
We could not find any results for:
Make sure your spelling is correct or try broadening your search.
Share Name | Share Symbol | Market | Stock Type |
---|---|---|---|
Empire Metals Limited | EEE | London | Ordinary Share |
Open Price | Low Price | High Price | Close Price | Previous Close |
---|---|---|---|---|
10.55 | 10.20 | 10.55 | 10.20 | 10.55 |
Industry Sector |
---|
MINING |
Top Posts |
---|
Posted at 25/4/2025 12:41 by napoleon 14th Yes, but....Production cost & pollution risk in REEs are avoided with RBW's process. REEs are present the whole world over BUT in MINUTE %ages of materials processed, which also entail radio-active uranium. RBW use an ionisation process to extract NdPr & others in a way that has huge cost & environmental advantages over the "dirty"/relatively primitive process used in China. As for the use of REEs, each windfarm unit has 2 TONS of REE magnets, EVs won't even exist without them, they're used throughout the defense industry & are present in I-phones, I-pads, computers, chips & so on. I might have missed other uses. US policies have caused chaos in that sector. Anyway, as this is the EEE thread I won't say any more on the subject. Thanks for your very informative posts. |
Posted at 25/4/2025 11:41 by napoleon 14th 1st time I disagree with Davidblack!All the metals mentioned are critical with different uses and aspects. Just what will/would happen if there are no more REE exports from China doesn't bear to think when you consider their use in magnets, weapons, IT hardware & then some. It's China's hold on supply that has everyone including REEs in plans, & how the US are going to deal with the problem they prompted. The question is "what can individual countries do about it?" In Oz's case with REEs - not much if anything significant, but with titanium - a hell of a lot with EEE. That's just nitpicking in a way! To my mind the best prospect in REEs is not Oz, Db is right there, it is RBW & S Africa/Brazil & anywhere else with gypsum bi-products. I hold as much of each in my PF, with GMET for tungsten & GGP for gold. I don't trade any of them, being LTBH on the whole sector, & not worried about the "noise". In fact, I've been adding at these levels. Anyway, rock on! GLA. |
Posted at 16/4/2025 06:20 by geko5trade DavidBlack, it was interesting that GK went straight to that point. There are other very strong arguments to support continued growth in the Ti market. Ti currently is irreplaceable and likely to remain so. Growth in the market has been solid. Demand has been steadily increasing. Supply is threatened by ‘life of mines’, processing and transportation costs, and geopolitical issues. So given the size and consistency of the feedstock from Pitfield and the likely cost benefits one doesn’t really need to look to advances in solar technology to put forward the investment case for EEE. Perhaps GK and the team, because they must have discussed this, are aware that Ti and solar are going to become the next big talking point. One of the factors that could hold back adoption is cost and demand from a new sector when supply is already under pressure. But an abundant source that circumvents many of the processing costs in a favourable location, that would be hard to ignore in the equation...As you say ifs and buts at the moment but EEE could be in just the right place at the right time. Must go below and get some sleep, I can’t light my pipe in this wind anyway... |
Posted at 05/4/2025 21:22 by geko5trade Well I don't agree that this is akin to covid or the end of empire (I don't mean Empire metals!). Ultimately it is possible for the US to run out of credit but that wasn't going to be any time soon before these destabilizing policies. As for covid that was mostly a case of printing money and the inflationary consequences. A possible outcome of this scenario is stagflation and that won't be pretty. I agree it's possible that this could be the period when questions are raised as to whether the dollar is still the 'go to' currency but even with this fiasco it could remain the least worst option for sometime to come. Where else does one go? Perhaps if Trump does take over the Fed, and he's pretty much signalled his intention to do so, that really could rock the boat. He's taken over everything else despite the checks and balances that normally underpin US politics! This time around Trump two has surrounded himself with people who know far less about the political system than he does. And Trump one did learn something about the system. That makes him more dangerous. Short term US interest rates will be key. One would have thought Trump was going for a weaker dollar but his initial action strengthened it. He comes from the 'wrecking ball' school of management but upending the world economy and thinking one can judge how the chips will fall is a bloody dangerous strategy!Where does all this leave our EEE investment. Obviously they aren't immune to sentiment but they are still a minnow and can't be judged like a producer (yet). As I said in my previous post if stagflation comes to pass then they are in a sector that's a good place to be. They are well capitalised and that's also crucial. It may sound boring, and nothing wrong with boring in tumultuous times, I see EEE as business as usual getting on with the job of building and demonstrating value. The excitement of them becoming a major producer worth many multiples of the current cap very much alive. |
Posted at 23/3/2025 21:33 by klosters65 I suppose I am stating the obvious. EEE should do a deal with the two Century guys who own the other 30% of the discovery. To be fair , I suppose they need certainty before they trade in their position for EEE shares. Just trying to get my head around this. Conversely, if the EEE shares are worth nothing then presumably their position is worth nothing. |
