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Ferroglobe PLC GSM

Ferroglobe PLC is a producer of silicon metal and silicon-based alloys, variety of industrial and consumer products. The Company operates through four segments: United States of America, Canada, France, and Spain. It is involved in quartz mining activities in Spain, the United States, Canada; and South Africa, low-ash metallurgical coal mining activities in the United States, and interests in hydroelectric power in France. It sells its products to a diverse base of customers in a varied range of industries, such as aluminum, silicone compounds used in the chemical industry, ductile iron, automotive parts, renewable energy, photovoltaic (solar) cells, electronic semiconductors, and steel. Its solutions include silicon metal, manganese alloys, ferrosilicon, foundry products, calcium silicon, silica fume, electrodes, pulverized products, silicon for advanced technologies, and other. The Company's subsidiaries include Ferroglobe Finance Company PLC, and Ferroglobe Holding Company Ltd.


NDAQ:GSM - Post by User

Bullboard Posts
Comment by tooclassyon May 15, 2008 6:51pm
173 Views
Post# 15079331

RE: My review of drill program and a conversation

RE: My review of drill program and a conversation

TOO CLASSY, I DADDYMACK4 also applaud you for a thoughtful and well presented post. in my experience though a tight lipped CEO is usually one who knows 1 of 2 things. either rock chip samples are very good or there is really not much in the way of a discovery.
----

Daddymack,

Tony was tight-lipped because he didn't want to tell me what he thought might be insider information. There is no other conclusion to make from it.

I also want to add though that there are shades of grey between "black" and "white". While a drillhole may not be construed as a barnburner or great discovery all by itself, it could show ore-grade intercepts that will eventually result in upgrading the resource calculation. Enough drilling, and enough upgrades of the resource calculation, and you have a future mine.

Using a baseball analogy, we may or may not get "homeruns" here, but enough singles, and a good enough defense and we can win the game. I want everyone here to see the big picture and be realistic. Let us define what we are looking for here. I am looking for enough gold and silver mineralization as determined by gold and silver intercepts of at least minimum mining widths, to eventually justify what will be at least a small but very profitable mine. While the market would certainly get excited by big bonanza (size and grade) drill intercepts, I am not relying on such low probability results to feel good about this drill program. Instead, I am looking for enough good results to substantially increase the resource base and allow us to justify staying in the game with more drilling.

tooclassy

Bullboard Posts