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dimit

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Everything posted by dimit

  1. dimit

    SDV - SCIDEV LTD

    In reply to: healyn on Thursday 31/07/08 01:42pm It actually looks good. May be with a short delay they will get contract to build pilkot plant for Ni Co Cu etc. and make money out of it and probably have a trailing cash f;low from CMR processing sulphides
  2. dimit

    SDV - SCIDEV LTD

    MFC new project announcment; (MFC also strong in hydromettalurgy) Perhaps a model for INL in the future. " Africa, Metals Finance Africa Pty.Ltd. (Metals Finance) and Chambishi Metals PLC (Chambishi), are as follows: 1. Metals Finance will complete a feasibility study on the project within 9 months. 2. Subject to the results of feasibility study, Metals Finance will fund the installation of an appropriate recovery plant. 3. Once the plant is in operation, Metals Finance will receive 90% of operating surplus until all capital is repaid. 4. After repayment of capital Metals Finance will receive 50% of the operating surplus for the remaining life of the operation." MFC seems to br picking small easy projects and taking on risk upfront with finance.
  3. dimit

    SDV - SCIDEV LTD

    from CMR quarterly; "BROWNS SULFIDE PROJECT Following completion of the laboratory testwork programs on the process options identified in the March quarter of 2008, the various process options were rated in relative terms on the basis of metallurgical recovery, technical complexity, capital cost, operating cost, financial returns and risk. Two processes were selected for further evaluation, and subject to the outcome of that evaluation and investigation, either one or both may be taken forward for pilot plant study. The baseline environmental study (wet season) was completed and a contract awarded for environmental investigation. In addition studies were awarded for mine planning, water supply, power supply and tailings disposal. An ore variability testwork program was initiated to ensure ultimate plant design will cater for all ore types encountered. The study remains within budget, but the schedule has slipped marginally as a result of delays in laboratory testwork."
  4. dimit

    SDV - SCIDEV LTD

    Listening to D S, Speaks and looks like an eastern Fakir (DS I did not comment on hairstyle). Magic coming our way. Now the stars have to align. Was it the Fakir that brought gifts to the new born Jesu? Or the magi. Ok, DS will bring the green blue magic on. Waiting for the timing. Minor distractions do not concern me.
  5. dimit

    SDV - SCIDEV LTD

    In reply to: psychOlogic on Friday 25/07/08 12:02pm I have only lent them for a bit of short term cash. That is how I think of it
  6. dimit

    SDV - SCIDEV LTD

    In reply to: psychOlogic on Friday 25/07/08 11:40am preparing to trade the spi. Have traded it before successfully. With this volatility my paper trading in it has been exceptional. My old account with MFglobal (broker one back then) is no longer valid. In process of setting up account, it was hinted (yesterday) that I needed to show a bit of more cash in my cash position. That is why I sold some today.
  7. dimit

    SDV - SCIDEV LTD

    In reply to: healyn on Friday 25/07/08 11:06am i was first seller. needed another $5k cash. nothing after this.
  8. dimit

    SDV - SCIDEV LTD

    In reply to: mango63 on Monday 21/07/08 08:29am just sold 500k needed money. will buy it back
  9. dimit

    SDV - SCIDEV LTD

    In reply to: mango63 on Sunday 20/07/08 10:23pm mango , you have not mentioned CMR deal. That should provide cash flow for demo plant work. Nor Sardonia deal that should also come through soon. Some of the new staff might get paid projects eg Russian deal. Mixing eafdust and treated tailings may improve gross profit. A few options we were told.
  10. dimit

    SDV - SCIDEV LTD

    LONDON (Thomson Financial) - Zeehan Zinc Ltd. said it will sell a trial amount of 500 tonnes of ore to Zinifex Australia Ltd., is considering strategic alternatives, a capital structure review and expects management team changes. It added that Creat Group Company Ltd. has requested a further extension to make payment of the outstanding 1.10 million pounds arising from the convertible note agreement. "The independent directors are currently considering this request and will advise their response shortly," Zeehan said. In December 2007, Zeehan announced plans to raise 4.3 million pounds via a convertible loan note placing with Creat, as well as an acquisition of 9 million shares -- or a 6.2 percent holding -- in Zeehan by Creat. TFN.newsdesk@thomson.com jro/jfr COPYRIGHT Copyright Thomson Financial News Limited 2008. All rights reserved. The copying, republication or redistribution of Thomson Financial News Content, including by framing or similar means, is expressly prohibited without the prior written consent of Thomson Financial News.
  11. dimit

    SDV - SCIDEV LTD

    In reply to: mango63 on Friday 18/07/08 02:50pm A kind of hedging eh. lol
  12. dimit

    SDV - SCIDEV LTD

    In reply to: dimit on Friday 18/07/08 02:40pm Its some time now. May be it was too agressive, I did not keep a copy. Or may be it was lost in cyberspace, ie I thought I sent it. I am enjoying the research that other questions provoke.
  13. dimit

    SDV - SCIDEV LTD

    In reply to: mango63 on Friday 18/07/08 02:22pm Mying, but dont worry about it. cheers.
  14. dimit

