SDV - SciDev Limited

juddy · 13 November 2006

KIWIKARLOS said:
The technology looks good, if it works?

when that phrase is no longer associated with INL then it'll get the re-rating it deserves.

moses · 13 November 2006

kennas said:
Make sure you have a plan if this goes pear shaped Moses. If it chokes, there might be something else that will be better value. Food for thought.

Agreed Kennas, plan to get out similar to yours only hoping to hold longer than 25c.

juddy · 15 November 2006

AGM Presentation just released - "Australia's Newest Zinc Producer."

chris1983 · 15 November 2006

I read the presentation also

looks good.

moses · 15 November 2006

the message loud and clear was that it works and works well.

juddy · 16 November 2006

from a post borrowed from Topstcoks.

Highlights from AGM Presentation today:

1) "First and only new producer of zinc in Australia for 2006"

2) "Flawless operation", No metallurgical issues".

3) "achieving better than design outcomes"

4) "low level of impurities"

5) "Initial throughput of 1.5Mtpa tailings to produce
~ 65,000tpa bulk-zinc concentrate grading:
40-43% Zinc, 7-10% Lead & ~ 200g/t silver

6) "First 5,000 tonne shipment expected end of December"

7) "Off-take contracts in place with Chinese smelters:
a) 20,000tpa for three years
b) 20,000tpa for two years"

8) "Further three-year 5,000tpa contract under
negotiation".

9) "Remainder of production to be sold at spot price"

10) expected earnings at 1.5mtpa =
a) at Zn price of $us0.90 = $AUD9.5m EBITDA
b) at Zn price of $us1.50 = $AUD24.5m EBITDA
c) at Zn price of $us1.90 = $AUD36.5m EBITDA"

(these are figiures for INL's share of the JV and it only includes zinc production not Pb or Ag which will add further profits).

11) It is likely that production will be ramped up to
2.0mtpa, that EAFD will also be blended to increase
zinc output, treatment of third party ore (discussions
underway with three other parties).

All-in-all its looking very, very good.

Sean K · 16 November 2006

moses said:
Agreed Kennas, plan to get out similar to yours only hoping to hold longer than 25c.

I like what I see here. Perhaps $0.25 is a bit cheap. Will see how we go the next few days. Might have to buy more, not sell...

nizar · 16 November 2006

Looks a goer, $100m market cap at 20c.
But would INL come to mind when people think of zinc stocks?

Sounds more like a technology company.

Sean K · 16 November 2006

nizar said:
Looks a goer, $100m market cap at 20c.
But would INL come to mind when people think of zinc stocks?

Sounds more like a technology company.

I wouldn't be surprised if their name has to change to something else like BHP, for example.

juddy · 16 November 2006

nizar said:
Sounds more like a technology company.

when that phrase is no longer associated with INL it will get the rerating it deserves.

nizar · 16 November 2006

kennas said:
I wouldn't be surprised if their name has to change to something else like BHP, for example.

LOL name changes can be very price sensitive.
Remember Great Western Exploration (GWE), they changed their name to Uran Limited (URA) and on the same day they went up 3-4 fold!
Gotta love the market...

Sean K · 16 November 2006

Stuck between $0.18 and $0.195.

Perhaps Zn going up or down tonight will break the trend one way or the other? Hopefuly UP!

moses · 17 November 2006

kennas said:
Stuck between $0.18 and $0.195.

Excuse my ignorance, but isn't that a pennant forming?

Sean K · 17 November 2006

moses said:
Excuse my ignorance, but isn't that a pennant forming?

The resemblance of one. It's clearer on a 1 year chart. A bit of downward momentum on the MACD. Needs a positive day today or Monday to regain some upward thrust.

juddy · 17 November 2006

looks more like a descending triangle and this would be supported by the lack of sentiment. Heading back to 16c.

Sean K · 17 November 2006

There is a litle one forming there. Just broken $0.18 for first time since climb.

I think the next ann will be the shipment of first zinc from the Hellyer Mill which is due by end Dec. Other upside could be ann of partners for access to material to treat. In their latest presentation they say that their 'growth' opportunites are from Bass Metals and they have had 'approaches from 2 other parties'. Maybe Zinifex? Those agreements might be ann shortly. Does need something now after the flurry and break through $0.16.

Freeballinginawetsuit · 17 November 2006

kennas said:
There is a litle one forming there. Just broken $0.18 for first time since climb.

I think the next ann will be the shipment of first zinc from the Hellyer Mill which is due by end Dec. Other upside could be ann of partners for access to material to treat. In their latest presentation they say that their 'growth' opportunites are from Bass Metals and they have had 'approaches from 2 other parties'. Maybe Zinifex? Those agreements might be ann shortly. Does need something now after the flurry and break through $0.16.

Very quick one Kenna's, I just made some beer money on that in about 20 mins from buy order to just sold!.

Freeballinginawetsuit · 17 November 2006

Actually it didn't go through. Too big to get matched to the bidder, oh well no drinks for me this weekend .

Sean K · 20 November 2006

The ann from BSM is going to be good for INL too. Increased resource estimate at Que River and Hellyer the preferred ore sale option route (of course).

This should flow through to INL once the market realises. I hope.

nizar · 20 November 2006

kennas said:
The ann from BSM is going to be good for INL too. Increased resource estimate at Que River and Hellyer the preferred ore sale option route (of course).

This should flow through to INL once the market realises. I hope.

Ill pick up some of these once it starts moving and is in the 20s

SDV - SciDev Limited

juddy

moses

juddy

chris1983

moses

juddy

Sean K

Moderator

nizar

Sean K

Moderator

juddy

nizar

Sean K

Moderator

Attachments

moses

Sean K

Moderator

Attachments

juddy

Sean K

Moderator

Freeballinginawetsuit

Freeballinginawetsuit

Sean K

Moderator

nizar

Similar threads

SDV - SciDev Limited

Moderator

Moderator

Moderator

Attachments

Moderator

Attachments

Moderator

Moderator

Similar threads

Privacy & Transparency

Privacy & Transparency