Edelmetalen« Terug naar discussie overzicht

1. [verwijderd] 16 februari 2021 19:57

   auteur info

   •    [verwijderd]

     Lid sinds: 01 jan 0001

     Laatste bezoek: 01 jan 0001

   •    Aanbevelingen

     Ontvangen: 0

     Gegeven: 0

   •    Aantal posts: 0

   quote:

   DeZwarteRidder schreef op 16 februari 2021 18:47:

   Het grote probleem voor Novo blijft het feit dat het onmogelijk is om vast te stellen hoeveel goud er in hun grond zit.
   
   Dit is vrijwel zeker ook de reden dat Kirkland z'n aandelen verkocht heeft.
   

   Deze man denkt alvast dat ie het wél weet: cdn-ceo-ca.s3.amazonaws.com/1g2nuta-C...
   
2. DeZwarteRidder 16 februari 2021 20:02

   auteur info

   •    DeZwarteRidder

     Lid sinds: 29 jun 2012

     Laatste bezoek: 11 nov 2024

   •    Aanbevelingen

     Ontvangen: 23140

     Gegeven: 10257

   •    Aantal posts: 100.543

   quote:

   Jurist schreef op 16 februari 2021 19:57:

   [...]Deze man denkt alvast dat ie het wél weet: cdn-ceo-ca.s3.amazonaws.com/1g2nuta-C...

   Deze man kan leuk schatten, maar bewijs leveren volgens de voorschriften is onmogelijk; het echte bewijs zal dus moeten komen van de goudproductie.
3. drulletje drie 17 februari 2021 09:59

   auteur info

   •    drulletje drie

     Lid sinds: 04 dec 2003

     Laatste bezoek: 12 nov 2024

   •    Aanbevelingen

     Ontvangen: 651

     Gegeven: 192

   •    Aantal posts: 19.215

   www.youtube.com/watch?v=qoqNs-DvXzQ&a...
4. fiesta 17 februari 2021 11:58

   auteur info

   •    fiesta

     Lid sinds: 01 jan 2000

     Laatste bezoek: 11 nov 2024

   •    Aanbevelingen

     Ontvangen: 50

     Gegeven: 43

   •    Aantal posts: 750

   quote:

   easy56 schreef op 30 december 2020 09:24:

   waar zijn de vroegere NOVO enthousiastelingen gebleven?
   

   Ben nieuwsgierig of jij al wat enthousiast geworden bent?
   
5. drulletje drie 17 februari 2021 13:15

   auteur info

   •    drulletje drie

     Lid sinds: 04 dec 2003

     Laatste bezoek: 12 nov 2024

   •    Aanbevelingen

     Ontvangen: 651

     Gegeven: 192

   •    Aantal posts: 19.215

   www.businessnews.com.au/article/Novo-...
6. drulletje drie 18 februari 2021 13:51

   auteur info

   •    drulletje drie

     Lid sinds: 04 dec 2003

     Laatste bezoek: 12 nov 2024

   •    Aanbevelingen

     Ontvangen: 651

     Gegeven: 192

   •    Aantal posts: 19.215

   Novo Grabs the Gold Ring
   
   Bob Moriarty
   Archives
   Feb 18, 2021
   
   Novo Resources was aiming to deliver their first 400 ounce gold bar from a pour at their Nullagine mill on February 15th. It looked like they were going to make the target in spite of torrential rain and floods in the area. Ever the spoilsport, I pointed out to them that the 15th was a holiday in both Canada and the US and few would be paying attention. A flash flood did create a last minute delay when a bit needed fixing on the furnace so they flew in a tech to repair what went wrong.
   
   But Rob Humphryson and his magnificent crew came through in the nick of time. And on the 16th of February CEO Rob Humphryson of Novo Resources announced the first gold pour at their newly redone Nullagine gold mill. They call it the Golden Eagle mill. I like Nullagine better.
   
