Anglesey Mining Share Discussion Threads

[noccer] 14/8/2013 15:06

I see NML have posted their quarterly financials on SEDAR, though not on the website yet. No mention of interaction with LIM that I can see, but MD&A description of progress on the DSO project looks pretty grim. What LIM achieved looks better and better.
"TSMC's objective is to complete the installation of the outside ancillary facilities, such as the sizing station, conveyors and train loading station, prior to the onset of winter. Work on the process plant will then continue inside in a protected environment under the covered dome."
Taconite feasibility study not expected to be delivered until the end of the year (a years slippage just on the FS !).

[noccer] 14/8/2013 10:45

Yes, USD141.80 for 62% dry fines and 12 month swaps USD116 - plus shipping of lump fetches a premium of about USD7-8. Question is whether this is a restocking rally, which could be followed by a destocking dip, or driven by supply/demand. Apparently rebar futures are shooting up and now highest since April 12th, with "robust end-user demand".

hxxp://www.metal.com/newscontent/52092_shanghai-rebar-strikes-fresh-four-month-high-on-rosy-outlook

hxxp://www.macrobusiness.com.au/2013/08/daily-iron-ore-price-update-parabolic/

If this is a big upswing in China confidence, then all materials stocks could rally.

[mikeja] 13/8/2013 20:56

Bt 20k LIM,io price now above $140,if they can make $30pt on say 1.8m tns that is not far short of current mkt cap

[noccer] 13/8/2013 09:54

Interesting analysis of iron ore prices and predictions for the future :

hxxp://metalexpertresearch.com/research/en/global_iron_ore_price_forecast_%28july_2013%29.html?OpenDocument

[neilcrom] 13/8/2013 02:19

anybody else here in BHR - beacon hill ? news long overdue and down on low volume... can easily pass 4p-5p back to where it was.

was takeover target 18p a couple of years ago.

PHE risen around 1000% past few days... so anything is possible with aim

[noccer] 13/8/2013 00:18

WooHoo - great stuff from the IO blogger. There has been a strange 3-day gap in price indices and they have come back, and are up. Now USD138.7 per tonne for 62% fines (which is about CAD140).

hxxp://www.macrobusiness.com.au/2013/08/daily-iron-ore-price-update-blast-off/

This guy was doom and gloom like all the others, but read the notes and you can see the change. How long before sleepy analysts realise their IO price predictions are way off and uprate the miners.

[mousepower] 12/8/2013 23:28

I tried to buy some stock today but my broker placed an automatic maximum price limit at 6.21, and t iwould not let me bid higher. They said this maximum price was related to some UK regulation. Any ideas?

[abergele] 12/8/2013 21:39

Thanks Laser,
I never knew that page, found them there..more goes on there than lse it seems.

LIM closing up and what you have typed earlier may give us some impetus tomorrow

read or heard a Chinese ship was trying to go about the top of the arctic frontier now global warming continues, cutting days off sailing times, will help prices if this keeps up,albeit ,not a nice news"Global Warming" for our future generations coming up...

[laserdisc] 12/8/2013 17:10

did you check on isdx ...Cape Althea looks like its sailed & carrying lim ore to Singapore per eric on iii. Then he lines up Hydra Warrior for arrival in Sept Isles on 17th looks like they are on target with the shipments 2 per month june completed , update on thursday, maybe the market in canada starting to believe their strategy lim volume on tsx 574,300 @17-38 but approaching , 926,000 on all the platforms it trades on

[abergele] 12/8/2013 16:35

good afternoon laser, .
I bought a few to level holding,at 6.067p, last week,
and they never showed up...Iweb a/c...they are showing in my name there,
so that's all I care about..strange though...were they balancing the books?

[laserdisc] 12/8/2013 12:49

hmm buyers appear at 6.15

[laserdisc] 09/8/2013 09:26

ahah jp morgan were buying into lim yesterday ,
Vale mention increased production will not affect iron prices the company sees yearly averages remaining around $US130 per ton. aym issue agm notification
Vote Deadline Date 18-Sep-2013 for my nominee account, AGM WILL BE ON 24TH SEPTEMBER
Record Date
Holdings Record Date 08-Aug-2013

hxxp://www.markit.com/en/about/news/commentary/markit-news-commentaries.page maybe get good info from this site re shorting although not read through yet

[laserdisc] 08/8/2013 15:28

chinese data
STRONG COMMODITY IMPORTS

There was an overwhelming improvement in commodity imports last month, with iron ore purchases jumping 17 percent from June to a record high of 62.3 million tonnes.

Some commodity analysts said July shipments may have been inflated by unprocessed deals from June.

"I would think it has something to do with the fact that the June number was low and there was some catch-up tonnage coming through," said Graeme Train, analyst with Macquarie in Shanghai.

