Author Topic: ALS.TO - Altius Minerals  (Read 1766397 times)

biaggio

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Re: ALS.TO - Altius Minerals
« Reply #560 on: March 22, 2012, 06:13:51 AM »
Don t mind the large cash position at all.

In fact it gives me confidence in the underlying value.

Someone made point with RIM-they made all this profit + cash but when you looked at the balance sheet there was not a lot of cash there. 

For me a lot of cash=safety and hedges the risk of there other assets (if economy does well, get asset reflation, price of iron stays or goes up resulting in Alderon doing real well VS downturn, asset deflation/economic turmoil will allow ALS to pick up bargains with their cash balance)


Dazel

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Re: ALS.TO - Altius Minerals
« Reply #561 on: March 22, 2012, 04:55:56 PM »
http://finance.yahoo.com/news/paladin-energy-ltd-labrador-inuit-124401378.html


Sure would be nice to get the royalty at Aurora producing as well...Paladin seems pretty excited about it.

Dazel

alertmeipp

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Re: ALS.TO - Altius Minerals
« Reply #562 on: March 23, 2012, 07:55:14 PM »
I bot some more, it's one of those companies that u can just buy and forget about it.

Dazel

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Re: ALS.TO - Altius Minerals
« Reply #563 on: March 27, 2012, 04:54:20 AM »
http://www.mbironoreindex.com/


For all the noise about China...iron ore prices are solid... they are back close to $150....remember the Australian mining tax coming up will help Altius and Alderon...it evens the playing field a little with the geographic location advantage that Aussie miners have with china....Alderon' bankable feasibility study will extremely good at these iron ore prices.

Dazel.

valueinvesting101

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Re: ALS.TO - Altius Minerals
« Reply #564 on: March 27, 2012, 06:05:52 AM »

Dazel

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Re: ALS.TO - Altius Minerals
« Reply #565 on: March 27, 2012, 03:11:25 PM »
http://www.reuters.com/article/2012/03/27/mining-summit-franco-nevada-idUSL2E8ERXIF20120327?feedType=RSS&feedName=marketsNews&rpc=43


Altius getting active? Hopefully....I would like to see them do a couple of deals...another irc type deal would be nice while we wait for Alderon and aurora.

Dazel.

Dazel

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Re: ALS.TO - Altius Minerals
« Reply #566 on: March 28, 2012, 06:48:07 AM »
http://finance.yahoo.com/news/alderon-appoints-former-newfoundland-labrador-123000982.html


Alderon continues to secure heavy hitters....you will notice that Vettese was lead counsel for Thompson Consolidated.


Dazel.

Liberty

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Re: ALS.TO - Altius Minerals
« Reply #567 on: March 28, 2012, 07:46:52 AM »
"Most haystacks don't even have a needle." |  I'm on Twitter  | This podcast episode is a must-listen

Dazel

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Re: ALS.TO - Altius Minerals
« Reply #568 on: March 28, 2012, 05:54:53 PM »
http://www.businessinsider.com/fatal-flaws-and-opportunities-in-gold-investing-brent-cook-2012-3

Enjoy.
A good interview with Brent Cook....he has some comments about Altius and Alderon...that are similar to board members...however, he is a world renowned geologist and investor...that is the credibility that I like with respect to Altius and Alderon's assets.

"You are paying nothing for the upside in Altius, which kind of reminds me of the late 90's"

Dazel.

valueinvesting101

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Re: ALS.TO - Altius Minerals
« Reply #569 on: March 29, 2012, 12:29:08 PM »
Buyback by Altius:

http://www.altiusminerals.com/files/PR0512-NCIB.pdf

I like companies doing buyback compared to dividend.