Recent content by Dr Zaius

thanks for the article(s) LeeTV, i never would have noticed them. great result, especially as it looks like they are selling one of the nine windfarms for about their market cap- imagine if they offloaded the other eight... it means i hope no more cap raisings. plenty more wells to bring...

I guess if I left it go till October it might make it to a full 12 months without a comment on IRC on ASF. I don’t wanna say this one is a stinker, but he sure aint a market darling. 12c today, dipping a whole lot with RWD after their deflating rebuff in the native title hearings. The...

i'd like to thank everyone who posted here on the PTN thread. i should have known to check if profits/dividends were coming from revaluations rather than net income. the financial report for year ended june30 2008 had $47m in distributions in the past year, profit of $57m and 'increment...

it is looking like the deal with xtract energy plc may unravel, given qld govt sounds like they are outlawing oil shale production. "Ms Bligh said only one lease to mine oil shale existed, in Gladstone, and legislation would be passed so no new shale oil mines were permitted anywhere in...

Countryboy You are wondering why the share price of RCI is so good compared to its coal mining peers, when it is already producing and has credible plans to increase production by 10 times. I wondered that myself. I decided against buying in as it was looking like dodgy management- posters...

I've posted twice on ASF, both regarding IRC, and upon looking back at my posts I felt perhaps I was underrating Dr Ruane. Looking at how he is playing his hand with RWD v IRC, it looks to me he is very astutely riding the spike in market enthusiasm for fertiliser-mining to prevent diluting...

jbowman This stock is so illiquid, so tightly held that there will likely be plenty of days with no trading. With light trading can be decent price moves (another $70m market cap stock I was close to buying into recently went up 5% in a day, on $400 of volume). Like so many speccies, IRC will...

JBN I think you are right about the moly being the saviour- V prices will come down alot once new iron ore producers with bonus ferrovanadium (eg AXO, MXR) ramp up and pure vanadium plays (eg WVL) will suffer. While Julia Creek has 185 years of total current world demand of V at current JORC...