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Northern Dynasty Minerals Ltd T.NDM

Alternate Symbol(s):  NAK

Northern Dynasty Minerals Ltd. is a Canada-based mineral exploration and development company based in Vancouver. The Company’s principal business activity is the exploration of mineral properties. The Company’s principal asset, owned through its wholly owned subsidiary, Pebble Limited Partnership, is a 100% interest in a contiguous block of about 1,840 mineral claims in Southwest Alaska, including the Pebble deposit, located about 200 miles from Anchorage and 125 miles from Bristol Bay. The Pebble Partnership is the proponent of the Pebble Project. The deposit lies entirely within the Lake and Peninsula Borough, approximately 23,782 square miles of land. The deposit is a Copper-Gold-Molybdenum-Silver-Rhenium project. Its subsidiaries include 3537137 Canada Inc., Northern Dynasty Partnership, U5 Resources Inc., Pebble West Claims Corporation, and others.


TSX:NDM - Post by User

Post by realitycheck111on Dec 15, 2017 2:58am
243 Views
Post# 27162339

AlphaGroup Wrote:

AlphaGroup Wrote:1. Visit the company website and read their corporate presentation - you will see in there, if Nak was valued at the midpoint of its public development stage comps (which it arguably is already but even if we wait for financing partners) it would be trading at $12. That is a public comp valuation based on M&I resource estimates

measured and indicated is not “ore”.  preliminary feasibilty required for proven/probable classification. 

2. You don't need an EIS to have value - this is clear if you look at the mining landscape and public companies. This assertion is absurd. Anyone with mining knowledge knows M&I is a valid economic estimate for most of those who "know" the industry

this is a lie. there is a reason for various classifications, otherwise everything would be “ore”.  if a project is fully permitted waiting financing would it not bring value?

3. $750 mil has been spent to date on the EIS - this is not a 'early explorer with one drill hole'

this is a lie.  no eis has been initiated because no permit application has been submitted. 

4. If you thin you need a bankable feasability study to have value, again you dont understand this industry and should avoid trading it, long or short, because you clearly will lose money. If your view was correct, every mining company who completed a feasability study would be prior to publishing a penny stock, the after pubishing would 10-20x their price like a biotech, this DOES NOT OCCUR in the mining sector. Your view is rudimentary, uneducated, and incorrect.

this is a total lie.  a bankable feasibility is required by lending institutions-+/-10% accuracy unless you have $5 billion in the bank. 

AlphaGroup is a complete joke. 

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