Well I am looking for a 1 bill m/c for a Skaersgaard sale...

Well I am looking for a 1 bill m/c for a Skaersgaard sale further into the precious metals cycle on its 40 mill ozs global resource base, 15 mill ozs of which Pd+Au has been Greenland-JORCed as higher grade do-able at the right price.

Guess that takes us to 2 billion Zen .... thats Beluchi's L/T 10 bucks I guess haha. Good to see fellow Olympians hearing the call again Zen, welcome aboard.

My more important Q than what a simple surface operation at Owendale is gonna cost ..... an engineer might guestimate under 40 mill ....... is what is the CRITICAL MASS price of Pd-Au mix to attract a buyer for Skaersgaard. That cls be a 3-5 buck cap return (?) if it happens. I know we aint hearing much about this sleeper atm but reckon thats the 5th primary wave blow-off driver later.

Bottom.line is u gotta be crazy to let go of any of yr painfully long-held core hold at under a buck ... you've held them for so long, another 14 months (options life) for a decent crack at the $$$ will be worth the wait methinks, so long as you are a believer in mid term precious metal supercycle being in its early days.

And Scandium, well yeah, I never gave it any notice but if CJ is on the ball about a poss 200 tpa market demand , even at the lower end of its historic price range thats like 300 mill bucks pa sales at 50% of the market a first- in- best- dressed would get. And my contacts in China confirm if they had a reliable source they would use it. Well at 100 tpa say we have 100 years resource already defined.

I stick to my guns re PGM being IMO, the ONLY proxy I need to play the precious metals ahead (including gold) but now have to re-adjust my thinking to add Scandium as a serious bonus, if not the primary earner. What a bonus to have hey.

Today's technos, s/t d/b at pivotal 16 (forgot to add that one cos that was its low and starting point for the whole move to 187 after listing) then reversal to close with a hammer. If u want in, dont matter fpos or opts, just get as many units cos in its ascendency, no real diff iff it can be done within 14 months haha ... wouldnt that be something.

More realistically tho, technos point to a 36-45 next pivotal target zone / next launch base once current a-b-c triangle completes with breakout of next post to next flag ........ thats the way it looks to me and supported by my memory of past milestones eg last oppies conversion was at 35 etc.

All above are my back of envelope musings but them who know me would say I have some kinda track record in how to read things.

Now IMVBOOC haha ... gotta just look at the price and not the value cos it tends to reduce the significance of other things i am following haha.

Bravo PGM and long term holders.