Recent content by boronia

Today NCM announced the following from their Wafi Golpu Project in PNG: The latest drill hole returned an 883-metre intersection grading 2.15 per cent copper and 2.23 grams of gold a tonne from a depth of 913 metres. It is the highest-grade intersection to date at the Golpu system, which was...

BRW magazine mentions GOA this week which may give the SP a bit of short term support. Fundamentally this stock still looks good, Sao Chico still has not come on line and is overdue for an update, but the big opportunity is still Crater Mtn and the pending results from the deep drilling...

Crom, I'm not sure how Lenny calculated 6-7c target but here is some of my (very conservative) estimates - CIL plant has max capacity of 350 ktpa, - plant up-time estimate of 80% for year one = output of 280 kt for 2011 - head grade thru the plant of 2.5 g/t @ 70% extraction efficiency =...

I think that the oppy offer is not a 1-for-1 offer but merely an extension of the existing Dec 2010 options expiry date to Dec 2011. My understanding is that under current ASX rules you can't just 'extend' an options expiry date so what OBJ are doing is offering existing oppy holders, for a very...

yesterday was the last day for GDO bondholders to exercise their put options. It appears that the previous selling pressure that has been around for the last few months has now disappeared and given GDO SP an opportunity to approach fair value

Hi Hurricane, agree that the quarterly prod'n will help any SP charge, but in the immediate term I think that the 12th November is an important date. This is the date by which GDO bondholders need to advise the Co. if they intend to exercise their once-off put option which will occur on 12 Dec...

Buffalo66, this week on Sky Business Channel an analyst from TMS Capital Ben (??) reckoned he owned some of these shares personally, to my (simple) mind he comes across as a pretty smart chap. Ever since I saw the program I've been researching them a bit and I don't mind what I see. As a result...

The last couple of weeklies show this stock trending above 30 and 60 day moving averages. Last week's volume was the strongest in the 12 months. I wonder if finally there will be some news around the Sao Chico gravity plant arriving on site for commissioning. Recently GOA have farmed a...

Lioness, based on the attached if they can improve their resource base to about 2.5 million oz then a EV/resource ratio of $70/res oz is about average, which would put 5c in the ballpark. If you use a mutilple of say $2000 (MktCap/ forecast production oz) and a production of 20,000 oz/year...

Ding, according to the last investor presso the plant refurb is on time and on budget. Commissioning is planned for Dec/Jan and first gold pour in Jan 2011. They expect to produce 26 000 oz in year one (with the refurbed 350ktpa plant) fed from surface-stored tails and stockpiles) and 40 000 oz...

Apart from the dilutive component to existing investors I think that this is still a pretty reasonable deal. I also like the fact that JH has offered up the majority of the shares to 'little people' rather than 'instos'

Update this morning for preliminary logging data. Indicates an oil column, a pay zone and some OK porosity, permeability and saturation. There is an expectation that this should flow to surface, after casing 2nd Oct. Flow rates are the next hurdle

DD, below is an interesting article on share valuations which you may or may not have seen http://www.proactiveinvestors.com.au/companies/news/7109/is-central-petroleum-the-best-bang-for-buck-oil-play-on-the-asx-7109.html Also tend to agree that the drilling has slowed substantially...

..and now a trading halt pending a Thursday ann. from evaluation of drill results o/nite..

Nice spike in this stock today up 15% in early trade and on good volume. I guess the latest investor presentation may have generated some interest.