Asiamet Resources Share Discussion Threads

[buildit1] 13/9/2018 19:18

But BKM cash or partner buy-in cash can also accelerate the 33 other prospects across KSK in particular Baroi AND not forgetting BKZ which has a resource already! BKZ and BKM at depth?! So much optionality but BKM BFS and financing the catalyst to start to realise it in the share price.

[highly geared] 13/9/2018 19:15

zho; thanks for providing the link to the Arden report. It's a colossal piece of research. What it re-affirms, based on all the research, is what a sweet spot Asiamet find themselves in but for shareholders, it's about investing, not trading.
The timelines point to the biggest multi generation surge in copper demand from c 2027-32 and beyond.

Think about the timescales to develop Beutong and what Tony and Peter are trying to do. It's a 10 year plan from here but with BKM being the catalyst for cash flow to accelerate Beutong and KSK. They also need a partner to inject cash and drilling resource into Beutong to accelerate it but once the conceptual size of the deposit is firmed up next year.

Realistically, Beutong is 5-7 years from production on a full scale but might be accelerated with a smaller starter pit operation, but even so, 4-5 years out. But, consider a fully proven up and expanded Beutong going into production around 2025 into the sweet spot of the biggest sustained jump in demand for copper in a generation.

Maybe a global major will consider this and decide to make an offer too good to refuse ahead of the game (2019-20) once Beutong's size is apparent.

Not a share to be selling or monitoring for daily movements if you support the Arden note.

My take away is; get the BKM BFS out pronto, get it financed and a partner on board by January 2018, let the contracted construction team construct BKM and get focussed on partnering up on Beutong and a scoping study done in 2019 with further parallel drilling.

[mr roper] 13/9/2018 18:32

Oki, no I don't think bfs tomorrow. I suspect a few folk will be piling in as it's coming in the v near future

[zho] 13/9/2018 17:45

>>Where can you see the report?>>

The Arden research is at

The Proactive article on the Arden research is at

[okidokicoki] 13/9/2018 17:29

You think BFS tommorow Mr R ? Why?

[mr roper] 13/9/2018 17:21

Big day ahead tomorrow methinks. For those with long memories I have a feeling the share price reaction to the bfs may match that of when the PEA was published. ...

[siovey] 13/9/2018 17:19

I just googled lse board Asiamet and it was the latest post there.

[markth126] 13/9/2018 17:04

Where can you see the report?

[siovey] 13/9/2018 16:59

I like this little snippet from that article.."...with Asiamet set to deliver the greatest upside of all to its current share price":-)

[mount teide] 13/9/2018 16:45

America's most populous state California has just signed into law a Bill that requires the State to reach totally CARBON FREE ELECTRICITY BY 2045 - this will be another huge boost for copper demand over the decades ahead as where 'Green' Calafornia goes the rest of the USA and West soon follows!



California Just Signed The World’s Most Aggressive Climate Bill - Oilprice.com

'California just passed one of the most aggressive climate bills in history, making it the first large economy to mandate carbon-free electricity by 2045.

The bill that Governor Jerry Brown signed into law, SB 100, requires the state to reach 100 percent clean electricity in less than 30 years, with interim goals along the way, including 60 percent by 2030.

Yet, Governor Brown took an even bolder step, not only signing the legislation but also issuing an executive order calling on the entire economy to become carbon neutral by 2045, not just utilities generating electricity.

Electricity only makes up about 40 percent of California’s greenhouse gas emissions, so the executive order would target a whole host of other sectors, including building, heating, industry, not to mention transportation. It’s astounding in its ambition, and there are plenty of reasons to be skeptical, including the lack of a detailed plan and the fact that as an executive order it is vulnerable to change from future governors.

Still, taken together, the SB 100 legislation and the executive order sent a powerful message. “SB 100 sends a clear signal to folks in laboratories, folks in board rooms to have the security of knowing that the fifth-largest economy in the world is moving toward clean energy,” Assemblyman Todd Gloria (D-San Diego) said, according to the LA Times.

The roadmap to actually achieve these ambitious goals necessitates follow up legislation in the relatively near future.

