Value Microcaps Junior Miners

[checkmate28]

Buy the Rumor looking good right now! Had to bring this idea here.
Andrew Zemek from the CPM Group, a fully independent research and consulting company focusing on precious metals and commodities markets speaks about Molybdenum.

Takeaway
*Most Molly used in steel production or Oil and LNG pipelines.
*World Bank recently stated molybdenum is a critical metal needed in 7 of 9 green energy technologies
•High battery potential as molybdenum has up to 4 times the electrical capacity of lithium

China Economy revving back up.

World Bank says 73M lbs of new Moly demand coming from the Renuable Revolution is on the way

Biggest factor in Molly market is Declining Supply due to low prices, covid and the lack of new mines. Chilian companies suffering from threat of Nationalism.

CPM sees a global deficit in Molybdenum for 4 to 5 years with Prices to remain high for several years.

Very few new projects in the pipeline
Anything above $ 12 - 13/lb (say what?) very much incentifys new production but you need to know those prices will stay to make decisios to development a new project.

When asked How can investors best get exposure to Moly? Andrew Zemec answers , do your homework on the best moth balled projects that were hot in the past.

Me thinks At $32/lb Molly, future demand, supply deficit, $46 million spent on development Engineering and metallurgy studies already done, makes a Perfect storm for a development ready, permitted project like Stuhinis Ruby Creek Molybdenum Project to get scooped up

Stuhini has to be a target right today. Only need some more positive sentiment and market awareness to get this project understood by the market.

Fundamental Research put this report out in 2007 on the identical project when it was known as the Adanac Molybdenum Corp Molybdenum Project.

In 2007Adanac Molly AUA.T had 108k fully diluted shares. The report valued the project NPV at $242 M with $15 Molly ( Less than Half todays price) They valued AUA.t at $5.85/ share
$5.85 x 108M OS = $630 M Market cap

Stuhini sitting on a pit constrained measured, indicated and inferred Moly resource of 478 million lbs moly deposit. A $20B face value 1% is $200M nearly a 20x on the current MC

Current Stuhini MC $12 M 34k shares OS - CEO takes only $2000/ mth salary and buys all the private placements. Ive met and personally known Dave Obrian for several years. Hes a straight shooter and gets things done. Eric Sprott took part in all PP including the one just closed this Dec. Erics been inactive so thats saying something. Co Could have sold a lot more paper on the PP but chose to be fiscally responsible with the OS and soft mkt

To bad for Adanac Moly, the 2008 market crash came on and killed the company.

And to think I 1st bought Stuhini for the mgt and plethora of top-notch gold silver Nickel projects, and their proximities to Brixton and Garibaldi.
Entirely possible they spin out the Moly, take the profit and move the Canidian/Arizona AuAgNi properties with the same degree of fiscal responsibility.

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