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We need nice new orders this week and CPST is gonna move above $1.5
JMHO
Todays news release indicates that more dilution is coming. They need money to fund the 2018 drilling.
http://cmcmetals.ca/march-8-2018/
"We’ve seen our C65s pick up in the last couple of quarters and that’s both CHP and oil and gas related. That product today is our highest margin product, the C1000s and C200s are next."
https://seekingalpha.com/article/4143345-capstone-turbines-cpst-ceo-darren-jamison-q3-2018-results-earnings-call-transcript?part=single
As today's order does not include C1000 I assume more will come. Here is an excerpt from the recent conference call:
"We’re chasing some bigger C1000 orders that we actually truthfully hope to close in the December quarter, so now we’re hoping to close them in our March quarter, our fourth quarter."
"We just got 5 megawatts installed in Mohawk Carpets and we’ve got Corning. We’ve got a lot of really Fortune 100, 500 type companies that are now turning to our technology."
Nice order today indeed. It is important to follow up with additional orders though.
New orders are needed. If DJ cant deliver he should resign.
Price of crude oil back above $60. Good for CPST. But we need new orders to move the price to its fair value of $2.
Capstone did good lobbying work. All the things are falling in the right places. This should benefit their future business.
https://www.capstoneturbine.com/news/press-releases/detail/3585/federal-investment-tax-credit-extended-through-2021-for
Correct, this company is a joke. Schholz should step down and retire. A total waste of time.
Market cap still seems pretty low imo in view of the annual revenues and the future potential income.
Might make a push for $1 right now. CPST is way undervalued and a great pick in an overheated stock market.
No doubt, CPST will be back above $1 soon.
Nice gains today. Two things of interest I noticed in the recent conference call:
"We’re chasing some bigger C1000 orders that we actually truthfully hope to close in the December quarter, so now we’re hoping to close them in our March quarter, our fourth quarter."
"We just got 5 megawatts installed in Mohawk Carpets and we’ve got Corning. We’ve got a lot of really Fortune 100, 500 type companies that are now turning to our technology."
https://seekingalpha.com/article/4143345-capstone-turbines-cpst-ceo-darren-jamison-q3-2018-results-earnings-call-transcript?part=single
Bottom line is that they are making steady and solid progress. When new orders come in we will see 1$ again soon imo.
Good and solid numbers!
Hopefully today's conference call will indicate that Capstone is making good and solid progress to achieve break-even.
GLTA
Nice news but what we need is new orders, the bigger the better...
IBR – Oil and Gas company goes Cryptocurrency Mining
Iron Bridge Resources Inc. – TSX Exchange – T.IBR
Cryptocurrency Mining Operation Launched by Oil and Gas Producer Iron Bridge Resources
January 22, 2018
The higher the price of oil is, the better for GEVO jet fuel. Check the following presentation:
https://pgi.webcasts.com/viewer/event.jsp?ei=1161221&tp_key=2aaa2b9b33
See page 12. With a price of oil (WTI) at around $70-$80 GEVO fuel has a cost advantage.
Thanks Martin, here is an additional interesting link:
http://www.biofuelsdigest.com/bdigest/2017/01/24/the-big-55m-drop-in-military-biofuels-op/
Do you have any public link on information of the possible 55 million dollar grant from DOE awarded 12/4/2017?
Thanks in advance
Two things to watch out for:
- Further progress of the agreement with Praj
- Achievement of binding supply contracts of at least 50% of the capacity of the anticipated expanded Luverne Facility
October 16, 2017 - CMC Metals Ltd. Acquires Golden Point Gold Project in British Columbia's Golden Triangle Bordering Teck Resources
http://crweworld.com/canada/trendingnow/press-releases/244295/cmc-acquires-golden-point-gold-project-in-british-columbias-golden-triangle-bordering-teck-resources
CMC Acquires Golden Point Gold Project in British Columbia's Golden Triangle Bordering Teck Resources
Vancouver, British Columbia--(Newsfile Corp. - October 16, 2017) - CMC Metals Ltd. - ("the Company") (TSX-V: CMB) — is pleased to announce that it has acquired a 100 percent interest in the Golden Point gold prospect strategically located in British Columbia's Golden Triangle bordering Teck Resources. The Golden Point Project comprises 87 claims totalling 1,518 hectares in the Skeena Natural Resource Region (Liard Mining Division).
