Finnaust Min Share Discussion Threads

[maccamcd] 25/10/2016 20:29

I promise you I'll sell some of my leveraged stock near 10p so you won't have to keep worrying about it all the time.
I do appreciate you thinking about my FAMily's finances. very kind of you

xxxxxx

[maccamcd] 25/10/2016 20:26

Richieboy... you are partly right about my 'leveraged' position.. but you keep forgetting about the most important thing.. THE STOCK IS UP.. AND HOPEFULLY KEEPS GOING UP! as Sir Rod and his team derisks this WORLD CLASS asset.

PS.. half my position is in my SIPP/ISA! so its not leveraged!

boom boom

[maccamcd] 25/10/2016 20:21

boring richieboy... 'A man who resorts to anger has lost the fight'!

you need to control your temper.. this is a discussion about FAM.. and you constantly trying to talk it down.. and defame Sir Rod!

get angry mate.. LOVE YOUR DUPLICITOUS GREEDY COWARD (Ex bestman!)

xxxxxxxx

[richie666] 25/10/2016 19:56

Arhtur - who's threatened? Mcdowell has continued to defame me publicly as he is in a 25m leveraged posi that WILL have him on his uppers when gravity asserts.

[arthurdaley69] 25/10/2016 19:53

Richie, I try not toncomm not too often on these pages and you may well be right re your opinion on FAM, but seriously, any disagreement you may have, you shouldn't threaten someone or much more importantly, their family.
This job has always been about opinions; that's what makes a market, buyers and sellers.
Let's tone down the rhetoric a notch or ten.

[maccamcd] 25/10/2016 19:21

You obviously don't understand capital markets.. And how they operate with VERY good companies. I reckon he doesn't worry in the slightest about raising any money needed along this journey.. It will happen with the snap of a few fingers in my opinion. Night night... Can we stop for a week now please Richieboy? I'm even boring myself!

[richie666] 25/10/2016 18:56

U keeping making "maybes" up a lot re Mr Mcillree don't you? Maybe the asset's overvalued, they gonna struggle to get capital to develop and maybe, just maybe gravity is about to assert.. ;-)

[maccamcd] 25/10/2016 18:49

I've just listened.. Tom says FAM cancelled its pitch at the UK investor show that he owns, and that fam hasn't responded to the 'inaccuracies' in the Align note... Maybe Rod et al are BUSY building out this world class Titanium asset instead of wasting time with a noise?? That's exactly what i know about the subject!

[maccamcd] 25/10/2016 18:41

You bears are psychopaths! Let the asset and shareprice do the talking. Richieboy.. Do you have a position yet?

[maccamcd] 25/10/2016 16:50

Diversion tactics Richieboy... Irrelevant. Speak again when you have a position please.

[richie666] 25/10/2016 11:02

Mark - I have put out a short thesis - Mcillree attempted to silence it and then when asked to correct errors did not.
I have emailed Meyer with some hard questions - I'll send em to you - thus far they have not been answered.

It is a puff, you are part of the puff - admit it.

End.

[rampair] 25/10/2016 10:38

Sierra Rutile released their Q3 results- and it comes as no surprise to see figures up firmly, to those shareholders

who believe Iluka got a bargain...

"Sierra Rutile continues to produce ilmenite in line with customer demand."

Quarter on quarter growth of 40% of ilmenite, up 30% on 2015 Q3 - clearly ilmenite demand is strengthening. Albeit Sierra produces mainly Rutile, & are under a recommended offer from Iluka.

Metalysis a South Yorkshire based private company - Specialising in Powders for 3 D
Printing received recently monies from the Woodford fund and Iluka (bidder for Sierra).
Metaysis use Rutile & synthetic Rutile ( Ilmenite put through the chloride process)
to make specialist alloys. Airbus have now started using 3D Titanium based printed parts.

Capital cost for the Pituffik project- with no Front end engineering needed, because a
Glacier has done it for you, Royal IHC can Dredge up what would, if it was a hard rock
Mine a product already gone through a costly set of machinery, no blasting, no haul trucks, no ball,cone or any other type of crushing needed.
Back to that $60m, could it be possible that a mineral sand project of this size can
attract partners who could lease high cost machinery, thereby not having the capital cost on the balance sheet of FAM?
Considering the processing cost in the share price Angel note is a fair bit higher than competition - maybe a higher processing cost is linked to a Capital cost being centred elsewhere- this is simply a guess, but it happens in many projects that - for example
Haul fleets are leased as are accommodation & many other things?

