Panther Metals Share Discussion Threads

[roman2325] 30/8/2024 13:18

Hazl: I think my point is the success of this has nothing to do with the wider market, its simply a gamble on the chance of finding something AND how much. And in order to do that you need lots of financing, so I would rather the CEO spend his time looking for investors than telling everyone petrol engines are being phased out so buy Panther.

Don't you agree?

[gcinvestor] 30/8/2024 12:34

No seller but equally no buyers. I expect to see an update in September to see how things are moving forward and what the current schedule is for the next 6 months short term.

[hazl] 30/8/2024 12:03

Roman shares are always about the future and potential.
And what I mean by that is that the share price tends to react to things ahead of itself.
Shares tend to recover just before a recession ends in anticipation of such and so on.

As to the last point, you are getting ahead of yourself there.
We might not have even known that they were in the Critical Minerals Conference in Toronto last week unless we were researching twenty four seven.

Informing on X gives us the detail, hopes and aspirations, for us to be able to form an understanding of what is going on day to day.
Darren gives us a lot more substance than some companies I know
hence a more stable share price just now.


IMO

[roman2325] 30/8/2024 11:50

Hazl - it takes on average 18 years to get ore to market from first discovery, difficult to argue they are perfectly positioned

What was the feedback from whoever met Darren in Canada last week?

[hazl] 30/8/2024 10:42

Darren Hazelwood
@darrenhazelwood
North America’s drive to reinvigorate its manufacturing base, whilst in its early stages, was clear to see at the Critical Minerals conference in Toronto last week.
Huge value can be assigned to businesses able to directly feed that manufacturing base.
Perfectly positioned! #PALM

[hazl] 30/8/2024 07:08

Well it's been good and stable compared to various miners.

Ih fact a gradually rising trajectory.
I am happy with that but am not short in anything like you....seemingly

8-)

[shortarm] 26/8/2024 08:24

Darren is always extremely pleased and could not be more pleased. Me - not so much!

[kaos3] 26/8/2024 05:43

darren is eager to win. conviction and energy

[gcinvestor] 25/8/2024 20:18

Time to fire up the rumour mill. PALM management with feet on the ground in Canada, possibly drumming up some JV drilling ventures with some majors

[spudtheplumber] 24/8/2024 07:16

Usual one liner....

[danmart2] 23/8/2024 14:08

Usual spin

[jp2011] 23/8/2024 07:25

Any views on FCMs trench work on Dead Otter. DW tweeted is could be very good news for PALM but when I looked at the magnetics from FCM it wasn't obvious the trend continued onto DL.

[spudtheplumber] 21/8/2024 17:02

You're a bit of a sad bloke Paul.....

[soulsauce] 21/8/2024 15:54

Zero trades once again 🤦

[spudtheplumber] 20/8/2024 10:59

I see Darren in Toronto this week

[spudtheplumber] 20/8/2024 10:58

They've got to pay their wages somehow And to think Darren was criticised for the "pointless" sale of around 30k worth a while ago!PNT turning into another AAU Now there's some lifestyle companies for you Dan

[xow98] 20/8/2024 09:24

PNT ASX - Fundraise??

The securities of Panther Metals Ltd (‘PNT’) will be placed in trading halt at the request of PNT, pending it releasing an announcement. Unless ASX decides otherwise, the securities will remain in trading halt until the earlier of the commencement of normal trading on Thursday, 22 August 2024 or when the announcement is released to the market.

[soulsauce] 19/8/2024 17:25

Well at least we managed 3 trades today, unfortunately they were in the wrong column and didn't amount to much 😴

[hazl] 19/8/2024 16:23

Sometimes as in SOLG they get finance because the resource is seen as valuable.
Again a government of a resource can support a project, if the company's management is observed to have expertise, as in Ecuador.


There are many variations of this.

As for gold if it is seen as in short supply then attitudes change.
We will see.
Certainly they forcast a big shortage of some of the basic materials in the near future, depending how fast and furious the move to alternative energies and zero carbon become.

So there are many arguments for and against but I decided it was worth it, rather than when a sector takes off.
It is upto the individual to decide.
In time rhings will become clearer.

[roman2325] 19/8/2024 13:12

I keep reading 'the sector is unloved' and 'now producers have moved up explorers will too' - WRONG

Producers have already found something of value - they can take this to a bank and use it as collateral to get financing. With financing (working capital), you have a business

Banks do not lend to little explorers any more - because the era of ultra low interest rates have changed. Plus Basel IV dictates it is uneconomic to lend to anything considered risky in natural resources - it eats up your balance sheet. So little explorers will stay unloved until rates go back to zero, and we decide we don't want to regulate financial markets any more (likely never)

So unless you have deep pockets, or can do a deal with someone who already has financing, you are unloved until you make a big discovery.

The market of the last 20 years has gone

[highley1] 18/8/2024 16:11

I focus on the small to mid-tiers, rather than giants like Barrick.

I like Agnico Eagle a lot though, they seem to have a habit of getting things right and creating shareholder value, but I'm not a holder yet.

[hazl] 18/8/2024 15:34

Fair enough. More producers in the US.
SHG taken out at a lower price than I sold it for back in time.
A strange market.

I have done well in the past with gold companies so I'm not complaining just observing.

Rather get in low on ones that eventually are going to be good.
Randgold as was and Barrick and the like not my scene.

Anyway look at Barrick 19 now was 30 in 2020.

[highley1] 18/8/2024 15:11

Hazl,

Well most of my gold producers have been very much on the front foot recently, and I'm delighted I made the decision to sell my early stage explorers and focus on producers and late stage developers with finance in place at the end of last year.

At some stage we will see a switch to the explorers, but's that's for the future IMO.