Morning Traders 11/03/20

  1. 1,231 Posts.
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    thanks @ttward and @highlandlad

    thanks to all who came before


    today is a new trading day - you can choose to treat it as such


    some of todays only:

    tiepos garanteed, read the origie didgies, all imo only and dyor:

    change in subs holding: nsr (increase), spx (increase rms), bvs (decrease), oku (decrease dilution), oca (decrease), s32 (decrease), rac (decrease),

    becoming subs holder: tgg,

    change in dir interets: fij x 2 (increase), bpl (increase), st1 (increase), ihr (increase), slc (increase)

    suspensions; sya, (cap raise)

    trading halts: pg1 (cap raise), vul (clarification of capital structure), ame (expl results/corp update)

    entitlements: awv (non-renouns 1 for 2 shares at $0.01 to raise $3.45m, rec date 06/03), tpp (completes spp, raising $55.5k form 27,750 shares at $2.00)

    general:

    sm1 - acquires farmland adjacent to dunsnadel facility cost %25.7m, for water access, rail siding facility, sustainable farming practices

    erl - relatively narrow, lo-grade cu and au (with narrow ok grade cu and lo-garde au), shallow, incl 28m @ 0.6% cu, 0.2g/t au from 32m (8m @ 1.09% cu, 0.37g/t au from 44m), 24m @ 0.54% cu, 0.08g/t au from 56m (4m @ 0.89% cu, 0.12g/t au from 56m)

    ltr - relatively thick/relatively narrow, good grade li2o5 (with relatively narrow/narrow, higher/high grade li2o5), relatively deep/deep, incl 33.8m @ 1.8% li2o5 from 402m (8.5m @ 2.5% li2o5 from 405.5m), 35.2m @ 1.7% li2o5 from 381.8m (12.1m @ 2.2% li2o5 from 381.8m), 25m @ 1.7% li2o5 from 266m (6m @ 2.7% li2o5 from 274m), 31.3m @ 1.6% li2o5 from 298.1m (2.9m @ 3.1% li2o5 from 402.2m), 24.5m @ 1.8% li2o5 from 363.2m (9m @ 2.3% li205 from 363.2m) etc

    eve - first tea tree oil order from china, launch of rescue honey for bushfire appeal, strong sales growth in n america

    hct - 5-yera supply agreemnt for lo-gi sugar substitute with first year sales of min of $ 1.4m, product below malaysias 4.99% sugar tax level

    88e - charlie-1 appraisla well (nth alaksa) reaqched 3,500ft depth, casing in 12.25inch hole in order to proceed with 8.5inch production hole

    fyi - delivers dfs for cadoux kaoiln and high puriey alumina project (wa), irr 46%, $80m equity finance arranged with gem global (luxembourg p/e)

    gxy - mt catlin revised jorc reserve/resource update, 8.2mt @ 1.29% li2o5, 157ppm ta2o5/14.6mt @ 1.29% li2o5, 155ppm ta2o5

    msr - new mineral permit granted (au prospective) in cote d ivorie africa

    ehx - appt md and ceo

    nvu - signs 5-year deal with singapore govt science agency to acces anti refelctive tech for smartphone screens

    ars - signs binding term sheet for mining servies agreement for commencement of mining at tims find au project (wa)

    byh - 5,000m aircore drilling commnced at byrah basin au project (wa)

    oec - signs mou with boeing subsidiary as primary supplier of 2 engines

    aru - updates jorc ore reserve at noalns ndpr project (nt), 29.5mt @ 2.9% treo

    kin - narrow high/good grade au (with very narrow higher grade), shallow,very shallow, incl 3m @ 12.1g/t au from 21m (2m @ 17.1g/t au from 21m), 6m @ 2.25g/t au from 28m, 8m @ 2.04g/t au from 7m, 11m @ 5.28g/t au from 20m (4m @ 12.4g/t au from 26m), 8m @ 2.04g/t au from 27m

    inr - dfs for rhyolite ridge li-b project (nevada usa) close to competion, permitting process advancing

    cdv - resettlement action plan (for displaced villagers) at namdini au project ghana africa, approved by gahnaina mineral authority

    ncm - updated au production for fy20 is 2.1-2.2m ozs au, plus thick/very thick good grade (with narrower hi garde) deep au results, incl 276m @ 3.3g/t au, 1.7% cu from 684m (22m@ 13g/t au, 4.7% cu from 738m), 124m @ 3.9g/t au from 734m (17.3m @ 19g/t au from 790.7m) etc

    sgq/wsa - 12,000m diamond/rc drilling to commence at mt alexander ni-cu project (wa)

    web - withdrwas fy20 ebitda guidance due to covid-19

    coe/apa - first flow of gas at orbost gas processing plant (sa) for final commission phase  

    cp1 - fda vet med opens file to allow for pre submission conference request to discuss regulatroy pathway for study of cpat-01 cannabinoid treatment for osteaoarthritis in usa

    cpu - revising fy20 management eps down around 15% on fy19 as opposed to previous guidance down around 8-10% (due to recenbt interest rate cuts)

    qfe - us transactions for first 2 months of 2020 up strongly from 2019 (115% and 99% increase in transaction values for jan/feb)

    gsw - entered into put option agreemnt with us based private investment group for up to us$45m over 36 months

    tnr - board appt   

    sci - binding option to acquire prospective au-cu project (nsw), placement to sophis for 25m shares at $0.01 to raise $250k

    ksn - good grade trenching results only, ie this is not drilling just surface/sub-surface (ie very shallow) results from a trench 230m long, up to 12.3g/t au

    gbr - withdrawing form tarmoola au project to concenmtrate on its 4 wa au and ni projects

    mrq - visual estimates only, assays awaited

    avz - yibin tiayini provided us$1m conv note to avz to maintian rights under subscription agreemnet, progreesing towards offtake agreement

    bcc - zoleoo sat coms device awarded 2020 innov award from us based sat innovations org

    slc - chaireman retires, founder returns to board
    Last edited by grundlebundle: 11/03/20
 
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