Oliver O'Donnell, CFA

Natural Resources analyst and Head of Research @ VSA Capital.

[David Finch @DavidFi_]

So here is the gold mining industry's AIC - (total costs i.e AISC+ growth capex, G&A, M&A, dividends etc.) vs the gold price. As you can see its been a horrible business, slipping in and out of marginally positive and negative free cash flow over the past 15 years. And suddenly...Boom! Massive positive margin expansion. I'm not sure anyone is really getting this outside the sector specialists. In theory the industry can now, for the first time in living memory, finance reserve replacement and a much higher return of capital to shareholders from FCF.

[VSA Capital @VSACapital]

If you missed it first time, click original post for full video of @DoubleOD2 talking to @AdrianOBrien of @MidnightSunMine

[Peter Krauth @peter_krauth]

#Silver: Best performing asset in first half 2024

[Oliver O'Donnell, CFA @DoubleOD2]

Always great to hear from @alex_langer and Greg Liller! Exciting timing with rising metal prices

[VSA Capital @VSACapital]

.@VSACapital's @DoubleOD2 talks to Greg Liller & @alex_langer about @SierraMadreSM La Guitarra #mine in #Mexico @FMSilverCorp #fundraise #silver #gold #mining #investing #drilling #resources #fasttrack #restart #production #exciting #news https://t.co/ZBRYcAPvvC

[VSA Capital @VSACapital]

Click here to see the full interview with @DoubleOD2 and @tdlamb #CEO of @MyriadUranium #uranium #Niger https://t.co/WkZ4pfSXgn

[Oliver O'Donnell, CFA @DoubleOD2]

Looks like @TVLithium in the right place according to @Tesla

Lithium Refining Is a ‘License to Print Money,’ Musk Says https://t.co/Edo60OWZun

[VSA Capital @VSACapital]

Setting you up nicely for a cooler day, @DoubleOD2 and @PaulRenken covering news from

@AlkemyCapital @TVLithium
@CaledoniaMining
@shanta_gold
@GreatlandGold

https://t.co/REg7A4yLay

#morningminer #Mining #investing

[VSA Capital @VSACapital]

The @KusasaProject is focused on breaking the cycle of poverty, addressing the issue at its roots by the establishment of an independent primary school serving disadvantaged children.

Watch a video of VSA's recent visit to Kusasa Centre here:
https://t.co/mGinJb9mT7

[Oliver O'Donnell, CFA @DoubleOD2]

This is an exciting chart showing a significant opportunity in equities, good for my PM coverage universe of small cap gold and silver @PrimeMiningCorp @CaracalGoldplc @GSilver_co @SierraMadreSM @corp_apollo @tectonic_gold

[Oliver O'Donnell, CFA @DoubleOD2]

@marketgem Often happens in early phases of market stress, gold equities track broader equities rather than gold price, as the gold rally becomes more entrenched this breaks down and revert to following gold price

[Oliver O'Donnell, CFA @DoubleOD2]

@FrancisWedin Brilliant slide!

[Oliver O'Donnell, CFA @DoubleOD2]

@AmonkMonkey hostile bid for @Elemental_Royal at C$1.78 and trading about C$1.56 today

[121 Mining Investment @121MiningInv]

We would like to welcome @SierraMadreSM to 121 Mining Investment London on 17-18 November for 121 investor meetings.

If you would also like to join us or to apply for a free investor pass – click here: https://t.co/Ft3jnSASqG

#121Online #Mining #Investment

[Oliver O'Donnell, CFA @DoubleOD2]

@georgemagnus1 Would relaxation of hukou be sufficient stimulus?

[Oliver O'Donnell, CFA @DoubleOD2]

Bump for @aim_irr today, looks like now the BCN discount to the offer price has closed the rotation is beginning. Sensed some frustration after IRR hadn’t initially moved but this may change momentum

[Oliver O'Donnell, CFA @DoubleOD2]

A great pick from @PaulRenken who initiated on @MillennialLi in January 2017, now being taken out by @GanfengOfficial as their campaign for lithium domination continues

[Oliver O'Donnell, CFA @DoubleOD2]

@nomadicinvestr @GungHoStocks @VSACapital @PaulRenken @VangoldMining @WResourcesPlc @CastilloCopper @BacanoraL @GanfengOfficial Yep your turn once it turns to a firm offer which can only happen after ganfeng have got their approval

[Oliver O'Donnell, CFA @DoubleOD2]

@TheLastDegree How was our pronunciation 😂 #firedorhired @TheLastDegree https://t.co/CZt4eMek6O

[Oliver O'Donnell, CFA @DoubleOD2]

@nomadicinvestr @GungHoStocks @VSACapital @PaulRenken @VangoldMining @WResourcesPlc @CastilloCopper @BacanoraL @GanfengOfficial It means the offer deadline aligns with the Ganfeng shareholder vote. With its shareholder approval can then make the offer firm. Would have had to announce when they did to make the info public

[VSA Capital @VSACapital]

@VSACapital is excited to be working with Tungsten West on its IPO ahead of production restart. @AmonkMonkey spoke to @METhompson72 at the mine site.

VSA Capital welcomes qualifying HNW investors to participate in the IPO.

Info : [email protected] or https://t.co/aWxwQhlZ9d

[Mark Thompson @METhompson72]

#tungsten #tin #tungstenwest
Tungsten West announces our intention to list on AIM as covered by The Sunday Times today.