Posted at 20/3/2025 10:43 by geko5trade timnicebutdim, from what I know of Shaun he won’t waste time on the trip and will use his time promoting Empire’s and shareholders’ interests. I noticed on the other board someone was comparing EEE to GGP and talking about the negative effect of dilution. Yes there was some dilution but on the positive side GGP’s market cap reached 1 billion! I think one should be cautious with comparisons, apples with apples and all that, but EEE is grossly undervalued, (imo and that of the board). GTA5 mentions the scepticism around processing from some in the industry despite SB arguing that the metallurgy indicated otherwise. Clearly those sceptics weren’t metallurgists and SB has been proved 100% correct. Not only was he correct in that established low cost techniques would achieve product they obtained nearly 92% at the first attempt! In my view it would only take a very small shift in perceived credibility for the market to align more closely with the valuation that SB and the team at EEE think they deserve. That could come from contacts developed on this trip, a statement by SCIRO, grants, etc, but on balance given the current appetite for companies in the sector and their resources it would be surprising if the value of the resource wasn’t monetised and EEE’s valuation wasn’t reappraised. |
Posted at 18/3/2025 09:08 by napoleon 14th SL - I hope EEE stay independent for as long as possible. Oz funding should see us into production, sales & cashflow which can be used to expand the company's facilities and increase rewards to shareholders and employees rather than another company's.Obviously this is quite acheivable with the quality of EEE's management and all we need to do is supply the ever-expanding market of a critical metal. |
Posted at 13/3/2025 10:01 by geko5trade timnicebutdim, referenced against the companies in the slide SB held up yesterday it would still be way undervalued. The only possible argument for it to remain below its peers (such as they can be said to be) is that the flow sheet is being further refined. But this argument is looking extremely flimsy just as it did when naysayers argued that SB couldn’t process the ore. SB, a metallurgist with circa 30 years in the business, was 100% right. Big surprise eh when the counter argument was propagated by a few bulletin boarders who’d once half read something somewhere!There are those arguing that all news is out for the moment. I’d say listen again. As I said before the departments of this company are well integrated. They are right on top of the processing and material is arriving now not in three months time. SB was not shy in pointing to the experience on the finance side. Also further strengthening of the team as they scale up production. This suggests to me that news flow will continue, can come on a number of fronts, and the window during which EEE can be described as ‘earlier stage’ is fast disappearing. EEE’s progress and PB’s appointment will not have gone unnoticed in the industry. |
Posted at 27/2/2025 10:48 by geko5trade timnicebutdim, completely agree and whilst some companies will bend the rules a bit SB has a record of playing it straight. Presentations will not determine news flow. We know the story but we aren’t the wider community and these events are primarily to spread the word. So SB already has a ton to say not least that EEE are sitting on the largest Ti discovery on the planet. One major factor that has held back credibility has been uncertainty over processing. Now he can point to the success at a time when demand is likely increasing and supply is compromised. Most of us on this board like to bet hence we put money into a minnow when the odds were favourable but by no means nailed on. Now he’s talking to an audience when they are definitely favourite. I don’t mean to say that the latest drilling campaign isn’t moving a pace because it is and they’ll waste no time continuing process refinement once they have samples. But the event is not based around EEE’s timeframe and the strategy and execution isn’t built around the event. EEE management will be professional and thorough. Happy coincidences happen but the tail will not wag the dog, nor should it. |
Posted at 26/1/2025 18:40 by gta5 Saracen3, I'm not sure I follow? Perhaps I missunderstand your statement, but as supportive as Brumits family might be of him joining EEE, this is unlikely to affect share price at all...even if they all "buy in support".Even, -if at a stretch- even his past colleagues, and maybe a HNI might dip his toes in it's not going to do much for our share price as this will be absorbed as part of the normal AIM market swings. I think that only real and tangible news will change our MCAP vs the distrust and dilution of shareholder value that's so endemic to AIM companies in general. I think more importantly, IF Brumit really is as excited about EEE as I hope he is, he'll spend some significant time onsite (remember, he's a NED on the board only) but if he actually starts spending some time onsite, maybe getting more and more hands on with the day-to-day operations I'd take that as a very positive sign....(In addition to his likely very valuable connections and experience that he'll be able to share with Bunn and the EEE board of course!) Either way, can't wait for processing news, Gov grant/funding news and ASX listing news, in any possible order! GL, GTA. |
It looks like you are not logged in. Click the button below to log in and keep track of your recent history.
Support: +44 (0) 203 8794 460 | support@advfn.com
By accessing the services available at ADVFN you are agreeing to be bound by ADVFN's Terms & Conditions