    SDV - SCIDEV LTD

    In reply to: veeone on Friday 18/07/08 01:25pm "t has been a long road getting here, and we have seen many promising technologies disappear along the way (some of which you have mentioned), but hydrometallurgy is undeniably emerging as a viable competitor to smelting on the global industrial landscape and we have no doubt that the cheaper, greener, more flexible technology will eventually become the industry norm." Sounds very confident. Probably because of CMR. May be the Russians want to take things further. Sardinia etc. One Rabbit has to be there from so many hats.
  15. dimit

    SDV - SCIDEV LTD

    In reply to: mango63 on Friday 18/07/08 12:08pm Sounded like a competitor trying to get DS to do their competitor analysis on the cheap. Amazing the questions DS chooses to answer and the ones he doesn't. Despite that. A good answer that might get some competitor to BUY INL out on the cheap.
  16. In reply to: shasta on Thursday 17/07/08 09:45pm shasta, Point taken. I will check them out when I get a chance. I just thought that you based your analysis only on a couple of macro factors as so often happens in the green / alternative end of the market.
  17. In reply to: shasta on Thursday 17/07/08 08:57pm shasta, give me specific examples. Generalisations do not usually make money. Often the opposite. I remember every time I did economics of water saving calulations (engineering background- energy) paybacks NPV etc were very low indeed.
  18. In reply to: wendychen on Thursday 17/07/08 08:38pm My opnion is , its hard to make money out of water. In fact its hard to make money out of most green ventures for they are commodity like operations , usually with little margin, often unproven technology, often long lead times. Very few gems among them. Still searching.
  19. dimit

    SDV - SCIDEV LTD

    thanks for suggestions. Hot rock stocks; PTR , GDY, KEN,GHT, TEY, EDE, BPT, PAX, GRK
  20. In reply to: Sinner on Wednesday 08/11/06 04:04pm thanks for suggestions. Hot rock stocks; PTR , GDY, KEN,GHT, TEY, EDE, BPT, PAX, GRK
  21. dimit

    SDV - SCIDEV LTD

    In reply to: healyn on Wednesday 16/07/08 12:42pm healyn, may be they are prempting the CMR deal. Then they might target green funds etc. Beginning of differentiating INL other miners/processors/ engineers.
  22. dimit

    SDV - SCIDEV LTD

    Very hard to swallow this change of emphasis in presentation by David Summit. Green processing especially in relation to location specific toxicity did not fare very much in presentations in the past. As DS is also involved in filtering enquiries, I just wonder whether they have some big proposal brewing.
  23. dimit

    SDV - SCIDEV LTD

    In reply to: mango63 on Saturday 12/07/08 11:24am mango, From Burnie demo plant tests we know it works with robust economics. We are waiting to combine stage 1 and 2. As there will be no repeat stage 2 accross the world, to me its a year wasted. Unless of course INL are hanging out for better Zn and Pb prices. I still think they should do it alone and not rely on the likes of Nyrstar. Just independent investors , which we hear they have proposals from.
  24. dimit

    SDV - SCIDEV LTD

    t would seem that thus far far INL is below the radar of the other two competitors. May be not Zincox radar, because in a video clip posted on the Zincox website their CEO said that they are staying out of China preferring places where environmental regulations are stringent or about to get stringent eg Turkey. Whether they are trying to avoid a confrontation with INL or INL was chosen the least lucrative markets to be in I do not know. I fear INL may have a technological edge but will be swamped out of the sources of supply (just as the Dutton report had warned). INL needs to think very seriously about its future competitive positioning as much about its science and technology. On the question of aan industry backer eg Nystar, big brothers look after their own set of priorities and timing. INL is too reliant on finding a big brother to roll out fast. Usually big brothers think of No 1, when it comes to priorities and timing. Independent investors for the first recycling project IMO are preferable than big brother financiers who potentially could delay it and may be kill it. A perfect example is the relenza anti flu vaccine developed by a small Aussie pharmaceutical whose name escapes me. cheers.
  25. dimit

    SDV - SCIDEV LTD

    In reply to: mercury on Wednesday 09/07/08 02:25pm Lead Gains as Stockpile Withdrawals Signal Strengthening Demand By Chanyaporn Chanjaroen July 9 (Bloomberg) -- Lead gained in London as withdrawals from stockpiles signaled demand may be strengthening. Canceled warrants, representing metal booked for delivery out of warehouses registered with the London Metal Exchange, jumped 16 percent to 8,450 metric tons, according to today's report. Canceled warrants have more than doubled this week. ``One could argue lead demand has held better than expected,'' Dan Smith, a metals analyst at Standard Chartered Plc, said today by phone from London. ``About 50 percent of lead demand is in replacement batteries, which don't really track the economic cycle.'' Lead for delivery in three months advanced $60, or 3.7 percent, to $1,690 a ton as of 9:35 a.m. on the LME. The contract has increased 7.8 percent this week. Lead stockpiles gained 1,375 tons, or 1.4 percent, to 101,850 tons today. Canceled warrants now account for 8 percent of the inventory. Among other metals on the LME, copper added $15, or 0.2 percent, to $8,215 a ton and nickel increased $200, or 1 percent, to $20,820. Tin increased $301, or 1.3 percent, to $22,751. Zinc dropped $45 to $1,810. To contact the reporter on this story: Chanyaporn Chanjaroen in London at cchanjaroen@bloomberg.net Last Updated: July 9, 2008 05:14 EDT
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