Strategic Minerals Share Discussion Threads

[smlwebsite] 20/11/2015 11:05

Looks like the New Zealand coal industry will look a lot different this time next year as Solid Energy gets rid of its mines. Lot of Indian interest and much depends on how much the new buyers go for the domestic market or not.

Huntly closing is 100,000tpa less on the market place but Rotowaro has an extra 300,000tpa since Genesis cancelled their order.

[d4vis] 19/11/2015 23:44

I don't think Huntley power station or Huntley East mine was part of the BOD thinking back when the tatu deal was originally struck. still it can't hurt if there is less domestic competition - provided the bod with all their experience have costed this correctly

From corporate update - 01 May 20115

The north island of New Zealand imports a significant quantity of thermal coal for energy generation and domestic lime and concrete production. The Directors believe that a number of potential large customers exist within a 150 kilometre radius from Tatu. The Company has engaged local coal marketers who are undertaking sales enquiries to assess demand and progress discussions to support the sale of coal from Tatu.

[smlwebsite] 19/11/2015 13:53

The Tatu Project


Cobre overheads up by US$386,000 over the 12 months to June 2016.
Cobre made a theoretical profit of $162,000 in H1 2015.
SML have no requirement to release any more Cobre costing figures until the Interims around June 2016.

[turbotrader2] 15/11/2015 17:45

Just remember the markets will be messy tomorrow but if you lose a few percent off your portfolio just remember those poor people in ParisWe are still alive !God bless those victims

[smlwebsite] 15/11/2015 09:27

From that podcast it looks like James Chisholm is a shareholder and nothing more in SML. Peters went on at length about Broomes value to the company and even the guy running Cobre but on Chisholm he just said he phoned him sometimes.

[d4vis] 13/11/2015 10:14

Here it is...

[d4vis] 13/11/2015 10:12

Yesterdays Podcast

[d4vis] 13/11/2015 10:11

Agreed well worth listening to.

[pvw] 12/11/2015 15:26

Well worth a listen, John is on excellent form here...plenty to look forward to

SharePickers @SharePickers
On the podcast today Stategic Minerals #SML MD & CEO John Peters > bit.ly/SPPOD340

[billyrayvalentine] 11/11/2015 08:42

"John Peters, managing director of Strategic Minerals (LON:SML) says the firm’s Tatu coal mine in New Zealand has competitive advantages over rival operations in the country.
His comments come after the closure of a nearby competitor, Huntly East, also on New Zealand’s North Island, which sold coal with similar characteristics to Tatu’s.
“We’re operating a new mine at ground level, which gives us lower costs and allows us to meet demand from with the country and compete with cheap Indonesian imports," Peters tells Proactive."

[d4vis] 10/11/2015 15:22

RIP Steve - Steve's contributions were always well received on this board

[d4vis] 10/11/2015 15:11

Today's interview Answers a few questions...

[smlwebsite] 09/11/2015 20:43

So what did todays RNS really say. Possible Translation here


Example
Cash of US$1.347m as at 30 September 2015

Possible Translation
Net cash of $469,000 as at 30 September 2015

[pellers] 09/11/2015 09:13

My condolences to Cyprus Steve a genuine and honest poster

[smlwebsite] 08/11/2015 15:46

Looks like sml was broke without the placing

[the stigologist] 07/11/2015 13:27

funny that CS and marab disappear at same time ?

paleje 4 Nov'15 - 12:13 - 4801 of 4827 0 0

Trouble is Jag, and I've seen plenty of DR's predictions, is that he's not very good at them. He used to communicate quite a bit with Cyprus Steve, nothing insider but indicators on how things were going, and they never came out the way he thought, I know he's well intentioned but he misjudges. Anyway lets hope he's really got something this time.

Cyprus Steve btw, for those who knew him, passed away a week last Friday he was a regular contributor to several boards not a ramper or deramper just s decent bloke passing opinion.

[turbotrader2] 05/11/2015 18:32

Indeed RIP Steve

[bob_th] 05/11/2015 07:47

What sad news. My condolences to his family. RIP Steve you'll be missed by many investors.

TH2

[oilbuy] 05/11/2015 06:49

Cyprus Steve btw, for those who knew him, passed away a week last Friday he was a regular contributor to several boards not a ramper or deramper just s decent bloke passing opinion.Taken from FRX board.Rest in peace

[oilbuy] 05/11/2015 06:48

Cyprus Steve btw, for those who knew him, passed away a week last Friday he was a regular contributor to several boards not a ramper or deramper just s decent bloke passing opinion.Taken from FRX board.Rest in peace

[fenseal3] 03/11/2015 11:34

Big buys @ 0.3p 2m and 600k delayed 8-)

[fenseal3] 03/11/2015 10:58

Well, Well, Well.....stig is here and we have gone from red to blue, that for me is the biggest sign yet that this will bounce back to 0.6p in no time at all, stig thanks for posting today this is the turning point, if you want to make some dosh then jump in, but then again, you probably are in....you are just twisted!!!!

[the stigologist] 03/11/2015 09:57

is marab dead ? or just dead quiet ?

[slicethepie] 03/11/2015 09:35

Still sellers appearing...best guess is optiva clients taking a quick buck!

[turbotrader2] 02/11/2015 18:59

What really gets me is that the flocks will appear in 50%+ daysGrab the bargain now surely ??????