Nevertheless, the 100 percent clean electricity target alone will have a transformative effect, and not just on California, but perhaps the rest of the country and beyond. The massive volumes of renewable energy and energy storage that will be required to achieve 100 percent carbon-free electricity will accelerate cost declines of the various technologies involved, including solar, wind and batteries.

The scaling up of renewable energy deployment will also continuously chip away at the soft costs involved: sales, financing, administration, permitting and installation. As the cost of manufacturing solar panels, for instance, have fallen dramatically, these soft costs have remained as a much larger share of the overall cost picture.

One of the challenges will be how to integrate renewables and energy storage at such high levels, which presents problems for grid operators. Already, California sees depressed electricity prices at midday when large volumes of solar are generating electricity. Batteries will have to play a major role, but as of now, energy storage is still in its early stages.

One of Governor Brown’s ideas was to link California’s electricity grid with that of other Western states, a proposal that has been controversial and does not divide along familiar political factions. Some environmentalists support the idea, arguing it would help drive down the cost of renewable energy and allow for much greater portions of clean energy to be integrated into the grid, including coordination on long distance transmission lines. Others argue it would give more power to coal states in the West as well as the federal government, at the expense of California. The plan did not garner enough support this time around, but ultimately, many argue it might be necessary in the years ahead.

Getting to 100 percent clean electricity, in the end, will require eliminating a lot of natural gas from the state’s electricity mix.

If integrating renewables to achieve 100 percent carbon-free power is a tough nut to crack, zeroing out emissions in the transportation sector is another problem entirely.

But while reasonable people can argue over how realistic it is to eliminate gasoline and diesel from the transportation sector, a lot of disruption will occur well before that point. As the Carbon Tracker Initiative noted in a recent report, the havoc for incumbent technologies starts growing quickly as the peak approaches, which, as it happens, occurs early on in the transition phase. Peak oil demand, for instance, may occur when alternatives gain just 5 to 10 percent of the market.

As BNEF and Bloomberg point out, inflection points come on suddenly, and adoption accelerates at an increasing rate. This echoes the conclusion from the Carbon Tracker report, which argued that renewable energy and EV adoption will follow “s-curves,R21; which is to say, a period of slow growth that suddenly gives way to explosive growth.

In the first half of this year, hybrid and fully electric vehicles captured more than 10 percent of total sales in California, according to Bloomberg New Energy Finance. EVs accounted for 6 percent of sales. California has a long road ahead, but it is on its way.

[yorkie14] 13/9/2018 16:41

See LSE board post by Claws75. Won't let me post here!

[yorkie14] 13/9/2018 16:39

Cracking write up for Asiamet by broker.....

[...]

[charles clore] 13/9/2018 16:17

Mr R - thanks! An increase in copper price could also be helpful.

[siovey] 13/9/2018 16:07

Well, I've just done my little bit with a 24k top up. No money left now. Can we get this to move now????!

[jackbal] 13/9/2018 15:28

Think of a steam train, wheels slowly starting to turn.

Good luck all, tickets please

[mr roper] 13/9/2018 15:16

Here's the volume, Charles! Come on everyone. .puushhhhhhhhhh!

[mr roper] 13/9/2018 14:57

Nice chart, Charles

[charles clore] 13/9/2018 14:38

Verging on a chart breakout now. The 50day EMA has bounced off the top of the 200day and the MACD looks healthy. Now all we need is an increase in buying volume and of course the BFS will provide that, hopefully within the next few weeks.

[haydock] 13/9/2018 13:47

Re Charts.

7th of sept.
Tenkan Sen crossed above Kijun Sen
10.150
Bull
Tenkan/Kijun Cross
Weak


hxxp://www.ichimokutrader.com/

Will be in the cloud very soon , on todays trading ?

[mr roper] 13/9/2018 13:44

3rd time lucky to cross 10.5p I reckon

[mount teide] 13/9/2018 13:40

L2: 1 v 1 / 10.2p v 10.4p (3 on 10.0p and 10.5p either side of the top bid and offer)

[charles clore] 13/9/2018 13:22

|:o) the current chart development could be very interesting.

[mr roper] 13/9/2018 11:03

Nice buys. Sale window about to close