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19-07-2018, 11:57 PM
#281
Yes, as much as I like the idea of EVs taking over, my guess is it will be a couple of decades before we see significant numbers of EVs through out the world. I recently bought NZ Refining because I still see petroleum being a huge part of our lives until well after I've died.
One advantage of BHP is that it allows me to have a bob each way. Its gets 18 per cent of its revenue from petroleum but of course its main business is metals including copper.
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20-07-2018, 03:20 AM
#282
Originally Posted by Joshuatree
HGO, OZL, STM , DGR are some of the Aus Cu stocks on my list im looking at
HAV worth a look too
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20-07-2018, 08:07 AM
#283
Thanks.Have you done much research on HCH esp re the costs of mining which i havnt found atp.
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22-07-2018, 10:55 PM
#284
FWIW a friend( who specialises in small mining stocks in aus and who i rate very highly) was in HCH a while back and had a lucky escape , selling his shares on time. IRR of only 15% and scathing of at least one director, avoid is his opinion . It looks like a rinse and repeat stock which may suit some traders but not me
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26-07-2018, 04:13 PM
#285
Bought some MOD today @ 46c hopefully as a longer term investment.
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03-08-2018, 12:38 PM
#286
T/H for MOD re significant drill results
Download Document 2.16MB
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06-08-2018, 07:05 PM
#287
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27-09-2018, 10:20 PM
#288
NZC Copper/ Cobalt 12 month timeline to production. Sub 300 million shares (undiluted)
S/P has bounced from sub 20c to 33c i hold, DYOR
Copper price looks to have bottomed but may be a fakeout.Up 1.29% month down 6.53% 1 year
- Lithium-ion batteries typically employ a ratio of 60% nickel to 20% manganese and 20% cobalt (6:2:2): cobalt contributes 60% of the value of lithium-ion batteries
Download Document 4.97MB
Explorer MOD , Cu with Ag credits not doing so well for me atm. Well down.
Presentation from Diggers and Dealers conference
Download Document 4.97MB
Last edited by Joshuatree; 27-09-2018 at 10:29 PM.
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29-09-2018, 12:13 AM
#289
https://oilprice.com/Energy/Crude-Oi...In-Common.html
Copper is where its at:
"Can copper producers effectively supply electrification of the transportation sector in the coming decades?
Rio Tinto, EMR Capital, and BMO Capital Markets have all expressed concern about copper supply in the coming decades. Earlier this year, CRU Analyst Hamish Sampson provided a stark supply outlook stating that “only if every single copper project currently in development or being studied for feasibility is brought online before then, including most discoveries that have not yet reached the evaluation stage, the market could meet projected demand.” The forecast suggests that copper production could plummet from current levels of roughly 24 million metric tons per year to just 12 million in 2034. Two hundred copper mines are expected to reach their productive end-of-life by 2035."
Last edited by Bobdn; 29-09-2018 at 12:15 AM.
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21-01-2019, 09:55 PM
#290
MOD , Cap raise $5 mill @ 24c for holders. $10 mill raised @ 30c from Instos plus Sandfire lob first bid @ 38c. Let the games begin. Download Document 168.73KB
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