austral. MLM - unterbewertete Perle ´ bittet´ um Zustieg (Seite 9)

[jogii]

Was ist los!?? Warum der Einbruch heute Nacht?

[hbg55]

Antwort auf Beitrag Nr.: 54.415.666 von hbg55 am 26.02.17 18:41:50

....ins WE gingen wir trotz der günstigen gemengelage mit nem SK von aud 0,079


bleibe dennoch BULLISH - ebenso wie user, der nachfolg. beitrag im HC- board
verfaßte..........


Thought I'd email the co about this and got a very prompt response:

Hi

Thanks for your email.

We are aware of ASUZ’s capital raise and the subsequent recent run in the AUZ share price. You may have noticed that when the joint venture was signed that the respective company announcements ended up posted on the other company’s ASX platform, ie: the MLM announcements was posted under UAZ, and vice versa. The ASX actually determines when this is done.

In recent times ASX has not posted the AUZ announcements under MLM and unfortunately there isn’t anything that MLM can do on this front.

As we are not undertaking the activities at SCONI it is difficult to make parallel announcements for each announcement. However, we are investigating how we may be able to take advantage of the good work that AUZ have completed recently. It is worthwhile pointing out that MLM still hold 100% of SCONI and that AUZ must either spend $10m or complete a Definitive Feasibility Study to earn 50%.

I trust this assists. If you would like we can organise a time for you to talk to MLM’s CEO Simon Slesarewich

[hbg55]

joooo, ist die ersten wochen in 2017 erstaunlich ruhig hier gewesen sehe jedoch schon
alsbald ´besserung´........

Relative to Market Cap,when comparing different Cobalt grades,depths and resources owned by asx listed companies one stands out from pack...Its Metallica Minerals.
Along with our Robust feasibility of our Bauxite deposit,near term production,with a NPV upwards of $80m for a capex of $1m,I for one am gobsmacked MLM is still only Valued at $16m.

Our Recent Agreement with AUZ for our High Grade Sconi Cobalt asset allows our management to focus on Urquhart with shipment planned for June.
The Agreement which i have noted here derisks MLM significantly whilst still holding a large portion of a high grade world class asset.
• Completed Joint Venture with Australian Mines12 to: • Preserve value
• Maintain upside exposure to cobalt, scandium and nickel markets • Reduce cash costs to focus on Urquhart Bauxite
• Key terms of the Joint Venture are:
• Payment of $250,000 (received)
• $10 million expenditure or BFS to earn 50% over 4 years
• Secure suitable financing to earn a further 25% (total 75%) over a further 18 months%
50% of the project for upwards of spending $10m shows that AUZ are valuing this project well above $20m.
MLM market cap is $16m,we are extremely undervalued considering our assets.
The Grades from Sconi are some of the best around and are 5 times as good as some recently ann assays of peers listed on the ASX with market caps in excess of $20m.
Grades and conditions for the Sconi project that MLM have with AUZ are exceptional and investors agree with over $4m raised to develobe Sconi by AUZ last week.
This is serious !!!
“With scandium and cobalt set to play pivotal roles in the rapidly developing electric vehicle industry, Australian Mines finds itself uniquely positioned with two high-quality scandium – cobalt ore bodies in the low-risk mining jurisdiction of Australia”.
“With scandium and cobalt set to play pivotal roles in the rapidly developing electric vehicle industry, Australian Mines finds itself uniquely positioned with two high-quality scandium – cobalt ore bodies in the low-risk mining jurisdiction of Australia”.

“Using BHP Billiton’s own definition1, Australian Mines’ Sconi Project is truly a ‘world-class’ deposit, which as BHP puts it, is important to investors because “they make lots of money for a long time” and world-class deposits “help launch major mining companies”. The Scoping Study for Flemington, which will be released in the coming weeks, will indicate whether it too falls into the ‘world-class’ category”.

This is a company with huge potential
15c is fair value
I will be holding to well above 30c

all the best holders

[jogii]

Ja sieht gut aus

Ich denke wir werden dieses Jahr noch viel Spaß haben

Einfaches Einfügen von wallstreetONLINE Charts: So funktionierts.

