Metal Tiger Share Discussion Threads

[paleje] 08/3/2022 08:46

tipped last night online not in the magazine

[saadia110] 08/3/2022 08:35

When was it tipped?The last issue was Friday 4th March.

[livewireplus] 08/3/2022 08:02

Indeed .... my finger was hovering over the 'top-up' button yesterday - but unfortunately I didn't press it :-(

[charaxes1] 07/3/2022 20:56

Yes but take the NSR revaluation into account!

[livewireplus] 07/3/2022 20:55

But another part of the article says the tangible net asset value is 22.9p per share.

[charaxes1] 07/3/2022 20:52

About time. This share is seriously undervalued on a 1 to 2 year view!

[fred shred] 07/3/2022 20:32

Yet another buy tip in investors chronicle 3 hours ago saying its NAV is double the current ailing share price. Should bounce to reflect its real value tomo

[livewireplus] 04/3/2022 19:13

Indeed ... it needs to start earing its stripes ... seems a little unloved at moment ...

[aqc888] 04/3/2022 07:15

What’s going on here? Surely it’s got to break out and reach previous highs again soon?

[petewy] 01/2/2022 14:42

Director buys?

[the bull] 13/1/2022 23:14

From SEV22 on the Jubilee Metals Thead

Here's the part of Simon Thompson's 'Secrets of Successful Investing' that highlights Jubilee Metals (13th January 2022):

Understanding commodity price drivers.

The potential for a strong global economic recovery in 2021 was one reason for being long of commodity stocks in 2021 (‘Reasons to be bullish’, IC 18 December 2020). It was not the only one. I was also heeding the bigger picture across the commodity spectrum.

In the oil sector, I felt that the combination of well depletions, underinvestment in new oil and gas fields, and an uptick in demand driven by a global economy on the rebound, could all construe to create a perfect storm for black gold in 2021. The oil price subsequently rallied 68 per cent by the autumn of 2021 and the natural gas price soared 144 per cent. Although markets have become volatile following the recent emergence of the Omicron coronavirus variant, relatively strong global demand means it’s sensible to expect the oil price to remain at elevated levels unless national lockdowns return for prolonged periods.

It's worth noting that a robust oil price supports an accelerated transition to environmentally friendly energy alternatives. The shift away from fossil fuels is clearly gathering momentum and this has major implications for other commodities.

Copper is a major beneficiary from greater demand for electricity given that a higher portion of future power generation is forecast to come from renewable energy. Wind farms and solar panels require up to five times more copper than is needed for fossil fuel power generation, and electric vehicles use four times as much copper as internal combustion engine vehicles.

Analysts at research consultancy CRU estimate that wind turbines, electric vehicles and other 'green' technology will require 6m tonnes of refined copper by the 2030s, accounting for 20 per cent of forecast global consumption. Commodity experts at investment bank Bernstein forecast that copper demand from renewables and electric vehicles could grow more than seven times by the 2050s, if the world is going to meet its net-zero greenhouse gas emissions target. That’s a good reason to have exposure to copper producers. Three companies on my small-cap watchlist – Aim-traded Metal Tiger (MTR:21p), Jubilee Metals (JLP:17p) and commodity royalty group Trident Royalties (TRR:38p) – offer exactly that.

Rising copper demand augurs well for miners’ profits at a time when there are constraints to supply growth. Colin Bird, chairman of Jubilee Metals, notes that “the outlook for copper in particular remains buoyant, with many predictions that the year 2030 will see a doubling in demand. I see the supply side being severely challenged, with Chile, as a major contributor to the copper supply, being challenged technically and socially. The large copper systems that are now in favour are few and far between and have a gestation period of some 12 years.”

Jubilee’s exposure to platinum group metals (PGMs) has green credentials, too, given that the emergence of the fuel cell, particularly in China, is likely to drive up the PGM price as demand for such energy increases over the coming years. The same dynamic is positive for Sylvania Platinum (SLP:90p), a cash-rich, fast-growing, low-cost South African producer and developer of platinum, palladium and rhodium.

