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| Share Name | Share Symbol | Market | Stock Type |
|---|---|---|---|
| Ecr Minerals Plc | ECR | London | Ordinary Share |
| Price Change | Price Change % | Share Price | Last Trade
|
|
|---|---|---|---|---|
| 0.00 | 0.00% | 0.29 | 07:34:40 |
| Open Price | Low Price | High Price | Close Price | Previous Close |
|---|---|---|---|---|
| 0.29 |
| Industry Sector |
|---|
| MINING |
| Top Posts |
|---|
Posted at 24/10/2024 15:37 by hazl Kepler Trust general thoughts on the gold market and equities.'We think gold can have an important role to play in a portfolio as a hedge against geopolitical risks. These are currently high and show no signs of abating: the ongoing war in Ukraine and tensions between the US and China have created a tense atmosphere in which having a tail risk hedge seems wise. We also think there is a multi-year de-dollarisation process underway which is likely to lead to gold being more important for many sovereigns, central banks, and institutional investors. It may not be that the dollar’s days as the world’s reserve currency are numbered, but at the least it is clear that central banks are deemphasising their dollar assets, while China in particular, the US’ largest creditor, is keen to lessen its exposure and increase its financial independence. In the short term, the signs also look good: US interest rate cuts should be good for gold as they reduce the opportunity cost of holding the non-yielding asset (which typically takes the place of cash or cash-like investments). Investors could buy gold itself. However, gold is at all-time highs, so we think there has to be a risk that investors have positioned themselves for falling rates and therefore in the short term the market might pull back when the cuts finally come. Miners, on the other hand, remain exceptionally cheap versus their own history and their typical trading range versus gold. They therefore offer a form of insurance that looks cheap just as it is likely to be needed. As a measure of Rob and Keith’s own conviction in gold miners, we note they are substantially overweight the sector in their diversified commodity fund, CQS Natural Resources Growth & Income (CYN).' DYOR |
Posted at 24/10/2024 15:17 by hazl As contrarian value investors, we see extraordinary opportunity in this disparity and have been increasing our positions in gold equities. A common question we encounter is whether some fundamental change has occurred within the gold mining industry to justify this extreme undervaluation. Specifically, there’s concern that rising costs have eroded the profit margins that should have expanded with the rising gold price.Interesting . They have been increasing their exposure to gold equities. But profit margings question follows. Thoughts welcome. |
Posted at 16/10/2024 14:25 by hazl #ECR - Gold miners’ epic quarter, an article from@mining dot com "The #gold miners are on the verge of reporting another best quarter ever. Q3’s earnings season ramping up soon will prove epic, fueled by dazzling record gold prices and slightly-lower mining costs. That ought to double sector unit profits, extending gold stocks’ long trend of massive earnings growth. Such fantastic results should increasingly catch fund investors’ attention" "sooner or later gold stocks will be bid way higher to reflect these lofty prevailing gold prices. The gold miners’ phenomenal fundamentals overwhelmingly support this bullish thesis" |
Posted at 16/10/2024 11:24 by hazl Kemche don't forget that they have taken their 90% of their remuneration salary in shares for some time.Mike Parker appointment. Blue Mountain. Then an independent assessment by G. Valuation. Meaningful resource. Gold. 100000 OUNCES possibility? Raised funds by selling non core assets. What do I take from this? They don't just understand the resource, the geography, the business, but also investors expectations, hopes and aversions. I wish them well, and simultaneously us! |
Posted at 09/10/2024 07:45 by hazl To have possible finds in so many relevant metals and gold in a safe jurisdiction says a lot.Again management seem to know what investors want and are able to think outside the box. IMO |
Posted at 09/10/2024 06:55 by hazl They are really trying to protect investors from more cash raises I believe and raising money that they need from different ingenious ways...sale of tax losses and'certain non core assets ' of the company. |
Posted at 17/9/2024 07:17 by hazl Distraction won't do it.Investors here are more intelligent than you give them credit for. shares issued at offer price now that shows confidence, to me. |
Posted at 30/8/2024 07:55 by soulsauce Well that news went down well, who knew lol.So long as they do not dilute for this venture and can fund it from some sort of deal on the tax losses or the Antimony or selling something else then ok. If they dilute that will be the end of retail investors having any interest in this. It is already hard enough to get new investors on board here hence the share price |
Posted at 04/7/2024 07:20 by hazl ECR is fully funded for its 2024 exploration programme, raising £580,000 last September by way of a direct subscription with high net worth individuals and institutional investors, and another £585,000 (before expenses) in March at a 71pc premium to its previous raise. The company has a number of other active and potential revenue streams. A scheme to realise value from assets it no longer requires is covering G&A expenses, notably AUD$350,000 raised through a hire purchase agreement for a surplus drilling rig. The company saves further cost by settling supplier fees through the issue of shares whenever possible. It also holds a royalty on the SLM gold project in La Rioja Province, Argentina, and has the right to receive up to AUD$2m subject to production on three Victoria gold projects sold to Fosterville South Exploration.From Total market soluutions |
Posted at 27/3/2024 16:22 by hazl 'I have no doubt we will get at least one by May/June, and maybe even a second come August, but beyond that I would be surprised if the data allowed a third. A third cut would likely need to come at the expense of either the equity market or the jobs market, with a material jump in unemployment probably meaning recession. As such, a hawkish repricing at some point this year should be something investors be cautious of as we progress through 2024.If not, having an allocation in one’s portfolio to precious metals ought to serve investors well.' from investing.com |
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