable us to collaborate on a number of projects with WMG."

VRS just the start of a big sustained move I think

If VRS is the UK Graphene champion it is positioning itself as then this should become a £100m Market Cap company in short order and possibly even a £1000m company in the longer term. Compared with current Mkt Cap c.£15m

 

[s28]

These are just 15 ways in which graphene could reshape the world

http://www.mining.com/these-are-just-15-ways-in-which-graphene-could-reshape-the-world/

 

[s28]

http://www.mining.com/web/infographic-the-top-10-reasons-investors-should-look-at-cobalt/

The top 10 reasons investors should look at cobalt

 

[s28]

Timely bearish article on Lithium

http://www.shareprophets.com/views/27048/lithium-isn-t-actually-all-that-rare

 

[s28]

RED Investor Presentation

http://www.redtenergy.com/files/redT 2017 Corporate Presentation WEB.pdf

 

[s28]

RRR after big initial move 0.40 to 0.80 consolidating now at around 0.60. Still a bit more sideways working needed but then expect a wave 2 and wave 3 move higher.

Could be due another run over coming weeks
Dividend payout due by middle of March (£0.5m)
Should focus attention on dramatic undervaluation of stake in Jupiter Mines (c.£10m)
Getting dividend payout out of the way could allow other corporate action at Jupiter Mines such as takeover or listing which would potentially open up Iron Ore project and a potential royalty on production to RRR

 

[s28]

XTR look to have drawn a line under Auroch debt. This looks well set up now for a potential move higher. V.v.v risky but historically it's been good idea to buy the lows and sell the highs here.

 

[s28]

RRR Andrew Bell here makes a decent case here for RRR's 27m shares in Jupiter Mines to be worth $1 per share. i.e. circa £13.5m to RRR

Tshipi has a mine life of 60 years compared with competitors/neighbours 7-10 year mine lives. Makes it a big strategic asset which could command premium valuation.

https://www.periscope.tv/armcmb/1kvJpnNgQnVKE?t=0#

 

[s28]

VRS

<iframe src="https://player.vimeo.com/video/203097354" width="640" height="360" frameborder="0" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>

 

[s28]

VRS Presentation from last nights Shares Magazine Investor event

http://img.moneyam.com/pdf/shares-investor-evening-2017-02-09/versarien.pdf

Video coming soon apparently

 

[s28]

TAN

Golden Cross imminent
Fundamentally undervalued
Trump reflation could play well for it
Corporate Action at multiple of current price possible/likely

Some of the well connected large PIs bullish

multiplural 10 Feb '17 - 17:24 - 2107 of 2109 2 0

I believe that the shareholders that have stayed around will be in for a treat in 2017.
Everything is lining up imo.

 

[s28]

Well that was a lucky call

XTR look to have drawn a line under Auroch debt. This looks well set up now for a potential move higher. V.v.v risky but historically it's been good idea to buy the lows and sell the highs here.

 

[s28]

The chart showed investors had lost interest almost any news could take it up by reigniting interest

XTR -

 

[s28]

VRS

Here's the video from Thursday evening

https://www.sharesmagazine.co.uk/video/neill-ricketts-ceo-of-versarien-vrs

 

[Eagle_Eye]

S28, Jaspa. give us a summary of your top picks these days. I am getting ready to get back into junior market after a hiatus of a year or so.

I see IAE is being sold at £1.20... I left it around close to 40p... it was one of my safe oilers in AIM, if there is any such thing.