Ich denke das ist hier erst der Anfang, denn wir haben charttechnisch und fundamental begründet noch viel Luft nach oben

Einfaches Einfügen von wallstreetONLINE Charts: So funktionierts.

[hbg55]

Antwort auf Beitrag Nr.: 54.037.486 von hbg55 am 09.01.17 04:37:57

QUARTERLY REPORT FOR THE QUARTER ENDING 31 DECEMBER 2016 : DATED 16 JANUARY 2017

....wer darüber hinaus noch MEHR erfahren möchte, insbesondere auch den angedachten
aktiv. des neuen quartals, dem sei nachfolg. umfangreicher q- report empfohlen...........


http://www.metallicaminerals.com.au/wp-content/uploads/2016/…


........uuuuund ´überstäubt´ wirds noch mit ner schönen 150k- zahlung.......

http://www.metallicaminerals.com.au/wp-content/uploads/2016/…


KEIN wunder, daß da das anlegerherz beflügelt wird und zuschnappt........bis zum SK& TH von 6,3ct

[hbg55]

Metallica PFS supports Urquhart project

WELLLLLLCOME ALL in 2017

.....und wies ausschaut, kanns für MLM trotz brexit& trump zu einem höchst erfreulichen werden,
wie uns auch ein blick auf jüngsten PFS- report zum URQUHART- proj. zeigt...........


Metallica Minerals has received the pre-feasibility study results for the company's 50%-owned Urquhart Bauxite project (UBx).

Independent PFS supports development of the UBx, and estimates pre-tax project NPV of $78.4m on sales of 6.5 Mt of UBx's proved and probable reserves.

Based on forecast AUD-USD exchange rates starting at $0.75 for CY2017, the PFS base case points to a potential revenue stream nearing $300 million across 5.5 years of production, delivering a total operating margin (allowing for all costs including royalties) of around $12 per tonne with payback of just five months.


Read more at http://finance.nine.com.au/2016/12/30/18/21/metallica-pfs-su…


RT.........5,8ct

[hbg55]

presi zum AGM 2016

HIGHLIGHTS

 On track to commence bauxite production in Q2 2017 with minimal capex
 Queensland and Commonwealth Government confirms no requirement for EIS1
 Hey Point logistics solution locked in and operational2
 6.9 Mt JORC (2012) compliant Measured and Indicated Mineral Resource for Urquhart
Bauxite project3
 An additional 8.5 Mt of lower grade material, over and above the 9.5 Mt has also been
identified for potential beneficiation3
 Strong global bauxite supply and demand fundamentals supporting development
 Realised value from sale of non-core assets ~$1.9 million4
 $316,000 research and development refund5
 Tight capital structure with no debt..........


http://www.metallicaminerals.com.au/wp-content/uploads/2016/…


......auch die übrigen seiten durchaus lesenswert


SK heute übrigens..........4,6ct

[Reiners]

Gewinnmitnahmen heute


Wir brauchen jetzt mal nee gute News, z.B. erreichen eines nächsten Milestons.

PFS ist auch überfällig, sollte bis Ende Oktober eigentllich kommen.

[hbg55]

Antwort auf Beitrag Nr.: 53.595.780 von Reiners am 01.11.16 13:39:58

Zitat von Reiners: Was ist Dein "realistisches" Kursziel zum 31.12.2016 und zum 30.6.2017 ?

moin r.,

mit kurszielen und dann noch realistischen tu ich mich bei akt. globaler gemengelage schwer bzw.
habs mir daher abgewöhnt diese hier bei WO ´auszubreiten´

allein US- wahl, BREXIT bzw. EURO- entwicklung haben soviel sprengstoff in sich, dass von real.
kurszielen eigtl. niemanden sprechen dürfte.......IMO

NUR so viel - beim betrachten des chance- risiko- verhältnisses erscheint MIR die akt. MK von mal
grad maud 11,- alles andere als zu HOCH

in diesem sinne, und dafür sprichts akt. orderbuch, sollte posi- trend noch abissl anhalten

[Reiners]

Was ist Dein "realistisches" Kursziel zum 31.12.2016 und zum 30.6.2017 ?