Another way of playing the green revolution is through companies that will profit from increased demand for electric vehicle battery metals. It’s already happening: the lithium carbonate equivalent (LCE) price has risen fourfold since the start of 2021. That’s good news for Trident, which owns a valuable royalty over the Thacker Pass lithium open mine project in Nevada, one of the largest known lithium deposits in North America.

It's worth noting, too, that many investors buy commodities as an inflation hedge. Assuming central banks around the world maintain relatively benign monetary policies as QE programmes are wound down, then the commodity complex should continue to perform well in a negative real interest rate environment. Talk of a commodities supercycle is not without merit.

[shieldbug] 12/1/2022 11:05

All depends what you are here for. I am definitely a buyer at 20p and a seller at 30p. Overall I am accumulating shares and only selling to recoup nominal value. If I want a clear return from commodities I am invested in BRWM - While MTR is a diversified play on exploration and development which I expect to play out over the decade.

[petewy] 03/1/2022 12:57

Fair comment

[des56daw] 03/1/2022 11:41

Another year of promised delivery has come and gone with no delivery.
Though to be fair to Micky McNelly this year he did not specify what was to be delivered, the year before a company in Asia was to be floated and shareholders given shares. The only people that get weighed in this and every year are Micky and
his fellow directors. Bring a project to the board(which you just happen to have an interest in, MTR invests you get a nice paid directorship and maybe a wedge of free or discounted shares. So I take it back MTR has delivered just not for the common shareholder, well not unless you consider a 15% drop in the share price, delivery.
On a brighter note MTR has delivered about 50% I got on the spike up to 33p having invested at 1.7p(old money). Have now reinvested at about 20.4p and if ST or anyone else pumps it up to 33p+ then I will exit and wait till it returns to 20p ish.

Regards
Des

[kaos3] 14/12/2021 16:57

when the old knowledge passed unfortunately - I am just an eager observer - and I doing the waiting - and looking how the new brain is doing

I think that is it in essence

[charaxes1] 14/12/2021 16:46

KB, it always was all about the Royalty as far as I am concerned. These investments mark time, pay the plc costs etc… if some of them come good like Red Dirt Minerals then great. Southern Gold was a disappointment but that’s investments for you. Armada could also be interesting. As I said I am in it for the Royalty and hopefully a dividend.

[king_baller] 14/12/2021 16:30

Quite disappointed here. Over most time frames the share price has been poor - and I imagine a lot of private investors will have significantly outperformed metal tiger’s nav or share price. A few bad decisions like southern gold and a few Peruvian shtco’s, have resulted in this being all about the potential royalty.

[shieldbug] 10/12/2021 14:15

Thanks charaxes1. That is what I assumed.

[charaxes1] 10/12/2021 13:26

T3 capped at USD 2m, one off payment. A4 plus other SFR licences 2% uncapped.

[shieldbug] 10/12/2021 13:19

Is the Sandfire T3 "capped Net Smelter Royalty" - literally just a one off US$2m? Or is it an annual royalty capped at US$2m for life of mine? I can't see any explanation of how this works.

[stevegrass777] 29/11/2021 17:25

Seems a big investment in armada.

[uknighted] 29/11/2021 10:08

RNS

Michael McNeilly, Chief Executive Officer of Metal Tiger, commented:


"We are very pleased to make an additional investment into Armada as part of its oversubscribed IPO fundraise. Armada will be categorised as an Active investment and on IPO MTR will hold just under 15% of the enlarged share capital, whilst also having an indirect exposure via its interest in Cobre. I am pleased to note that our initial investment of US$750k will have doubled in paper value at the A$0.20 IPO price. With multiple defined targets within the Nyanga Project looking for intrusive-hosted magmatic Ni-Cu-Co sulphides in southern Gabon we believe this latest investment offers significant discovery potential near a proposed future deep-water port at the coastal town of Mayumba. Led by an experienced leadership team, who have a successful track record of involvement in major discoveries we are excited that the Armada's maiden drill program is slated to commence in early January 2022. We could be on the verge of a new mining province to provide the battery metals of the future."

[shieldbug] 22/10/2021 10:41

Karl Simich is an impressive character - Resources Rising Stars - 'Boom in a Room' Presentation hxxps://www.youtube.com/watch?v=1tlpkDvOlnI