Whats the unanswered question?, page-2

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MacroMuscle

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04/06/15

19:16

Post #: 15415216
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Originally posted by Barneydebear ↑

Often i hear Rick Rule, Brent Cook and others talk about finding the unanswered question.

"need to assess the probability of the company answering the unanswered question..."

from about 23 minutes RR discusses this...

26 30 min discusses cash cost ans AISC

I just want to know what is missing from my research when i look for the unanswered question...!

Sprott Global's "risk adjust net present value" shouldn't we Long term holders be content? I suspect the Traders have left the building so there's hardly any movement in the SP.

http://www.theaureport.com/pub/na/brent-cook-investing-during-the-era-of-peak-gold-discoveries

TGR: Isn't there just a lot less investment in exploration happening right now, with companies trying to cut costs?

BC: Yes, that's a really good point. Exploration has been cut to the bone across the sector. In the junior sector, it's almost impossible to raise money for exploration. So, yes, we're not spending enough money to find quality deposits, and this situation is going to get worse. Additionally, consider the fact that new discoveries are going to cost more to make because 1) for the most part they are going to be deeper so they will require more drilling just to have a look, 2) as I mentioned previously, we are going to find more uneconomic or marginal deposits than economic ones, and 3) for the most part those uneconomic deposits will have to be drilled out just to see what they grade. So each new economic discovery will cost the industry more than in the past but we are spending considerably less looking. What does that tell you?

Expand

*Shallow resources: YES
*Continuity of the ore zones: YES
*Metallurgy indicates ore is highly amenable to CIL processing; recoveries of up to 98.4% &
High proportion of gravity recoverable gold;up to 64.2% : YES
*Economic grades: YES
*Sound experienced management: YES
*Fast track path to production: YES
*Three discoveries and counting: YES
*Expanding landholding: YES
*Cornerstone Investor: YES

Hope this helps Barney & above IMHO

BGS Price at posting: 1.0¢ Sentiment: Buy Disclosure: Held
13 Upvote

0 Great analysis

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Whats the unanswered question?, page-2

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