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Gold/Mining/Energy : North American Nickle

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To: El Canadiense who wrote (133)5/11/2014 5:16:13 PM
From: ayeyou   of 257
 
The first two contenders that pop into my head are Vale and Xstrata/Glencore . They both have major nickel mining operations in the immediate vicinity with the Raglan Mine and Voisey Bay. There could be some definite advantages to either of them re the use of existing refining and processing facilities to handle ore concentrate from Greenland.There is access to year round shipping and moving concentrate across the Davis Straight would not be problem.The Sentient Group also has the potential to finance this project to production as seen in this investment strategy page from their website. It is noteworthy that VMS ventures is partnered up with Hudson Bay Mining and are in production in Manitoba with them so that could also be a possibility. If NAN can pull some wide intercepts this season there will be no shortage of interest in what they have to offer. It is a huge plus for them that Greenland is pro mining. With a discovery of wider pay zones at depth things could happen very quickly for NAN. Keep in mind that Diamond Fields Resources was only in existence for three years before being bought out at $172 a share. If Nan can find an orebody that generates 10% of that kind of buyout I am one very happy shareholder. Personally I think that property has a whole lot more to offer then we have seen to date. It is exhibiting all the classic signs of a multi zoned nickel deposit exactly like you see at both Raglan and Voisey Bay. I know one thing for sure and that is at 40 cents a share the downside is ...well none and the upside is astronomical. I will take that...

The Sentient Group | Investment Strategy Sentient is a development investor. Its ultimate objective is to participate directly in underlying metal, mineral or energy projects. However, it will take equity placements in listed companies that are the majority owners of an asset as part of its overall strategy. As a matter of policy, Sentient does not make hostile acquisitions. Sentient also invests in refinancing and expansion opportunities at existing operations that have the potential for further growth. Projects are expected to be low cost and profitable across the business cycle and offer commensurate returns for the risks involved. Sentient typically seeks potential high return projects with companies that have committed and talented management.

Sentient invests its investors' capital in a step by step manner in line with the capital needs of the project through its development and commissioning phases. Sentient has the ability to invest capital directly from the funds it manages, or on a larger scale through co-investment with investors in the Sentient funds where the opportunity warrants it.

The Sentient Funds expect to hold their investments for the medium to longer term and seek to have a significant but minority position in each of their direct investments. Investments are structured according to the individual project and company circumstances.

The Sentient Funds are engaged investors and are actively involved with management through board representation. Sentient monitors the performance of the portfolio companies through frequent communication with management and regular analysis of monthly financial and operating results. Sentient is able to provide advice regarding financial matters, including the evaluation and implications of acquisition and divesture opportunities, strategic and long-term planning, and refinancing options.

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