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Bullboard Post History

by ljp0101


T.NIF.UN

RE:RE:RE:Sale

The dissidents made the best out of a bad situation. Problem is we were going...

March 2, 2023

T.NIF.UN

RE:Value of the NIF land

There's an environmental remediation cost associated with the land...

January 26, 2023

T.NIF.UN

RE:RE:RE:Vote calculation

This is probably right. Glencore is happy if they get the vote goes through...

January 26, 2023

T.NIF.UN

RE:RE:Volume

No chance this deal happens in the current form as it'll be impossible...

January 11, 2023

T.NIF.UN

RE:So they only need a simple majority for this to go through?

Majority of the minority votes is the requirement (and two thirds of all...

January 9, 2023

T.NIF.UN

RE:Looking ahead

The IDs will all be replaced. NIF and Glencore know this is fait accompli so...

December 15, 2022

T.NIF.UN

RE:RE:RE:RE:RE:Share Price

I think at least one of the two large shareholders would take dissent if they...

November 17, 2022

T.NIF.UN

RE:RE:RE:Share Price

They couldn't get a takeover across the line at an attractive price. Too...

November 16, 2022

TRQ

RE:RE:RE:It’s happening…maybe.

The Pentwater filing contains the actual agreement, which is what I...

November 6, 2022

TRQ

RE:It’s happening…maybe.

I believe this letter misstates a critical point: the 20% of consideration is...

November 6, 2022

T.NIF.UN

RE:RE:RE:RE:RE:TDW adopts realistic outlook...

Problem with the net-net line of thought is the starting point on a going...

October 26, 2022

T.NIF.UN

RE:RE:To Fix or Not to Fix

What a mess. There's zero chance CEZ shuts down. Questions are how the...

October 20, 2022

T.NIF.UN

RE:RE:RE:RE:RE:RE:RE:RE:RE:RE:RE:RE:New Quarter - Fingers Crossed on Production Figures

Implied premium calculation has some limitations because it's average LME...

October 14, 2022

T.NIF.UN

RE:RE:RE:RE:RE:RE:RE:RE:RE:New Quarter - Fingers Crossed on Production Figures

Going to lose some revenue / EBITDA in Q3 from lower free metal given zinc...

October 12, 2022

T.NIF.UN

RE:RE:RE:RE:RE:New Quarter - Fingers Crossed on Production Figures

Most important aspect of 3Q earnings is production guidance / comments about...

October 9, 2022

T.NIF.UN

RE:RE:RE:Noranda Outlook

Probably wouldn't get involved again; CEZ is a decent smelter with some...

September 10, 2022

T.NIF.UN

RE:RE:RE:RE:RE:Zinc Premium about 40 cents per pound

TCRCs don't need to increase for smelter economics to improve...

September 10, 2022

T.NIF.UN

RE:Noranda Outlook

NIF is sitting on a huge hedging loss in Q3 even with the price move today...

August 16, 2022

T.NIF.UN

RE:Glencore's Smelter Warning

Article pegs NA physical premium at 900/t, 0.40/lb. Well done to our...

August 10, 2022

T.NIF.UN

RE:RE:Best earnings ever...no one buys hedging profits? lol

This is spot on. I'm taken back by the brazenness at the moment, though I...

July 29, 2022

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