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Bullboard Post History

by ursusbrumae


T.IVN

RE:RE:The Re-Electrification of Everything

Inmet had <400M in OCF in 2011, and an 8B market cap.  That's a...

June 3, 2018

T.IVN

RE:http://www.mining.com/copper-supply-deficit-worse-think/

Urbanisation, electrification, green energy revolution.  Nothin' in...

June 1, 2018

T.IVN

RE:Here it is in black and white. NO REVENUE FROM 2018 LAW.

https://www.bloomberg.com/news/articles/2018-05-29/miners-warn-congo-it-faces...

May 30, 2018

T.IVN

RE:RE:$4 lb Copper

Newbie, you seemed to talk yourself out of your initial position..  When...

May 29, 2018

T.IVN

RE:RE:RE:Again, I just want to point out the FANTASTIC CASH FLOW

TA, CF multiple x tax shield x ownership x tonne/lb x grade x throughput x...

May 26, 2018

T.IVN

RE:Again, I just want to point out the FANTASTIC CASH FLOW

Producers trade at 20-25x times after cash taxes, before depreciation and...

May 25, 2018

T.IVN

RE:RE:RE:New mining code

Obligation to repatriate funds increased from 40% to 60% during the...

May 16, 2018

T.IVN

RE:This is why PGMs have a Strong Outlook

From the studies I read comparing EVs and ICEs, total cost of ownership is...

May 16, 2018

T.IVN

RE:RE:RE:Fast tracking of Kakula

You're right, I didn't read it carefully.  Each 460m, of a total...

May 9, 2018

T.IVN

RE:Fast tracking of Kakula

460 out of 3500m in 6 months, versus 2500m in 16 months?  Sounds like...

May 9, 2018

T.IVN

RE:I don't know about you, but from the following statement

This is 440m average downhole depth, which I would guess is sub-vertical, so...

May 9, 2018

T.IVN

RE:RE:MMG Ltd., a Kakula comp (but not really)

Totally agree, TA.  You just have to have a framework of how to value...

May 7, 2018

T.IVN

MMG Ltd., a Kakula comp (but not really)

Most here are day traders, concerned with technical analysis, market...

May 6, 2018

T.IVN

RE:Cost of Additional Royalties

10% royalties would take quite a bite.  This is an 8% increase, which...

May 5, 2018

T.IVN

RE:RE:RE:New 52-week low today

Kipushi is low.  Platreef and Kamoa are high.  But they are low at...

May 4, 2018

T.IVN

RE:RE:RE:RE:RE:First time in 35 years?

Right, if you want to compare them to other exploration- or development-stage...

May 3, 2018

T.IVN

RE:RE:RE:First time in 35 years?

EVH, the cynical reading would be, that management is always trying to...

May 2, 2018

T.IVN

RE:First time in 35 years?

Reading between the lines, it seems he is saying, now is not the time to sell...

May 2, 2018

T.IVN

Mongolia

Just taking a step back from all this DRC drama, I am reminded of Oyu Tolgoi,...

May 2, 2018

T.IVN

RE:RE:An excellent read for IVN shareholders

Yeah, Glencore has been really lucky.  On almost every deal, their...

April 30, 2018

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