Michael Scholz, Director of CMC stated, "We are thrilled to have been able to acquire this new gold project in the heart of the Golden Triangle, which is one of the most thriving gold districts in the world. The renewed focus that the Golden Triangle has seen recently is encouraging to us as evidenced by the recent news from Garibaldi Resources and GT Gold. We are pleased to be able to add this property bordering Teck Resources to our portfolio and are eager to get to work on this project as soon as possible."
The Golden Point project is located some 15km west of Schaft Creek, and 25km NNE of Teck Resources Galore Creek project and is underlain by Upper Triassic volcanic rocks of the Stuhini Group. The Volcanics are locally intruded by tonalities of the Mid-Jurassic Three Sisters Plutonic Suite, Triassic quartz diorites. The Golden Point property features some historic work (recorded in the BC Minfile System) that has consisted of large scale mapping and some rock and soil sampling, including work by Gold Fields Canadian Mining Ltd. (1991) that returned 8,8g per tonne ("gpt) Ag, 4.5gpt Au and 0.43% Cu over a 30cm shear zone ('Scud showing') and earlier sampling by International Corona Corp. (1988, 89) which produced gold values up to 24gpt Au in grab samples from a small area of an exposed quartz vein stockwork ('Otis showing') rich in arsenopyrite. This new project was acquired by staking via MTOnline.
About CMC Metals.
11 October - CMC Announces Drill Results From Silver Hart Summer Drill Program
http://cmcmetals.ca/cmc-announces-drill-results-from-silver-hart-summer-drill-program/
Interesting excerpts from the PR:
Significant intervals were determined using a 300g silver equivalent cut-off grade calculated using the following assumptions: Ag $18/oz, Zn $1.20/lb, Pb $1.00/lb.
2010 Program
A diamond drill program was completed at the Silver Hart property in 2010. The assay results have been obtained from the laboratory, ALS Chemex, North Vancouver, B.C. and will be released shortly.
Michael Scholz, Director of CMC stated: “We now know we are in the right area in this world class mining district. The previous drill program confirmed that we are on the right track and we are currently formulating plans to continue drilling this project. We have recently met with a third party consulting group to engage in the design and subsequent ramp up of an underground mining operation, with the on-site mill and pad having already been completed.”
The property is located approximately 60km north of the Silvertip mine in BC. The Silvertip mine has been recently bought by Coeur Mining (NYSE: CDE) of Chicago, IL for initial consideration of approximately US$200 million, consisting of approximately US$146.5 million of cash, and approximately US$38.5 million of Coeur shares (approximately 4.3 million new shares) an assumption of US$15 million of existing debt (announced September 11 th, 2017).
We need some orders from the hurrican regions to further fuel the momentum. DJ, get your a§§ moving...
Gold moving up higher. Received the following update a week ago.
- The Mill can be operational in a few weeks after posting the Bond
- Approached the government on terms of bond and waiting for their review.
- CMC is essentially in small scale production now, the next bulk sample will be for 1500 tons.
- Silver Hart drill results expected in 3 weeks
- We are working on an IR program to launch in the next week or so
GLTA
CMC Metals Ltd. (V.CMB) - Keep on radar
With a rising gold price this company has upside potential imo. The current market cap of below 4 million Candollar seems rather low.
