Adriatic Metals Share Discussion Threads

[pob69] 10/8/2022 15:45

Paul Cronin interview with Proactive

He says the project is currently running on schedule, with mining due to begin underground from “the end of October, early November”.

[pob69] 02/8/2022 18:31

Paul Cronin at Diggers and Dealers

[the count of monte_cristo] 29/7/2022 09:53

I have this as one of my top takeover targets. Fits everything a major is looking for.

[pob69] 29/7/2022 08:28

Further to today's monthly update, intersting to see Thomas Horton, who was Head of Corporate Development and Investor Relations moving to Ivanhoe as Director, Investor Relations and Corporate Development.

[the count of monte_cristo] 28/7/2022 16:45

Wish I could buy more of these. Funds are tied up currently.

[the count of monte_cristo] 20/7/2022 07:34

The AISC is in the lowest quartile, 7.5 USD an oz...buffers it against these PM headwins. Not in production yet anyway, I expect when they are this time next year the PMs will be much higher.

[the count of monte_cristo] 19/7/2022 03:49

It is an excellent project, thanks for the update

[troc1958] 18/7/2022 13:54

New Corporate presentation available on website. Still on schedule for 1st prod in Q2 2023.Had a quick look back at DFS to determine how prices of metals affected the economics of the project.DFS Figures$25/oz Silver, $3000/t Zn = NPV $1062m, IRR 134%Sensitivity analysisAt $15/oz Silver = NPV $823m, IRR 109%At $2600/t Zn = NPV $991m, IRR 128%Economics are still very robust at lower metal prices. Current AUS share price of 1.73 (GBP 1.00) seems very low given the robustness of the economics and given that Orion were prepared to pay AUS 2.80 to help finance the project to production. I'm happy to top up at 1.73c. This is a LT hold for me. share price should move up slowly as it nears production assuming metal prices hold.

[the count of monte_cristo] 13/7/2022 08:14

Next stop, 80p?

[the count of monte_cristo] 05/7/2022 16:43

Might be going below 100p

[0x3f] 02/7/2022 20:52

Link to the presentation:

[aim_trader] 28/6/2022 10:38

ADT will be presenting at the Proactive One2One Investor Forum on Wednesday 29th June from 6pm UK time. You can register on the Proactive website.

[troc1958] 23/6/2022 13:16

Good to see UBS accumulating shares. Now over 10% holding. Had 7.65% in April 22, so quite a sizable jump. Share price at under 2 AUD is well below the 2.8 AUD financing price. No wonder they are accumulating at this price if they believe, as I do, that the "story" is still intact. Imho its just a matter of time before share price starts trickling up again. Obviously silver and base metals are under pressure due to the expected recession; but this is a long term mine that will still be around through the next couple of economic cycles.

[pob69] 17/6/2022 12:14

Nothing to add to your post which is a fair summation in my view but I am not a general market observer/commentator.

However, one for your diary - Proactive in person presentation 28th June, London

[troc1958] 17/6/2022 10:50

Can't see any reason for drop in share price well below 2.0AUD, albeit on very low volume. Building of mine still on schedule and price of AG,ZN still holding up ok. Top up time? POB, you heard anything?

[the count of monte_cristo] 13/6/2022 12:51

When the silver price takes off this is going to look very cheap. I'm wondering if the majors are going to be running the rule over this. I seem to remember Rick Rule saying it was a good takeover candidate.

[the count of monte_cristo] 12/6/2022 14:16

I like the outlook here.

[pob69] 10/6/2022 09:53

From late last month here is a 2 minute video from Eric Rasmussen from the EBRD who discusses their strategy for Bosnia & Herzegovina and why EBRD invested in Adriatic Metals and how by partnering with the company we will contribute to their plans for the future of this region.

Impressive clarity of thought looking into the future from a hugely important and global stakeholder....

[the count of monte_cristo] 08/6/2022 09:06

Many thanks for sharing.

[pob69] 07/6/2022 15:49

New presentation @ Deutsche Goldmesse- Day 1- May 27

Dominic Roberts, Head of Corporate Affairs discusses details of the Vares silver project located in Bosnia & Herzegovina.

[the count of monte_cristo] 23/3/2022 08:51

Why are Sprott selling?

[the count of monte_cristo] 22/3/2022 09:38

Nice one James. Have you researched MILA?

[jamesiebabie] 22/3/2022 07:24

A good move in Oz overnight. Production getting closer by the day.