Often irritated, never duplicated
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"ZTEM'ing the North Pipes... would bring great value"
I wouldn't be at all surprised if it was in process already.
"
I have witnessed so much fear mongering..."
Let the timid hold out for fear. NAK sends their early investors into major riches, the Alaskan legislature cancels independent studies and sends the funding to permitting and process, and the ranking senator from Alaska is fast tracking minerals development legislation. Meanwhile NAK moves to consolidate the caldera with PLP. Anyone who thinks these are all separate and unrelated events isn't really paying attention. This is Alaska saying "Finders-keepers, don't tread on my Pebble". The Feds are in no position to argue about development of sovereign wealth, but it's clear the skids have already been greased. There will be bumps, but greed drives everything for better or worse.
All of this is evident coming into the week that we see several of the insiders lining up for pricey options, and some major league M&A players jump on board with our cause, indicating an "annex" list of prospective buyers already in hand. Volume goes 20X in a day and we hold on a 50% gain over three days. This is the move we waited for, and it's truly just beginning...
Extra thanks to a certain anonymous and redacted contributor that revealed a little piece of the Big Picture recently. That was the beginning of a great stream of news that will soon continue, and seeing it made me profoundly aware of just how close we are to groundbreaking gains. Since then, all additional news has supported what we now see, a pending deal to shop claims with serious geophysical data inferring their worth, massive claims in politically-stable domestic territories, all marketed by a world-class team with a track record of great results, a rolodex of giant players, and a vested interest in driving the PPS through the ceiling. Hang onto your hat and keep a cool head. I predict heart-pounding moments.
I own this stock, but that's not why you should or shouldn't buy it. Don't trust my info, read some facts. You'll like them.
Thank you, S4...
The uranium detection via ZTEM is a great eye opener. Wait until Briscoe shows them 350 bullseye marks on a claim map from western AZ. This just gets better by the day.
"Oh Father of the four winds fill my sails..."
Germany Phasing Out Nukes
http://news.yahoo.com/s/afp/20110530/ts_afp/germanypoliticsnuclear
"I know several people...that will be adding substantially"
My smartest friend, literally an auto-didact genius that works for a bio-med firm in JV with Sony, is buying more Tuesday. He is truly brilliant and after discussing the stock, he bought in at about .14, then averaged down after the A&P fiasco. Being scientifically literate and understanding the geology involved (plus the ZTEM principles), he immediately grasped how undervalued this company was/is.
All the other folks I have told are polite, but unenthusiastic. I will show some class and refrain from telling them what they missed. Not everyone needs to be rich.
Pebble Watershed analysis document.
www.neilmoomey.com/.../Watershed%20Analysis%20of%20the%20Pebble%20Mine%20Project.doc
Take a look at the stream map in the lower right of the first page. There is an area that seems to have almost no waterways, west-by-northwest of the Pebble deposit shown in the map. BTW, I am not certain that the lat/long orientation on that map is actually orthogonal.
But if it is, this seems to correlate with the topo-maps I've seen of the area, i.e. the northwest part of the caldera is upland from the waterways that are of major concern as the salmon headwaters. Of course this is also where the LBSR claims are located.
So it's entirely possible that the LBSR claims would be the lynchpin of the compromise, a solution that is already secured via NAK, would disrupt fewer waterways, and is ultimately farther from Bristol Bay waters. This may be why everything is suddenly jumping for us. There may be a tentative back-room agreement that favors us in place and the relevant parties are lining up the ducks.
Just a thought.
Irony 101
I'll probably use some of my LBSR profits to visit Alaska and do some salmon fishing. One of my former students lives there and has invited me to visit.
Alaska will host salmon and mining for many generations.
This too...
The writing is on the wall, and it's happening very quickly right now.
http://homernews.com/stories/052511/business_lkpswe.shtml
If anyone deserves to win, it's the veterans.
Many thanks from one lucky enough to be of service age in peacetime, turning 18 in 1982. Of course we still registered for selective service, but being called up was never an issue. I tried to enlist at 18, but needed surgery and failed the physical. By the time I had surgery I had been accepted to college and life took a different tack.
So thanks to those who secured that peacetime I have been lucky enough to occupy. I hope you and many more of your compatriots have a life changer with LBSR.
Balamidas put LBSR in sticky on Momo board...
...which can't hurt.
