Comment by
whoisyourpapa on Jun 04, 2012 11:56pm
Great news!!! You don't take an interview on CNBC if pending deals you have in the works don't look like they're going to get done. whois
Comment by
mercurysmith on Jun 05, 2012 12:07am
Whois, I hadn't seen your last post before I made my last post. Your point is exactly what I was trying to say. It is a big relief to hear Brian's comments, and he would not have done that interview unless the good news of the offtake is still on track for the near future. Your comment is bang on.
Comment by
Adrammelech on Jun 05, 2012 12:08am
The interview sounds good and with China reducing export quotas and NTC Mactung looking like it might get muddled in YESAB, it looks like Woulfe will be the wests largest source of tungsten. I would get paid a million bucks to know what Brian thinks "Signifigantly Undervalued" means... GLTA Longs Adrammelech
Comment by
whoisyourpapa on Jun 05, 2012 12:55am
Mercurysmith, I guess great minds think alike ;-)
Comment by
AAA-1 on Jun 05, 2012 9:14am
well, my guess is more than threefold. Keith
Comment by
Earlyone_1 on Jun 05, 2012 1:32pm
You fail to mention that NTC has Cantung on line....High grade producer of concentrate.
Comment by
Adrammelech on Jun 05, 2012 2:20pm
Cantung is small compared to both Sandong and especially Mactung. See the NTC corporate presentation on their website. There is a beautiful graph comparing production per mtu and the likes in it, I really like it. https://www.natungsten.com/i/pdf/CorporatePresentation.pdf Slide 7 but I think the whole thing backs WOF up too. GLTA Longs Adrammelech
Comment by
Adrammelech on Jun 05, 2012 2:22pm
You have to go through the corporate website natungsten.com then corporate presentations (the link doesn't work) Adrammelech