Recent content by peter2

I'm assuming that last weeks up bar (ending 15/8) triggered your buy signal in IPX and the indicator arrow noted on your chart. So, buy on Monday's open (18/8). I don't understand why the price for IPX is 5.89. Last week's closing price was 6.40. You normally add a few % points for your buy...

Been seeing that for quite some time. That there's been no offers and Mgt is struggling to increase production (+ contain costs) suggests the geology is trickier than anticipated.

In view of that enthusiastic demand for shares I anticipate that price will break higher from this coiling pattern. If it goes below then the company is dead to me (along with my aspirations for CY25 comp glory).

Looks like another pig disguised with lipstick.

Good ol' Mick deserves some time off. Yes, DRO was one hell of a pick. Glad someone didn't select all three drone stocks DRO, ELS, EOS. It would be all over.

It's disappointing to read that Iluka has to buy and ship RE ore from overseas to supply it's newly built refinery in WA. (recent LIN news). Aren't there sufficient RE resources in Aust that need to be developed faster?

Pretty good number of entrants for a mid week EOM.

Selecting CDE for the Aug monthly comp. Purely speculative. Has been pumped in June, then dumped in July. Recent cap raise at 0.02 may provide some support. I will not pretend to know anything about the business just hoping the June pumpers get back to it this month.

CDE thanks Joe.

JULY update: No changes in the top three as they've all selected DRO (+390%). All Green: @mullokintyre , @Iggy_Pop , @BossMan.

Low copper prices will prevent new mines being developed. This will only exacerbate the copper shortage in the next few years. I'm a buyer of copper not copper miners if the price goes a little lower.

June Qtr report: production continues to ramp up by processing 3rd party ore. IMHO worth holding during this pull-back in the price of gold.

More volatility to come. As an essential element in the electrification industry copper prices won't stay this low for long.

Palladium still well below price that would make construction of Gonneville production viable.

Monthly update: FY25 Prod report released. Copper below guidance, gold mid guidance, silver below guidance. Overall Cu equiv prod within guidance thanks to the increasing gold price. Tritton: FY25 prod below guidance due to delays and lower grade ore. Production increased and stockpiled ore...