I don't have my anticipated full holding as it's sensible to de risk on the way through projects of this type, however, FAM is attractive to me as a PI because it's easy to understand, the website is very comprehensive- but partly because I can see value in the Avanaa resources. If you study the large amount of data on the two main projects - you can see that they have a significant potential in their own right.

As a junior company, to have the possibility of a world class Titanium resource
- (reading GEUS' report )& then, a pair of excellent projects that are effectively given to FAM holders free. If you think of those as options, it makes FAM shares attractive in my opinion.

Regarding large resources that no one believed would get going, SXX - Sirius Minerals with its potash project has defied all predictions and managed to get planning for a mine in the North York Moors National Park. It has a way to go and their technical
issues bear no comparison, just the fact that people were saying it could not be done,
It appears to be doing just that.

So, we have an example of two lots of Yorkshire folk beating the odds, 2/3 ain't bad....

Greenland is very keen to attract new industries & make the place attractive to companies prepared to take on the challenge of the climate, clearly you have to concentrate on the months of full daylight and plan your campaign accordingly, but
It's far from impossible.

R. DYOR

[maccamcd] 25/10/2016 10:31

Whether the BUY note came out with a 12-14-15-17 or 20p target is slightly irrelevant.. The most important thing is a very well respected mining analyst.. Ok.. Slightly biased because he works for FAM broker.. Has decided to finally put out research in HIS name.. Saying BUY. He has been broker to FAM for a long time, and finally feels very comfortable to put out a conservative 15p BUY note. To me.. That totally vindicates the investment.. Its worth me being balls deep. This is getting better and better by each RNS. Derisking as we go. I've talked enough now!

[maccamcd] 25/10/2016 10:25

Have a position is all I ask for.. Then we can talk. Bored of you.. So boring....Buy or sell shares in the stocks you align yourself with is the mantra? So why not be short of FAM and talk about it. It's obviously a world class asset.. John Meyer is pointing to all the facts, and possibilities.. And you continue to try to talk investors out of the journey.. What's the point if you don't have a position? Please explain why you waste your valuable time being an amazing analyst on a stock you have no position in? I find that odd...

[maccamcd] 25/10/2016 10:19

Richieboy.. Lets once again start with facts. You claim to be such a great analyst, in such a great group of analysts.. You've had 8 months since FAM didn't give Align the research contract. In all that time you haven't put out a sell recommendation and shorted the stock? Isn't that what a great investor/analyst would do who was confident in his abilities and thesis? So the facts revert back to you becoming another BB moron. Talking about stocks one doesn't have a vested interest in? Life must be so boring for people like you.. Playing with other people's toys. Do us all a favour. Write a proper bit of research with all the correct facts and inputs. Then either be long or short 1m shares. I've got enough.. I'll let you borrow 1m to short if I'm allowed. Until then...go and play in the park with the other BB children. One becomes an adult when one has a position. You know that.

[jacobengel] 25/10/2016 10:05

My tip re MAYA was right as went from 48.9 to now over £1 in less than 3 months.My tip re TLOU was right went from4p to over 12p in similar time frames.Now check out EUA Eurasia Mining. News due before 3rd November for West K - price now 0.729 to buy price target 5p in 3 months. I've set a reminder in 3 months to pop back. Fib retrace from 1.28 and ready for significant leg up. EUA Jacob's next great tip.

[maccamcd] 25/10/2016 10:04

Birotop.. If you wouldn't touch it., why exactly are you spending some of your time in this chat? I find this whole BB social networking rather odd. Why would any normal sane dude spend time writing about other people's toys?? I only respect people who are long or short a stock when throwing in lines. I'm long.. If Richieboy and now you can talk it down... At least sell short a decent amount to make it all worthwhile please. Otherwise you two are just NOISE. Mentally irrelevant and 100% unstable. Both come back when you have a vested interest either way. Otherwise bore off