Bullboard Post History

by ljp0101

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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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Bullboard Post History

by ljp0101

RE:RE:RE:Sale

RE:Value of the NIF land

RE:RE:RE:Vote calculation

RE:RE:Volume

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

RE:Looking ahead

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

RE:RE:RE:Share Price

RE:RE:RE:It’s happening…maybe.

RE:It’s happening…maybe.

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

RE:RE:To Fix or Not to Fix

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

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

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

RE:RE:RE:Noranda Outlook

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

RE:Noranda Outlook

RE:Glencore's Smelter Warning

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

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Bullboard Post History

by ljp0101

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