Silicon Investor (SI) -- The First Internet Community

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 : TITANIUM CORPORATION INC.- The Next Major Mining Play -- Ignore unavailable to you. Want to Upgrade?

To: Bruce Robbins who wrote (277)	9/1/2000 11:25:42 PM
From: russet	Read Replies (1) \| Respond to of 343

Thank you for that response. I appreciate contrary opinions as it gives me (and others) a different prospective on a complex business. May your labour day weekend be as good as I hope mine will be :-)))))

To: Bruce Robbins who wrote (277)	9/3/2000 7:28:32 AM
From: George J. Tromp	Read Replies (2) \| Respond to of 343

At 0,65 it's hard to go down when you have some reserves <g>. War of attrition... IMO Tiomin had a crack at Natashquan- this isn't any different. Perhaps they did not learn the lesson from that... they are still doing things backwards. Look at Mazarin for someone else who has not learned their lesson (mind you they were smart enough to defer some of their exploration costs on the Lac Knife graphite by doing a JV). Tiomin does not have the agreements, they don't have the connections and until they get them, the sand is worthless. I'll remind you guys that these commodities are FOB. I'll also remind you that QIT has looked at all of these (Kenya and NRL sands) before. Not good enough for them for a reason- market is not big enough. IMO Tiomin was better off in Quebec- QIT and their Ti plant is nearby (owned by RTZ). Of course they are keeping the reserve for as long as they can, and trying to increase shareholder value by coming up with another. Too bad these won't be mined for 20 years. The Chinese might have something to say about titanium if the price ever moves... They screwed graphite, REE, mercury, talc, wollastonite etc. Bruce I couldnt help responding to some of the statements you made concerning Tiomin. First of all, I dont have a problem with a company that goes about defining their prospects, channeling their efforts into a Bankable feasibility study as opposed to hyping their stock to generate bogus market value and financing their exploration on hype dreams at the expense of the less fortunate. I believe as well once Tiomin was prepared to advance that property, the First Nations Aboriginals decided they wanted an equity stake, and concessions which seems to be at the root of the problem with mineral deposits all over Canada. Tiomin decided to go elsewhere namely Kenya, which apparently has govt support which was lacking in Quebec. You could probably make the same assumption about the raw diamond market both are equal in size, however, the industrial minerals market is about 200Bil in the US alone, and unlike diamonds every person is affected by TiO2, Kaolin, fillers, and clays. Without them the world would stand still. Concerning your statement that the market is not liquid, It was liquid enough to have gains of 125% on RTI and gains of 100% or more on Tiomin. . Most exploration companies cant scratch two nickels together on Gold properties, and I believe liquidity is a problem in most of the mineral sectors,Gold prices are politically controlled and sensitized to Central Bank nuances.Along with an il liquid market, your words not mine, I sort of like not having to watch day traders hack away daily at prices, no offense to the agressive traders. I believe if you check out the latest price increases that are occuring in the industry, Lluka Resources, NL, Millenium Organic, with Lluka raising Zircon prices 10% and another 10% by the end of the year, Millenium Organic raising pigment prices as well. Oh yes Kerr MaGee, I almost forgot. As well it is generally understood in the industry that the Ti02 PRICES will be moving up due to the failure of the Beenups mine in Australia a few years back and the void by SL Rutile. Zircon is being investigated by the DOE for use in high level nuclear storage encasements for long time storage applications, TiO2 is being investigated by the Japanese for its application in Smog Busting, both in construction applications and paint applications, Osaka Laboratories Japan. Ti is being used now for Energizer batteries, replacing lithium. Whether any of the new uses affects supply and demand remains to be seen, but I dont have any problem waiting to find out, given the sweet spot of the market should be Ti02 pigments with price increases expected of 25% over the next few years. I will take my chances in a market compounding growth at 2.8-3.2%. Kwale could be providing 4% of that market, As far as Tiomin not having connections, I guess that remains to be seen, but their present management does have a history of producing shareholder value, via Pangea as well as Nar. As well, I might add that SL Rutile bought back their interest from Bethlehem in SL, the stock traded into the 16 dollar range, so historically, the case can be made that liquidity will enter the market if the material change warrants it. Have a nice Holiday Regards George J. Tromp

To: Bruce Robbins who wrote (277)	9/12/2000 9:43:01 PM
From: rdww	Read Replies (1) \| Respond to of 343

QIT has not looked at the NRL sands project according to management. So if you have knowledge otherwise - let them know - they would love to go chase someone who breached thier property I'll bet. QIT is in biz only cause of some very cheap electric rates I think. They may have some great hard rock deposit that ranks beside Richards Bay in terms of volume and profitablility - but they got a gift from Newfoundland/Que Hydro. You say you know deposits - which do you think is easier to 'mine' and refine? A hard rock that requires arc furnaces galore and blasting/drilling/crushing or a sands project that requires dredging and sifting for separation? How about a project that straddles major hydro + gas + shipping lines on a water tranportation route? Still not sure which one sounds better? Ah - then we had better get into the metallurgy! This is where they are at. They got one of the best guys you can get working his ass off to make a product that will knock off the socks of whichever major he presents it to. Reeves knows exactly what Dupont is looking for in a product. They can't monkey around with this guys and tell him the rock is short this or too much that - he knows EXACTLY what they do and don't need. More later on your other posts. Summer is over and I did some research to get some answers and the kids are back in school! hang on.