 

[s28]

Conviction long term investments :

VRS Versarien best play on graphene i've come across ; huge blue sky growth opportunity
CPX Cap-XX gaining commercial traction for their supercapacitors ; huge blue sky growth opportunity

Long term hedge on the world going to hell in a handkart i.e. Gold :

ASA cashflow from Freda Rebecca gold mine in Zimbabwe + optionality of greenfield gold licence in DRC + Zim BNC nickel smelter operation

Lower conviction punts on Trump reflation actually working but with some value/special situations backstop :

TAN own 49% of one of the biggest AWP platform manufacturers in the World ; lot of corporate activity going on in plant hire business e.g. LVD etc ; looks only a matter of time before their 51% partner buys them out and probably floats in US themselves

RRR as well as having a £10m investment in Jupiter Mines not reflected in their current £3-4m market valuation there is also no credit being given them for their other interests including royalty interest in potential iron ore project they sold to Jupiter Mines

 

[s28]

Iron ore price surges past $US90, continues to surprise analysts

By Graeme Powell
Updated about an hour ago
[​IMG]

The price of iron ore continues to defy market expectations, surging past $US90 a tonne for the first time in more than two years.
The iron ore spot price jumped $US5.61 overnight and is now trading at $US92.23 a tonne.
It is the first time the price has climbed beyond the $US90 mark since August 2014.
The Federal Government had forecast iron ore prices to average $US55 a tonne in 2016-2017.
The current high prices are expected to add billions of dollars in tax receipts for the federal and state governments.
In another development, the price of iron ore contracts traded on the Dalian exchange hit $US101.76 a tonne.
The higher prices have seen the share prices of iron ore companies in Western Australia jump sharply in recent months.
Shares in the Perth-based Fortescue Metals Group rose more than 6 per cent or 40 cents on Monday, to trade at $6.88.
Perth-based mining analyst Peter Strachan said a number of low-quality iron ore mines in China had closed, but that still did not explain the continuing surge in prices.
"There's around 130 to 140 million tonnes of capacity in China that has been closed down and they are preferring to buy the higher grade iron ore from Australia because they are lower polluting and cheaper to put through their steel mills," he said.
"But despite that, when you tumble the numbers there's about 70 million tonnes a year net surplus of iron ore in the market, so it appears the Chinese are building some sort of stock pile that's perhaps for their own national security reasons."
Mr Strachan said everyone, including the Federal Government, had been surprised by the surge in iron ore prices and he had now given up trying to forecast the price of the commodity.
"If you just look at supply and demand you'd expect that the iron ore price would be back below $70 a tonne," he said.
"But here we are knocking on the door of $100 a tonne."

http://www.abc.net.au/news/2017-02-14/iron-ore-price-continues-to-defy-expectations/8268066

 

[s28]

re RRR

JDSDPS - 07 Dec 2016 - 0959 - 10408 of 10648

Red Rock Resources - Boom to Bust - Back to Boom or Bang? - RRR

Will Jupiter restart Mt Ida?

With the recent report that Jupiter Mines are looking to list or sell its 49% stake in the Tshipi mine in South Africa will it turn its attention back to its Mt Ida asset?
Its worth remembering that RRR have a royalty which was 1.5% but 50% of it was sold for $14m in 2012 only $6m of which has been paid so far. (see below). If Mt Ida ever gets going again the Royalty interest sill held + the balance from Anglo must be worth over $20m? For investors not following RRR at that time it may be a potential asset not in anyone calculations.

