Mining Indaba 2019: interactive investor in South Africa Pt 1

TL;DR

Several mining companies, including Emerson and W Resources, are expecting significant growth and positive news in 2019 due to new projects, strategic partnerships, and increased production.

Transcript

talking to to the investors who were running around talking to lots of companies their feeling was that there was a new maturity coming into the into the mining sector that they were going to see four or five new projects being built out of out of the range of juniors they were looking at and that these would be successful entrepreneurial companies... Read More

Key Insights

• 👶 Investors in the mining sector are optimistic about new projects and the overall maturity of the industry.
• 📽️ Emerson's potash project in Morocco has exceptional economics and fundamentals that make it strategically valuable.
• 🥺 W Resources' La Parrilla asset in Spain is near completion and will significantly increase production, leading to substantial cash flows.
• 🏅 Oriole Resources has a first-mover advantage in Cameroon's gold mining sector, with licenses and active exploration efforts.
• 🤭 The quiet market environment allows mining companies, like Oriole Resources, to focus on geology and exploration, potentially yielding positive results.
• 🏅 Joint ventures and strategic partnerships, such as the one between Oriole Resources and i''m gold in Senegal, contribute to the growth and success of mining companies.
• 📼 Legacy assets and shareholdings in other countries add diversification to mining companies' portfolios.

Questions & Answers

Q: What is the strategic value of Emerson's potash project in northern Morocco?

Emerson's potash project in Morocco is strategically valuable due to its low capital costs and high-margin potential, making it an attractive investment opportunity for the company.

Q: What are W Resources' plans for their flagship asset, La Parrilla?

W Resources aims to complete construction of La Parrilla in two months and increase its production from 20 to 200 tons per month, generating substantial cash flows for investors in 2019.

Q: What is Oriole Resources' focus and advantage in West Africa?

Oriole Resources is primarily focused on gold exploration in West Africa, specifically Senegal and Cameroon. They hold licenses in both countries and have a first-mover advantage in Cameroon's gold mining sector.

Q: What results can be expected from Oriole Resources' exploration efforts in q1 of 2019?

Oriole Resources anticipates positive news flow in q1, with results from their drill programs in Senegal and trenching programs in Cameroon, showcasing their progress and potential success.

Summary & Key Takeaways

• Emerson, listed on the London Stock Exchange, acquired the world-class chemist at potash project in northern Morocco, which has outstanding economics and fundamentals.

• W Resources is focused on tungsten and tin mining in Spain and Portugal, and their large-scale asset, La Parrilla, will soon be in production and generate significant cash flows.

• Oriole Resources is operating in West Africa, with licenses in Senegal and Cameroon, and is exploring the potential for gold mining in Cameroon, giving them a first-mover advantage.