SI
SI
discoversearch

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 : Le coin des prospecteurs -- Ignore unavailable to you. Want to Upgrade?


To: UPTICK who wrote (26625)10/25/2018 11:41:44 AM
From: Claude Cormier  Read Replies (1) | Respond to of 39498
 
Je savais pour les résidus... jusqu'à 4M de livres de V2O5 possible si je ne me trompe.C'est certain que celà ferait pas mal de cash au prix actuel du V2O5... reste à savoir quel sera leur coût et est-ce que les prix vont se maintenir.

Mais pour la nouvelle de ce matin, intéressante en effet. Mais la question est combien de ressources ont-ils à cette teneur. Combien de temps et d'argent celà va prendre pour faire cette évaluation.

EFR m'intéresse car il offre le potentiel de fort cash flow et le titre est pas trop cher dans ces circonstances.

Techniquement, le comportement du stock laisse à désirer surtout avec ces prix du V2O5. Mais la baisse d'octobre semble se terminer sur de faibles volumes. En plus on dirait un double bas avec celui de septembre. Enfin si $3.69-$3.65 tient bon et que le titre rebondit sur de bons volumes peut-être.

J'hésite encore...mais peut-être pas pour longtemps.



To: UPTICK who wrote (26625)10/25/2018 12:57:56 PM
From: UPTICK  Respond to of 39498
 
ON EFR.. @thoughtfulspeculator These #Vanadium developments are fascinating. Having read hundreds of articles on #Uranium in the past few years, I can say that not many people saw the economic potential of vanadium for uranium miners and producers as even a possibility--credit to Glasier and Chalmers for being the exceptions. If $WSTRF / $WUC and $EFR / $UUUU are able to work out a deal on milling (and maybe more?) and lock down significant vanadium sales, especially medium- or long-term contracts at anything close to the current vanadium price, the dam water through a hose effect could be remarkable. The universe of current and near-term #Uranium producers is small, but the subset of those that are also near-term #Vanadium producers (with significant vanadium resources) is much smaller. It would take only a couple of hedge funds speculating on this increasingly credible thesis to move share prices much, much higher.