The RNS in May 2012

Red Rock Resources plc ("Red Rock" or the "Company"), the gold mining and exploration company with projects in Greenland, Colombia and Kenya, and interests in steel feed, uranium, and rare earths, reports further, following the earlier announcements made on 6 February 2012 and 10 April 2012, on the sale to Anglo Pacific Group plc ("Anglo Pacific")(LSE:APF)(TSX:APY) of a 50% interest in the Company's 1.5% gross production royalty over any production from the Mt Ida iron ore project.
Following successful due diligence inquiries, the Foreign Investment Review Board of Australia granted approval for the transaction to proceed, and Jupiter Mines Ltd executed a deed of assignment of the sold interest as required. Subsequently, on 1 May 2012 Red Rock and Anglo Pacific successfully completed the royalty sale transaction.
The Tranche 1 payment of U.S.$6,000,000 for 0.3% of the GRR has been settled by the payment of U.S.$3,899,999.81 less some applicable costs and the issue and allotment to Red Rock of 416,161 new Anglo Pacific shares. These shares were valued at approximately $2,139,730 at the close of trading on 1 May 2012 and will rank pari passu in every respect with the existing ordinary shares of Anglo Pacific. The Board understands that Anglo Pacific will make applications to the UK Listing Authority, the London Stock Exchange and the Toronto Stock Exchange for the new shares to be admitted to the official list.
The remaining tranches of the acquisition total US$8 million and will be paid as follows:
-- Tranche 2: US$4 million payment for a further 0.225% GRR following the results of a positive definitive feasibility study (DFS), a formal decision to mine and that 20% of the pre- production capital costs outlined in the DFS are provided for.
-- Tranche 3: US$4 million for a further 0.225% GRR following the commencement of commercial production, taking the total to 0.75% GRR.

 

[s28]

oops ten bagged

Was right on there being a Lithium fad. Graphene will be the real thing.

doh!!!

 

[s28]

TAN 14p potential takeover value 46p


multiplural 14 Feb '17 - 14:52 - 2118 of 2119 2 0

The minimum takeout value of the 49% we own of Snorkel if the parameters of the option agreement is met is 91,25M$ plus a small amount in accrued interest.It consists of the issued note of 50M$ for the first 19%, plus 5,5X25MX0,30 = 41,25$ for the remaining 30%. This is all dependent on the parameters of the option agreement being reached before September 2018.
91,25M$ at the moment equals 73,1M£ or some 46,5 p per share. The reason for the higher value today is purely the depriciation of the sterling against the dollar which is very favourable to us as the asset is held in dollars.

 

[s28]

David Lenigas has been talking up Canadian listed MMS Macarthur Minerals which is an Australian iron ore and lithium play as well as Canadian lithium. they are proposing to list their Aussie assets on ASX and that is a bull market right now. Looks v.interesting for a C$10m company.

RE:Another Spike in Volume & Price

Hi vchesar, perhaps it's in response to iron ore prices surging 6% overnight....

"MMS has "shovel-ready" iron ore projects in the Yilgarn Region of Western Australia with over C$70 million raised and invested." Previous market cap of C$165 million based on iron ore projects alone.

ASX listing preparations are at "an advanced stage". And formal confirmation of IPO date news will soon "provide improved price realisation for those (lithium + iron) projects more consistent with its ASX listed peers.

And helps explain why global commodities operator, Tulshyan Group made their recent strategic investment.

Looking like a decent set-up

wow

Macarthur Minerals Limited (TSX VENTURE: MMS) (the "Company" or "Macarthur Minerals") is pleased to announce that it has entered into a non exclusive mandate with the Tulshyan Group to raise up to A$200 million with an initial tranche of A$50 million to develop the Company's Ularring hematite iron ore project located in Western Australia.

The Tulshyan Group made a strategic investment in the Company in January this year. The Tulshyan Group, based in Singapore, is one of the largest recyclers of scrap steel in the world, has a significant shipping business with a fleet of over 30 ships and is expanding its commercial aircraft leasing business. The Tulshyan Group has significant experience in sales, marketing of steel and iron ore and access to capital for potential development of the Company's Western Australian iron ore projects.

David Taplin, President, CEO and Director of Macarthur commented:

"Macarthur Minerals is pleased to be working with Tulshyan Group to raise funds to develop the Company's Ularring hematite project. Tulshyan brings to Macarthur significant experience in shipping, sales, marketing of steel and iron ore and has access to capital to assist in potential development of the Company's Western Australian iron ore projects. We are now observing good indications that the price of iron ore has recovered from its 2015 low of US$38.301 per tonne to a spot price today of US$92.232 per tonne with the advantage of a favourable exchange rate due to deprecation of the Australian dollar against US dollar."


