@DoubleOD2
Account based inUnited Kingdom
About this account
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- United Kingdom
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Natural Resources analyst and Head of Research @ VSA Capital.
Joined November 2010
- Tweets739
- Following786
- Followers385
- Likes808
Oliver O'Donnell, CFA retweeted
So here is the gold mining industry's AIC - (total costs i.e AISC+ growth capex, G&A, M&A, dividends etc.) vs the gold price. As you can see its been a horrible business, slipping in and out of marginally positive and negative free cash flow over the past 15 years. And suddenly...Boom! Massive positive margin expansion. I'm not sure anyone is really getting this outside the sector specialists. In theory the industry can now, for the first time in living memory, finance reserve replacement and a much higher return of capital to shareholders from FCF.
Oliver O'Donnell, CFA retweeted
If you missed it first time, click original post for full video of @DoubleOD2 talking to @AdrianOBrien of @MidnightSunMine
.@VSACapital's @DoubleOD2 talks to @AdrianOBrien of @MidnightSunMine a Canadian #exploration company, focused on its #flagship Solwezi Project in the heart of the #Zambia-Congo #Copper Belt, the 2nd largest copper producing region in the #world. youtu.be/7pPt5eWX8e4
Always great to hear from @alex_langer and Greg Liller! Exciting timing with rising metal prices
.@VSACapital's @DoubleOD2 talks to Greg Liller & @alex_langer about @SierraMadreSM La Guitarra #mine in #Mexico @FMSilverCorp #fundraise #silver #gold #mining #investing #drilling #resources #fasttrack #restart #production #exciting #news youtu.be/w-PSJksovgY
Oliver O'Donnell, CFA retweeted
Click here to see the full interview with @DoubleOD2 and @tdlamb #CEO of @MyriadUranium #uranium #Niger bit.ly/43VDkpc
Looks like @TVLithium in the right place according to @Tesla
Lithium Refining Is a ‘License to Print Money,’ Musk Says bloomberg.com/news/articles/…
Setting you up nicely for a cooler day, @DoubleOD2 and @PaulRenken covering news from
@AlkemyCapital @TVLithium
@CaledoniaMining
@shanta_gold
@GreatlandGold
bit.ly/3RRSNBm
#morningminer #Mining #investing
Oliver O'Donnell, CFA retweeted
The @KusasaProject is focused on breaking the cycle of poverty, addressing the issue at its roots by the establishment of an independent primary school serving disadvantaged children.
Watch a video of VSA's recent visit to Kusasa Centre here:
bit.ly/3PtBoxq
This is an exciting chart showing a significant opportunity in equities, good for my PM coverage universe of small cap gold and silver @PrimeMiningCorp @CaracalGoldplc @GSilver_co @SierraMadreSM @corp_apollo @tectonic_gold
Oliver O'Donnell, CFA retweeted
We would like to welcome @SierraMadreSM to 121 Mining Investment London on 17-18 November for 121 investor meetings.
If you would also like to join us or to apply for a free investor pass – click here: hubs.la/H0-wJNb0
#121Online #Mining #Investment
Bump for @aim_irr today, looks like now the BCN discount to the offer price has closed the rotation is beginning. Sensed some frustration after IRR hadn’t initially moved but this may change momentum
A great pick from @PaulRenken who initiated on @MillennialLi in January 2017, now being taken out by @GanfengOfficial as their campaign for lithium domination continues
Oliver O'Donnell, CFA retweeted
@VSACapital is excited to be working with Tungsten West on its IPO ahead of production restart. @AmonkMonkey spoke to @METhompson72 at the mine site.
VSA Capital welcomes qualifying HNW investors to participate in the IPO.
Info : [email protected] or youtu.be/lhkmIRfn11g
Oliver O'Donnell, CFA retweeted
#tungsten #tin #tungstenwest
Tungsten West announces our intention to list on AIM as covered by The Sunday Times today.
Oliver O'Donnell, CFA retweeted
Following the major announcement of the new business plan @AmonkMonkey of @VSACapital spoke to the Chairman of @PensanaRE, Paul Atherley, to discuss the outlook for the company and #RareEarths
bit.ly/3dVtnkh
#EnergyTransition
#mining
Oliver O'Donnell, CFA retweeted
The Morning Miner and today with special guest from @CamlMetals CEO Nigel Robinson discussing his views on metal markets #copper, a different type of mining cycle, battery metals and ESG bit.ly/31ut4WN @AmonkMonkey @PaulRenken
Was a great event to be a part of!
Earlier this week @VSACapital held a webinar for investors to discuss @AlloyFerro and @VisionBlueRes, Sir Mick Davis summarized the opportunity perfectly but do watch the full video on our Youtube Channel bit.ly/2QwhVT0 #mining #vanadium #vfbs #energytransition
Oliver O'Donnell, CFA retweeted
Fantastic to see the start of trading for @samarkandglobal on the @AquisStockEx. An exciting first for all involved, congratulations! #technology #disruption #investing
Thanks @AmonkMonkey !
well done Ollie O'Donnell @VSACapital being ranked 2nd in Resources
Oliver O'Donnell, CFA retweeted
Following the landmark deal with @VisionBlueRes, @AmonkMonkey spoke with Nick Bridgen, CEO of @AlloyFerro on the deal, the Balasausqandiq project and the vanadium price outlook bit.ly/3eRXJFf #mining #vanadium #vfbs #energytransition
Strong start for @PrimeMiningCorp, clear why expanded acreage and first drill hole at Guadalupe East shows resources will grow along strike and at depth
First assays from @PrimeMiningCorp and surface results show scale potential, raise for @TridentPlc, @AlloyFerro moves higher again and Caerus IPO bit.ly/2P3ltvc @PaulRenken @AmonkMonkey #mining #investing #mexico #gold
