Author Topic: ALS.TO - Altius Minerals  (Read 1784290 times)

Zorrofan

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Re: ALS.TO - Altius Minerals
« Reply #500 on: February 07, 2012, 05:13:47 AM »
Thanks!  And thanks for all your hard work on this company.

cheers
Zorro


Liberty

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abyli

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Re: ALS.TO - Altius Minerals
« Reply #502 on: February 09, 2012, 08:34:50 PM »
Brian Dalton - Entrepreneur of the Year 2011 - Progress Magazine

http://www.altiusminerals.com/files/2011-EY-BFD-progress.pdf

Liberty

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Re: ALS.TO - Altius Minerals
« Reply #503 on: February 09, 2012, 08:54:13 PM »
Brian Dalton - Entrepreneur of the Year 2011 - Progress Magazine

http://www.altiusminerals.com/files/2011-EY-BFD-progress.pdf

Nice to see him all dressed up :) thanks for posting.
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Liberty

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Re: ALS.TO - Altius Minerals
« Reply #504 on: February 10, 2012, 08:49:45 AM »


Are they referring to the NLRC refinery here? Seems like it, but if anyone can provide more context, I'd appreciate it.
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Dazel

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Re: ALS.TO - Altius Minerals
« Reply #505 on: February 11, 2012, 01:15:03 AM »
Altius was worth a billion dollars at the time...they were likely doing listing requirements for the U.S exchange....

If they had done it... None of us value investors would ever have had a shot at buying them...we will be there for it this time after Alderon gains the attention of U.S based investors. In the article it refers to Voisey Bay....interestingly enough Robert Freidland made his fortune there...funny Steve Jobs Mentor made his billions in Newfoundland!

Dazel

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Re: ALS.TO - Altius Minerals
« Reply #506 on: February 11, 2012, 05:46:04 AM »

Liberty

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Re: ALS.TO - Altius Minerals
« Reply #507 on: February 11, 2012, 10:23:47 AM »
http://www.thebusinesspost.ca/usr/main/docs/22/Vol7issue1.pdf


This would be a pleasant surprise!

It definitely would! Nice to see them be at the cutting edge and looking for things that almost no one else is looking for. Low-risk thanks to the partnership with Cliffs, but potentially high-reward. Just how I like it.

Thanks for posting!
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Liberty

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Re: ALS.TO - Altius Minerals
« Reply #508 on: February 11, 2012, 10:34:26 PM »
http://www.theaureport.com/pub/na/12525

Quote
TGR: What are some Chinese investment themes that perhaps investors can piggyback on?

PG: China has a tremendous need for resources. That appetite is not going to disappear anytime soon. It's underpinning the commodities bull market, in particular steel and iron ore.

TGR: I read a report recently that said China was seeking alternative sources of iron ore for its smelters as part of an effort to limit its reliance on iron ore from Australia and Brazil. China's looking to northeastern Canada in the Labrador Trough. Do you know anything about that?

PG: A couple of my clients are there and some of my largest personal holdings are there. The Labrador Trough is probably the most interesting play in the world right now. A Chinese company recently did a big deal with Adriana Resources Inc. (ADI:TSX.V; ANARF:OTCBB; A7R:FSE) up there.

I'm very bullish on Alderon Iron Ore Corp. (ADV:TSX; ALDFF:OTCQX). I call it the son of Consolidated Thompson because it has many of the people who were successful at Consolidated Thompson and is following Consolidated's path, but in a more expedited way. I believe it's going to go the same way and be taken over within 12 months.

TGR: Alderon has the Kami iron ore project near to Consolidated Thompson's Bloom Lake deposit in the Labrador Trough. A recent preliminary economic assessment (PEA) on the project reported a pre-tax net present value (NPV) of just above $3 billion (B). How does the Kami deposit compare with its peers?

PG: Alderon should be able to develop Kami at a lower cost, which is key in that area. There's no question that there's a lot of iron ore up there, but success is a question of cost, efficiency and effectiveness. The expectation is that it will get port access in a relatively short period. The last missing ingredient will be an offtake agreement with a Chinese company, and the company seems to be suggesting that it's in advanced talks. All in all, the next big deal in that area appears to be Alderon.

A year from now, Alderon could be worth $1012/share based on what Consolidated Thompson was worth. It's a legitimate target to have in the back of our minds.

Though the conflict of interest should be noted: http://www.grandich.com/comp/
« Last Edit: February 11, 2012, 10:39:20 PM by Liberty »
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Dazel

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Re: ALS.TO - Altius Minerals
« Reply #509 on: February 13, 2012, 03:54:15 AM »
http://www.reuters.com/article/2012/02/13/fortescue-teck-idUSL4E8DD0TG20120213?feedType=RSS&feedName=rbssEnergyNews&rpc=43


Finally looks like the timing is right for Altius' heavy push into iro ore....let's hope the take over activity picks up...as well as the financing.

Dazel