Metal Tiger Share Discussion Threads

[owenga] 27/11/2020 10:23

Are we still waiting for A4 maiden resource?

[kaos3] 27/11/2020 06:59

we did not get T3 final economics from Sandfire

but from NPV of the known feasibility I did calculate 6,9 million GBP worth of NSR to MTR

A4 is far far away

Estimated LOM revenue of US$2.3 billion and EBITDA of US$1.1 billion • NPV (pre-tax) of US$368 million and an IRR of 33%. Long term US3.08/lb Cu and 8% real discount rate• Pre-tax free cashflows of US$777 million, inclusive of development capital• Payback 3.7 years from production start• LOM All-In Sustaining costs (AISC) of US$1.56/lb Cu after deducting silver credits

368US/1.33 FX x 0,025 NSR = 6,9 mil GBP

a Q: what is the difference of NSR and NPV

they are close - are they not?

[trawl] 26/11/2020 09:14

more shares in thor sold by mtr
5% around 23rd oct
another 1% announced this am
thats about 900k

[kaos3] 18/11/2020 20:18

sandfire presentation

[uknighted] 18/11/2020 14:05

Healthy rise today.

[grantstevens] 18/11/2020 11:29

Owenga and Charaxes, I am expecting before the AGM next Friday. He would want this news out there before that. It’s a guess though but would fit with timescale in video presentation.

[owenga] 18/11/2020 11:15

Completely agree Char, and ceo said in a presentation that we should have an updated PFS for T3 and A4 maiden resource in next few weeks. Can't wait.

[charaxes1] 17/11/2020 16:16

Correct Grant. The 2% NSR will not have been included in the NAV calculation. Once a resource is declared at A4 (imminent) and with further drill success sky’s the limit when it comes to valuing the NSR!!! I expect the next few years will transform the embedded value of MTR.

[grantstevens] 17/11/2020 15:40

The NAV wont include the NSR which will likely be the most valuable part of the business. Listening to the resource rising star and Africa down under Sandfire presentations, from the last few days on Youtube. Karl is clear that the DFS, maiden resource for A4 including the wider exploration areas will be released in the next 2 weeks. This will give baseline value for the 2% uncapped NSR. Work out your NAV then.

[dekle] 17/11/2020 15:24

Having held these for many years I sold out at 24p expecting the price to fall but it has held up reasonably well. I sold because it was at such a premium to NAV as per their interim results. Does anyone have a clue what the current NAV might be?

[trawl] 09/11/2020 20:06

mtr put 146k into pan global on 21 7 20 at 18 cent
it tripled in price will be surprised if they have not sold half

[trawl] 23/10/2020 13:39

only down from 13.3% to 7.8% and about 25mil warrants at about .5p
a profit and a free ride on the balance i think

[charaxes1] 23/10/2020 13:25

They should still have a large holding of warrants. Perhaps buying SFR in anticipation of MRR announcement?

[trawl] 23/10/2020 13:02

I note metal has sold a chunk of thor at a nice profit

[uknighted] 23/10/2020 12:13

RNS

Metal Tiger plc (AIM:MTR), the London Stock Exchange AIM listed investor in natural resource opportunities, is pleased to announce that it has subscribed for 2,678,572 new ordinary shares in Predictive Discovery Limited ("Predictive") (ASX:PDI), at a price of A$0.056 per share, for a total investment of A$150,000, as part of a placing of A$10.6 million (gross) announced by Predictive on 23 October 2020 (the "Placing").


Following completion of the Placing, Metal Tiger will be interested in 2,678,572 Predictive shares representing approximately 0.3% of Predictive's then issued share capital.


Predictive is a West African focused gold explorer with a large portfolio of 100%-owned and joint venture gold projects located across West Africa. Predictive has recently started the second phase of its drilling programme at its flagship Bankan Project in Guinea's Siguiri Basin. The Bankan Project comprises the NE Bankan Prospect, a 1.6km long auger gold trend, Bankan Creek, a second prospect, located 3km southwest of NE Bankan along with several more power auger defined prospects on the Kaninko and Saman permits. Some of the notable drill results at the Bankan Project have included 46m @ 6.6g/t Au, 78m @ 2.6g/t Au and 55m @ 2.9g/t Au.


For the financial year ended 30 June 2020, Predictive reported a net loss of A$2.35 million and, as at 30 June 2020, had net assets of A$12.85 million.

[trawl] 21/10/2020 20:03

peculiar going on at pan asia
trading halt
directors were going to put an asset into the company
asx basically said no
back trading

[dreamtwister] 18/10/2020 11:52

diggers & dealers sandfire presentation..17/10/2020

[uknighted] 02/10/2020 07:17

RNS Adoption of new option scheme.

[uknighted] 02/10/2020 07:17

RNS Adoption of new option scheme.

[postme] 30/9/2020 20:41

#NCYT #BMN #MTR #SMS #PAY #PRTC #SLP #APP #CNCT Ten ‘magic formula’ stocks for investors looking for value and quality -

[onone2] 30/9/2020 15:10

gold investment in newzealand for sandfire

30 September 2020 TRANSFORMATIONAL ACQUISITION OF MILLION OUNCE SAMS CREEK GOLD PROJECT IN NEW ZEALAND

[onone2] 29/9/2020 20:26

hxxps://stockhouse.com/news/press-releases/2020/09/29/pan-global-resources-intersects-massive-chalcopyrite-in-two-new-drill-holes-at

[dreamtwister] 29/9/2020 13:11

Kavango Resources PLC's (LON:KAV) Mike Moles speaks to Proactive London following the announcement of the Botswana strategic joint venture with Power Metal Resources.

The venture will see the formation of a new, jointly owned, privately held company that is focussed on large-scale mineral exploration projects in Botswana.

Moles says 'things are really gearing up now' and is confident funding is now in place to concentrate on resources in the Kalahari Suture Zone (KSZ).

Paul Johnson former director of mtr has a wealth of history with the botswana copper belt, paul

connected mtr 30% interests with mod rescources & with his guidance the share price advanced

to a circular of six pence per share.

[charaxes1] 28/9/2020 18:24

Spot on Paperback writer. I tried to engage with DT but have give up!

[paperback writer] 28/9/2020 18:02

What nonsense you spout Mt Twister. Just another sad stockbasher peddling his wares. Why are you even discussing Metal Tiger with your miserable view of the company and not using your brilliant investing mind instead following high income companies?

It's not the best time to be shorting MTR if that's your game, I can assure you:)

Ah, don't even bother to reply as I won't lower myself to read your drivel.