Read more at http://www.stockhouse.com/news/pres...ing-mandate-for-macarthur#JWicmeywMP8KPJpv.99

 

[jaspa888]

Im into just two stocks at the moment:

CPX - see s28's rationale

HUR - Huge North Sea opportunity. Strong management team, great prospects, rising price of oil, lots of impending news.

Im currently researching PHE, as its come highly recommended from a reliable source.

 

[s28]

MMS - iron ore and lithium - double whammy hot right now

 

[s28]

RRR chart looking v.good and the iron ore potential is totally off the radar to most. Multiple opportunities to bag.

 

[Eagle_Eye]

S28.... the are some real old dogs in that list like RRR.... what's changed about them?

Thanks Jaspa... I was in HUR few years ago... made some cash moved on. The management is quality. I will have a read where they got to now... Brent in 50s is still probably too low for them to attract big players I would have thought.

CPX- how far has the cpx story progressed? Cash flow increased?

I will have a look at PHE.

 

[s28]

RRR are without doubt a dog but a dog which has dug up some gold whilst digging for it's usual bones.

They've survived the long drawn out downturn. It's an underowned stock. It's hugely undervalued based on it's investment in Billion dollar operating mine Tshipi (which is run by adults) and also interest in Iron Ore in Australia and Greenland (again the Aussie Iron Ore run by adults not by RRR)

A case can be made for RRR to be valued at 10x it's current price.

 

[s28]

CPX now have two licensing agreements. One the longstanding one with Murata and one with AVX which should pay about £1m p.a.

The big interest going forward is that Murata have recently extended their license to CPX supercapacitor tech for inclusion in batteries. Then a few months later Murata took over Sony battery division. Now there is talk of Murata supplying Samsung S8 batteries. Some people wondering if CPX about to crack some massive volume markets thanks to Murata.

Should be some news on auto licences as well eventually.

Cashflow shouldn't be a problem now because overheads cut, royalties coming thru, additional licences added (e.g. AVX c.£1m p.a.) and CPX did a recent raise of c.£2m without impacting share price

 

[s28]

whoa !

MMS - iron ore and lithium - double whammy hot right now

 

[s28]

Anybody else think the market are nuts right now ?

My speculation is that after Brexit/Trump etc Monetary authorities worldwide have been increasing liquidity and allied to Trump's 'economic nationalism' reflation the markets are punch drunk right now. There will be a reckoning at some point.

 

[s28]

VRS really worth a watch

<iframe width="560" height="315" src="https://www.youtube.com/embed/UTzntFw-EgU" frameborder="0" allowfullscreen></iframe>

 

[s28]

http://epsteinresearch.com/2017/02/14/a-bubble-in-lithium-juniors-but-not-in-lithium-demand/

 

[jaspa888]

Thanks Jaspa... I was in HUR few years ago... made some cash moved on. The management is quality. I will have a read where they got to now... Brent in 50s is still probably too low for them to attract big players I would have thought.

I will have a look at PHE.

Coming news flow from HUR (taken from advfn):

Feb: lincoln : flow test complete and still due more information on Lincoln,that in itself could add significant incremental value via tie-back to the Lancaster development hub
28Feb- 13mar: Halifax drilling completed?
Mar17: Data room open?
31Mar - 16apr: Halifax Flow test
31mar: Lancaster CPR
Apr17: Capex: debt , placing, Farm out
Capex and funding plans? Farm in? Sale?
Jul17: FPSO status update, Aoka Mizu for the Early Production System


PHE:
http://www.thisismoney.co.uk/money/investing/article-4219944/SMALL-CAP-IDEAS-Powerhouse-Energy-soars-170.html

 

[Madplayer]

I need to understand how this thing works. I have no clue. Somebody teach me please.

 

[jaspa888]

Massive dilution in PHE today

 

[s28]

Massive dilution in PHE today

The money raised all going to Alan Bond so pretty pointless dilution as well. I think his other ventures struggling so he needs cash. I doubt independence of PHE Board and the product which has been vaporware for years. £9m market cap for zero revenues looks out of whack.

