Asiamet Resources Share Discussion Threads

[maverick247] 13/2/2017 12:00

Its ok i found it i dont think the market has identified this as ive only just seen the maths myself from someone in the twitter group

[maverick247] 13/2/2017 11:45

Have you got a link to that document ?

[charles clore] 13/2/2017 11:45

A temporary dip / buying opportunity. Profit taking I suspect.

[maverick247] 13/2/2017 11:40

Blimey. I undersold it!

[the manini] 13/2/2017 11:34

It's even better than that Maverick. It's something like a 23% increase for EVERY 10% above $3.25 the copper price goes. Check out the sensitivity to copper price table in the PEA presentation. They have NPV at $334 million with an IRR of 53.8% and a payback period of just 1.8 years and that's for a Copper price of $3.75 It doesn't go up to $4 ? and this is all before our resource upgrade of course

[maverick247] 13/2/2017 10:47

Check out this copper forecast

hxxps://www.lombardiletter.com/big-demand-could-send-the-copper-price-forecast-2017/7108/

At $4 lb when we are producing that would increase the BKM npv by 23% as the PEA is based on $3.25

That is separate to NPV increase that could arise from the lower strips and resource drilling we have nearly completed.

I wont put a figure on the new NPV but I think you can see its going to be far higher.

[okidokicoki] 13/2/2017 08:41

OMG this is moving really quick

[highly geared] 13/2/2017 08:39

Get to 6p; form pennant ahead of March news on further drill results then late April PEA upgrade on BKM then head up toward 8-10p.
Of course , if Beutong production licence lands in the meantime it will gap to 10-15p.
Great stuff for LTH's who've been here for over a year expecting this.

[maverick247] 13/2/2017 08:31

Just noticed we have a 100k buyer appeared , looking good guys

[mr roper] 13/2/2017 08:04

cyber, would agree. long way to go yet mind...

[ryry0707] 13/2/2017 07:48

Going to be a big week!

[cyberbub] 13/2/2017 07:36

Mr Roper, $4 copper and I would think we would be at 15-20p here, even before production...NAI

[2lb] 13/2/2017 07:28

Copper 2.8

Very strong start to the week.

Some seeped Asiamet research all over the internet this weekend.

Let's see what this week brings.

[mr roper] 13/2/2017 06:50

hxxps://www.lombardiletter.com/big-demand-could-send-the-copper-price-forecast-2017/7108/

Very bullish copper piece. Predicting 3.2 this year and 4 bucks in 2018! If that was to be the case I suspect TM would need the heavy bat to beat of the amount of suitors for bkm and Beutong!

[mr roper] 13/2/2017 06:35

Indeed, should be good for 2.9 on this leg

[richsmithsmith] 13/2/2017 05:44

Copper on the rise again...

[snickerdog] 12/2/2017 22:42

On twitter: Breaking in #Copper: Peru gov't declares state of emergency as Las Bambas mine protests continue. translate.googleusercontent.com/translate_c?de... #mining #Peru

[richsmithsmith] 12/2/2017 22:12

And the BFS :)

[maverick247] 12/2/2017 21:33

Good timeline example from twitter8 steps to a huge market cap 1. Zinc? Where and how much 2. More Drill results on BKM 3. Licence news 4. Strategic partner for BKM 5. Resource upgrade 6. Sale of jelai 7. Drilling at Baroi 8. Partner announced for Beutong oh and add in copper over $3

[mr roper] 12/2/2017 21:27

Wonder when the herd will arrive....

[mr roper] 11/2/2017 19:31

Justin seems pretty excited in the podcast. Would be good if they could get TM on in the next few weeks for a corporate update. He's conspicuous by his absence....hmmmm

[knobbly] 11/2/2017 16:46

Interesting. Didn't realise there was so much gold and silver.

[cyberbub] 11/2/2017 14:57

Difficult to tell where the next stop will be. I think 7 - 8p is feasible but I don't have a crystal ball...

[markeybee7] 11/2/2017 14:52

hxxps://audioboom.com/posts/5594714-708-the-weekend-podcast?utm_campaign=detailpage&utm_content=card&utm_medium=social&utm_source=twitter