@andy_park I enjoy @RNDrive but Carbon Conscious lacked balance today. @TimBuckleyCEF saying higher mortgage rates is Big Oil's fault is wrong. Rising oil price can be inflationary but covid inspired buoyant economy and full employment is moreso and reason rates are higher.
#diggersanddealers sector spending but can't get drill rigs, drillers or offsiders, blue collar labour tight (border related), assay backlogs, project studies high, expect cost pressures but also service provider margin improve too $PRN, $MAD, $MAH, $PGX, $GNG, $SWK
@BellevueGold high grade land holding, location, funded enthusiastic team moving at PACE with the best on-site food! Expect indicated resource growth by year end, prodn study details 1QCY21, Armand, EIS and regional exploration to add to excitement. Pre diggers site visit 👍
$DEG @DeGreyMining congrats #diggersanddealers award. Discoveries continue to grow, intrigue. Australia's most active program 6 -> 9 rigs. 150km east west, +20 intrusions, inventory will grow. The Mallina Project has wings!
#diggersanddealers sector spending but can't get drill rigs, drillers or offsiders, blue collar labour tight (border related), assay backlogs, project studies high, expect cost pressures but also service provider margin improve too $PRN, $MAD, $MAH, $PGX, $GNG, $SWK
@diggersndealers WA mining companies spending - skilled labour tight, can't get drill rigs, assay backlog, accommodation scarce.. expect margin improve for service providers $PRN, $SWK, $MAD, $GNG, $PGX, $ANG $MAH while miners make margin in gold and iron ore
KCGM site visit with $NST $SAR big value unlock will take time & capital but opex under ownership early focus. EPA approval for Fimiston South, invigorated KCGM staff, merger TBC, lots of #WASM love in the room
@DeGreyMining - view unchanged. Most significant greenfield gold discovery in decades. With 6 rigs drilling, Brolga, Aquila, Crow, Falcon + 20 other identified intrusions.. birds of a feather flock together
@BellevueGold@waminingclub@SteveParsons345@43Gleeso decision to drill other side of the fault Dec 2017 started journey +2.3moz success story. ESG aware, funded for inventory growth, portal dev & study work. Passion Accountability Community Excellence.. great presentation.
Fast market...gold to get smashed, US non-farm, unemployment ONLY 13.3% expected 19% as ADP data, +ve surprise and risk on elsewhere, another day for the bulls, no need for sanctuary, until Trump does something stupid..