Michael Horner @michaelbhorner
Mining - $ADT.ax London Joined May 2017-
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As a fellow company with a market cap smaller than Anglo American’s, I can also confirm that Adriatic is unlikely to acquire Anglo
As a fellow company with a market cap smaller than Anglo American’s, I can also confirm that Adriatic is unlikely to acquire Anglo
Lifting the bid
Let the games begin!
$2,800/t Zn and $10,000/t Cu now too
The tin baron that was promised
Invest in countries where governments and communities accept that mining will have an impact (it always does) but grant permits to projects with net benefits, on the basis that negative impacts can be minimized through good design and management
Invest in countries where governments and communities accept that mining will have an impact (it always does) but grant permits to projects with net benefits, on the basis that negative impacts can be minimized through good design and management
So nice to just look at $adt.ax
+23% since. With Cu prices now at $9,500/t, arguably still as cheap as it was in January
+23% since. With Cu prices now at $9,500/t, arguably still as cheap as it was in January
Preach
No position in the eucalyptus tree but this recent initiation on Adriatic $adt.ax has a real zinger if you are a long suffering South32 $S32.ax shareholder or board member Considering Vares is BUILT, the koala has to imagine every South32 shareholder wondering why FID Hermosa…
Morgans initiated on $ADT.ax today, noting that if they used the same metal prices as South32 did to justify building Taylor, their NAV for ADT would be ~$1.6B This translates to A$7.80/share, +90% from last close
Morgans initiated on $ADT.ax today, noting that if they used the same metal prices as South32 did to justify building Taylor, their NAV for ADT would be ~$1.6B This translates to A$7.80/share, +90% from last close https://t.co/zSfWRzVIBr
Market cap power rankings: $MSFT - $3.1T $AAPL - $2.6T $NVDA - $2.2T All 2,700 listed mining companies - $2.2T
A tale as old as time
The number of gold projects drilled in March fell to an 8 year low Bet that's about to reverse sharply with Au almost at $2,400/oz
$NUAG.to +68% since
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A lot of smart money associated with this story…..looks like a SilverCrest Las Chispas potential analog (dore no con it seems), recently met CEO..seems very credible and lives in latam..im long!
I’m excited to see my article in print tomorrow morning in the Globe and Mail. I have been a subscriber for over 20 years. Why Fairfax Financial should see an extraordinary run over the next decade /via @globeandmail theglobeandmail.com/investing/inve…
Great raise with good backing
Highlander Silver Announces $9.2 Million Strategic Financing by the Lundins, Richard Warke and Eric Sprott $HSLV.CN tinyurl.com/yn8l3s6g
🚀
HIGHLANDER SILVER ANNOUNCES $9.2 MILLION STRATEGIC FINANCING Highlander Silver is pleased to announce a $9.2 million fully subscribed common shares offering with the Lundin family, Richard Warke, and Eric Sprott. #Mining #Gold #Silver #investing $HSLV
@justtradin @michaelbhorner @softgold That's not even in their top 10.
$BHP.ax 2nd bid for $AAL to have no stub. BHP sales process (informally starting now?) for Amplats and Kumba to go to South African (operator) and Saudi (capital) cos. Good way to improve offer without substantially improving premium. Mike in driver's seat. @TRAVmoneyofmine
@michaelbhorner $MARI.TO Marimaca #Copper. Good call @michaelbhorner! More to come I suspect. New 52 week high in bound.
FT @ftcommodities reporters realize the perpetual de-rating of gold producers as royalty companies, GLD are listed superior alternatives…and the simple fact that $/oz in-situ, then spot 0%NAV, then spot 5%NAV are stupid metrics to value these companies When is the last time…
'Valuations of the world's gold producers, led by Newmont and Barrick, have rarely been as heavily discounted in the past 40 years versus the gold price as they are now.' ft.com/content/69d46a…
Great to be out hunting for the red metal with $KRM Head of Explo Andrew T and briefly trading Scandinavian snow for sun and a warm breeze #copper #exploration
@AdriaticMetals Poor bloke looks like he needs the loo.
"Plausible is the best you're going to get [in Exploration]... And that's okay." -- Jon Goodman, one of mining's most experienced investors "Our technical guru, Dr. Julian Barnes, who I've worked with many, many years. The best you'll ever get from him when you look at a…
Are #gold stocks overvalued? Jonathan Goodman told me it got crazy back in the day. "You could buy gold, bury it in the ground, and then recapitalize it as a gold mine, and it would be worth more than the gold you buried", he told me. Full conversation: youtu.be/kGdp2lHKKRI
Marketing ( $RIO.v ) in Toronto, in person, for the first time in about 6 years with @AndrewC63157600!
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