Here are some information based on older reports https://docs.google.com/viewerng/viewer?url=c3352932.r32.cf0.rackcdn.com/pdfcb19a86c7ff9683353ef2642ec1b690f.pdf
- “CMC and PBI plan to produce ~20,000 oz gold per year and thus generating sales of ~$24 million per year (with gold at $1,200/oz). Production costs for the initial 84,000 oz gold are estimated at $700-$800/oz.” With todays gold price of around $1300 and costs of $800/oz that would result for the 50% share of CMC $5 million annual profit.
- “plus the milling costs of around $150/t processed by the Bishop Mill (at 2,000 t/month = $300,000/month or $3.6 million/year).”
- “The replacement value of the mill facilities is estimated at $6 million.”
- Silver Hart (drilling results expected soon): “Extrapolating the numbers a bit from what CMB already has blocked out, and you could easily be staring at a 55-million oz. deposit.” www.preciousmetalsreview.com/PMRcmbbond.pdf
That would equal around $900 million with todays price of silver. The already blocked out initial 9 million ounces of silver equal $150 million.
- The major insider also continues to buy shares.
https://www.canadianinsider.com/company?menu_tickersearch=CMB%20%7C%20CMC%20Metals
With a continued rising gold price I think this one could get interesting. Keep CMC on radar.
Some interesting tweets from Lightbridge
https://twitter.com/lightbridgecorp?lang=de
Lightbridge Corp? @LightbridgeCorp 19. June
CEO Seth Grae presented on “Innovations in Nuclear Fuels” in the opening session at the American Nuclear Society’s 2017 Annual Meeting
Lightbridge Corp? @LightbridgeCorp 19. June
Mr. Grae also reiterated that Lightbridge is moving forward aggressively with major partnering discussions, which remain on track
They clearly pointed to the Notice Of Delisting in their Conference Call. Overall it looks promising to me. They are on war with costs, will put the two manufacturing facilities into one. I am optimistic about the future
Looks like they are realy trying. The recent news releases are encouraging. Lets hope they will turn the corner soon...
This baby is only getting started. 10 cents is a real plausible possibility...
This baby sure looks like an undiscoverd gem. To the moon...
It is holding up quite nicely. Good sign imo. This is gonna be a multibagger...
Nice day moving up. Guess we will see 2 bucks rather soonner than later...
GLTA
Oil is up again. Lets hope that we have seen the bottom. The released Selected Preliminary Fourth Quarter Fiscal 2017 Financial Results were quite encouraging imo.
In addition I believe the the Election of Yon Yoon Jorden to the Board of Directors is a good sign. She seems to be creditable with lots of experience. I do not expect that such a persons signs with a company which will go donw the drain soon...
Key messages from conference call
Below are imo the key messages from the transcipt. I am very confident and glad that I bought around 1 buck. Good things to come...
Excerps from transcript:
- "We expect to formalize the joint venture with AREVA to develop, manufacture and commercialize fuel assemblies based on our fuel technology in the coming months. Although it may seem from the outside that this process is moving slowly, we have actually made tremendous progress and have expanded beyond the initial scope of the project. In fact, we believe the current scenario will be more profitable for Lightbridge than the straight licensing arrangement we had originally envisioned."
- "We're also moving forward in finalizing plans for irradiation testing of our nuclear fuel samples at the Halden reactor in Norway. At the same time, we are working closely with a leading U.S. nuclear utility to establish an end user agreement for the first use of Lightbridge-designed nuclear fuel in a commercial reactor in the United States. This utility is an addition to the one with which we signed a letter of intent in November of last year."
- "Well, what I think, first of all, is that the deal has been changing in someways from the initial concept that we think are better for Lightbridge and Lightbridge's investors than a straight licensing deal to have a 50-50 JV with AREVA. What we're trying to do is more expansive. We'll also fold again now direct work with 2 utilities, leading toward end user agreements. We're not just trying to have qualifying fuel in a reactor in Norway. We're actually bringing toward contracting fuel in commercial reactors in the United States. What we're putting together is a contractual package to bring our fuel to the global market."
- "it's probably fair to say we expect the next major announcement to come within about 1 month."