   (Click on images to enlarge)
   
   I have written a lot about Novo and just released a full-length hardback book about the company to date. A lot of readers will be surprised at what was going on behind the scenes. As early as 2013 Quinton Hennigh was making plans for taking over Millennium Minerals and the mill.
   
   I don’t know how a company could possibly screw up a $100 million dollar project but MOY management did from the gitgo. They designed, permitted, and constructed a wonderful brand new mill that was entirely the wrong mill for the ore they discovered. Now, frankly this isn’t rocket science. It’s like building a concrete dump truck to take your favorite girl to the prom. Anyone who passed Mining and Milling 101 with a grade of a D-Minus or above could have figured it out. Millennium couldn’t.
   
   Alas the best laid plans of mice, men and genius geologists oft go astray. The Aussie peso kept going down and the price of gold kept going up. Millennium somehow managed to eek out another week one day at a time. It wasn’t a mining company; it was more of an employment agency for a management team that really deserved to be living under a bridge.
   
   The wheel of fate finally caught up with them and Quinton Hennigh managed to pick up the mill and some pretty useless gold resources at an acceptable price. Naturally the naysayers were out in force predicting failure at every turn. That confused me. Rob Humphryson is one of the most experienced mining guys in Australia. There were experienced and qualified people working for Millennium who worked hard to make the company a success while management worked even harder to screw up everything they did.
   
   That was then. This is now. Novo has a great team. They delivered on time and under budget. In a few months we will fully understand the ore grade and recovery. While Novo already has a healthy market cap, they will get a rerating when the production and profit numbers come out. And frankly of the three major profit areas, Egina, Beatons Creek and PR/CW at Karratha, BC is the cash cow but there is a whole lot more gold to be mined in the other projects. BC will merely fund them.
   
   
   
   
   I became a shareholder when the company first went public. I have participated in a lot of private placements. I have bought and sold shares in the open market and Novo has always been one of my favorite companies. The gold potential for the Pilbara is just being scratched 133 years after it was first discovered. It will be producing gold fifty years from now and by then the market will have woken up to what a wonderful team Novo Resources has become.
   
   Novo is an advertiser and I am biased. Do your own due diligence.
   
   Novo Resources Corp
   NVO-T $3.20 (Feb 17, 2021)
   NSRPF-OTCBB 232 million shares
   Novo Resources website
   
   ###
   
   Bob Moriarty
   President: 321gold
   Archives
   
   www.321gold.com/editorials/moriarty/m...
7. DeZwarteRidder 19 februari 2021 15:28

   auteur info

   •    DeZwarteRidder

     Lid sinds: 29 jun 2012

     Laatste bezoek: 11 nov 2024

   •    Aanbevelingen

     Ontvangen: 23140

     Gegeven: 10257

   •    Aantal posts: 100.543

   Novo Scores +1 Gram Per Meter At Egina
   By The Gold Report ETFsAug 25, 2019 03:29AM ET
   
   The Gold Report
   
   It's been eight months since I have delivered an update on Novo Resources Corp (TSXV:NVO). While Novo has put out a fair number of press releases since then I have been waiting for some solid red meat. They have just put out red meat that should satisfy the Novo faithful and really irritate all the naysayers who live to rain on Novo's parade.
   
   In the piece I wrote in December of 2018 I covered the important numbers about alluvial production so any nitpickers should reread the piece. Basically it's really cheap to process alluvial gravel and is always done with heavy equipment so is measured in cubic meters or cubic yards because that's how heavy equipment is used. A dump truck or front-end loader will hold X meters or yards. All you are doing is moving dirt.
   
   I was at Egina last year. I made it clear that what I saw was exceptional. Novo owns two mining licenses that cover 5 square km apiece.
   
   Due to very sensitive issues about native title and control, you simply cannot just wander about the desert taking samples. Illegal prospectors will often sneak onto the reserve at night with metal detectors to snipe. If the locals catch them in the act they will give them a thumping, destroy their equipment and throw them off the property. So Novo has been highly limited in what they can and can't do before coming to an arrangement with the native people.
   
