Oliver O'Donnell, CFA (@doubleod2) 's Twitter Profile
Oliver O'Donnell, CFA

@doubleod2

Natural Resources analyst and Head of Research @ VSA Capital.

ID: 213795246

calendar_today09-11-2010 20:35:02

740 Tweet

396 Followers

800 Following

VSA Capital (@vsacapital) 's Twitter Profile Photo

Following the landmark deal with Vision Blue, Andrew Monk spoke with Nick Bridgen, CEO of Ferro-Alloy Resources Group on the deal, the Balasausqandiq project and the vanadium price outlook bit.ly/3eRXJFf #mining #vanadium #vfbs #energytransition

VSA Capital (@vsacapital) 's Twitter Profile Photo

The Morning Miner and today with special guest from Central Asia Metals CEO Nigel Robinson discussing his views on metal markets #copper, a different type of mining cycle, battery metals and ESG bit.ly/31ut4WN Andrew Monk Paul Renken

VSA Capital (@vsacapital) 's Twitter Profile Photo

Following the major announcement of the new business plan Andrew Monk of VSA Capital spoke to the Chairman of Pensana Plc, Paul Atherley, to discuss the outlook for the company and #RareEarths bit.ly/3dVtnkh #EnergyTransition #mining

VSA Capital (@vsacapital) 's Twitter Profile Photo

VSA Capital is excited to be working with Tungsten West on its IPO ahead of production restart. Andrew Monk spoke to Mark Thompson at the mine site. VSA Capital welcomes qualifying HNW investors to participate in the IPO. Info : [email protected] or youtu.be/lhkmIRfn11g

<a href="/VSACapital/">VSA Capital</a> is excited to be working with Tungsten West on its IPO ahead of production restart. <a href="/AmonkMonkey/">Andrew Monk</a> spoke to <a href="/METhompson72/">Mark Thompson</a> at the mine site.

VSA Capital welcomes qualifying HNW investors to participate in the IPO. 

Info : ipo@vsacapital.com or youtu.be/lhkmIRfn11g
Oliver O'Donnell, CFA (@doubleod2) 's Twitter Profile Photo

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

121 Group (@investinmining) 's Twitter Profile Photo

We would like to welcome Sierra Madre Gold & Silver (TSXV: SM/OTCQX: SMDRF) 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

We would like to welcome <a href="/SierraMadreSM/">Sierra Madre Gold & Silver (TSXV: SM/OTCQX: SMDRF)</a> 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
VSA Capital (@vsacapital) 's Twitter Profile Photo

The The Kusasa Project 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

The <a href="/KusasaProject/">The Kusasa Project</a> 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
David Finch (@davidfi_) 's Twitter Profile Photo

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

So here is the gold mining industry's AIC - (total costs i.e AISC+ growth capex, G&amp;A, M&amp;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