- "In fact, we have no immediate plans to raise capital." - "However, the community recently has invited Lightbridge to participate along with the Nuclear Energy Institute and the Electric Power Research Institute in all of the events and meetings related to accident tolerant fuel. I spoke at the meeting in Idaho and referred to Lightbridge fuel as an what was an ugly duckling is now suddenly turning into a swan in the eyes of the community. We are included now in all of the meetings and have actually been asked by (inaudible) and NEI jointly what can they do to help us move the fuel forward? So I think that's significant and it's a big change from where we were."
New website is online: http://cmcmetals.ca/
Yukon "Silver Hart" Project Update (via TheNewswire) Vancouver, B.C. / TheNewswire / April 19 2017 - CMC Metals Ltd. (the "Company") is pleased to announce that it has filed an application for a Class 1 Exploration Permit with the Energy Mines and Resources Department of the Government of Yukon to continue exploration at its silver/lead/zinc Silver Hart Property for the coming season beginning in June. The Company holds a 100% interest in the Silver Hart, situated approximately 132 km west of the Town of Watson Lake in south-central Yukon, Canada. Consisting of 126 claims (2,200 ha), the Property is located 43 km north of the Alaska Highway. Power Grid transmission lines run within one kilometer of the Property. The Silver Hart is thought to be similar to the Bellekeno deposit located in the Keno Hill mining camp in central Yukon, and which is characterized by high grade silver mineralization. Only a small proportion of the area comprising the CMC claims has been explored on surface, offering potential for further discovery. Historic work by CMC and previous owners has identified at least seven zones of mineralization, four of which are considered 'significant' expressions of mineralization (please refer to the Technical Report described below). Some 673 meters of underground workings, 20 trenches and over 8,000 meters of drilling have been completed on the Silver Hart Property. The Company has spent approximately CAD $7 Million on exploration, and a substantial camp has been established on the Property. The most recent work carried out by the Company at Silver Hart was in 2011-2013, before the Property was placed on care and maintenance during 2013 owing to substantially softened commodity prices and weak equity markets. Prior to the cessation of activity the Company recovered three bulk samples, the products of which (513.5 tonnes) were shipped to China and collectively sold for approximately USD $1 Million. The payments excluded credits for the lead and zinc contained in the shipments, as the Company was paid only for the silver credits. Throughout the period of inactivity, the Silver Hart Project had been kept on care and maintenance while the Company focused resources on its U.S gold assets in California. Now that commodity prices for silver, lead and zinc have firmed significantly over the last two years, the Company is planning to become re-engaged in the area with a 2017 exploration and drilling program on the Property. Over the past few years the Company was directed to complete site reclamation work at the Silver Hart Property, and to remove its camp. Failure to do so has resulted in charges being issued under the Yukon Quartz Mining Act. The Company has retained legal counsel to defend the charges, and has advised the Yukon Government of its scheduled exploration program, which includes plans to drill along strike of known mineralization. Since more exploration will be carried out on the Property this summer, the Company does not intend to complete the site reclamation work. A review of previous historic work and the results of some initial resource estimates for Silver Hart are available on SEDAR in a 'TECHNICAL REPORT ON THE SILVER HART PROPERTY, (Watson Lake Mining District), Yukon, Canada' by authors with Dahrouge Geological Consulting Ltd. of Edmonton, AB and dated January 2010. Please note: there is no current feasibility or pre-feasibility study for the Silver Hart Property. A qualified person has not done sufficient work to classify any historical estimate as current mineral resources or mineral reserves; the Company is not treating the historical estimate as current mineral resources or mineral reserves, and the historical estimate should not be relied upon as an indicator of future resource or reserve potential. On behalf of the Board: "Michael C. Scholz"_______________ Michael Scholz, Director CMC METALS LTD.
You are very funny, patience is wearing thin for almost everybody. Nevertheless we will see some positive news soon in my opinion. The update of the website is a rather small thing but definitly needed. Lets hope for the best.