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The market was hoping for thick spodumene and it just didn't happen in this first round of results. I didn't agree with the trading halt (perhaps directors being overly cautious) and the market sold off accordingly. Some interesting hits, but no spod. They still have like 80% of the lab...

My 3c The DOW is going substantially higher as the big money around the world is looking for shelter. The DOW is the premier index in the world, fund manager's are moving money there regardless of stock PE ratios etc. With all the turmoil in Europe this will only speed up IMO. A stronger USD...

Is that Deutsche Bank position direct or for their clientele? The Deutsche Bank is looking very shaky, and without the backing of Merkel they could be in serious trouble by say November. If that 5.9% is in fact direct, what is the chances they will need to sell that position to cover themselves...

Straight from my watchlist; HRR IBG MLS RVR BSM MCT CZL DYOR with them.

I'm also on ADV for their graphite/lithium up in Canada. They are looking rather promising with their collection of projects, just waiting on the drill bit to firm suspicions. One of their recent announcement was for a 5km long spodumene corridor they have partly uncovered, got the market...

Well its hit your magic 60c number! some very heavy selling indeed... i wonder if HH is offloading. Anyway... as i have said previously... ill be a buyer later in the year. Ill wait for it to form a bottom and ill grab some more. Looking 2 years away... in the middle of the bull-run...

Say* 130,000oz plus 3-4,000t of copper. They have mentioned trucking Gnaweeda ore to Andy Well which could be be brought to life at any point they so choose in the near future. I'm not overly surprised with their AISC for the current year, but it will be interesting to see how the year ahead...

I think their AISC was substantially higher for the year primarily due to their development of Deflector/Rampant Exploration as seen by the rather low cash-cost. Once both mines are fully operational then they should get their AISC back down to the say 140,000/oz a year @ $1000-$1100/oz area...

Not necessarily... i think the PIO project/s in Canada have promise... just need to do some poking. PLS has a fantastic resource, i think a lot of people are awaiting the final feaso to go public with those guys.

Throw in DRM which had a very average quarterly... and been pumped since! New mine starting up, good JV's, and all the rest... ill be a buying more if we correct further leading towards the end of this year. EVN: Also a holder, good blue-chip gold stock. B

It's been an interesting correction phase over the last 2-3 months for all lithium juniors on the ASX. After that early year run/s a bit of heat has come off on just about every lithium stock. None of the fundamentals of changed, just a normal market correction really. PIO now are throwing a...

Which is not unlike some of the gold/silver stocks you currently hold?

Markets move up, and markets move down. PSC is mainly operating in Zimbabwe, not exactly the place i would visit let alone run any form of commercial operation within/from/around/near IMO. The manager's may have a swag of experience in the country... nothing i'm interested in. Maybe PSC is...

NCM is trading on a PE of 55 (as per Commsec), EVN is trading on a PE of about 18 (as per Commsec). NCM produce ~2.4m oz/year against EVN's 800,000. In the coming bull market EVN could well make up ground, through a take over of a smaller gold producer/explorers etc. and turn into an...

I have followed these guys for a few years now without jumping in. .. until Friday last week I picked up a small parcel (speculative punt). They have a Market Cap ~$19m with approx. 90m shares on issue. If anyone knows anything about the Zulieka Shear in WA, they will understand the ground is...

I've followed BLK for awhile now... great little undervalued play. Love their 5m oz resource and 100K/year mine... such a sleeper. Going well past $1 Takeover target IMO

Hmmm how did you manage that buy? you mean $1.130? The company's low for the day has been $1.110 (open) and a high of $1.150 as at 12.05pm? I think SAR are now producing ~300,000oz/year with a market cap ~$1.2B. On that comparison and with DRM now producing ~150,000oz/year DRM without...

EVN is moving nicely ahead! Now producing ~800,000oz/year of low cost gold, and paying debt down, they are the 2nd largest gold stock on the ASX (behind Newcrest). I hope they complete another takeover before the bull market really kicks into gear... take it over 1,000,000oz/year would be...

DRM have now commissioned their 2nd mine and are beginning their ramp up! They moved through $1/share nicely with the recent activity. Hunter Hall has increased their holding to ~16% which is a healthy holding I'm quite interested with their near-mine exploration activities which has shown...

I agree on the above points, it's been a rather interesting ride this year! The day of the Sydney conference when the price spiked to 10c within 30mins was a wild time... I swear I did no productive work that afternoon. Now they have the cash, let's pump it into the ground across the projects...