Discover and read the best of Twitter Threads about #mining

Most recents (18)

BTG Pactual sobre CSN Q1: SN reported a decent set of results, thanks to its mining division (once again). Adjusted EBITDA came out at R$1.3bn, bang in-line with our estimate and -23% y/y (note: accounting EBITDA at “only” R$511mn). #CSNA3 #steel #mining #Brazil #earnings
Its mining division accounted for near 70% of EBITDA generation, but we were pleased to see its steel division gain some ground (EBITDA growing q/q after maintenance; still a low base).
On the more negative side, CSN’s net debt figures expanded yet again to R$32.8bn (leverage at 4.8x), which continues to be a structural concern for equity holders.
Read 6 tweets
1) Why are #Uranium #stocks so severely undervalued relative to Spot #U3O8 price?🤔 There are several reasons but biggest by far was decision by Global X Uranium ETF $URA in January 2018 to switch from 100% to only 50% U3O8 stocks! They had to unload over US$200M in U stocks! ..2
2) In January 2018, $URA held over US$400M worth of #uranium stocks. The switch to 50% led to a selling-off of US$200M worth of #stocks into a tiny illiquid sector, driving down share prices of almost every U stock across the board starting in March 2018. But it got worse... /3
3) $URA had been the Sentiment Indicator for #Uranium sector. Where $URA went, #U3O8 #stocks would follow.🐏 As U stock prices plummeted, $URA plummeted, so more investment firms redeemed $URA units, creating a downward spiral🌪️ so by end of 2019 over US$320M in U stocks sold..4
Read 7 tweets
1/16 So where was I going with #mining block models in my previous thread? I can now show you how we use them to optimise for open pit mining and approximate a good UG mine plan as well. To begin, the decision to go open pit or UG very much depends on the shape & size of the ore
2/16 body, and the decision is usually intuitive. Sometimes a combination of OP & UG methods makes more sense. Consider the following theoretical block model representing a rich, vertical ore body. Assume this is a 2D environment, not a 3D one, with coloured units of value.
3/16 Now with our avatar safely removed w/o any major social justice fallout, we can get on with the open pit mining. 😉 Let's assume that the cost of mining is 1 unit, processing cost 0, what would the value be mining the 1st level by Open Pit methods?
Read 17 tweets
Lets talk about #Gold #Mining in #SouthAfrica. Specifically, lets talk about #AngloGold's exit from South Africa & its impact on say, #Lesotho #Migrant #Mine workers...
The latest #news in the #SouthAfrican #Mining #Industry is that #AngloGold Ashanti, the world’s third-largest gold miner, has sealed a deal to sell its last remaining SA asset as it exits the country after 22 years on the #JSE...
I will not be talking about the "WHY" aspect of #AngloGold's exit from the #SouthAfrican #Mining #Industry. Rather, my focus will be on the consequences of such a move for #Labour, #Migrant labour to be precise. Labour from #Lesotho, specifically...
Read 12 tweets
Charts and Analysis up this evening for $SDRC $PGVI $GGSM $SBES $BONZ +👇

More Research on $GGSM and $PGVI 🤫🌞...

I know MANY don't Research..If they did...I doubt they would have sold today..MUCH more Research to come hehe...👇

Last time we PINPOINTED the Gringo Viejo Project.

This time I will be discussing how big of a deal this #silver Project is.

Let's start with @SierraMetals . Quality #miner and well Known. $GGSM is LITERALLY smack DAB in the middle of LARGE @SierraMetals #silver claims.

They are Within Minutes of one another👇The Part that sticks out to me though :)How much HIGHER $GGSM's #silver assays are🤫
Read 23 tweets

In order to properly complete my $SDRC presentation and after many requests for more info on management its time. :)

The MAIN aspect I want to get across with this $SDRC management is INTEGRITY AND TRUST just as it says on their website. 👇

INTEGRITY AND TRUST are very difficult qualities to find in the OTC market space..but $SDRC has it..and the managements background screams it..Nothing but Quality here...But also REAL PEOPLE...GOOD PEOPLE...not out to screw the shareholders...I'll start with our CEO.👇

The CEO is quiet...and our VP Dan seems to do most of the communication..BUT NEVER mistake quiet for weak...This guy has a ton of business experience...and to this day continues to run a large successful private business.

