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Minco Share Discussion Threads
Showing 11126 to 11150 of 11150 messages
|Absolutely Bodgit, the value here will come through eventually, expect changes to structure will speed that up.|
|lendmeafiver, regarding our differing views on the DALR 2% nsr, time will tell of course. The positive aspect of this is there looks to be significant value in that 2% nsr to MIO shareholders and we merely differ on the nature of how that value might be realised to our benefit. I look forward to any positive outcome for MIO shareholders from other asset ownership swaps/sales/reshuffling or whatever - it makes life more interesting than watching the proverbial paint dry with this share. Good luck all.|
|Agree teemore, but Dalradian has spare cash, but perhaps a mix of cash and equity in Dalradian would be perfect for us MIO holders.|
|On the issue of the royalty I do not see a cash payment as a Dalr is developing a mine and would not be in a position to buy out anything. I hope there is no deal done for cash. My guess is that there would be some other type of deal done and hopefully it is one that would have long term benefit to Mio holders. I also would agree with some posters that you will see some combining of the various companies who have common interest/management.|
|I disagree with your Dalradian views bodgit, It really wouldn't surprise me to see an early Dalradian deal, they will know that the longer they leave it the higher the price Minco will be able to justify, they will be keen to take it out early.|
|I couldn't agree more JDG and good too see you back on this board.|
|Good to see that things returned to normal here and that people are actually posting valuable information. I think this is a very realistic option --> combining the zinc assets of Anglesey, Canadian Zinc, Minco in a zinc focussed junior listed on the TSX in Canada. Adventus Zinc staked all the ground that was previously controlled by Minco and now have a market cap of 40 million!!
Minco on the other hand, with the more advanced zinc asset is valued at 10 million (Canadian Dollar).
In addition to that, Manganese X Energy has a project close to Minco's Woodstock project. They are trying to delineate a similar resouce. They are valued at $10 million. And they are looking for something similar as Minco's Woodstock.
Can you imagine how undervalued Minco is?
Let alone the royalty, which should be worth over 20 million dollar. Count those things up and you have a 60 million market cap. That is overly optimistic of course. But we have a long way to go.|
|My thoughts FWIW just to strike up a conversation. AYM and MIO?? Hmmmm, could be complicated given the mix of different metal ore resources held by AYM and Minco and in various locations. Iron ore is simple though on two continents. Zinc/copper/lead etc spread around quite a bit. May make more sense to combine in some way our Canadian Newfoundland zinc interests with those of Canadian Zinc Corp.?? Could there be a way of moving what little cash remains in Minco across to AYM to finance mining at Parys Mountain? I cannot recall seeing any evidence yet of worthwhile ore resources at North Pennines despite significant expenditures on exploration and the 'new' Irish zinc exploration has afaik yet to reveal anything useful either? Canadian manganese seems to be on the back burner. That leaves Xtierra interests which look moribund and our 2% Dalradian NSR which imho will not yield value for some years yet though could be significant when it does. Yes, it could be bought out beforehand though personally I would prefer they keep it for a steady income stream or if they dispose of it, return the funds to long suffering shareholders. Good luck all.|
That was me.
Yes he mentioned perhaps a possible move would be to move the Pary's project and/or Minco assets together and create a 'zinc focus' with AYM's iron ore interests held in a different entity.
The boards of both are meeting in Canada next week|
|A poster on the Anglesea Mining Lse bb, apparently was in touch with Danesh Varmah, and was making enquires about the long overdue scoping study at Parys Mountain.
In the conversation the poster suggests that Varmah hinted at some involvement with Minco.
I remember Caveat Emptor ( a one time regular poster on this bb) mentioning before a possibilty of an amalgamation of sorts between the two organistions, it could be worth keeping an eye on.|
|Certainly an uplift in volume here of late, I don't know what's driving it, i) an early Dalradian NSR deal given their additional recent warrant exercise revenue or ii) is it zinc price related in terms of increased chance of Canadian development or iii) something else?
There must be scope for an early Dalradian deal given the fact the longer it is left the higher the price becomes as the project is de-risked.
Thoughts anyone? Sensible ones preferably.|
|I do not think so|
|There is a company called Metminco MNC that has gone up over 30% today. Hopefully todays increase is not a result of people buying the wrong share.|
|Interesting that Dalr mentioned royalty in their last presentation. If buyout happening mio will go over 3p.|
|Wouldn't say it's been illiquid stock last few weeks if honest it's usually been over a million a day recently including big buy on Friday|
|Yes probably a private investor with small pockets who posts on bulletin boards after he's moved the price of an illiquid stock after a couple of tiny buys.|
|Up we go again. Think someone slowly buying under radar|
|There certainly was frost1|
|Large buy Friday.|
|Rampers on the lse site then?! Good luck all with MIO|
|That would make sense in the long run - timing unknown. Cheaper now or more later after planning permission and a shorter time to revenue.|
|People on lse site appear to be suggesting dalr might be making offer for royalty|
|I wasnt expecting a 25% increase in share price this morning. Though there have been a few decent buys earlier in the week i noticed.|
|What's going on here?|