Lots of mojo building up. Imagining that taut-rope/stretching canvas sound they use in cinema to impart tension and impending release. Can't believe I was able to load such potential so cheap. Time for feasting where others were fearful.
I would add undervalued as a PM futures speculation...
Everyone knows a Greece measure is in the works for the EU, likely Portugal as well. The dollar is only rallying against the euro's weakness, but we know that it will continue to wobble. PMs are strategic assets and currency support, which has been mentioned here many times, but now it seems the Powers That Be are thinking along the same lines. Nice to be on the winning team. Metals prices are far from retreating, especially with all the stimulus build-out funding committed abroad.
There is giant pressure to develop sovereign wealth assets right now, as well as political pressure to create jobs, or at least appear to be doing something before 2012. Add some world-record claims, a few heavy hitters, and a plucky geologist with a nose for riches and you have a great scenario for unlocking wealth.
And BTW, that recent reappropriation of the independent Pebble study money into overview of process and permitting should be a huge wake-up call on its own. To my policy reading, it says the environmental lobby has already been marginalized in the dealings or a back-room plan to compromise and develop has already been reached, whether it's formal and official or not. When they canceled the study and dumped the money into the next phase, it said something is happening and it involves permitting.
I could be wrong, but I'm betting a rather oversized portion of my retirement that I'm not. Best to all who dared to take this ride into the abyss by poring over data and hard facts. It is my opinion that you'll be well rewarded for your efforts.
Thank you Balamidas!
I'd bet on some furious action as the market digests the recent news, especially the strike on the options for BOD members. These guys see the stock soaring based on info they have inside the company. Good enough for me. I have been quietly adding for months. Time for a monster run.
Just my opinion, but it appears I share that opinion with some LBSR insiders.
Si, Amigo...
And this is an obvious positive.
"The measure's chief sponsor, Ranking Senate Energy and Natural Resources Committee member Lisa Murkowski of Alaska"
Thanks, Hike...
http://www.mineweb.com/mineweb/view/mineweb/en/page72068?oid=128038&sn=Detail&pid=102055
This could have a lot to do with why the Pebble independent study funding was recently reappropriated into permitting and process overview instead. People are finally realizing that trillions in the ground means sovereign wealth, international clout, national security, jobs and revenues in the form of expanded trade, commerce and claims/land lease. For Alaska, this is a no-brainer, but the feds also have an interest in seeing this mining district developed properly.
Lots of signs are saying that LBSR, maybe U5, or a new entity yet to be named, have basically been a Go since last June. Alpha and Platinum got their scraps, since that was the only way to stifle the yapping dogs, but it appears real management and expert partners are now calling the shots, just as all of us had hoped.
Feels funny being at the party this early, ahead of the big moves, but I'm guessing that's exactly the case. I trust my instincts when they're supported by the facts, and we have received a lot of great facts as of late. Yesterday's volume with a green close confirms the good moves being charted right now. Of course seeing the BOD getting online for options at many times the current PPS says a lot about the sentiments of those who have all the information we lack.
And we lack much less than just a few days ago. Friends, meet me in the winner's circle. Many of you will get there before me via bigger share count, but this is looking like a fun ride. Many sincere thanks to those who share their diligent discoveries and present the info in a way that allowed the less savvy investors (like me) to see the big picture. I believe that picture is growing in proportion to our PPS. [
b]Go LBSR.
Thank you Mr. Musil and Mr. Othon!
Nothing like seeing everyone line up and make it official. The BOD is speaking loudly with their actions.
Mr. Vollmer, we're waiting...
"Next question, who sold all of their shares on this board?"
Actually I increased my position by about 5% today, which averaged me down further and put a nice potential short-term on my new shares, if it looks like I need to flip them.
But it doesn't exactly look like I'll need to flip them, now does it?
=-)
Soros is right...
Nothing coming to curtail the gold run with currency wobbles and economic uncertainty all around. Might as well get the leverage that comes from turning reserves into bullion. The world clamors for it when times are tough and the demand will continue on fundamentals when China, Brazil, and especially India get back to the inevitable rise.
Too bad George isn't our accredited investor. Seeing our ticker show up in his assets portfolio would shine a bright light on the opportunity here.
Between NR-95, ZTEM, and Caldera theory, we fly eventually...