 

[jaspa888]

I dont disagree s28. I do like what Ive read about their technology, but I can see massive resistance to adopt it in the market.

 

[s28]

An acquaintance who is FD of major PFI waste contractor reckons all these Waste2Energy things are just euphemisms for burning. So I would be extra sceptical on any tech claiming to be different. 3rd party independent Validation sorely lacking.

 

[shaz619]

Something just came across my desk. It is perhaps the best thing I’ve seen in the last six months. The name of the company, Aerotyne International, it is a cutting edge high tech firm out of the Midwest. Awaiting imminent patent approval on the next generation of radar detectors that have both huge military and civilian applications. [MENTION=46929]shaz619[/MENTION] [MENTION=107620]s28[/MENTION] interested? Your profit, on a mere six-thousand-dollar investment would be upwards of sixty thousand dollars!

I am but avoiding it being a student at the moment at the moment indulge in completely risk free endeavours when I get a bit of time off

 

[s28]

I am getting a bit more keen on GUN. I've been a bit negative on oil stocks but they seem to be investing at the bottom of the cycle in some interesting overlooked Canadian plays (Zenith/Oyster etc) which may by luck or judgement survived the downturn and could have some exciting assets/newsflow going forward. I like the portfolio approach of GUN.

Nice set up as well, volume/interest picking up so a good spot.

Actually that volume pickup suggests some real action to come.

GUN Mkt Cap £1.6m ; their c.8m share investment in ZEN worth about £0.8m (and ZEN looks well set to go up)

Add to that GUN is a Lenigas vehicle. It wouldn't take much to set this alight. Maybe a Lithium venture/RTO ?

 

[Moiza]

[MENTION=107620]s28[/MENTION] Do you have any info on the Pakistani Stock Market? Any shares that one should be looking to buy considering CPEC is around the corner?

 

[s28]

I'm afraid my professional experience is restricted to UK, Europe, Canada, US and Australian markets

 

[Moiza]

I'm afraid my professional experience is restricted to UK, Europe, Canada, US and Australian markets

Still what kind of stock would be worth investing in considering the upcoming infrastructure investment?

Many company's stock in Pakistan has increased 3-4 times in price over the last one year so I'm not even sure investing in stock is worth it anymore since the hype has already taken over

 

[s28]

I'm afraid I have no idea but you seem to be aware that there is already hype value in the shares.

Old stockmarket saying is 'better to travel than arrive' and 'buy the dream, sell the reality' which is a way of saying that the market mechanism tends to discount news ahead of time. When the actual 'economic boom' starts to come through in the business it will have already have been anticipated by 'the market'. Especially in the case of large well followed liquid stocks the Insiders,analysts and Institutions already have a good idea as to correct value of a stock so there is limited room for private investors to generate 'alpha'.

On this thread we tend to concentrate on smaller less widely followed shares where there is room for the market to be 'inefficient' and misprice the stocks giving opportunity to invest for superior risk-adjusted returns

 

[s28]