Read 10 tweets
$ALPP Very nice bounce off that .11 support area! 20MA giving us a lil fight here. Huge acquisition just dropped bringing in 14M+ revs and a maxed out SS. Watching for another big squeeze!! $PFMS $SBES
$BFCH Huge accumulation and a loooong base with solid support = BIG future pop!! Watching for updates on the miners and other material events!! $CAVR $TOMI
$CAVR Accumulation STILL heading north with a nice curl upwards end of week. This is ready for a big pop. We were adding in the low 20’s and looking great! Eyes are peeled for more news/updates!!!! $EXLA $PFMS $ALPP
Read 14 tweets
TheTotalConnector#38: Adam Back (PhD) @adam3us -
The Bitcoin Rabbit Hole & The Lightning Conference 2019 in #Berlin.
@LNconf #TLC2019
During the Lightning Conference 2019 in Berlin, I had the pleasure to sit down with Adam Back (cyberpunk, cryptographer, PhD in computer science, CEO/Co-Founder of Blockstream etc.) for an interview.
Adam´s works (#Hashcash used in #Bitcoin #Mining) is cited in the White Paper of #SatoshiNakomoto.
Our fascinating talk deep down the Bitcoin Rabbit Hole covers a spectrum of questions and topics:
Read 12 tweets
#Peru: Brutal eviction of the indigenous community of Ccapacmarca, in #Cusco, by National Police. The community was blocking the passage of vehicles from the mining company #LasBambas, which is controlled by Chinese miner MMG Ltd.
Video via El Reportero Chumbivilcas Cusco
#Peru: According to a three-month-long environmental assessment carried out by OEFA and community members, #LasBambas’ trucks are contravening environmental regulations when it comes to air, noise, land and water pollution.…
#Peru: More than five people injured by National Police in Capacmarca. #LasBambas #Mining #HumanRights…
Read 5 tweets
1/3 #Mine #remediation: Something most avoid, but there are viable economic solutions. This is something VERY close to my ❤️. If you want to make a difference, please look at $CDPR who are actively addressing one of Peru's biggest social & #environmental #liabilities.
2/3 Here is part 1 of a 2-part vid. showing the 400yr-old #mining #environmental #disaster area that is Cerro de Pasco & what the possible cleanup solutions could be. One of them is employing new hydro-metallurgical technology in retreating waste.
3/3 2nd vid: Rather than conventional closure, Cerro de Pasco Resources is bringing in this tech. to clean up the area, working with Gov. & Communities in creating jobs & rebuilding.
Full disclosure: I am fin. invested in & involved with $CDPR
Read 4 tweets
AND THIS, MY FRIENDS, IS WHY ( @realDonaldTrump ) #PresidentTrump IS INTERESTED IN PURCHASING #GREENLAND. *** #URANIUM *** BRILLIANT!! BUSINESS MAN, BAR NONE. ==> Greenland closer to building world’s fifth-largest uranium mine #MINING.COM
@realDonaldTrump (2) THIS ARTICLE BREAKS DOWN and EXPLAINS the U.S.'s POTENTIAL INCOME by PURCHASING #GreenlandPurchase #Greenland. ==>…
@realDonaldTrump Uranium's atomic number is 92. It has 92 proton's, 92 electrons and 6 valence electrons.

#QAnon's what's that add up to? That's right, "17".

Coincidence? I think, not.
Read 18 tweets
1. The #mining industry’s (and their advocates’) arguments against #miningreform proposed by @NRDems & @SenatorTomUdall are built on untruths.
@NRDems @SenatorTomUdall 2. @NationalMining, and @CatoInstitute in @thehill, claim that onerous U.S. oversight obstructs #mining investment, never mind real #miningreform.…
@NRDems @SenatorTomUdall @NationalMining @CatoInstitute @thehill 3. They are wrong. Don’t take @earthworks word for it if you don’t want to. But you should believe mining industry executives: they report, year after year, the U.S. has the most attractive #mining investment jurisdictions in the world.
Read 15 tweets
#Mining #Executive #Gold
All that Glitters is GOLD:
GProduction set to set new Global Production records in 2019

