Orsu Metals Share Discussion Threads

[oakville] 14/7/2015 07:19

Rossannan, when you have followed MTR as long as I have you know what they will bring to the party. ORSU's SP, newsflow, value will all increase. I will put this knowledge and stock my neck out to predict a 4.1p price by the middle of August.

Good luck.

[magnus9] 13/7/2015 18:14

I see the list of significant shareholders has already been updated on the OSU website. At least someone's awake there.

[oakville] 13/7/2015 16:44

This will start to move now MTR are involved !!! Cracking company with top notch directors.

[magnus9] 13/7/2015 16:18

Just noticed the RNS re Metal Tiger. Has the curse been lifted?

[richgit] 30/6/2015 09:28

I have read a report that suggests all stocks of Copper are at their lowest
since 2008 and heading into a continual supply deficit.

We can thank JP Morgan and the central planners for manipulating Copper prices along with Gold,Silver,Palladium,Platinum and this will just be another ticking
bomb in the derivatives to hell.


The Central Planners are absolutely petrified of Gold which means they are
petrified of Silver which of course means they are petrified of Copper.

When the day comes that Silver blows out of the water,then Gold & Copper no doubt follow suit.

My reasoning for this is that whilst Gold is so viciously manipulated,Silver is
even more viciously manipulated as everyone knows that usually it is Gold that breaks out and then Silver follows in its 60-1 ratio, or whatever,so to let
Silver escape its shackles would show the World how manipulated Gold has been.

Considering Gold should be circa $1800 just on the ratio of extra printed $Dollars it should arguably be $2900 (easily) on all the debt ratio and the fact the West is on the brink of economic collapse along with Euros ,Yen & $Dollars that are becoming assetless IOU`s.

Considering the ECB is now technically insolvent- it doesn't get much worse than that.


For as long as OSU can survive with their cash,the fact that all its Copper is valued at 0 seems worthy of sitting on some stock until reality comes to the fore.

The Copper is valued at beyond Zero- in fact suggests OSU would have to pay someone multi-Millions just to take it off their hands.

Laughable for a Commodity facing such longer term deficits-but then that`s
the stupidity of Central Planners that think they can run the World economy with Computers and a $Quadrillion derivatives.

[mr woodentop] 19/6/2015 10:26

Newbie here, having a sniff around. It isn't very clear from the website the intention and progress of building the mine. I know from having a small holding in KAZ the expense and time to build a mine which frankly makes the cash held look a bit pathetic. What is the reason to buy here? What is the intention of the board - to sell on or develop themselves?

[induna123] 19/6/2015 10:21

Gold asset sale, when exactly? Is it overdue?

[mabwhittle] 19/6/2015 08:09

Richgit

Eloquently put. Cash of 2.5p against each share makes the current share price of 1.15p undervalued. When they finalise the gold asset sale they have agreed that adds 1.7p to cash on top.

Karchiga is a medium sized strategic asset. By working at Kodogai adjacent to Karchiga they are looking to turn the combined package into a much more commercially significant bundle.

Keep OSU close.

[mabwhittle] 06/4/2015 18:59

How sublime that my statement of robust facts should yield a post of such rampant speculation.

However I must concur with your riveting cash consumption analysis which very ably articulates that even without the sale of Tokhtazan, OSU seems to be funded for two years with current cash which, I would rampantly speculate, makes OSU a stand-out buy in the currently egregious resource market.

Tell Barney I will be in touch soon.

[bam bam rubble] 06/4/2015 14:25

"should sale of Tokhtazan proceed" is good but a few days late for April fool's

The accounts show cash burn is running at -$3.75m a year. At that rate of spend
cash should be down to $3.85m at the end of this year with $0.1m at end of next
therefore I'd expect a $1.5m market cap by this time next year (share price 0.5p)

[mabwhittle] 06/4/2015 10:18

A belated happy easter to all with a reminder of my points made above. OSU should be on your watchlist, with the share price of 1.2p representing just 40% of cash held or lower, so 27% at the moment, should the sale of Tokhtazan proceed and generate an additional £3million cash.

I note even the venerable Zak Mir has identified the uptrend on OSU. We are in weighty company with Zak in the house.

mabwhittle
April 2015

[mabwhittle] 30/3/2015 07:57

I just deal in facts.


OSU share price is 1.05p

OSU CASH IS £5.1 MILLION FROM THE RESULTS RELEASED ON FRIDAY

To be equal to its cash OSU share price should be 2.8p.

OSU SHARE PRICE HAS TO RISE 2.7x JUST TO EQUAL CASH

OSU have a sale agreement for their Akdjol - Tokhtazan gold licence, for £3.1 Million, deadline 7/4/15 which would mean total cash of £8.2 Million.

OSU SHARE PRICE WOULD HAVE TO RISE TO 4.5p WHICH IS 4.3x FROM THE CURRENT LEVEL JUST TO EQUAL CASH

OSU have the Karchiga Copper asset, permitted for production of copper, with a NPV(8) of $150 Million. Copper price now of $2.80 against $3.25 price for feasibility.

WHEN KING COPPER PRICE INCREASES, KARCHIGA IS VERY ATTRACTIVE BEING FULLY PERMITTED, MODERATE CAP-EX AND ON THE BORDER WITH CHINA.

OSU should be on your watchlist.

mabwhittle
March 2015

[magnus9] 29/3/2015 22:35

Putting money in the hands of this management is like pouring water into a sieve.

The fact Orsu is valued at a quarter of its prospective cash probably means the market deems the management to be four times worse than normal.