MMS

THE RELEASE IN AUSTRALIA

Macarthur rides on the wave of iron ore rebound

The West Australian 16 Feb 2017 Josh Chiat

Iron ores price rebound has triggered the rebirth of the Yilgarns junior ironmongers. First cab off the rank could be Toronto-listed Macarthur Minerals, which has appointed Novus Capital to market a $10 million float of its Australian iron ore and lithium assets on the Australian Securities Exchange. Fifteen months after the $6 mil- lion sale to GIM of the 26 milliontonne-a-year Ullaring hematite project, 175km north-west of Kalgoorlie-Boulder, fell through, the Cliffs neighbour has Singaporean multi-millionaire Rakesh Tulshyan on board to raise the $200 million needed to bring the shovel-ready development online. The Indian-born dealmaker, who has built his business empire through recycling decommissioned ships for scrap metal at a rate of about 100 vessels a year, has undertaken through his Tulshyan Group to arrange financing, including an initial tranche of $50 million. Mr Tulshyan said he hoped to offtake partially processed ore from the Macarthur project through the Tulshyan Groups shipping arm, which has a fleet of about 30 vessels, direct to the Asian steel market. I believe the prospects are good, I believe the company is underva- lued and I believe with expenditure weve got good prospects, he said. We have a good reserve of iron ore that can easily be shipped out, and we could easily offtake it and place it with the steel mills in India as well as China, and other countries also. We have the ability to acquire, either buy or charter, capesize vessels the moment the ore is ready to be shipped out. Macarthur Minerals anticipates listing in Australia by mid-April

Read more at http://www.stockhouse.com/companies/bullboard/v.mms/macarthur-minerals-ltd#4eXzeSW8j2yOiQAC.99

 

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XTR -

That 200 day MA might act as short term resistance for XTR but watch out if it breaks out above that!
Took a bit of my XTR punt off and transferred it into another punt GUN

 

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XTR - crazy moves

 

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Mentioned Cobalt above

OTC might be a very decent punt on that

"Zamsort Limited ("Zamsort") continue to proceed with the construction of their Copper and Cobalt processing plant at Kalaba; the Company at present has an option on 19.35% equity ;"

 

[classic]

CPX down below 11 now . Lost all the profit which I had made over the last few seeks. I hope it bounces back soon.

 

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CPX poor reaction to results but the longer term licensing outlook more important than short term financials

Chart wise we've only gone back to the strong support at c.4p level so would look to accumulate here for long term position building

About a year ago I was 'complaining' it was c.4p

If they manage the business to their plan the share price will take care of itself for long term investors

 

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VRS

<iframe src="https://player.vimeo.com/video/204382145" width="640" height="360" frameborder="0" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>
<p><a href="https://vimeo.com/204382145">Versarien Plc Resources now extend to Europe, US and Far East</a> from <a href="https://vimeo.com/directorstalk">DirectorsTalk</a> on <a href="https://vimeo.com">Vimeo</a>.</p>

 

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Cobalt Cobalt Cobalt Cobalt Cobalt Cobalt repeat...

 

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Salutory for Graphite fans though... be careful what you buy. Graphite is not an easy market, there are a lot of liars and conmen (aka Mining company CEOS) who want to live off your capital.

Thanks for reading and for your question. Here is the short version of my answer:

Pure carbon, in this case, refers to high-purity (99.9% or more) spherical graphite. Different producers want graphite in different forms, depending on how they are used. Spherical graphite has become one of the industry standards for battery anode production, in particular.

New applications for graphite — especially new generations of batteries — push beyond the purity levels we find in already rare deposits. That makes large flake graphite a great source for what will become purified spherical graphite because it has less contaminants than other forms, but it still has a big hurdle before battery manufacturers will buy it.

In fact, Northern Graphite seems open to supplying both forms to buyers. As far back as 2012, from a quick search online, a lab hired by Northern Graphite established that graphitic carbon from the company's Bissett Creek deposit can be purified up to 99.99% in this spherical form, and that its large flake graphite can get up to 99.83%.

Here is a bit more of what goes into the difference, if you're interested:

Unfortunately, getting to levels of purity required by manufacturers is a huge problem. Processes that can push up to 99.9% purity and beyond (military-grade applications can require up to 99.995%) involve either a whole lot of toxic and corrosive chemicals, a whole lot of heat, or both.

On the chemical side, you have stuff like hydrofluoric and hydrochloric acid, along with the grave waste water and equipment corrosion concerns that come with them.

On the thermal side, ovens that can take advantage of how carbon stays solid way past the melting point of any metal are needed to get a finished product so pure.

Carbon doesn't even melt, it sublimes at around 10,000 degrees (F). That's pretty useful here. The graphite, which is just a particular arrangement of carbon atoms, will just sit there doing nothing while everything else boils off.