1/ The 2019 global gold production is set to set a new record of 109.6 million ounces, an increase of 2.3 Million ounces from 2018 production according to a global
2/ research group S&P Global. There has been more than a decade of consistent growth in the gold industry with investor confidence seeing massive takeovers in mergers and acquisitions in the last 2 years. Significant numbers in green field projects have been seen with a lot of
3/ brownfield projects previously on care and maintenance being revamped for full scale production. In Australia which accounts for more than 17% of the world gold production, Gold accounted for close to 50% (about $689 Million) of all the Australian mining exploration spend
Read 9 tweets
Never a Dulles moment studying the Symington family until now…
* CJ #Symington
* #Dulles
* #Firestone
* #CIA

Keep digging, #TeamW @GeorgWebb
* National Planning Association
* ----> That means Rexford #Tugwell
* Liberia #Mining Company
* #Goodrich
* Initial references to petroleum in Venezuela (Franklin Tugwell wrote the book on Venezuela's oil reserves, released in 1974)
Read 5 tweets
Attracted by infamous #ViolentUpside of past #Uranium Bull Markets? 🚀🌜 #Investment choices are limited in this tiny niche sector with only ~60 companies left standing of over 500 #U3O8 related #stocks a decade ago. In this thread I will try to lay out some #investor options..🗂️
For lowest risk #investment in #uranium best option is a traded Fund that holds Physical #U3O8. ⚛️ In North America that's Uranium Participation (#TSX: $U OTC: $URPTF) & in #UK that's Yellow Cake PLC (#AIM: $YCA). A 3rd choice, Uranium Trading Corp $UTC, is set to IPO in US. ✍🏼
If you prefer to #invest in baskets of #uranium #stocks through ETF's for 1-trade in & out #U3O8 sector exposure, only 2 real choices. In North America, Global X Uranium ETF $URA on #NYSE, Indexed by Market Cap📊 In UK, Geiger Counter Ltd Fund on LSE: $GCL cherry-picked by PM's🍒
Read 19 tweets
RT this [THREAD] of articles if you'd like to ask Twitter's most popular UK political commentators - the vast majority of whom seldom or never mention the Ecological Emergency - for analysis of the politics of catastrophic #ClimateBreakdown, #MassExtinction & #EcologicalCollapse.
Dear @jonsnowC4 @peston @bbclaurak @bbcnickrobinson @afneil

'we could be looking at an epic extinction event, caused by ourselves, which could include exterminating our own species, or at least what we call “civilization,” in as little as nine years.'…
Hi @OwenJones84 & @paulmasonnews

'We are already facing mass extinction. There is no removing the heat we have introduced into the oceans, nor the 40bn tons of CO2 we pump into the atmosphere every single year. There may be no changing what is happening'…
Read 36 tweets
After getting a good rap on the knuckles by editors for being a lazy lurker on social media, here's course correction. I am now doing a thread of all my reportage in 2018. (@sree and @prempanicker had encouraged me to do this many years ago 🙈) Please read and share.
While urbanisation is a global trend, villagers around #Ahmedabad don't want to live in cities. Since 2012, #Gujarat government has encouraged 12 cities to swallow up some 800 villages. And now, most of them are resisting. A take on the 'Gujarat Model'.…
The two main problems for the new state of #Telangana are exemplified in
Vemulaghat, a village off #Hyderabad. I went there to understand their conflict over land and #water for irrigation. CC: @Landesa_Global @LandConflicts…
Read 28 tweets
- Tu sais comment on fait pour protéger une maison menacée par les inondations ?

- Ben...on la soulève.

À Hensies, les maisons de la cité des Sartis ont été relevée de 1m50 à 2m pour les préserver des inondations causées par les affaissements miniers en 1934. #envhist #mining
Les maisons soulevées dans les années 1930, ça avait l'air de vous intriguer, alors pourquoi qu'on fait et comment qu'on fait ?
La pratique de relever des bâtiments et des monuments est "commune" depuis la seconde moitié du 19e siècle. On relève, on abaisse des rues, des églises et des maisons selon les besoins.

Ici, un extrait d'un prospectus publicitaire des années 1930 de l'entreprise Lecharlier
Read 18 tweets

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