But the overall trends remain strong,

[laserdisc] 07/8/2013 18:56

note ref to prev posts 2243 2244 & 2247. after this research i am still looking for details of who now holds approx range 19% to 27% of shares there has to be still a massive holding not been declared by someone, hence when we have the agm vote you will see the votes cast do not tie in with shares in circulation, by not declaring they will not be able to cast a vote at agm

[laserdisc] 07/8/2013 16:34

rio ioc sale NOW ONLY 2 BIDDERS IN RACE TECK OR CHINESE CONSORTIUM
hxxp://www.smh.com.au/business/mining-and-resources/rio-tinto-faces-lacklustre-canadian-sale-20130807-2rebe.html

[laserdisc] 07/8/2013 15:04

MITON INCOME OPPORTUNITIES TRUST formerley henderson is held by nominees hsbc i dont think i have included that one so another 5% found
its Number of Shares: 4,985,317

i will keep searching

[noccer] 07/8/2013 15:00

No L2 on iDealing as far as I know, though they have a Direct Access option for professional clients - and what is in there I cannot tell.

[laserdisc] 07/8/2013 13:50

No i dealing not listed, changing tac i was reading up on i dealing, notice they have live prices ,do they do L2 for the £66pa ? or is that just for live portfolio prices.

i note also that i dealing are not listed as an idsx broker
they have 88 brokers who could trade aym on that secondary exchange




ok then say the 88 brokers all deal aym which they don't could possibly account for another 8% max ESTIMATE

MUST BE ANOTHER INSTITUTION OR BROKER OUT THEIR HOLDING ABOVE 5%

or another senario there were eccentic investors who subscribed to the original flotation & received paper certificates for millions of shares those cerificates are still on the register & untraceable lol

think these have been sold Gartmore Investment 5,200,000 ? approx 3.6% i have not included so far

[noccer] 07/8/2013 13:05

Can you see iDealing ?

[laserdisc] 07/8/2013 09:25

Thanks not all links were working on lim website yesterday morning, been going on for a week ? so now its sorted
notice the are taking on staff & contracts end 1/11/2013
external job site
hxxp://www.jobsinnl.ca/nfld/search.html/-1/-1/-1/-1/-1/-1/-1/38273

the lim shorts are now down to a balance of 10k @31/7/2013
we now await update from lim conferece call next thursday 15/8

hxxp://gbroundup.com/2013/07/26/john-kearney-chairman-ceo-labrador-iron-mines/

hxxp://gbroundup.com/2013/07/29/larry-ledrew-vice-president-of-sustainable-development-labrador-iron-mines/

who is holding all the aym shares?
found 28.25% 41m shares at various brokers see the list then add the Juno holding but unfortunately still missing a large % to reconcile . Found so far 64.25% in TOTAL..... but i am still looking for the 35.75% .EDIT 7/08/2013 FOUND ANOTHER 16.6% if you add in the following 4 posts but we are still looking for 19% undisclosed by someone
The % listed are under management so us shareholders will be in those figures if we use a nominee from them ie not certificated .
i am persuing further , found winterflood the mm who used to deal in these shares has nil on books, the volume trades trades since 6th may have not been excessive & deals over 100k have been few so i reckon these figs are not wide of the mark as of today
Held
Juno Ltd approx 58m = 36% PER AYM WEBSITE
then add the following
TD Direct Investing (Europe) Ltd.
as of 06 May 2013
8.97m
6.32%
Talos Securities Ltd.Selftrade
as of 06 May 2013
5.97m
3.65%
Barclays Bank Plc (Private Banking)
as of 06 May 2013
5.43m
3.62%
HSBC Global Asset Management (UK) Ltd.
as of 06 May 2013
2.49m
2.52%
National Bank Financial, Inc.
as of 06 May 2013
3.45m
2.15%
Miton Capital Partners Ltd. (reduced in feb 2013 by 2.5m)
as of 06 May 2013
5.90m
2.09%
Hargreaves Lansdown Stockbrokers Ltd.
as of 06 May 2013
3.03m
2.08%
The Share Centre Ltd.
as of 06 May 2013
2.24m
1.47%
Hargreaves Lansdown Asset Management Ltd.
as of 06 May 2013
1.83m
1.19%
Investec Wealth & Investment Ltd.
1.75m
1.03%

[noccer] 07/8/2013 08:31

Laser, I got onto LIM and they have straightened out the website problems. Not sure about their link to iron ore prices, as that still hasn't managed to show a July figure, maybe they would do better to have a link to CBMX, which shows prices holding up nicely at just around $130/t for best part of a month.

[phoenix1234] 02/8/2013 20:49

Anglesey Mining at 6.4p: Well poised says Edison

[laserdisc] 02/8/2013 10:57

notice this link has been put on lim website mthly average spot

Apr 2013 137.39 -1.77 %
May 2013 124.01 -9.74 %
Jun 2013 114.82 -7.41 %

[laserdisc] 01/8/2013 11:48

thanks same here will have a look later