Panther Metals Share Discussion Threads

[soulsauce] 15/6/2021 15:06

You may be right wrtmf.

[wrtmf] 15/6/2021 14:26

soul
i'm suspecting a tactical decision to downplay news out of oz until asx listing, maybe. darren and team sensing there's still doubt and a preoccupation in shareholders' minds about partitioning of the company?

10s of targets announced upon big bear and dotted lake mag results [see below]. NONE highlighted for annab/marrakai today; compare with historic data review rns and interviews.

still checking regularly for 2 new big bear applics being published to public domain. not there yet. it took 10 weeks for dotted lake applic to be posted, then the 30 day public consultation began, then 1 week later director signed off permit. if following similar timeline for new big bear permits, suggest 15 weeks from 4/5/2021.

--
22feb21 - dotted lake
'A total of 138 geophysical anomalies have been identified by the survey, these are now being evaluated and prioritised for follow-up investigation.'

11aug20 - big bear
'A total of 253 geophysical anomalies have been identified and classified by the survey, with 39 designated for priority investigation'

[kaos3] 15/6/2021 12:53

what field/cow does a farmer sell first - when cash is needed?

[soulsauce] 15/6/2021 12:50

wrtmf I think as we are hiving off the Aus assets to the SubCo, the fizz has gone out of much of what is coming out of there, rightly or wrongly.
I know it has with me.
I am conflicted in to thinking if things are so good why are we hiving them off and any upside is going to be much less than it was depending on how much we are allowed to keep.
The longer we go without exciting news from Canada the more that feeling grows.

[wrtmf] 15/6/2021 12:37

a subdued rns? we had more excitement after the historical data/desktop reviews for annab/marrakai

[spangle93] 15/6/2021 07:59

If you're waking up with a hangover, don't download the images until later ;-)

It reads like one of the key steps in launching Panther Australia has been completed

[soulsauce] 15/6/2021 07:57

Great more Australia news, meanwhile in Canada..............🥱

[spudtheplumber] 11/6/2021 11:02

#PALM #Gold??? ??????? ???????Focused on developing commercially viable growth opportunities focused on orogenic gold deposits in greenstone beltsStrategic acquisition of mining claims and working directly with industry partnershttps://t.co/JKrTIwaHGL https://t.co/R35GEhyEJm"Strategic acquisition of mining claims and working directly with industry partners"Lots of possibilities imo

[soulsauce] 10/6/2021 16:46

I think you might have taken it a bit too literal Spangle in that the primary focus will be gold exploration.
A gold exploration company with a view to producing I would have thought but if not then surely an asset to sell for a very nice sum.
The thing I find more interesting is that saying gold is the focus when we don't know 'exactly' what the Canadian assets are going to turn up until we drill. The surrounding licences aren't limited to gold. Unless as we think he knows more about what both prospects are likely to turn up hmmmm.

[spangle93] 10/6/2021 15:55

One thing that I picked up from a rather uninformative Q&A was that I believe Mr Hazelwood said "Panther will always remain a gold exploration company". I hadn't heard him explicitly say that, or it hadn't registered properly.

In that model, he's always going to be looking for cash from somewhere, and always in the hunt for new early stage assets (primarily though clearly not restricted to gold), to enter, explore, add value to, and flip. So I guess we shouldn't be surprised if Merolia vanishes into the Australian Panther, because he'd no intent on bringing it to a mine within PALM. If he's able to double (or more) what someone effectively pays for it in the few months that he has control over it, then that's the first full cycle of the PALM model.

This business plan certainly makes keeping dilution minimal at this stage even more critical.

This was just my interpretation - does anyone else have thoughts

[soulsauce] 08/6/2021 12:05

It has to start being good from Canada. If we are hiving off some of the jewels it is to be hoped we have kept some gems back.
All adds to pressure put on the Dotted Lake drill to turn up something very interesting.

[spudtheplumber] 08/6/2021 10:52

Yes DanJunior exploration company announce start of exploration. All good imo

[danmart2] 08/6/2021 10:24

Positive RNS

[spangle93] 08/6/2021 09:09

Wonder if the labs remain inundated...

[wrtmf] 08/6/2021 08:32

drill contractor on the way...
not far behind will be northern territory mag survey info...

big bear soil sampled and mag survey reported, 5 drill permits under application
dotted lake, tiny area soil sampled, mag survey reported, to be drilled near term
annaburroo and marrakai mag surveyed, await result, no other work
merolia mag survey reported and auger sampled

[all have significant areas untouched]

[spudtheplumber] 08/6/2021 07:44

Summer soil geochemistry work will give a much better "picture" of this project.Good to see Panther pushing on in 2 jurisdictions now

[danmart2] 08/6/2021 00:46

Of all the small cap miners on LSE, panther is the one I have the most confidence of developing, maturing and becoming a respectable mining company.

[spudtheplumber] 07/6/2021 21:09

Bullish for Nickel going forwardAccording to the Australian Government's Department of Industry, Science, Energy and Resources (DISER), global nickel production in 2020 suffered due to multiple mine closures and disrupted production due to the pandemic's lockdown effect, and the total mined nickel of 2.4 million tonnes was down 12% compared to 2019.Going forward, growth is expected to be driven by returning economic activity and growing markets for nickel used in batteries. The surplus of nickel is expected to narrow in 2021, with the market likely reaching a deficit by 2023, and by 2026 world consumption is forecast to be 3.2 million tonnes, increasing by an average 6% a year.

[spudtheplumber] 07/6/2021 17:02

Not sure "giving up" is the correct termEnding up with a "substantial" share of a company that will have 5 million bucks to put straight into the ground.Also our chairman is also sitting on new co bod.News today tells me the ozzy bod have big plans....

[soulsauce] 07/6/2021 09:54

Hi DIG3Y we don't know.
We are supposed to be keeping a substantial holding, whatever that is, but it is a secret known only to the company at the moment.
I would be very disappointed if we didn't hang on to at least 30%.

[kaos3] 07/6/2021 09:46

yup - closest to the production and to Dr. Kerim

[d1g3y] 07/6/2021 09:43

Hi Soul what percentage of Australian co is being sold off?

[soulsauce] 07/6/2021 09:09

More 'grist to the mill' for the project we are giving up :-/