The much-awaited Tombstone report may light the fuse, but I hope it also forces NAK's hand a bit by producing some JV cash on the AZ properties. Better cash flow and a steady appreciation of PPS means leverage, the kind that makes NAK want to verify assets and move on them in a purposeful way.
And of course any news can help get John Q. aware of this company and their soon-to-be-lucrative claims. The stock is cheap enough that any schmo could have a decent chunk of the eventual valuation, which I perceive as being far higher than current PPS indicates. A wave of volume after the report might do some good, assuming the news is positive.
And I like the prompt turnaround on SRK's other reports, so it does seem news is pending. Time to see if SRK (and mother nature) agree with the assertions of our geologist in chief.
Those who bought and held in 2004 haven't fared well...
LBSR is more attractively priced today based on the JV and the price of precious metals, plus the amount of proving-by-proxy done on the caldera.
1.5 million CEO compensation w/ 20 million cap?
Sounds less-than-kosher to me...
"What would we expect...in the SRK report?"
I'm expecting some lab numbers about anomalous surface sampling, maybe some magnetic data interpretation, possibly even some shallow geotechnical drilling results, although nothing is certain.
I'm interested in knowing who paid for it...
*WHAOW*...I feel good...
Briscoe didn't secure the claims and finance them without a reason. Alaska didn't set aside those lands for mineral exploration without a reason. NAK and HDI didn't JV with Briscoe without a reason. Ditto for Vollmer's addition to the board. Alpha and Platinum didn't want their shares without a reason.
It's easy to get impatient, paranoid, feeling like a bagholder. I still like the odds here, especially the amount of documented cooperation and ongoing engagement between our little company and the kingmakers.
Consider that NAK has six years to spend 10 million proving these claims, in writing, NR official. What do you think they'll find? I'm betting they wouldn't have the OK from their top-shelf shareholders if the answer wasn't 'more-of-the-same-highly-likely', i.e. some Boulders to go with their Pebble.
Meanwhile mystery guest number two wants an SRK-401-style report for the Tombstone claims, in the same area with nearby Freeport-Moran stirring up talk about moving entire towns because the copper there is so valuable. Who is paying for this, and why? Maybe we find out with the quarterlies, and if not, maybe someone else is paying for it. Again, why?
Because the claims were staked by people that know what they are looking for, that's why. Between Briscoe, Guilbert, and the de facto approval of Theissen and NAK, there is obviously some serious interest in these claims among those in-the-know. Might just have to add some more to the pile.
Watershed analysis for Pebble...
Look at the map bottom-right, page one. Those speculating on LBSR claims being better located for stream proximity may like what they see. It appears that the LBSR claims would be in the upper left of that map, which being upland is not crossed with so many waterways.
www.neilmoomey.com/.../Watershed%20Analysis%20of%20the%20Pebble%20Mine%20Project.doc
Gold hitting new high in Asian markets...
http://news.yahoo.com/s/nm/20110425/ts_nm/us_markets_precious
I am not a win-at-all-costs capitalist...
It is important to me that there are regulatory bodies to ensure some degree of environmental and social accountability, especially since a mine this size will affect an entire sector or market if something goes BP. There certainly needs to be oversight and all possible safety measures or the folks wanting to hold this stock for decades will have much more risk built in.
I am invested here because I am reasonably sure that they won't leave those deposits in the ground, considering Alaska's history of minerals resource development and the long-term policy view taken by the state and federal authorities on these lands since 1988. Also, the deposit and it's value as a sovereign currency hedge just added another 12% of tonnage while it's mineral values jumped up again. Greed wins folks, so lets try to do the right thing along the yellow brick road.
Just because the world needs these resources doesn't mean there shouldn't be heavy forethought and contingency planning. I'm obviously betting that this project will eventually happen, but it could happen many different ways. An environmentally sensitive plan will give the best chance of long-term sustained development, i.e. allowing a plan that can make all the claims commercially available.
And yes, NAK's 2 billion will likely buy a few senators along the way, plus a few EPA hotshots. And honestly, when was the last time they turned down serious development and infrastructure money in Alaska? Corporations rule about 99% of the time, it just takes longer, and more parks and schools have to be built and named after skeevy public servants who hold out for their own slice.
That said, we should be over .25 right now. &%$*!
ZTEM shows 6-7 HUGE colored eggs deep underground...
Let's hop to it!
I'm waiting for an order to fill as well...
..and waiting...
I understand caution, trepidation, doubt...
