“In the near term, the price of uranium is going to go sideways to down.”
“I’m not expecting a super-squeeze, but I am expecting a squeeze… And there is delayed reaction to that, because there seems to be enough material on the market right now thanks to the Japanese utilities.”
October 5, 2012 - Reuters.com
“I think we’re in for a long period of low gas prices.”
“We have to get use to that idea.”
September 30, 2012 - Reuters.com
“A lot of these companies are obviously cash-flow positive and it’s all about where the gold price is.”
“If you’re looking for healthy companies, obviously a very lofty gold price is something you’re going to look for.”
September 7, 2012 — The Street
“Though management states that WPX is conducting discussions with other parties, these all appear to be at a significantly early stage.”
“The test materials all had grades considerably higher than that assumed by us. And, usually, the higher the grade, the higher the metallurgical recovery rate.”[br][br]”On balance, we found the results to be supportive of the view that our assumptions in modelling the Florence project are conservative assumptions.”[br][br]”We believe that Curis’ share price has been weak both because of opposition, in Florence, to Curis’ proposed project and because the market has recognized that there has been a delay in reporting expected metallurgical results.”
“It most likely would be someone that owns a copper smelter that’s getting hungry for feedstock, and the usual suspects in that area are the Chinese.”[br][br]”Perhaps Tongling or a similar company might like to buy part of the project, as well as agreeing to buy product from them.”
“I think it’s just because nickel is one little bit of a huge company and so they’re not obliged to give us much disclosure.”[br][br]”It’s a very funny time. We’re still in a commodity supercycle. The last one occurred from the late 40’s to 70’s. But, in that timeframe, it wasn’t all boom. You had periodic busts, but the trend was always up.”
“I don’t see them getting a fairly hefty premium, it is Africa, it’s fairly risky and it’s a sizable amount of assets, which means your potential acquirers out there are quite limited.”
“Even though that adjusted number relative to analyst expectations probably hit the market pretty hard, at the end of the day, it wasn’t entirely bad news going forward for the company.”[br][br]”Overall, they are going to catch up on their sales…It will work itself out.”
“Without a retail division, the company won’t know what farmers want. “[br][br]”Agrium is better to have an integrated company.”
“They may decide to trim some of the flesh off, and that would include Lobo- Marte and Cerro Casale.”[br][br]The appointment of a new CEO “would have been a lot more positive if they had gone external…Maybe a change in culture would have been healthy at this point.”[br][br]”There’s some questions as to just what role he had in these acquisitions.”
“Although this provides a near-term hurdle for this project, we expect that the issues can be rectified and the project to be back on track sooner than later.”
April 30, 2012 — Reuters
‘This discussion is probably going on all over town…In my view, anybody that’s at 50 per cent gas-weighted or more is in some jeopardy here,”
I think people are concerned about the Kona field, which is their fllagship asset with revision of the downward guidance potentially that is sending a message to the market that Kona may have peaked
“It’s good to know that Ivanhoe Mines has other goodies tucked away in case the lugubriousness of its financing negotiations for Oyu Tolgoi oblige it to consider disposing of any more of the family silver beyond its proposed sale of SouthGobi Resources Ltd.”
There’s not many good operating copper companies out there,[br][br]It’s much cheaper to go out and buy it on the London Metal Exchange or to go out and find it yourself.
If you believe that those spreads are going to narrow again, there’s probably some money to be made in those stocks.
into Ivanhoe’s hands that will keep them funded for awhile.[br][br]There’s no more assets they can sell if they need more funding after that.
They’re selling assets and looking for joint ventures because they’re cash strapped.
It is not a fundamental or structural issue,just a pushout of production.