AEV - Avenira Limited

[justiceotp]

Re: MAK - Minemakers

A bit of a story here in the Australian on Minemakers recent BCD deal

http://www.theaustralian.com.au/bus...e-of-bcd-bcd-52c/story-e6frg9if-1225938898985

 

[earthgas]

Re: MAK - Minemakers

This stock has been disappointing me for a while. Anyone has any in depth say about this stock? Cheers

 

[Sean K]

Re: MAK - Minemakers

This stock has been disappointing me for a while. Anyone has any in depth say about this stock? Cheers

I think it's all been said and nothing new really to add except the outlook for phosphate is a little better short term until the world really implodes.

 

[Adam A]

Re: MAK - Minemakers

Bit of movement on MAK yesterday,with the close and volume being the highest in a while

One to watch, breakout possible?

All imho

Long term holder

 

[dandyjac]

Re: MAK - Minemakers

Bit of movement on MAK yesterday,with the close and volume being the highest in a while

One to watch, breakout possible?

All imho

Long term holder

Good upside today now up 4.5 cents, MAK may get a speeding ticket

 

[earthgas]

Re: MAK - Minemakers

Feel like a major break out yesterday, can't wait for any postive ann coming soon

 

[Sean K]

Re: MAK - Minemakers

Feel like a major break out yesterday, can't wait for any postive ann coming soon

Yeah, could be. Unusual volume. Couldn't be on the back of the tin projects and IPO could it?

Maybe on some of the recent food price shock running through the news wires....

 

[joea]

Re: MAK - Minemakers

Feel like a major break out yesterday, can't wait for any postive ann coming soon

Intersuisse attributes the weaker performance to:
* A lack of understanding of phosphate as a commodity.
* A lack of newsfow of progress.
* Confusion over MAK investment in BCD Resources.
Cheers

 

[Adam A]

Re: MAK - Minemakers

Some thing is up
MAK today, 5 and 1/2 million shares traded for an 8% increase

Been holding on to these for a long time,nice to see some action

 

[justiceotp]

Re: MAK - Minemakers

Maybe this below

http://www.foxbusiness.com/markets/...rals-agrees-buy-uk-potash-gbp-million-shares/

and the BHP attempt a few weeks ago is what has added more attention to MAK of late.

 

[GumbyLearner]

Re: MAK - Minemakers

Maybe this below

http://www.foxbusiness.com/markets/...rals-agrees-buy-uk-potash-gbp-million-shares/

and the BHP attempt a few weeks ago is what has added more attention to MAK of late.

I wonder how much more it will cost to ship that from the U.K. to the Asian market? Compared to an N.T. to Asia deal ? Or other producers voyages like Morocco to Asia?

Analogous to a Vale, South America I/O shipment compared to a Pilbara I/O to CHINA deal?

I wonder what they are thinking in Regina? :aus::hide:

BHP tried.

 

[joea]

Re: MAK - Minemakers

Native Title agreement to be signed on 24 or 25 th February.
Investors are expected to visit Wonarah site in February.
The potential to produce phosphoric acid by dry kiln process by JDC Phosphate is being tested.
Cheers

 

[justiceotp]

Re: MAK - Minemakers

http://www.news.com.au/business/bre...phosphate-threat/story-e6frfkur-1225998738382

some interesting reading on phosphate

 

[earthgas]

Re: MAK - Minemakers

The treand looks excellent, however, with the level of the volume for the past 2 weeks, I expect to have higher rise.

Someone mentioned they are going to make an ann. by the end of this month, when do you get this info?

Good luck for all holders, patience is the key now

 

[dandyjac]

Re: MAK - Minemakers

Nice rise up in share price today, all mak share holders should be starting to feel happy with the way this stock is starting to perform

 

[lioness]

Re: MAK - Minemakers

Whats the target for this one?

Looks like it is heading much higher from here with the perfect storm brewing over food, fertilizer etc.

I would think mid 70's with ease. I got in at 40.

 

[Korban]

Re: MAK - Minemakers

Whats the target for this one?

Looks like it is heading much higher from here with the perfect storm brewing over food, fertilizer etc.

I would think mid 70's with ease. I got in at 40.

A recent Intersuisee report has MAK's NPV at $1.82 http://www.minemakers.com.au/downloads/110113Minemakers-Intersuisse.pdf . Ill go for that price. :sheep:

 

[earthgas]

Re: MAK - Minemakers

Nice reversal on Friday, I am comparing MAK and ELM, and try to implement a pair trading strategy these two. Obviously, ELM is more bullish for the last month or so. However, for the assets and deposits which MAK has, it is hard for me not too accumulate another few pieces. I was reading the article in SMH, it is inevitable China is going to import more grain from US to feed its 1 billion + population. The average food inflation for the last 12 months alone is about 15%. Therefore, in my view, Potash and Phosphate should be the place to be.

 

[Sean K]

Re: MAK - Minemakers

A recent Intersuisee report has MAK's NPV at $1.82 http://www.minemakers.com.au/downloads/110113Minemakers-Intersuisse.pdf . Ill go for that price. :sheep:

Yep, good report.

But, it's bought.

And one person's opinion by the look.

 


As previously discussed, Woonarah is uneconomical.

Unless RP climbs back to $300+ and stays there long term which is impossible!

 

[burglar]

Re: MAK - Minemakers

... As previously discussed, Wonarah is uneconomical.

Unless RP climbs back to $300+ and stays there long term which is impossible!

Big money is cornering food on the Futures Market.
Food prices are climbing steadily.


RP is climbing albeit slowly.
USD is climbing albeit slowly.
MAK SP is falling albeit slowly.

Maybe MAK's time is coming albeit slowly.