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Bullboard Post History

by ursusbrumae


T.IVN

RE:RE:PGM Market Fundamentals

Add sustaining capital and it's closer to USD 500/oz.  With the PGM...

March 19, 2018

T.IVN

PGM Market Fundamentals

Yes, platinum is rarer than gold, but unless you are Japanese, it is not as...

March 19, 2018

T.IVN

RE:RE:RE:By the way, Platreef is worth about 5 dollars per share

Totally agree.  Mainly, I think the downside which is knowable to date...

March 19, 2018

T.IVN

RE:By the way, Platreef is worth about 5 dollars per share

Right, TA, but I don't see the market valuing Platreef very highly any...

March 19, 2018

T.IVN

RE:RE:RE:Theoretical Low

I noticed that the order changed fairly frequently, without an obvious...

March 19, 2018

T.IVN

RE:RE:Theoretical Low

Primarily because running out of cash is a serious problem, dramatically...

March 19, 2018

T.IVN

Theoretical Low

Today's share price action of -7% is normal volatility.  In fact...

March 19, 2018

T.IVN

RE:Market Fundamentals at the Dawn of the Copper Age

I think that should be 440kt Cu/ann.  Sorry, I am not too good with math...

March 19, 2018

T.IVN

Market Fundamentals at the Dawn of the Copper Age

The current global EV fleet is negligible, at a couple of million cars. ...

March 19, 2018

T.IVN

Guanxi; bright lines, fine lines, hard lines, sand lines

Guanxi is Mandarin for knowing who to pay for what, and how much. ...

March 18, 2018

T.IVN

RE:The Door is Still Open in the Congo

Sure, let's say the Fraser Institute and Behre Dolbear agree with you and...

March 16, 2018

T.IVN

RE:RE:RE:RE:RE:RE:RE:RE:Door Not Yet Closed on Congo

TA, you are hugely exaggerating as usual.  They do have fresh water...

March 16, 2018

T.IVN

RE:RE:RE:RE:RE:RE:RE:RE:Door Not Yet Closed on Congo

It worked before, when Friedland said he was pulling out of RSA when they...

March 16, 2018

T.IVN

RE:RE:RE:RE:RE:RE:Door Not Yet Closed on Congo

You're living in a dream world, Bloomfield.  Glencore can walk. ...

March 16, 2018

T.IVN

Africa's Helios ditches LondonIPO plans,Congo turmoil weighs

https://uk.reuters.com/article/uk-helios-towers-ipo/africas-helios-ditches...

March 16, 2018

T.IVN

RE:RE:RE:RE:Door Not Yet Closed on Congo

I wouldn't say little invested.  $800 million in past exploration...

March 16, 2018

T.IVN

RE:RE:RE:RE:RE:RE:RE:Definition of courage

My point is it is very difficult to do business in such countries without...

March 15, 2018

T.IVN

RE:RE:RE:RE:RE:Definition of courage

Difficult to say.  Thus far the current regime has tried to change the...

March 15, 2018

T.IVN

RE:RE:RE:RE:RE:Definition of courage

Sorry to say it, but I think it is more a question of law than scruples. ...

March 15, 2018

T.IVN

RE:RE:RE:Definition of courage

Ivanhoe cannot bribe DRC politicians, because it is in direct contravention...

March 15, 2018

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