…well worth a watch imo.
David Lotan (LHI Capital) speaking at a pre-PDAC mining event, starts off briefly looking at broader market cycles and volatility in commodities and the 2nd order effect on the equities of commodity producers. It is packed with useful visualisations….a couple of favourites:
Anyway, it then discusses gold, and the role of organic capital from discovery using the Swan Zone at Fosterville as an example on how “Great Discoveries Finance themselves…and, Sometimes the Market”
It does gloss over the role that ‘geological understanding’ played in getting to the Swan Zone Discovery…but I suppose that's not the point of the talk. It’s a great overview of the impact a discovery like Swan can have on the entire sector.
Also, discusses the role of networks like Trinity, Lundin Family etc and of relevance to S2 now is Inventa Capital founded by Craig Parry who chairs, amongst others, NexGen Energy, IsoEnergy and…Outback Goldfields.
- Forums
- ASX - By Stock
- S2R
- Ann: Sale of Finland Assets for C$7 Million in Cash and Shares
Ann: Sale of Finland Assets for C$7 Million in Cash and Shares, page-9
-
-
- There are more pages in this discussion • 24 more messages in this thread...
You’re viewing a single post only. To view the entire thread just sign in or Join Now (FREE)
Featured News
Add S2R (ASX) to my watchlist
|
|||||
Last
9.1¢ |
Change
-0.001(1.09%) |
Mkt cap ! $41.21M |
Open | High | Low | Value | Volume |
9.2¢ | 9.4¢ | 9.0¢ | $30.54K | 334.5K |
Buyers (Bids)
No. | Vol. | Price($) |
---|---|---|
1 | 198094 | 9.0¢ |
Sellers (Offers)
Price($) | Vol. | No. |
---|---|---|
9.1¢ | 83374 | 1 |
View Market Depth
No. | Vol. | Price($) |
---|---|---|
1 | 198094 | 0.090 |
1 | 30000 | 0.089 |
1 | 7241 | 0.087 |
2 | 25116 | 0.086 |
1 | 6000 | 0.085 |
Price($) | Vol. | No. |
---|---|---|
0.095 | 10000 | 1 |
0.097 | 49000 | 1 |
0.100 | 100000 | 1 |
0.110 | 170637 | 2 |
0.120 | 80000 | 1 |
Last trade - 15.44pm 28/06/2024 (20 minute delay) ? |
Featured News
S2R (ASX) Chart |
The Watchlist
LU7
LITHIUM UNIVERSE LIMITED
Alex Hanly, CEO
Alex Hanly
CEO
SPONSORED BY The Market Online