That said, I have to consider the information available to Theissen, Vollmer, or the folks paying a premium to obtain private placement holdings. Theissen and his BOD had to get shareholder approval to initiate the JV and throw millions of dollars at the LBSR debt and claims. They have access to all the information we would love to see, and they quickly jumped at the chance to grab an earn-in agreement based on the ZTEM data and whatever else Briscoe showed them. Don't forget that the Northern Dynasty shareholders include some very deep pockets with a long record of knowing where to grab the goodies before the competition nabs them first.
In my opinion, those shareholders and the NAK board have handed a big heads-up to those who have the wisdom to read their intentions by observing their actions. I make no claim to being a world-class geologist or investment analyst, so I must depend on those with more insight, experience, and behind-the-scenes info. Folks like Anglo-American or Rio Tinto would not vote to approve this JV without some serious positive indicators that it would turn out well for them via their position with NAK.
So I believe, perhaps foolishly, that we got to the party early, just like the NAK shareholders. Anyone who thinks they know better than NAK & Associates should feel free to dump their shares. I'm thinking about buying more and would welcome a lower price, since I'm reasonably certain that lower price will be temporary.
Amen...
I'm waiting to hear how much my tax bill will be. If it's low enough I can probably grab some more LBSR for an IRA contribution. Hard to imagine that it won't be worth a lot more than .03, especially by the time I'm retiring.
A slow steady proving of the claims marches on...
Pretty easy to see the strategy. Do the drilling that is permitted, build the proven wealth until the state, federal and international community are lined up with offers. Mineral development interests have been bribing Alaska for decades and the US could use some serious sovereign wealth of unquestionable value at this point.
Sorry, that's my fault...
I bought more shares at .035 yesterday, so of course it had to come down today.
Anybody else have problems with Zecco?
I'm trying to place an order and their site appears to be down. This is not the first time I've had difficulties with them. They can also be incredibly slow to credit transfers.
I would like to add some shares at these prices...
...But I still don't know how much I will owe in taxes. The reason I'd like to buy now is that it seems unlikely after holding near .03 so long that we are likely to see the PPS go much lower, especially with permits pending in AZ.
My only real fear is for an overall economic decline that drives money from the markets. $5 gas and a natural or man-made disaster could spell trouble for a market that has only recovered because of a trillion in stimulus funding and corporations laying off huge numbers to streamline. Average Joe has not really returned to the markets despite the near 60% rally since 2009 lows.
Of course gold becomes more valuable in shaky markets, but we have to prove that we have some in the traditional sense before anyone will see LBSR as a hedge play. It is imperative that Briscoe and Co. get drilling underway, and pronto.
I hold my shares and will likely buy more, but I'm keeping my eyes open.
And what a sensible next step that would be...
NAK already saw the ZTEM and signed up for a JV, they already built a serious pile of cash developing a single deposit on the same caldera formation, so it seems completely logical that they would move on the LBSR deposit. Having their huge PPS run would be a strong indicator to the market that this was the Next Big Thing, and all the ground work is in place. In fact, it's hard to find any reason why they wouldn't do this given the investment thay have already made in LBSR.
And the run up could be much quicker due to the logic of seeing the same team, in the same area, with a lot more of the guesswork out of the way on phase II.
Bring it on!
Good rationale...
Metals prices drive the availability of funding, partners, etc. Let the naysayers sell at a dime. We know what we have here.
I tried to call them a few weeks ago...
Left a number, no reply. The person who answered the phone sounded surprised and confused about my asking for investor relations. I think they could use some better public relations. I like the product, but I don't feel my request was handled very well.
Excellent Point...
It's too easy to second-guess the folks calling the shots from the comfort of your desk. Briscoe and Co. got us this far (establishing claims, geophysical surveys, JV, etc) and clearly there are behind the scenes developments that take long periods of organization and execution before they constitute material events and get reported.
We hear about such things sporadically, but between notifications we see countless armchair CEO's lambasting JB, his IR, etc. You can't build a groundswell for the shareholders in the spotlight. I like our prospects, our claims, our CEO, and the prescient moves he has made to secure what certainly appear to be world class claims that can be acquired per-share by those on as penny stock budget.
I have never sold a share, although I acquired enough to consider flipping occasionally. I guess I am an investor rather than a trader. The potential is too great for me to risk missing the market's reaction to the eventual discovery of that potential.
T-minus...?