Adriatic Metals Share Discussion Threads

[hazl] 13/5/2021 08:50

35.inwards.

[hazl] 12/5/2021 13:26

'The talented and hard-working Adriatic management can do little in the face of project delays caused by the public health crisis. Nonetheless, such delays are just a little fly in the ointment in my opinion. As the projects are advanced toward mine construction and production by 2023, the above-mentioned catalysts are anticipated to drive the Adriatic share price to a series of new highs. I firmly believe both Vareš and Kizevak will become mines in the next few years - that's the ultimate downside protection for patient investors.'

Do have a look at the above link,it includes risks,naturally.

[hazl] 12/5/2021 13:21

Although this is a few months old,clearly this is seen as a longer term play.

To me this has a feel of quality.


IMO

[hazl] 12/5/2021 13:18

We have first mover advantage.
And a clear permitting route...as shown in table and dates are
included.

[hazl] 12/5/2021 13:14

ADR1 Is one of the few companies to have secured a mining commission holding in Bosnia.

[hazl] 12/5/2021 13:07

Poly metals....cover all eventualities!

[hazl] 12/5/2021 08:35

I got a few yesterday.
Looks as though it's a nice quiet bb.

[pob69] 07/5/2021 09:34

Interview with Paul Cronin

"....Paul Cronin: Our ambition is to be a company with more world-class mining projects across the Balkan region in five years"

[1hercule] 22/4/2021 08:18

Any ideas about the weakness here which started yesterday afternoon?

[troc1958] 21/4/2021 19:15

Pob ...thanks for keeping us updated on all fronts. Happy to continue holding.Troc

[pob69] 21/4/2021 09:45

Informative presentation focused on the geology of ADT1 projects;

[pob69] 19/4/2021 22:01

Hannam Note

"....Adriatic Metals has released an operational update, including an optimised
mine plan, leading to an increase in our target price to 264p from 246p, as
outlined below. The Company continues to make strides towards becoming a
significant junior producer in the European mining space, in our view"

[pob69] 19/4/2021 21:32

Updated Sprott note

"...Adriatic continues to make great progress on all fronts, with today’s update providing a positive lookforward into both permitting timing (current quarter) and DFS economics (improving with scheduling)"

[...]

[pob69] 31/3/2021 15:25

Paul Cronin 24 minute interview

In this episode of The Money Morning podcast, Lachlann discusses all things resources with Adriatic Metals Plc [ASX:ADT] Managing Director and CEO Paul Cronin. Adriatic Metals has a polymetalic project in Bosnia and Herzogovina and the two talk about the outlook for industrial metals, precious metals and EV battery materials like nickel.

[pob69] 31/3/2021 12:22

Here's a newly retired from Sprott Rick Rule speaking about ADT1

"...Huge Adriatic shareholder" "very biased long" "and not a passing fancy"

[pob69] 22/3/2021 15:46

New Sprott note

Today’s drilling on their Serbian project has two key strengths; width and shallow-depth, with much higher grades in cores of these zones. As a reference 10% ZnEq equates to US$176/t payable rock (3.3g/t payable recoverable AuEq) so a 50% gross margin could be maintained on higher grade material to a strip over 20:1, whereas lower-grade near-surface material could see similar margins. Hence highlights from broader zones of 28m @ 4.5% ZnEq with average sub-intervals of 10m @ 8.7% ZnEq speak to both. It is good to see a third rig for dedicated regional drilling as the peripheries of the resource reported today are of course not the same as the core. With 7.6Mt @ 8.6% ZnEq already defined, potential to surpass 10Mt is very much present. We maintain our BUY rating, and 0.7xNAV8% A$3.30/sh PT as gains in minor metal pricing outweigh a strong AUD. This includes the historic resource at 3% EV/in-situ (ie 65c/oz AgEq on the 68Moz 279g/t AgEq historic resource, US$50/oz AuEq or US$75/t ZnEq) for a US$23m valuation. We see permitting and debt financing this year as key deliverables in Bosnia to close the gap on the Rupice NAV and open up M&A options.

[...]

[pob69] 20/3/2021 15:06

90 minutes interview in Spanish with Adrian Godas, someone who has a non-English speaking investment community following

[pob69] 16/3/2021 14:12

Recent BMO Metals Conference interview with Paul Cronin

[pob69] 09/3/2021 11:40

PDAC presentation pack now available

[pob69] 04/3/2021 08:04

Paul Cronin in the running for Kitco's ‘CEO of the Year 2020’: Who is in the running?

[pob69] 02/3/2021 22:14

Interesting article on Vareš: Gold fever in the Bosnian way

[pob69] 01/3/2021 12:16

New 30 min video with Thomas Horton Head of Corporate Development via Shares Magazine