Archives for Companies - Page 5
I have been involved in the zinc business for a couple of decades. For much of that time pundits have told us that a price spike is imminent. People say, for example, LME stocks are low, we are running out of zinc. That is not so. LME warehouse stocks are…
Back in the day, I developed a sulphur dioxide (“SO2”) leach process to produce electrolytic manganese dioxide (“EMD”), from a ferromanganese feedstock. EMD is the active ingredient in dry cell batteries. The leach process was lower cost than existing technologies. And far less polluting. We built a pilot plant at…
Brumby Resources Ltd has recently acquired Marindi Metals Pty Ltd. Interesting that both companies are named after animals. In Australia a “brumby” is either a wild horse or a wild and unruly person. Although it can have a different meaning in the US. Marindi is the name of a dingo (native…
On April 7, 2015 Atlas Iron requested ASX for a voluntary suspension in the trading of its securities. This was a result of the negative impact on profitability of the declining iron ore price. It had previously suspended all mining operations. The company remains suspended to this day. But three…
On Thursday I attended an investor briefing on India Fund Limited, hosted by Monsoon Communications. The event was well attended and lunch was, fittingly, curry with rice. Managing Director, Mr John Peireira, was born in India and has lived for many years in Australia. He has a very strong board, with…
On Wednesday I attended an investor briefing hosted by Read Corporate. The room was full, the lunch was excellent, and all three presenting companies (ASX: EMX, KDR, PLS) are at an interesting stage of development. All companies have merit, but I was particularly interested in Pilbara Minerals. Read a brief…