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POD vs. GAL, page-12

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hotuna

1,984 Posts.

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19/06/22

23:38

Post #: 62083042
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Originally posted by PetrStiff: ↑

Thanks Kevin. I believe you (and the market) are underestimating highly predicable homogeneous vertical mineral systems. The current macro environment and energy crises (high hydrocarbon fuel costs) actually makes UG deposits increasingly more attractive. There's less "work" involved to mine UG. The biggest hit to AISC for UG operations is not the actual work required to mine but the unpredictability of the resource, high resource definition costs and hence high risk of unplanned waste rock and low grade being mined. POD does not have this issue.

The GAL and POD market cap performance has very little to do with deposits imo. You are suggesting it does but have not provided any info to back this up except a very casual comment about mineral geometry.

You say the market knows which deposit it would prefer and one can infer that you hold the same position as the market. yes?

If you were to extrapolate GAL's 3 hole mineral system to something like 15km by 15km with the same mineral width of 1m + 6m of PGEs at the below grades, do you think this is a minable and profitable open-pit project? Lets take it it further and more extreme, what if we were to extrapolate it to 100km northing and 100km easting (same width and grade)? what would be the basket price and estimated ASIC? You think its possible to make a profit at current pricing with GAL's hits?

Expand

Have you seen what other investments Kev is in. I wouldn't be taking much from what he has to say. IOU an example FFS. A garbage stock and clearly the market thinks so too. LMAO

Nice of you nonetheless to pay him the time of day.

POD Price at posting: 32.0¢ Sentiment: Buy Disclosure: Held
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(20min delay)
Last 3.3¢		Change -0.003(8.33%)		Mkt cap ! $15.00M

Open	High	Low	Value	Volume
3.6¢	3.6¢	3.1¢	$30.97K	916.8K

Buyers (Bids)

No.	Vol.	Price($)
1	219331	3.3¢

Sellers (Offers)

Price($)	Vol.	No.
3.9¢	22374	1

View Market Depth

No.	Vol.	Price($)
1	6000	0.032
4	207596	0.031
1	1331868	0.030
2	38672	0.028
1	50000	0.027

Price($)	Vol.	No.
0.039	22374	1
0.040	575821	5
0.042	30000	1
0.043	150000	1
0.045	122334	2

Last trade - 16.10pm 04/10/2024 (20 minute delay)

POD (ASX) Chart

POD vs. GAL, page-12

Buxton projects new graphite province discovery at WA Narryer play

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POD vs. GAL, page-12

Top Stories

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Cokal upgrades infrastructure for BBM ramp-up in Indonesia

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White Cliff jumps 24% on 'bonanza grade' copper rock chips at Rae project, Canada

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Buyers (Bids)

Sellers (Offers)

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