   I think I did a good job of explaining the theory last year but now that Novo has delivered solid numbers I can talk about the practice.
   
   Novo used GPR (Ground Penetrating Radar) to identify a swale or depression in the subsurface terrain on one of their two concessions. In theory that is where you should find the richest gold.
   
   As I write the bid on gold is $1498.70 making a gram of pure gold worth $48.19 USD. In their initial tests, Novo found 292.38 grams of 89% to 95% purity gold nuggets out of 281.9 cubic meters of gravel from surface. Please note that these were gold nuggets of 1 mm or larger. There will be some small gold but Novo has not determined the quantity yet.
   
   If you use a nice conservative 90% purity for the gold and an even 1 g/m at $48 a gram, I come up with a total value of $43.20 per cubic meter. You can add the small gold later but I would be astonished if it were over 5% of the total weight so I will ignore. I love being conservative so I will say in that swale the processed gravel was $40 a cubic meter in gold values.
   
   I could process that for $8 a cubic meter, Keith Barron could process it for $10.70 a cubic meter in Montana but let's be really conservative and say you aren't very good at this and it costs you $20 a cubic meter because you are so ham fisted.
   
   A 50% margin on an alluvial project would be a home run out of the park in any alluvial project on earth and half of Mars.
   
   Those who want to whine about everything Novo does will sputter and explain that just because this swale is wildly profitable, not all of the 1,000 square km that Novo owns around Egina would be as profitable. But those people couldn't get permits to strip mine 1,000 square km in a lifetime of lifetimes.
   
   Just because something is true doesn't mean it is meaningful. I'm wearing blue socks and there is no elephant in the room. Both statements happen to be perfectly true but are perfectly meaningless.
   
   But by using the GPR to narrow down the most attractive and prospective 5% Novo or whoever buys Novo will be producing gold at a good margin for twenty years past when I am pushing daisies just with their current land position. And who knows, there might be another 25% of that land position that is still economic below $40 a meter.
   
   I've been a Novo shareholder since before they were Novo. I've participated in almost every private placement and clearly I am biased. Novo is an advertiser so do your own due diligence.
8. drulletje drie 19 februari 2021 16:19

   auteur info

   •    drulletje drie

     Lid sinds: 04 dec 2003

     Laatste bezoek: 12 nov 2024

   •    Aanbevelingen

     Ontvangen: 651

     Gegeven: 192

   •    Aantal posts: 19.215

   quote:

   DeZwarteRidder schreef op 19 februari 2021 15:28:

   Novo Scores +1 Gram Per Meter At Egina
   By The Gold Report ETFsAug 25, 2019 03:29AM ET
   
   The Gold Report
   
   It's been eight months since I have delivered an update on Novo Resources Corp (TSXV:NVO). While Novo has put out a fair number of press releases since then I have been waiting for some solid red meat. They have just put out red meat that should satisfy the Novo faithful and really irritate all the naysayers who live to rain on Novo's parade.
   
   In the piece I wrote in December of 2018 I covered the important numbers about alluvial production so any nitpickers should reread the piece. Basically it's really cheap to process alluvial gravel and is always done with heavy equipment so is measured in cubic meters or cubic yards because that's how heavy equipment is used. A dump truck or front-end loader will hold X meters or yards. All you are doing is moving dirt.
   
   I was at Egina last year. I made it clear that what I saw was exceptional. Novo owns two mining licenses that cover 5 square km apiece.
   
   Due to very sensitive issues about native title and control, you simply cannot just wander about the desert taking samples. Illegal prospectors will often sneak onto the reserve at night with metal detectors to snipe. If the locals catch them in the act they will give them a thumping, destroy their equipment and throw them off the property. So Novo has been highly limited in what they can and can't do before coming to an arrangement with the native people.
   
