Jaconet1967

Investor. Semi-retired Investment Manager. Likes - PM Miners, Ags, Offshore drillers. Any comments I make are personal and is not financial advice. DYODD.

[Jaconet1967 @jaconet1967]

@baroninvestment Tungsten west is a production story this year/next. With strategic minerals it’s much longer…what milestone will they need to reach do you think for the strategic buyers to come in?

[Jaconet1967 @jaconet1967]

@ICBarrett Better owning $RIG than $VAL? Or do you think the DOJ 2nd request is being overreacted to?

[Jaconet1967 @jaconet1967]

@Fibonazzo 😂

[Jaconet1967 @jaconet1967]

@DebraG_Robins I agree. I’m in.

[Jaconet1967 @jaconet1967]

@MM8_Medallion @invdiary

[Jaconet1967 @jaconet1967]

@METhompson72 Where do you see Thungela share prices going in short to medium term?

[Jaconet1967 @jaconet1967]

@BroadLuis Where do you think we are on the 1-6 list?

[Jaconet1967 @jaconet1967]

@shanaka86 @TheLastDegree How do you see the evolution of Silver. Following Gold ? Do we wait for physical action in phase 2 before pm equities gain a bid?

[Jaconet1967 @jaconet1967]

@Silver__Santa What is your timeframe 🎅?
Physical gold & more particularly silver has seen s9me weakness; equities more. I’m sure this will react in two phases physical first then equities second. Do you have a timeframe or is it a move a critical spot level that suggests ‘off we go’?

[Jaconet1967 @jaconet1967]

@Silver__Santa Unfortunately it’s not closed at $2 but the speed the deal got upsized speaks to high demand which will in turn move the price higher

[Jaconet1967 @jaconet1967]

@TheApeOfGoldST Quite interesting today’s move in the big boys $CDE $PAAS $HL $AG

[Jaconet1967 @jaconet1967]

@hess_charl30735 @Silver__Santa Talisker? Although bought deal now $52m upsized from 40

[Jaconet1967 @jaconet1967]

@_Yux__ $MM8 & $BML both financed ls developers. Producing 1H27, 2H27 respectively assuming no hiccups

[Jaconet1967 @jaconet1967]

@baroninvestment Question is 9 year LOM a benefit? Im sure I recall reading (MRE?) a throughput of 250kt mentioned. Implying a 4 1/2 year LOM was achievable & higher NPV on Pepas.

[Jaconet1967 @jaconet1967]

@TheApeOfGoldST Just picked up a starter holding.

[Jaconet1967 @jaconet1967]

@BULLReturns 🤣

[Jaconet1967 @jaconet1967]

@BULLReturns Not saying it can’t be done…. just that those making loans look at the amount rel. mkt cap, even though IRR looks v strong

[Jaconet1967 @jaconet1967]

@mypreciousilver Assuming silver buyers paying a premium to $HL, $CDE would seem to have missed out and to a lesser degree $PAAS. I’d be surprised if the disparity continues in Q1. PAAS & CDE seem likely to make sure they benefit if silver premium buyers return?