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  1. #31
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    Quote Originally Posted by macduffy View Post
    SFR is in a trading halt, pending release of a resource upgrade.

    The effect is being felt by OZL whose SP is up nicely.

    Disc: Don't hold SFR unfortunately, but have a few OZL.
    Another significant upgrade in Cu resource announced today.

    Disc: i was too dumb to buy any, alas. I think i was frightened by the sudden spike up (???) way back there.

  2. #32
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    Quote Originally Posted by whatsup View Post
    $4.70+ go you great share , up fron .20 in 18 MONTHS , NOW THAT A 23 Xer !!!!
    Close above $6.00, IMHO this share is worth closer to $10 once all of the targets have been drilled, there are something like 14 identified at present and so far 5 of the early ones have produced stunning Cu grades..
    If they p[rogress the way that they have to date then 1 mil tonns of Cu is not out of the ball park which makes SFR a juicy t/o for OZL's massive cash pile.
    .20 to $6.00 is not a bad deal in 18 months ( 30 bagger ), we could easially have another $2 on top of this then add the T/O premium ='s what !!

  3. #33
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    Tracker read all about it , over $7.50 this week and IMHO heading to $10.00 once all the extent of the ore bodies are appreciated.

  4. #34
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    Oh..Completely missed this one!! Just did a search and saw a SFR thread with nothing in it and figured that was the only one

  5. #35
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    Have taken a relatively large position in the last few days.

    has very strong tailwinds with every country signing up to climate based targets and electric cars using 4-5x more copper than ICE cars not to mention solar / wind using many multiple more than coal and thermal generation.

    Karl Simich like the Rod Duke of copper been at it over 13 or 14 years all with the same company and with a very good track record.

    Phenomenal prospects in botswana, recent upgrades just the tip of the iceberg.

    On trailing P/e of approx 6 with very strong growth prospects

  6. #36
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    Quote Originally Posted by Mr Slothbear View Post
    Have taken a relatively large position in the last few days.

    has very strong tailwinds with every country signing up to climate based targets and electric cars using 4-5x more copper than ICE cars not to mention solar / wind using many multiple more than coal and thermal generation.

    Karl Simich like the Rod Duke of copper been at it over 13 or 14 years all with the same company and with a very good track record.

    Phenomenal prospects in botswana, recent upgrades just the tip of the iceberg.

    On trailing P/e of approx 6 with very strong growth prospects
    Did the same as well Mr Slothbear and for the same reason.
    Thanks for mentioning the potential in Botswana.

  7. #37
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    Quote Originally Posted by clearasmud View Post
    Did the same as well Mr Slothbear and for the same reason.
    Thanks for mentioning the potential in Botswana.

    here is an excellent link courtesy of HC that shows the numbers
    https://www.mining.com/web/copper-di...cupboard-bare/

    Most recent presentation by Karl
    https://youtu.be/1tlpkDvOlnI

    i have seen quite a few of his presentations and he is unusually bullish in this one but does summarise things well. Also explains why they’re able to acquire such a good asset as at first I was unsure why the vendors would sell such a good asset but is due to the two current owners having very different time horisons / investment objectives.

  8. #38
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    As a slight downer some on hotcopper have said that Spain isn't mining friendly and they won't allow much drilling.
    There was also talk of royalties being jacked up if the copper price stays high.

  9. #39
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    Sandfire to enter the ASX 200 index
    https://cdn-api.markitdigital.com/ap...df02a206a39ff4

    i anticipate this will lead to a lot of forced buying by ETFs over the next 6 months. Should put a nice we rocket under the shareprice

  10. #40
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    Quote Originally Posted by Mr Slothbear View Post
    Sandfire to enter the ASX 200 index
    https://cdn-api.markitdigital.com/ap...df02a206a39ff4

    i anticipate this will lead to a lot of forced buying by ETFs over the next 6 months. Should put a nice we rocket under the shareprice
    Thanks mate. Had a beautiful bounce , due for a retrace or will it push through now due to the above news?

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