   I think I did a good job of explaining the theory last year but now that Novo has delivered solid numbers I can talk about the practice.
   
   Novo used GPR (Ground Penetrating Radar) to identify a swale or depression in the subsurface terrain on one of their two concessions. In theory that is where you should find the richest gold.
   
   As I write the bid on gold is $1498.70 making a gram of pure gold worth $48.19 USD. In their initial tests, Novo found 292.38 grams of 89% to 95% purity gold nuggets out of 281.9 cubic meters of gravel from surface. Please note that these were gold nuggets of 1 mm or larger. There will be some small gold but Novo has not determined the quantity yet.
   
   If you use a nice conservative 90% purity for the gold and an even 1 g/m at $48 a gram, I come up with a total value of $43.20 per cubic meter. You can add the small gold later but I would be astonished if it were over 5% of the total weight so I will ignore. I love being conservative so I will say in that swale the processed gravel was $40 a cubic meter in gold values.
   
   I could process that for $8 a cubic meter, Keith Barron could process it for $10.70 a cubic meter in Montana but let's be really conservative and say you aren't very good at this and it costs you $20 a cubic meter because you are so ham fisted.
   
   A 50% margin on an alluvial project would be a home run out of the park in any alluvial project on earth and half of Mars.
   
   Those who want to whine about everything Novo does will sputter and explain that just because this swale is wildly profitable, not all of the 1,000 square km that Novo owns around Egina would be as profitable. But those people couldn't get permits to strip mine 1,000 square km in a lifetime of lifetimes.
   
   Just because something is true doesn't mean it is meaningful. I'm wearing blue socks and there is no elephant in the room. Both statements happen to be perfectly true but are perfectly meaningless.
   
   But by using the GPR to narrow down the most attractive and prospective 5% Novo or whoever buys Novo will be producing gold at a good margin for twenty years past when I am pushing daisies just with their current land position. And who knows, there might be another 25% of that land position that is still economic below $40 a meter.
   
   I've been a Novo shareholder since before they were Novo. I've participated in almost every private placement and clearly I am biased. Novo is an advertiser so do your own due diligence.
   

   Wat bedoel je precies? Oud bericht toch?
9. DeZwarteRidder 19 februari 2021 16:22

   auteur info

   •    DeZwarteRidder

     Lid sinds: 29 jun 2012

     Laatste bezoek: 11 nov 2024

   •    Aanbevelingen

     Ontvangen: 23140

     Gegeven: 10257

   •    Aantal posts: 100.543

   quote:

   drulletje drie schreef op 19 februari 2021 16:19:

   [...]Wat bedoel je precies? Oud bericht toch?
   

   Maar er staan veel interessante zaken in, die nog steeds van toepassing zijn.
10. drulletje drie 19 februari 2021 23:34

    auteur info

    •    drulletje drie

      Lid sinds: 04 dec 2003

      Laatste bezoek: 12 nov 2024

    •    Aanbevelingen

      Ontvangen: 651

      Gegeven: 192

    •    Aantal posts: 19.215

    www.youtube.com/embed/N4J8-3yoTPc
11. fiesta 22 februari 2021 15:54

    auteur info

    •    fiesta

      Lid sinds: 01 jan 2000

      Laatste bezoek: 11 nov 2024

    •    Aanbevelingen

      Ontvangen: 50

      Gegeven: 43

    •    Aantal posts: 750

    Mooie start van de week voor Novo.
12. [verwijderd] 24 februari 2021 15:11

    auteur info

    •    [verwijderd]

      Lid sinds: 01 jan 0001

      Laatste bezoek: 01 jan 0001

    •    Aanbevelingen

      Ontvangen: 0

      Gegeven: 0

    •    Aantal posts: 0

    kwinton zal eerdaags ook wel weer hier tehoren zijn:-)
    
