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Bullboard - Stock Discussion Forum Plateau Energy Metals Inc. PLUUF

Plateau Energy Metals Inc is an exploration stage company. The company is in the process of acquisition, and exploration, and evaluation of mineral properties in Peru. It is principally engaged in the exploration for uranium on its properties located in the Macusani plateau region of southeastern Peru and the Falchani lithium project.

GREY:PLUUF - Post Discussion

Plateau Energy Metals Inc. > Recent weakness
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Post by juanPeru on Nov 15, 2018 12:52pm

Recent weakness

The weakness in sp we're seeing the last days seem to be connected (again) with Aduviri's first interview to foreign media since he was elected in October 7. As always Aduviri spoke against the exploitation of mineral resources by private companies but implicitly recognizing the current legal framework about mining in Peru:

https://gestion.pe/economia/pasara-mineria-puno-aduviri-dice-quiere-imitar-modelo-boliviano-249977
¿Qu pasar con la minera en Puno? Aduviri dice que quiere imitar “modelo boliviano”
 
"We must avoid the looting of natural resources, which is why I speak of the Bolivian model and I will continue to repeat this as many times as I want," said the Aymara leader.
 
"If Peru wants to responsibly manage our natural resources, we must copy the Bolivian model for the use of natural resources,"

"You can not talk about Lithium while you do not have a law, because without a law we are going to repeat the history gas, which does not benefit us at all."
 
https://lta.reuters.com/article/businessNews/idLTAKCN1NJ34Z-OUSLB
Lder indgena de Per dice no permitir saqueo minero, plantea gasoducto con Bolivia
 
https://www.fijitimes.com/from-fugitive-to-governor-a-peruvian-mining-foe-rises-again/
From fugitive to governor, a Peruvian mining foe rises again

In his first interview with foreign media since his victory, Aduviri – who will take office in January – said he would continue to oppose mining that lacks clear benefits to communities in Puno, one of Peru’s poorest and most lawless regions, near the border with Bolivia.
 
“There’s shameless pillaging taking place,” Aduviri told Reuters late on Tuesday during his visit to the capital Lima, where he said the country’s elites treat him with suspicion. “As a country with immense natural resources, unfortunately, we aren’t seeing the benefits.”
 
The comments do not bode well for foreign mining companies operating in Puno, such as Vancouver-based Bear Creek and Plateau Energy Metals.
 
Bear Creek declined to comment on Aduviri’s remarks, but said in a statement it works “diligently, alongside all levels of government, for the benefit of all Peruvians, local and nationwide.”
 
Plateau, which has plans to tap a lithium and uranium deposit in Puno, did not immediately respond to a request for comment.
 
As governor, Aduviri cannot unilaterally halt any mining project. But he will have a bigger platform from which to turn up the pressure on Peru’s most important industry, and could draw attention as a rare nationalist voice ahead of 2021 presidential elections. Aduviri said he would oppose any effort to restart Bear Creek’s Santa Ana silver project, which sparked the unrest that left five protesters dead in 2011. “Santa Ana is vetoed,” Aduviri said. “It’s impossible.”
 
But he added that he might support the company’s $585 million silver mine Corani if Puno residents approve of the project in public hearings (consulta previa, in Spanish).
 
Aduviri called for centrist President Martin Vizcarra to nationalize control of strategic raw materials as Bolivia has under Morales. “If Peru wants to manage its natural resources more responsibly, we have to copy the Bolivian model,” he said.

Some investors are beginning to worry about Aduviri's declarations and to doubt about Peru government commitment to the project and mainly with the development of the legal framework required for Lithium & Uranium exploitation. If Vizcarra comes out with this legal framework in the months ahead and publicily announces it then I guess sentiment would drastically change and the downtrend would be definitely broken. In August Vizcarra told Reuters that the required legal framework would be produced in less than six months and using the chart (previously posted) we can see that point of time matches with the point in which the two lines (the green and the red one) crosses.

User image

PLU investors are focused in this legal framework, as you can see by reading what some of them post in ceo.ca, like this wealthy guy who's gone all in PLU in recent PPs:

@numbersguy Yeah that SEDI report continues to solidy my investment thesis for $PLU. Consistent and LARGE insider buys before a major legislation decision. Love to see skin in the game, especially from guys like Ian Stalker and Bob Disbrow. Love it.

At this point it seems everyone knows about PLU, so even specialized press is writing about these affairs:
 
https://www.mining-technology.com/features/cracking-lithium-triangle-will-new-legislation-open-gates-peru/
Cracking the lithium triangle: will new legislation open the gates for Peru?

“The discovery is in Peru’s southern region of Puno, near the border with Bolivia, and represents the first discovery of hard-rock lithium deposit in South America. The President [of Peru] is trying to establish regulated development of the resource – with estimations of approximately $500m value per year of exports – to support continued growth of the nation’s economy.”
 
(...) President Vizcarra has announced his intention to open the area for excavation in the next six months, an ambitious timeframe. Lithium and uranium have not previously been produced in the country, so whilst the production of such prized minerals pose a great opportunity, there is likely to be some changes required. Peru’s energy and mines ministry will have to produce an entirely new legal framework for the aspects of the production of uranium for example.
 
(...) “For uranium, you can mine and produce uranium under the current Peru general mining law, but what isn’t in place is the legal framework for the transport and export of uranium,” says Plateau CEO and director Alex Holmes. “In any uranium producing country there is a legal framework which is required for international reasons to effectively have secure logistics for the transport and export to conversion facilities.”
 
While Peru is new to both the lithium and uranium markets however, it has a vast history of mining projects. As such, with the support of the government, the currently legislative insufficiencies do not seem to pose much of a concern for the projects.
 
(...) By developing a legal framework in the shortest possible time, Peru will be able to begin reaping the benefits of the looming uranium demand growth. It is predicted that uranium demand will rise roughly 40% by 2025, causing a consequential increase in price. The country’s Mining Royalty Law means that revenues from the mine should be distributed to the local authorities where the mine operates, ensuring that its operations benefit the local region of Puno.
 
“Plateau Energy Metals could have a strong economic impact on the region, drawing international investment into historically one of the poorest regions of Peru,” says Mills. “Mining provides major direct and indirect employment opportunities plus spending on infrastructural improvements including roads, water supply etc.”
 
(...) The speed at which the law changes are being proposed have therefore caused concern. “The new law could worsen environmental impact of mining in the region, removing the requirement for projects to have formal environmental certificates in place before launch,” says Mills.
 
Fears may be particularly pronounced due to the production of uranium, as radioactive material extraction is linked to a number of health risks such as lung cancer, which can be caused by protracted radon decay exposure. This will be the first time the metal is produced in Peru, and as previously mentioned regulations around the mineral have yet to be fully developed.
 
Comment by Investtowin99 on Nov 16, 2018 2:05am
thx, JuanPeru, for the information (had also seen the interview). Not sure though if stockprice weakness is specifically tied to this interview as I can point out dozens of juniors where there is similar price weakness. My guess it's more general market-related as many stocks have been hammered. Good news there is that many, many technical and sentiment-indicators are pointing to the ...more  
Comment by juanPeru on Nov 16, 2018 12:05pm
Of course Peru has gained inmmensely from mining and also I'm pretty sure there's a win-win for Puno and PLU. Vizcarra is doing god job as President although I wouldn't say great, but that's another point.
Comment by juanPeru on Nov 16, 2018 12:19pm
I meant good job, my (unintentional) mistake, lol.
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