Unfortunately, to really push out enough contaminants, the oven has to reach around 5,000 degrees (F). The energy requirements to bake literal tons of graphite are similarly astronomical, but there is no other way to reach the extreme end of purity requirements.

Add in the fact that the certification process for supplying purified graphite is capital and time intensive as well, and a very high barrier to entry exists for would-be producers.

Battery manufacturers determine if they will buy materials from would-be suppliers by using "drop-in samples," in which grams, then kilograms — then 10's, then 100's, then 1000's of kilograms — are introduced to the manufacturing process to see if they hold up to real world conditions at large scales.

So companies need to cover the capital-intensive mine development, along with specialized equipment to purify, all without the long-term contracts from buyers that would make securing capital far easier. It is the classic funding trap for commodity stocks, with a twist.

Gerardo singled out the company for his subscribers specifically because it has made it through the gauntlet, and has now secured contracts with buyers.

Hopefully, this has been helpful and informative.

http://www.outsiderclub.com/the-classic-commodity-stock-trap-with-a-twist/2227

Wouldn't touch any graphite miners after reading that!

 

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The top 5 risers over on the Australian ASX market right now :-



Ausquest a $3m minnow has done a great deal with multi-billion iron/manganese miner South32 to do some early stage exploration

Cohiba is a minnow which is going to restart some Cobalt mine

There is money going into early stage stuff which suggests real confidence amongst financial and corporate strategic investors in a renewed mining supercycle perhaps? If Trump has any chance of winning widespread support it will be a 'left wing' Keynesian infrastructure boom (aka economic nationalism) thus the Trump reflation trade

 

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VRS Some excitement developing around upcoming McLaren F1 new car launch slated for 24th Feb. Possibility will have some big graphene developments and maybe even include VRS graphene ?

<blockquote class="twitter-tweet" data-lang="en-gb"><p lang="en" dir="ltr">F1 and fine watchmaking converge. The incredible RM 50-03 McLaren F1, supercharged with Graphene. It's time for the future. <a href="https://t.co/aQtsJYXLKt">pic.twitter.com/aQtsJYXLKt</a></p>— McLaren (@McLarenF1) <a href="https://twitter.com/McLarenF1/status/822147282648911872">19 January 2017</a></blockquote>
<script async src="//platform.twitter.com/widgets.js" charset="utf-8"></script>

 

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McLaren COO talking about graphene...

http://www.mclaren.com/formula1/par...e-on-the-wrist-the-story-of-graphene-1322254/

Our resident graphene spokesman (and also Group COO) Jonathan Neale steps in to tell you everything you always wanted to know about graphene, but were afraid to ask:

So, Jonathan, what is graphene?

“There’s a lot of confusion in the marketplace about graphene, particularly in materials science, where it’s being touted as the next big step. When people talk about graphene, they’re not talking about a bulk material – you don’t get blocks or rolls of graphene – it exists at an atomic level, but can used to strengthen, toughen, and lighten carbon-fibre composites.

“Technically speaking, graphene is a single layer of carbon atoms arranged in a 2D hexagonal lattice, but for practical purposes, it comes in all sorts of forms, each having various advantages and disadvantages, depending on the application. And the process through which graphene is used to enhance resin systems is called nanoplatelet reinforcement.”

Can you simply explain nanoplatelet reinforcement?

“Yes, graphene is infused or mixed into resin systems, and those resin systems, for the application of creating carbon-fibre composites, are then combined and cured with layers of carbon-fibre. A graphene nanoplatelet is a small flat shape – very small, microscopically small, in fact. When you put those platelets into a resin system and mix it with your normal carbon-fibre layers, you greatly increase the inter-laminar bond strength, amongst other mechanical properties. Previously, when you relied on regular resins to hold the carbon-fibre layers together, there’s the possibility that those plies could shear apart – a common and well-known Achilles’ heel of composites. By introducing other structures within the resin, you can increase the shear toughness.”

