Joined July 2014
Replying to @StockheadAU
Good article! The value of the mines in the district are demonstrated by Cadia & Northparkes being acquired last year, while exploration potential is clear from 2 >10Moz AuEq successes (Cowal+Boda-Kaiser), Waratah re-rating >5x since drilling Spur & now 5 exploration earn-in/JV’s
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The #copper #gold sector in Central West #NSW has recently attracted multiple billion dollars of M&A Kincora secured 100% interest in all projects only in Dec’2023 & is in various discussions with potential asset level partners More details lnkd.in/gW6wqVY9 $KCC $KCC.V
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Looking forward to John Holliday’s online talk on the Cadia discovery via GeoHUG: Friday 19 June - 4:00pm AEST Free registration: thegeohug.com/
Thank you ⁦⁦@CruxInvestor⁩ for introducing ⁦@KincoraCopper⁩ to your stakeholders, particularly given the very positive initial drill results at our Trundle project m.youtube.com/watch?v=umrJXy… #Gold #Copper #Porphyry #MacquarieArc #Discovery youtu.be/umrJXyq3Dgo
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Replying to @bilguun_a @AltaiKh
It has almost been a lost decade for the Mongolian resource sector - I hope the legislative environment is improved soon to help what is the engine room of the economy
Replying to @bilguun_a
Without exploration there isn’t a sustainable mining sector - without access to ground, there isn’t a sustainable exploration sector. This chart is very self explanatory...
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Replying to @SamsonLi7
Hardly the case Samson, only 2 weeks ago we announced a deal for a new project in Mongolia that we are currently drilling. Updated presentation clearly outlines the strategy: kincoracopper.com/media/down…
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Citi Feb 4 (extract): we are increasingly confident that Chinese Cu demand growth will be sufficient to see Cu remain in deficit in 2019 following our ‘deep dive’ into Chinese end use. Further, Cu inventories are at 10yr lows... nearing 2Q seasonal draws, & supply risks are high
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