Minco Share Discussion Threads

[btfd] 21/3/2017 16:14

I don't get why people are buying now. It says in the RNS to a value of 1.9p per MIO share

[lendmeafiver] 21/3/2017 16:10

Waited 2 years for this

[loafingchard] 21/3/2017 16:06

Check it out people, offer on the table

[lendmeafiver] 21/3/2017 15:00

Anyone here buy the million shares today?

[lendmeafiver] 12/3/2017 22:45

Of interest reference zinc:

hxxp://www.miningfeeds.com/2017/02/16/zincs-time-to-shine/

[bageo] 07/3/2017 19:24

More details would be good but I take the main point to be that Canadian Zinc need Minco (Buchans) assets to make their nearby deposits work. I can see some sort of consolidation in the long run - timescale unknown.

[glitter2] 07/3/2017 07:20

A report at last but a sale of the project seems to be a long way off. I would like to have seen something along the lines of "robust economics for Zn etc at present prices".

[lendmeafiver] 27/2/2017 21:35

From the messages above perhaps one of us should call Varma, perhaps give them this week as it has been suggested in one of the above emails that they may be meeting as a board this week anyway.

Surely with zinc doing what it doing there must be deal making activity for half decent assets in that sector at the moment.

These small resource stocks are always news/event driven so all about making sure you have your money on the table the day news comes in.

[ardtole] 27/2/2017 17:39

Is news overdue on lundberg/buchans? I was under the impression there was an update expected in December

[bodgit] 26/2/2017 21:42

I am curious to know what has been established regarding the Lake Douglas gold prospect about which Minco said "Minco intends to conduct initial reconnaissance work for gold on the newly acquired Lake Douglas claims prior to the onset of winter weather."

[lendmeafiver] 26/2/2017 18:06

The locations rhodochrosite is pretty unusual on a commercial scale which is its unique feature that brings production costs down vs oxides. Ultimately this cost advantage will bring a partner into that project especially with the battery market about to fly.

[bodgit] 26/2/2017 12:09

lendmeafiver, thanks again. Minco manganese interests are very close by those of Manganese X Energy and economies of scale may push wider consolidation/facility sharing etc options. Will the Chinese beat the US to acquiring Minco etc manganese interests?? Hmmmm. Good luck all.

[bodgit] 24/2/2017 09:33

lendmeafiver, thanks for that link, appreciated.

[lendmeafiver] 23/2/2017 22:57

Maybe of interest to some here:

hxxp://investingnews.com/daily/resource-investing/critical-metals-investing/cobalt-investing/manganese-x-energy-next-battery-generation/

[lendmeafiver] 22/2/2017 13:34

Absolutely Bodgit, the value here will come through eventually, expect changes to structure will speed that up.

[bodgit] 22/2/2017 09:51

lendmeafiver, regarding our differing views on the DALR 2% nsr, time will tell of course. The positive aspect of this is there looks to be significant value in that 2% nsr to MIO shareholders and we merely differ on the nature of how that value might be realised to our benefit. I look forward to any positive outcome for MIO shareholders from other asset ownership swaps/sales/reshuffling or whatever - it makes life more interesting than watching the proverbial paint dry with this share. Good luck all.

[lendmeafiver] 22/2/2017 02:36

Agree teemore, but Dalradian has spare cash, but perhaps a mix of cash and equity in Dalradian would be perfect for us MIO holders.

[teemore] 22/2/2017 00:23

On the issue of the royalty I do not see a cash payment as a Dalr is developing a mine and would not be in a position to buy out anything. I hope there is no deal done for cash. My guess is that there would be some other type of deal done and hopefully it is one that would have long term benefit to Mio holders. I also would agree with some posters that you will see some combining of the various companies who have common interest/management.

[lendmeafiver] 22/2/2017 00:21

I disagree with your Dalradian views bodgit, It really wouldn't surprise me to see an early Dalradian deal, they will know that the longer they leave it the higher the price Minco will be able to justify, they will be keen to take it out early.

[lendmeafiver] 22/2/2017 00:14

I couldn't agree more JDG and good too see you back on this board.

[jdgeus75] 21/2/2017 18:44

Good to see that things returned to normal here and that people are actually posting valuable information. I think this is a very realistic option --> combining the zinc assets of Anglesey, Canadian Zinc, Minco in a zinc focussed junior listed on the TSX in Canada. Adventus Zinc staked all the ground that was previously controlled by Minco and now have a market cap of 40 million!!

Minco on the other hand, with the more advanced zinc asset is valued at 10 million (Canadian Dollar).

In addition to that, Manganese X Energy has a project close to Minco's Woodstock project. They are trying to delineate a similar resouce. They are valued at $10 million. And they are looking for something similar as Minco's Woodstock.

Can you imagine how undervalued Minco is?

Let alone the royalty, which should be worth over 20 million dollar. Count those things up and you have a 60 million market cap. That is overly optimistic of course. But we have a long way to go.