Author Topic: ALS.TO - Altius Minerals  (Read 2068406 times)

reader

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Re: ALS.TO - Altius Minerals
« Reply #7460 on: February 20, 2021, 11:38:34 AM »

A webinar from Feb 17, 2021, at 9:45 AM EST.

"Altius Minerals Corporation and John Tumazos Very Independent Research, LLC"

"Altius Minerals works to make an IPO of its ARR TSE-listed “Altius Renewable Royalties” renewable energy portfolio to raise C$100 mm and quantify Altius’ retained two-thirds stake at a significant value nearer C$200 mm..
 While progress has been fine on the 4.08 mmt Pickett Mountain zinc polymetallic deposit in Maine"


https://register.gotowebinar.com/recording/recordingView?webinarKey=964618455920349196&registrantEmail=talran%40yahoo.com


reader

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Re: ALS.TO - Altius Minerals
« Reply #7461 on: February 20, 2021, 11:48:22 AM »

An Altius' portfolio company.

"Wolfden Resources and John Tumazos Very Independent Research, LLC"

A webinar from Feb 17, 2021 at 4:00 PM EST.


https://register.gotowebinar.com/register/2213533923269875981


nostradamus

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Re: ALS.TO - Altius Minerals
« Reply #7462 on: February 22, 2021, 04:15:56 AM »
https://www.wolfdenresources.com/wp-content-uploads-2021-02-wlffeb222021q-pdf

Thunder Bay, Ontario, February 22, 2021 – Wolfden Resources Corporation (WLF.V) (“Wolfden” or the “Company”) is pleased to announce additional positive drill results from its wholly owned Pickett Mountain Property in Northeastern Maine.  Results include all assays for the final six holes (see Figure 1.) that targeted the Footwall Zone (FWZ) that was discovered approximately150-200 metres north of the Pickett Mt. deposit.  This massive to semi massive sulphide to stringer sulphide lens continues to deliver better than expected silver values.  The results to date exhibit continuity and exceptional grades that suggest the FWZ lens could potentially add significant resources to the overall project if the planned drill holes as indicated on Figure 1. yields positive results.

Thrifty3000

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Re: ALS.TO - Altius Minerals
« Reply #7463 on: February 22, 2021, 08:27:46 AM »

A webinar from Feb 17, 2021, at 9:45 AM EST.

"Altius Minerals Corporation and John Tumazos Very Independent Research, LLC"

"Altius Minerals works to make an IPO of its ARR TSE-listed “Altius Renewable Royalties” renewable energy portfolio to raise C$100 mm and quantify Altius’ retained two-thirds stake at a significant value nearer C$200 mm..
 While progress has been fine on the 4.08 mmt Pickett Mountain zinc polymetallic deposit in Maine"


https://register.gotowebinar.com/recording/recordingView?webinarKey=964618455920349196&registrantEmail=talran%40yahoo.com

Thanks for sharing this. Chad offered some optimistic projections about their various initiatives that I've never heard before.

He expects the project development portfolio - with junior equities currently worth $55 million - to produce 10x that value over the "fulness of the cycle." So, that's $500 million of value.

He expects the value of ARR to be $150 to $200 million for Altius from the outset of the IPO, and for ARR to eventually dwarf the value of the originating commodities business; because of the favorable timing, circumstances, partnerships, demand for capital, etc. So, that's at least another $500 million of expected future value.

They also discussed the current economics of iron ore making Alderon feasible, which would add a couple hundred more million of value to Altius should Champion decide to start production. (There's an interesting conversation at the 28 minute mark about China demand outpacing world supply - which makes projects like Alderon feasible.)

If you add this to Brian Dalton's comment a few months ago expecting the Potash assets to likely be worth north of $400 million in a decade, you're looking at a management team that seems pretty confident they're building a business that will be worth over $2 billion by 2030. That's certainly a lot higher than I had been forecasting in my financial projection, but I'm glad to hear management is thinking big.





Williams406

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Re: ALS.TO - Altius Minerals
« Reply #7464 on: February 24, 2021, 05:24:54 AM »
Anglo Pacific making similar (to Altius) operational moves and marketing hard their pivot from thermal coal.  AP sold a big chunk of their LIORC stake to fund VB Cobalt stream.

https://www.anglopacificgroup.com/wp-content/uploads/2021/02/Anglo-Pacific-Voiseys-Bay-Cobalt-Stream-Acquisition-Announcement-FINAL.pdf

nostradamus

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Re: ALS.TO - Altius Minerals
« Reply #7465 on: February 25, 2021, 11:35:45 AM »