NRZ - NeuRizer Ltd
- Thread starter Mistermoon
- Start date
Re: MTN - Marathon Resources
This stock has been analysed to death on this thread. Make up your own mind. I just posted how undervalued it was. I'm surprised you are unsure re: the value.
This stock has been analysed to death on this thread. Make up your own mind. I just posted how undervalued it was. I'm surprised you are unsure re: the value.
Re: MTN - Marathon Resources
JWBH This is pretty accurate... It's important when you evaluate a company evaluate their competitors... Once you've done that you'll be a better judge...
JWBH This is pretty accurate... It's important when you evaluate a company evaluate their competitors... Once you've done that you'll be a better judge...
Re: MTN - Marathon Resources
Yep no takeover until at least $15 a share. A JV is not out of the question.
Yep no takeover until at least $15 a share. A JV is not out of the question.
Sean K
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Re: MTN - Marathon Resources
Having said that, I would be happy to say that MTN looks relatively cheap by comparison, but it's impossible to put a figure on it.
I don't think this is an accurate comparison Halba. SMM is more than just the IUJV. The rest of their deposits must be taken into consideration, plus the Georgia Basin Project and it has some Fe projects. While their recent JORCs on Anderson's etc were small, they are open. Can't compare this with MTN that simply. MTN have more than Mt Gee too, so it's difficult to do either justice I feel.
Having said that, I would be happy to say that MTN looks relatively cheap by comparison, but it's impossible to put a figure on it.
Sean K
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Re: MTN - Marathon Resources
SMM is more than Valhalla IMO. That's why the interest.
Well, we can agree to disagree there.
SMM is more than Valhalla IMO. That's why the interest.
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Re: MTN - Marathon Resources
I'm trying to figure out which is better to top up at the moment PNN or MTN.
I wouldn't add any more positions with smm given the conference is coming up
Haven't seen much analysis on PNN so difficult to compare. MTN seems more undervalued but PNN has sino and earlier production schedule with less issues concerning extraction.
I'm trying to figure out which is better to top up at the moment PNN or MTN.
I wouldn't add any more positions with smm given the conference is coming up
Haven't seen much analysis on PNN so difficult to compare. MTN seems more undervalued but PNN has sino and earlier production schedule with less issues concerning extraction.
Re: MTN - Marathon Resources
Unfortunately as of today 12/04/07 over 90% of SMM's resources are at Valhalla. To imagine other deposits is pure fiction.
Well, we can agree to disagree there.
Unfortunately as of today 12/04/07 over 90% of SMM's resources are at Valhalla. To imagine other deposits is pure fiction.
Re: MTN - Marathon Resources
lol Uraniumlover time for some lovin of MTN. PNN has 19mil pounds(40% owned), and MTN has 80-90mil pounds of u 100% owned?
lol Uraniumlover time for some lovin of MTN. PNN has 19mil pounds(40% owned), and MTN has 80-90mil pounds of u 100% owned?
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Re: MTN - Marathon Resources
i think the fact is SMM has had excellent mgt the whole way through the process. they have some great deposits and some huge areas of exploration.
why do you think PDN is going after SMM and not MTN????
that is the big question everyone should be asking. i personally think it has to do with heritage area of mt gee and the yellow footed rock wallaby!
i think the fact is SMM has had excellent mgt the whole way through the process. they have some great deposits and some huge areas of exploration.
why do you think PDN is going after SMM and not MTN????
that is the big question everyone should be asking. i personally think it has to do with heritage area of mt gee and the yellow footed rock wallaby!
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Sean K
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Re: MTN - Marathon Resources
The uranium they have defined is predominantly Valhalla, yes, but I suppose I should have explained my point better. They have numerous projects that have potential for greater resources and not just uranium. The Areva and PDN offers are not just for a stake in Valhalla.
They have numerous U deposits which are open, and the other U prospects which still being drilled, the new Georgia Basin U prospect, Base Metals, Iron Ore and Phosphate.
Perhaps you should have alook at their web site to see that they actually have. I think these other projects actually do exist.
http://www.summitresources.com.au/
(not holding SMM)
The uranium they have defined is predominantly Valhalla, yes, but I suppose I should have explained my point better. They have numerous projects that have potential for greater resources and not just uranium. The Areva and PDN offers are not just for a stake in Valhalla.
They have numerous U deposits which are open, and the other U prospects which still being drilled, the new Georgia Basin U prospect, Base Metals, Iron Ore and Phosphate.
Perhaps you should have alook at their web site to see that they actually have. I think these other projects actually do exist.
http://www.summitresources.com.au/
(not holding SMM)
Re: MTN - Marathon Resources
I think PNN arranged a contract to sell uranium well below the current value that's why Sino are desperate to mine... so they can get uranium for a fraction of the price... can someone confirm it please?
I think PNN arranged a contract to sell uranium well below the current value that's why Sino are desperate to mine... so they can get uranium for a fraction of the price... can someone confirm it please?
Re: MTN - Marathon Resources
Kennas I know these deposits. They are small 3-5mil pounds same as Watta and Andersons.
The uranium they have defined is predominantly Valhalla, yes, but I suppose I should have explained my point better. They have numerous projects that have potential for greater resources and not just uranium. The Areva and PDN offers are not just for a stake in Valhalla.
They have numerous U deposits which are open, and the other U prospects which still being drilled, the new Georgia Basin U prospect, Base Metals, Iron Ore and Phosphate.
Perhaps you should have alook at their web site to see that they actually have. I think these other projects actually do exist.
http://www.summitresources.com.au/
(not holding SMM)
Kennas I know these deposits. They are small 3-5mil pounds same as Watta and Andersons.
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Re: MTN - Marathon Resources
I reckon it's because Summit is now an average Joe Share. It gets far more media coverage than a share like MTN. For instance today Summit was in the business section of the local paper, the business section of sky news on Foxel. It's portrayed as the next uranium mine in Australia to go prod.
Always in Fin market wrap due to it's good returns when compared to non uranium shares like MTN which doesn't get mentioned.
I reckon it's because Summit is now an average Joe Share. It gets far more media coverage than a share like MTN. For instance today Summit was in the business section of the local paper, the business section of sky news on Foxel. It's portrayed as the next uranium mine in Australia to go prod.
Always in Fin market wrap due to it's good returns when compared to non uranium shares like MTN which doesn't get mentioned.
Re: MTN - Marathon Resources
MTN a non-uranium share ?
Oh thats right, you were the guy that wanted to buy BMNOs !!
MTN a non-uranium share ?
Oh thats right, you were the guy that wanted to buy BMNOs !!