How much of a step forward is graphene technology?

“We think the properties of graphene are pretty mind-blowing. Some of the mechanical properties of graphene-enhanced composites can be improved by double-digit percentages compared to regular carbon-fibre composites. In engineering, we often talk about improvements in terms of fractions of a per cent; to suddenly introduce improvements of this order is incredible, but it gives you a very clear perspective on just how much we’re discovering about the properties of graphene, and just how much it’s re-defining our existing understanding of materials science.

 

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VRS write up in Cambridge News

http://www.cambridge-news.co.uk/business/technology/time-put-your-cash-wonder-12631447

 

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Top riser in Aussie trading is again a Company announcing a cobalt mining related deal

This time Cape Lambert



C'mon GUN ! or maybe XTR !

 

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Mentioned Cobalt above

OTC might be a very decent punt on that

"Zamsort Limited ("Zamsort") continue to proceed with the construction of their Copper and Cobalt processing plant at Kalaba; the Company at present has an option on 19.35% equity ;"

OTC up on what is fundamentally a negative RNS today. They are getting diluted on their Andiamo investment. However I guess market sees it as positive as new investors will fund the ongoing exploration/development work.

Zamsort Cobalt ops could be the real driver going forward as well as their main gold ops currently subject to legals. Chart setting up nicely and given all the optionality in this £2-3m mkt cap is way too low IMO

 

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VRS - starting to move

Graphene is going to be a huge growth sector and this Company which looks to have a lot of validation for it's positioning is only valued at c.£10m, claims to have made transformational acquisition and is due to hold an Investor Day in a few weeks. Looks like it's gearing up for a move.

Versarien plc
("Versarien" or the "Company" or the "Group")

Investor Event

Versarien plc (AIM:VRS), the advanced materials group, is pleased to announce that it will be hosting a site visit to its newly acquired facility at AAC Cyroma in Banbury, Oxfordshire, for private investors on 9 of November 2016 between 9am and 11am.

Investors and shareholders should register their interest in attending this event at https://www.eventbrite.co.uk/e/versarien-investor-meeting-tickets-28652122269

Excitement building prior to McLaren new F1 car launch on Friday 24th Feb

 

[Eagle_Eye]

Top riser in Aussie trading is again a Company announcing a cobalt mining related deal

This time Cape Lambert

View attachment 72882

C'mon GUN ! or maybe XTR !

Is this GUN that use to be online gaming?

XTR should be dead already! Failed as oil explorer then mining... Colin bird is the common factor.

Whatever happened to their royalties with chevron in Dutch North Sea?

 

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Gunsynd (GUN) is the former Evocutis (EVO) so they still have royalties on future sales of EVO's Labskin which was sold to Venn Life Sciences and is in turn selling it and it'll be listed soon on AIM as Innoven

XTR unfortunately during the reign of Jan Nelson i think the oil shale stuff was disposed of. Not sure what became of potential North Sea gas royalties from Chevron. Suspect given oil/gas price falls Chevron didn't drill.

 

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Iron Ore price charging towards $100/tonne

http://www.businessinsider.com.au/iron-ore-is-charging-towards-us100-per-tonne-2017-2

 

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CPX Fundamentals have long justified a major up move, now Technicals may be aligning as well
. I think CPX should be valued at £50-100m given the investment to date and the future potential of existing royalties/licensing agreements. Even before other contracts and Auto market.

7p and 9p looks like the last resistance areas before a move to 20/30/40p I hope

CPX has come off a bit as Murata/Samsung news hasn't quite come through as the most bullish interpretations expected. Looks like Samsung will give 2-8% of the Samsung S8 battery contract to Sony. Sony battery division acquisition has not completed yet. I expect long term Murata will introduce supercap features into their Sony lithium ion batteries but that doesn't look like its ready for primetime yet.