Miller vs Albany ......... where the truth lies or the lie i Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Gold/Mining/Energy : Miller vs Albany ......... where the truth lies or the lie i

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

Recommended by:

Tensane 1

To: LearntoTrade who wrote (28)	2/7/2016 1:55:53 AM
From: NuclearCrystals	1 Recommendation Read Replies (2) of 70

Learntotrade, there is no banning here, it's up to each individual to self moderate with the ignore feature if deemed necessary by an individual. Anybody who possesses even the slightest bit of intellect wouldn't need to rely on anything other than self moderation regardless of the rhetoric that is posted by some. Personally, I don't ban and I don't use the ignore button on any person ............ I just ignore at will, it's that simple. The advantages Miller has against every other player out there, never mind the immense superiority to Albany are the very reason that a massive resource is not required at the onset of a rolling resource/production model. Everything that has taken place during the characterization phase of Miller graphite has proven that Miller graphite will command the highest tier prices in the range accounting for any and all applications price decks. 1,500 tonnes @ a median of $13,000 provides a whole lot of revenue ............ there is no question and the eventual pricing may actually be quite a bit higher if Nuclear in fact accounts for 100% take up. The question on costs is a good one ............... you must recall that Hykawy touched on thermal costs in an article he wrote quite awhile back. Anybody who reviews that article can see the margins for Miller would be very high with Thermal costed in according to Hykawy's overview. Is it going to be hundreds of million of profits per annum? No but nobody invested in CCB is making those kind of outrageous suggestions like the Zennanite familia has made about Albany. The profits will be extremely solid on graphite metrics alone and when you add the marble into the mix it gets even better. A producer is all about the numbers and something chewing through a whole lot more tonnage yet having very poor margins isn't a better operation than one that has low tonnage throughput with very healthy margins. In fact, the latter always comes out ahead even if bottom-lines are similar as the larger operations are obviously coupled with higher maintenance costs among so many other factors in operating expense. Payback will come very quickly for Miller. A modular design could be expanded very quickly and cost effectively as future resource buildout dictates expansion. It's common sense ............... no mine engineering background necessary to size up a CCB (Miller) investment.

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next