Recent content by houtman

All done for the month thanks @mullokintyre

TBN put out a US roadshow presentation last week. It reads as much more circumspect compared to earlier presentations. In part they now correctly compare the latest wells to the average Marcellus well instead of above the average, and suggest the IP90 results may improve the EUR. Given the...

Still nothing on the production side from VTX. All good if you know someone on site, not so good otherwise. Been a good run lately though.

Charlie Kirk, 31 Shot at a US University.

Enjoyed this interview with Elon, an amazing person. Chats about Optimus, Starlink, Tesla, rockets, just another Wednesday for Elon.

This looks interesting for followers of rare earths. I don't follow at all, too confusing for me with ionic, non-ionic, clays etc and also them not being all that rare.

We should see URNM above $10 today, most of the top 8 holdings where slightly green with UUUU the standout - up almost 10%, driven mainly by Its rare earths business.

That's an impressive write down by the BLS, a record 911,000. And given it is for the period End of March 2024 to 2025, hard to argue that it wasn't at least partly politicised. Never a dull moment.

Excellent drilling update for Sand King today. Step out drilling and infill both had good numbers. Here's a few - Drilling demonstrates the potential for high-grade shoots as well as lower grade bulk tonnes, with significant intercepts outside the existing LOM plan including: o 1.7m @ 1,371.2...

Another positive update. Some Highlights from the announcement - • Ramp up momentum continues with 6,310wmt of concentrate produced in August. • Production cashflow continues to meet operating costs whilst repaying US$2.5m of debt. • First cargo of 11,000wmt of zinc concentrate to depart in...

That's right, as the treasurer announced on 19th Nov 2024 the "Future Fund Investment Mandate Direction 2024." The 2024 mandate required the Future Fund Board to consider national priorities, which the 2024 mandate lists as - Supporting the energy transition -Increasing the supply of...

Would you have a link to this Swedish deal, I had a quick search but couldn't see it.

Checks calendar... It's an interesting share structure for a small company. Can only guess they got told our way or the highway. I've got a part interest through BNR's 10% holding, another Paul Poli company.

What did you make of the Cameco Q2 call mentioning they will need to be buying another 9-10mlb on market this year to presumeably make up for the McArthur River problems? I guess it depends on what their contracted sale price is compared to their yet to be purchase price.

BM1 announced drill results yesterday, I thought they looked Ok but share price dropped a couple of cents. Spun out of DLI, DLI still owns 46% (escrowed for 2 years). Mcap around $140m with $28m cash raised at IPO. Their Diggers and Dealers presentation is worth the watch on youtube if...