13. Leppo 25 februari 2021 10:07

    auteur info

    •    Leppo

      Lid sinds: 12 mrt 2020

      Laatste bezoek: 30 sep 2024

    •    Aanbevelingen

      Ontvangen: 9

      Gegeven: 7

    •    Aantal posts: 72

    quote:

    easy56 schreef op 24 februari 2021 15:11:

    kwinton zal eerdaags ook wel weer hier tehoren zijn:-)
    
    

    Wie is dat?
14. [verwijderd] 14 april 2021 15:44

    auteur info

    •    [verwijderd]

      Lid sinds: 01 jan 0001

      Laatste bezoek: 01 jan 0001

    •    Aanbevelingen

      Ontvangen: 0

      Gegeven: 0

    •    Aantal posts: 0

    ceo.ca/@nasdaq/novo-announces-c22-mil...
    
    Novo Announces C$22 Million Private Placement Led by Clarus Securities and Stifel GMP
    --------------------------
    volgende geldophaalrondje
15. drulletje drie 14 april 2021 16:29

    auteur info

    •    drulletje drie

      Lid sinds: 04 dec 2003

      Laatste bezoek: 12 nov 2024

    •    Aanbevelingen

      Ontvangen: 651

      Gegeven: 192

    •    Aantal posts: 19.215

    quote:

    easy56 schreef op 14 april 2021 15:44:

    ceo.ca/@nasdaq/novo-announces-c22-mil...
    
    Novo Announces C$22 Million Private Placement Led by Clarus Securities and Stifel GMP
    --------------------------
    volgende geldophaalrondje
    

    Zullen we eerst even afwachten waar ze het voor gaan gebruiken ;)
16. DeZwarteRidder 14 april 2021 16:32

    auteur info

    •    DeZwarteRidder

      Lid sinds: 29 jun 2012

      Laatste bezoek: 11 nov 2024

    •    Aanbevelingen

      Ontvangen: 23140

      Gegeven: 10257

    •    Aantal posts: 100.543

    quote:

    drulletje drie schreef op 14 april 2021 16:29:

    [...]Zullen we eerst even afwachten waar ze het voor gaan gebruiken ;)
    

    Waarschijnlijk gaat dat geld naar een stel nieuwe Tomra's.
17. drulletje drie 14 april 2021 20:27

    auteur info

    •    drulletje drie

      Lid sinds: 04 dec 2003

      Laatste bezoek: 12 nov 2024

    •    Aanbevelingen

      Ontvangen: 651

      Gegeven: 192

    •    Aantal posts: 19.215

    quote:

    easy56 schreef op 14 april 2021 15:44:

    ceo.ca/@nasdaq/novo-announces-c22-mil...
    
    Novo Announces C$22 Million Private Placement Led by Clarus Securities and Stifel GMP
    --------------------------
    volgende geldophaalrondje
    

    www.kereport.com/2021/04/14/novo-reso...
18. fiesta 15 april 2021 00:46

    auteur info

    •    fiesta

      Lid sinds: 01 jan 2000

      Laatste bezoek: 11 nov 2024

    •    Aanbevelingen

      Ontvangen: 50

      Gegeven: 43

    •    Aantal posts: 750

    youtu.be/H93tKE8JTYw
19. [verwijderd] 15 april 2021 20:54

    auteur info

    •    [verwijderd]

      Lid sinds: 01 jan 0001

      Laatste bezoek: 01 jan 0001

    •    Aanbevelingen

      Ontvangen: 0

      Gegeven: 0

    •    Aantal posts: 0

    zou Honkytonk ze nog hebbe met r Novo is geen pump.
    
    Ze zit nu op ceo.ca Mammoth Resources Corp tepromoten,blijft maar bijkopen zegt ze.
20. [verwijderd] 15 april 2021 20:56

    auteur info

    •    [verwijderd]

      Lid sinds: 01 jan 0001

      Laatste bezoek: 01 jan 0001

    •    Aanbevelingen

      Ontvangen: 0

      Gegeven: 0

    •    Aantal posts: 0

    ceo.ca/mth