AZY (ASX) Upcoming Catalysts

Originally posted by scalper: ↑

Ok, Its Sunday, time for the spreadsheet update, again will do it for the next few weeks only.

Unfortunately, not much happened during the week in terms of news or our share price.

However on Tuesday we did have a flutter of volatility in the share price with 32m being accumulated at 1.2c.

And there has been smoke on the horizon in the papers about speculation on both Winu and Haveiron ownership, these could be enormous re-rate opportunities to the AZY share price, news will come, but might need to be patient for another quarter.

But our immediate focus will be on the upgrade MRE for Minyarie and GEO-01, scheduled for release this week, but they can run overtime and into the first week of Sept.

But it is very near, and at a time of a all time high in gold price.

I have not idea, but would be very happy with an addition 450K oz overall, but that's just a stab, but it adds about another 3yr of mine life.

Whatever the number to be, it will still grow overtime, and every oz that we can put into the resource ultimately will become extremely valuable.

I still can't work out how Greatland Gold's valuation stacks up if it utimately gets to buy Telfer and the other the 70% of Havieron, their market cap would be around 1.5 - 2b including debt and getting into production. But I can work out how that market cap works out at a current 2Mt pa or possibly 3mt pa upgraded deep underground operation.

Maybe a another cutback at Telfer openpit and a bit from their unground operation combined with Havieron will get them to 50% of 1 train at Telfer, but remember our grade will be 3 times that of the Telfer operation and still higher than Havieron.

So the MRE to be released is extremely important in giving us the ultimate potential of a mine plan stacking up, and an even better negotiating standpoint if it is to be toll treated at Telfer as an option, which i still think logically it will be, as i can't see how Telfer stacks up otherwise.

Anyway, enjoy the week, and keep an eye out for news, it could be a big week, or two?

Expand

 H2 FY2024 diamond core 2,607m drilling programme completed – Results pending

I'm also wondering if IGO JV drill results will be out this week. Loads of gold, copper & silver in the Paterson, traces of it already found on geophysical anomalies on IGO JV ground, finding a big deposit will eventuate. IGO wouldn't be spending money on expensive diamond drilling if they didn't expect half a chance something worthwhile would be found.

Originally posted by scalper: ↑

Ok, Its Sunday, time for the spreadsheet update, again will do it for the next few weeks only.

Unfortunately, not much happened during the week in terms of news or our share price.

However on Tuesday we did have a flutter of volatility in the share price with 32m being accumulated at 1.2c.

And there has been smoke on the horizon in the papers about speculation on both Winu and Haveiron ownership, these could be enormous re-rate opportunities to the AZY share price, news will come, but might need to be patient for another quarter.

But our immediate focus will be on the upgrade MRE for Minyarie and GEO-01, scheduled for release this week, but they can run overtime and into the first week of Sept.

But it is very near, and at a time of a all time high in gold price.

I have not idea, but would be very happy with an addition 450K oz overall, but that's just a stab, but it adds about another 3yr of mine life.

Whatever the number to be, it will still grow overtime, and every oz that we can put into the resource ultimately will become extremely valuable.

I still can't work out how Greatland Gold's valuation stacks up if it utimately gets to buy Telfer and the other the 70% of Havieron, their market cap would be around 1.5 - 2b including debt and getting into production. But I can work out how that market cap works out at a current 2Mt pa or possibly 3mt pa upgraded deep underground operation.

Maybe a another cutback at Telfer openpit and a bit from their unground operation combined with Havieron will get them to 50% of 1 train at Telfer, but remember our grade will be 3 times that of the Telfer operation and still higher than Havieron.

So the MRE to be released is extremely important in giving us the ultimate potential of a mine plan stacking up, and an even better negotiating standpoint if it is to be toll treated at Telfer as an option, which i still think logically it will be, as i can't see how Telfer stacks up otherwise.

Anyway, enjoy the week, and keep an eye out for news, it could be a big week, or two?

Expand

No.	Vol.	Price($)
13	5718874	2.3¢

No.

Vol.

Price($)

5718874

2.3¢

Price($)	Vol.	No.
2.5¢	6375523	7

Price($)

Vol.

No.

2.5¢

6375523

No.	Vol.	Price($)
12	5278874	0.023
12	3915499	0.022
6	5500000	0.021
22	2299913	0.020
2	1521265	0.019

No.

Vol.

Price($)

5278874

0.023

3915499

0.022

5500000

0.021

2299913

0.020

1521265

0.019

Price($)	Vol.	No.
0.025	6375523	7
0.026	1908190	6
0.027	1461493	3
0.028	2127666	4
0.029	1350000	1

Price($)

Vol.

No.

0.025

6375523

0.026

1908190

0.027

1461493

0.028

2127666

0.029

1350000

(20min delay)
Last 2.3¢		Change -0.002(8.00%)		Mkt cap ! $110.9M

Open	High	Low	Value	Volume
2.4¢	2.5¢	2.3¢	$273.0K	11.38M

Upcoming Catalysts, page-127

Bitcoin hits fresh record as instos pile into BTC ETFs – and Trump helps, too

Ellison slapped with $20M sanction from MinRes but will stay on as leader – for now

Movers and Shakers: Zip Co, MinRes, Kuniko, more – The week's top ASX gainers

Palladium's the newest geopolitical hot commodity. But ASX exposure is limited

Week 44 Wrap: Relatively boring week ahead of US election; HotCopper's most watched; Oz inflation at 3.5%

Featured News

Buyers (Bids)

Sellers (Offers)

Featured News

Upcoming Catalysts, page-127

Top Stories

Bitcoin hits fresh record as instos pile into BTC ETFs – and Trump helps, too

Ellison slapped with $20M sanction from MinRes but will stay on as leader – for now

Movers and Shakers: Zip Co, MinRes, Kuniko, more – The week's top ASX gainers

Palladium's the newest geopolitical hot commodity. But ASX exposure is limited

Week 44 Wrap: Relatively boring week ahead of US election; HotCopper's most watched; Oz inflation at 3.5%

Featured News

Buyers (Bids)

Sellers (Offers)

Featured News