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Share Name Share Symbol Market Type Share ISIN Share Description
Metal Tiger Plc LSE:MTR London Ordinary Share GB00BMQC0691 ORD 0.1P
  Price Change % Change Share Price Bid Price Offer Price High Price Low Price Open Price Shares Traded Last Trade
  1.75 6.6% 28.25 28.00 28.50 28.25 26.50 26.50 6,418,351 16:01:18
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
General Financial 0.0 -4.0 -0.3 - 44

Metal Tiger Share Discussion Threads

Showing 9426 to 9439 of 9775 messages
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DateSubjectAuthorDiscuss
30/5/2020
08:12
Sorry don't understand?Consolidation makes sense, investment arm seems to be focussed on good opportunities now and more importantly is finding them rather than propping up the same tired old juniors.Just need the drilling results to be as expected or better and it's off to the races.
trumpingtonsmythe
29/5/2020
18:44
Seems to be struggling to find the right board, let's bury it. 1 for 10 consolidation coming to MTR.
trumpingtonsmythe
29/5/2020
15:35
Wrong Board puppi!
charaxes1
26/5/2020
21:40
Sky this is a post I put a while back on beginning to evaluate NSR I think it’s quite hard for investors to understand the NSR. This isn’t like investors looking at potential numbers of the value of in ground metal and relating to share price. This is real and won’t cost anything for MTR to get -no exploration or production budget. So there will be value before production, royalty companies try and get these early, but the closer to production the more value. Michael in proactive interview uses 5% discount which I assume drops off when in production. So let’s assume the A4 deposit is the same size as T3. Currently Argonaut note say just on holes we have so far it looks 180kt contained Cu. From EM and new zone found however, and the fact we are dealing with higher grade Cu just the A4 area looks like it will be 2-3x bigger than T3. T3 conservative reserves ( not inferred resources ) are about 350kt of contained Cu. That will change if SFR has been upgrading resource in time to review the DFS. So let’s say 7000USD/t for the Cu and silver blend 350kt * 7000 = 2,450,000,000 usd 5% discount 2% NSR USD 46,550,000 to MTR on equivalent to T3 resource. Multiples as bigger. Now there are some costs that have to come off for the final NSR figure- transportation, insurance etc but you get the general picture. So the NSR is dependant ( unless bought out early by royalty Co) on SFR going into production and making decision to mine- well the economics were pretty good before, they are looking even better now satellite deposits will feed into T3. SFR say in interview that they are looking at moving the modular processor to 5.2mtpa. This will all come out in the new DFS. SFR need production before Degrussa ends. Will they get mining licence - well that’s the big one but the Bots gov have been very supportive, SFR in the Q&A say much simpler process than Black Butte, and v supportive. But that’s one of the reasons you put on the 5% discount. This is before we even look beyond A4 and of course the KML 2% NSR but clearly KML needs more work but I hope has been informed by the new methodology of SFR EM reinterpretation
grantstevens
26/5/2020
21:15
Charaxes - thnx - will have to wait for Company or Simon Thompson (IC) updates...
skyship
26/5/2020
15:52
Thanks Sky
spittingbarrel
26/5/2020
15:03
Skyship. NAV almost impossible to calculate. The trading arm is not static. Also incredibly difficult to put a value on KML or any of the unquoted investments. Investment spend probably the only way to value it. The 2% Royalty Currently has no value attached to it. That will change once SFR issue an inferred resource on A4.
charaxes1
26/5/2020
14:52
Is anyone managing to track the NAV here?
skyship
26/5/2020
14:51
There is a lot of well-informed chat about an inflationary commodity boom after 1-2yrs of deflation. Gold is of course presaging the move...
skyship
26/5/2020
14:39
Sky - What makes you think there will be a commodity boom? Quite happy for you to be right, I am long of MTR.
spittingbarrel
26/5/2020
14:32
They look to be an interesting value-underwritten way to play the upcoming commodity boom.
skyship
26/5/2020
13:51
Thanks that’s great, they seem to be in a few juicy pies!
cbeadle
26/5/2020
13:49
Cbeadle. Because the investing community are waking upto Metal Tigers hidden value. It was bound to happen once investors understood the value of the royalty on Sandfire licence areas ex T3. Not forgetting KML as well. Some people have already tried to put a value on the royalty but still early days. Once SFR have finished there current drill program on A4 and issued an inferred resource then a value can be attached. It has the potential to be very very sizeable!
charaxes1
26/5/2020
13:39
Why is this flying, it’s going to break 2p at this rate today?
cbeadle
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