Natural Resources analyst and Head of Research @ VSA Capital.
Joined November 2010
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Oliver O'Donnell, CFA retweeted
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 suddenly...Boom! Massive positive margin expansion. I'm not sure anyone is really getting this outside the sector specialists. In theory the industry can now, for the first time in living memory, finance reserve replacement and a much higher return of capital to shareholders from FCF.
Oliver O'Donnell, CFA retweeted
If you missed it first time, click original post for full video of @DoubleOD2 talking to @AdrianOBrien of @MidnightSunMine
.@VSACapital's @DoubleOD2 talks to @AdrianOBrien of @MidnightSunMine a Canadian #exploration company, focused on its #flagship Solwezi Project in the heart of the #Zambia-Congo #Copper Belt, the 2nd largest copper producing region in the #world. youtu.be/7pPt5eWX8e4
Oliver O'Donnell, CFA retweeted
Click here to see the full interview with @DoubleOD2 and @tdlamb #CEO of @MyriadUranium #uranium #Niger bit.ly/43VDkpc
Oliver O'Donnell, CFA retweeted
The @KusasaProject 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
Oliver O'Donnell, CFA retweeted
We would like to welcome @SierraMadreSM 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
Oliver O'Donnell, CFA retweeted
@VSACapital is excited to be working with Tungsten West on its IPO ahead of production restart. @AmonkMonkey spoke to @METhompson72 at the mine site.
VSA Capital welcomes qualifying HNW investors to participate in the IPO.
Info : [email protected] or youtu.be/lhkmIRfn11g
Oliver O'Donnell, CFA retweeted
#tungsten #tin #tungstenwest
Tungsten West announces our intention to list on AIM as covered by The Sunday Times today.
Oliver O'Donnell, CFA retweeted
Following the major announcement of the new business plan @AmonkMonkey of @VSACapital spoke to the Chairman of @PensanaRE, Paul Atherley, to discuss the outlook for the company and #RareEarths
bit.ly/3dVtnkh
#EnergyTransition
#mining
Oliver O'Donnell, CFA retweeted
The Morning Miner and today with special guest from @CamlMetals CEO Nigel Robinson discussing his views on metal markets #copper, a different type of mining cycle, battery metals and ESG bit.ly/31ut4WN @AmonkMonkey @PaulRenken
Oliver O'Donnell, CFA retweeted
Fantastic to see the start of trading for @samarkandglobal on the @AquisStockEx. An exciting first for all involved, congratulations! #technology #disruption #investing
Oliver O'Donnell, CFA retweeted
Following the landmark deal with @VisionBlueRes, @AmonkMonkey spoke with Nick Bridgen, CEO of @AlloyFerro on the deal, the Balasausqandiq project and the vanadium price outlook bit.ly/3eRXJFf #mining #vanadium #vfbs #energytransition
Oliver O'Donnell, CFA retweeted
We are delighted to announce a significantly oversubscribed and upscaled £17m fundraise for e-commerce group @samarkandglobal. An exciting addition to @AquisStockEx bit.ly/3ckpvau . Trading to commence 22 March #technology #investing #markets
Oliver O'Donnell, CFA retweeted
Different format today with @AmonkMonkey @PaulRenken and @DoubleOD2 discussing @AngloAmerican results, USA critical minerals and a more in depth look at @BacanoraL recent performance bit.ly/3pM7Vks #lithium #criticalminerals #mining #investing
Oliver O'Donnell, CFA retweeted
With the Mining License issued and leading indicators for #potash rising strongly @DoubleOD2 spoke to Graham Clarke, CEO, of @emmerson_plc on behalf of @ChinaMiningClub to discuss recent performance and the development plan bit.ly/2ZLiQAm #mining #Morocco #investing
Oliver O'Donnell, CFA retweeted
AGRICULTURE: Top trading house ADM says China may import 25m tonnes of corn in 2020-21 (even higher than the 22m tonnes lofty forecast from USDA attaché in Beijing — chart below). ADM CEO says China corn stocks are “much lower than what the market is reporting there” #OATT 🌽 🇨🇳
Oliver O'Donnell, CFA retweeted
Exceptional find for @LucaraDiamond and a great sector call by @PaulRenken. Quarterly production numbers for Fresnillo disappoint and a look at why @emmerson_plc has started the year so strongly bit.ly/3iRSpSf @DoubleOD2 @AmonkMonkey #mining #potash #diamonds #investing
Oliver O'Donnell, CFA retweeted
A sign of life in diamond miner equities...as multiyear downtrend is broken:
