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Keyword results: BCN

PREMIUM CONTENT

Should Bacanora investors hold or sell their Zinnwald Lithium shares?

Now that the acquisition of Bacanora Lithium (BCN) by Gangfeng has completed, many former shareholders will be wondering whether to keep hold of the shares they were awarded in Zinnwald Lithium (ZNWD) as part of that deal.

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BCN
BCN
PREMIUM CONTENT

Bacanora Lithium - is there enough additional upside to risk holding until deal completion?

Bacanora Lithium (BCN) is a company that I have covered a few times previously, most recently when major shareholder and joint venture partner Gangfeng made a takeover bid for it.

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BCN
BCN
PREMIUM CONTENT

Bacanora is trading at a big discount to the cash offer price, is it worth buying?

As many of you will know, I’ve never exactly been a big fan of shares in small AIM listed lithium miners and viewed most as being junk when they were being heavily promoted a few years back when the metal was suddenly in the limelight and any sort of mention of it had private investors scrambling to buy in.

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Bearcast
PREMIUM CONTENT

Tom Winnifrith Bearcast: A former bank robber pisses on Supply & Zoetic shareholders from the moral high ground

Thank you Brokerman Dan for supportive words, you are always welcome at the Welsh Hovel and indeed my son often asks when you are coming again. But when a self-confessed ex con pisses on folks, like certain shareholders in Supply@ME Capital (SYME) and Zoetic (ZOE), from the moral high ground you know such folks dwell in the moral sewers. I discuss the reaction to today’s Zoetic bombshell and what happens next. I also look at Big Dish (DISH), Agronomics (ANIC), Dev Clever (DEV), Bidstack (BIDS) and Verditek (VDTK), speculating on the bailout placing prices at 2 of those 5. Then I discuss Bacanora Lithium (BCN) where I might be tempted to have a punt.

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BCN
BCN
PREMIUM CONTENT

Bacanora to plunge another 30% to 25p? City email damning

I pick up the writings of an anonymous but influential Battery Materials writer, a well known City figure who warns that the misery for shareholders in Bacanora Lithium (BCN) is set to intensify. In an email sent out this morning he notes, with the stock at 35p:

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Bearcast
PREMIUM CONTENT

Tom Winnifrith Bearcast: Evil makes £25k betting AGAINST England, Telit - the numbers don't stack up

For reasons explained in the podcast my walk up into the mountains is postponed until Saturday. So the suffering is delayed. Don't delay with a donation to Woodlarks HERE. In the bearcast itself I look at Evil Knievil's World Cup gambles and who he is backing in the final, at a potentially horrid spat at Bacanora (BCN) which looks set to get very nasty indeed, into murky share deals at Cabot Energy (CAB) - a massive scandal in the making and in real detail at the Telit (TCM) disposal announced today. The numbers just do not stack up.

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Bearcast
PREMIUM CONTENT

Tom Winnifrith Bearcast - A sexist joke from 1990 is it THAT Cathryn Riley who has joined the AA?

You could not tell jokes, like the one I relay, in the City any more otherwise you'd be up in front of HR at once. Luckily I am not in the City so here goes. I also comment on Defenx (DFX), Bacanora (BCN), Solo Oil (SOLO) and the Horse Hill gang, And I have two pieces of good news for the Mrs.

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BCN
BCN

Bacanora: What's the Chinese for Fuk Yu or is that the name of the compliance officer at your "investor" NextView Capital

Well this is embarassing. On December 14 B acanora Minerals (BCM) announced that China based investor NextView Capital was investing in new shares at 94.53p to take a 19.83% stake worth £31.17 million. On February 1 were told that the Chinesee had not completed by January 31 as scheduled but not to worry. Today we learned the awful truth...

Bearcast

Tom Winnifrith Bearcast 12 April - I view broker Finncap as complete & utter bastards

This concerns Premaitha (NIPT) where I feel misled and explain why I regard brokers Finncap as complete and utter bastards. Premaitha shares are a buy but it should sack Finncap now. I then move onto Gulf Keystone (GKP), Bacanora (BCN), Rare Earth Minerals (REM) and the pig Lenigas, Mariana Resources (MARL), Goldstone Resources (GRL) and Falkland Island Holdings (FKL) a company that has never recovered from being tipped by another complete and utter bastard, the uber-talentless Richard "Gollum" Gill. I am in a bad mood today and this podcast contains lots of bad langauge.

REM
REM

Rare Earth Minerals: Between a lithium-bearing rock and a hard place despite more Lenigas twitter lies

Bacanora Minerals (BCN), the AIM and TSX-listed lithium explorer with assets in the Sonora province of Mexico, has stood out from its peers in the junior exploration space in recent years.  While share prices have collapsed all around it, this lithium play has maintained a market cap of £70 million despite having yet to release a PFS.   Part of this is because lithium was the hot commodity of 2015, but also because (as Peter Secker alluded to when this exact question was put to him at Gold and Bears) Bacanora has a "supportive shareholder".

Zak Mir's Great Request Show: Bacanora Minerals, Polo Resources, Sainsbury

If you want me to analyse a stock for you just drop me a line at sqmir@hotmail.com - Today I look at shares in Bacanora Minerals (BCN), Polo Resources (POL) and J Sainsbury (SBRY) setting share price targets for all three stocks.

BCN
BCN

SP Angel Morning Mining note: Centamin, Bacanora and Berkeley Energia

John Meyer of SP Angel this morning comments on Centamin (CEY) and Berkeley Energia (BKY) as well as offering a detailed macro view on the news that is shaping global mining and the AIM mining pond and a few notes on lithium and Bacanora (BCN) related news.

BCN
BCN

SP Angel Morning Mining note: Asiamet, Aureus, Bacanora, Caledonia, Central Asia Minerals, Finnaust & Serabi

John Meyer of SP Angel this morning comments on Asiamet Resources (ARS), Aureus Mining (AUE), Bacanora Minerals (BCN), Caledonia Mining (CMCL), Central Asia Minerals (CAML), FinnAust (FAM) and Serabi Gold (SRB) as well as offering a detailed macro view on the news that is shaping global mining and the AIM mining pond

BCN
BCN

Zak Mir's share tips of the year Number 1 - Buy Bacanora Minerals

Firstly, as it is the season of goodwill and to celebrate the fact I managed to get to December 23rd without buying anyone a present, Bacanora Minerals is my stock to revisit. This is partly a tribute to the late, great David Lenigas, formerly the King of Aim. His abdication from the throne last week

REM
REM

Tom Winnifrith's share tip of the year Number 2 - Sell Rare Earth Minerals at 0.7p

There are number of reasons why Rare Earth Minerals (REM) is a slam dunk sell. So many that it is hard to know where to begin. But we might as well start with the macro scene and a very important article that appeared on this website a few minutes ago.

Jabba_The_Hutt

David Lenigas quits ALL AIM companies? Why? Its ouzo o'clock anyway for the Sheriff: Another KILL

This morning fat Aussie share ramper David Lenigas has, without warning, resigned from the boards of all five AIM Casino Companies on which he sat: Inspirit (INSP), Afriag (AFRI), Rare Earth Minerals (REM), Bacanora (BCN) and Evocutis (EVO). Why?

Amanda-Van-Dyke

Video: Amanda van Dyke Commodity Panel at Gold & Bears 2015

And now another main stage presentation from Gold & Bears with the Van Goddess, Amanda Van Dyke leading a resources panel including Chris Bailey, Willem Middlekoop,Chris Berry and the CEOs of Bacanora Minerals (BCN), Jubilee Platinum (JLP) and Asiamet (ARS). There is also a main stage stoming by myself, Tom Winnifrith, as I put the Dutch chappy in his place.

BCN
BCN

Video: Bacanora Minerals presentation at Gold & Bears November 2015

Jabba The Hutt may be on the board of Bacanora (BCN) but I was quite polite about the company in my Questions for David Lenigas session HERE. And here is Bacanora putting a decent investment case for itself. Enjoy

BCN
BCN

SP Angel Morning Mining note: Anglo American, Amur Minerals, Bacanora Minerals, Solgold, FinnAust, Petra Diamonds & Savannah Resources

John Meyer of SP Angel this morning comments on Anglo American (AAL), Amur Minerals (AMC), Bacanora Minerals (BCN), FinnAust Mining (FAM), Petra Diamonds (PDL), Savannah Resources (SAV) and Solgold (SOLG) as well as offering a detailed macro view on the news that is shaping global mining and the AIM mining pond

BCN
BCN

Zak Mir's Bulletin Board Heroes: Bacanora Minerals, Fastnet Equity, Independent Oil & Gas, Ironveld, Savannah Petroleum, Solo Oil

Featuring shares in Bacanora Minerals (BCN), Fastnet Equity (FAST, Independent Oil & Gas (IOG), Ironveld (IRON), Savannah Petroleum (SAVP, Solo Oil (SOLO) with share price targets for all six stocks.

REM
REM

Rare Earth Minerals – another way of looking at it?

Another hat tip to reader Rudyard. Jabba The Hutt, aka, David Lenigas is a share promoter, and a good one – so far at least - , but the result is that shareholders in things like Rare Earth Minerals (REM) can end up over-paying. There is no doubt that the Sonora lithium deposit is very large, and in the fullness of time could generate substantial value.   But that misses the point, which is that Rare is an investment company and one should therefore look at the share price in terms of the current market value of the individual components.  This is important when you can get access to the same assets via investing directly, in other listed companies. 

BCN
BCN

Resource upgrade cheers Bacanora - speculative buy

Entrepreneurial lithium hopeful Bacanora Minerals (BCN) says it is poised to embark on a feasibility study for its Sonora lithium project on north-eastern Mexico after hoisting indicated resources there 337% to five million tonnes of lithium carbonate equivalent (LCE) in clay at an average 2,600 parts per million.

BCN
BCN

SP Angel Morning Mining Note; Gemfields, Bacanora, Central Asia Metals, Ironridge Resources and Leed Resources

John Meyer of SP Angel this morning comments on Gemfields (GEM), Bacanora (BCN), Central Asia Metals (CAML), Ironridge Resources (IRR) and Leed Resources (LDP) as well as offering a detailed macro view on the news that is shaping global mining and the AIM mining pond. 

REM
REM

The Bear case on Rare Earth Minerals – where’s the cash coming from David Lenigas?

With a hat tip to reader Rudyard, I now lay out the bear case for Rare Earth Minerals (REM), another David “Green  Hair Services” Lenigas AIM Casino counter that is monumentally overvalued. The fat aussie share ramper Jabba The Hutt insists he has no need to issue shares. The maths suggests he has to. The shares should fall by 75%. 

Jabba_The_Hutt

David Lenigas gets new job: Troll hunter – please report me to the rozzers as well

Fat Aussie share ramper David Lenigas says that he has a new job. Well I guess after the way he had car crashed so many companies on AIM plus ISDX lobster pot listed Lenigas Cuba that has to be a relief to the wider investment community. Apparently Big Dave (pictured left) is now a full time troll hunter. Well part time. He still has his main job of gushing twitter diarrhoea to keep him happy.

PRG
PRG

SP Angel Morning Mining Note: Bacanora Minerals, Dalradian Resources, Minera IRL, Paragon Diamonds & Polymetal International

John Meyer of SP Angel this morning comments on Bacanora Minerals (BCN), Dalradian Resources (DALR), Minera IRL (MIRL), Paragon Diamonds (PRG) and Polymetal International (POLY) as well as offering a detailed macro view on the news that is shaping global mining and the AIM mining pond. 

Jabba_The_Hutt

Top broker slams David Lenigas - takes REM & Bacanora off buy list because of Big Dave

It seems to be open season on David "Green Hair Services" Lenigas (pictured left). Today top broker Andrew Monk of VSA Resources who is a mega bull of lithium has taken Rare Earth Minerals (REM) and Bacanora Minerals (BCN) off his buy list just because of the Lenigas factor. And he has also stuck the knife into jabba the hutt, notably on UK Oil & Gas (UKOG). Mr Monk writes:

BCN
BCN

Bacanora upbeat after £1.3m loss

Amid the general commodity gloom, entrepreneurial Mexico-focused lithium hopeful Bacanora Minerals (BCN) is making distinctly optimistic noises after reporting a C$2.7 million (£1.3 million) loss for the year to June. Chief executive officer Peter Secker says the company, which floated on AIM last year with a £4.75 million placing at 33p, half its then price on the Toronto Venture Exchange, and now trades at 86p, faces ‘highly favourable demand dynamics, as a result of the vital role lithium plays in growth industries, such as mobile communications, electric vehicles and energy storage.’

BCN
BCN

Zak Mir's Great Request Show: Bacanora Minerals, Minoan, Shanta Gold

If you want me to analyse a stock for you just drop me a line at sqmir@hotmail.com - Today I look at shares of Bacanora Minerals (BCN), Minoan (MIN) & Shanta Gold (SHG) and offer some share price targets.

BCN
BCN

Zak Mir's Great Request Show: Bacanora Minerals, Central Rand Gold, Premier African Minerals

If you want me to analyse a stock for you just drop me a line at sqmir@hotmail.com - Today I look at shares of Bacanora Minerals (BCN), Central Rand Gold (CRND), Premier African Minerals (PREM) and offer some share price targets.

Zak Mir's Bulletin Board Heroes - African Potash, Bacanora Minerals, CEB Resources, Cap-XX, Metal Tiger, Tern

Featuring shares of African Potash (AFPO), Bacanora Minerals (BCN), CEB Resources (CEB), Cap-XX (CPX), Metal Tiger (MTR), Tern (TERN), together with some share price targets. 

REM
REM

Rare Earth Minerals ups Bacanora stake

Entrepreneurial Rare Earth Minerals (REM), headed by controversial Australian resources player David Lenigas, has spent £324,500 lifting its stake in fellow AIM counter Bacanora Minerals (BCN), as work speeds up at Bacanora’s Sonora lithium project in northern Mexico. Following Bacanora’s milestone agreement to supply Tesla Motors, US maker of electric vehicles, with lithium hydroxide for the batteries they need, the Sonora participants have mobilised a second rig to accelerate drilling the second nine holes of an 18-hole programme as part of a pre-feasibility study on the project, which should be completed in the first quarter of next year.

BCN
BCN

Zak Mir's Bulletin Board Heroes - Bacanora Minerals, CEB Resources, Karelian Diamonds, MX Oil, Rare Earth Minerals, SolGold

Featuring Bacanora Minerals the shares of (BCN), CEB Resources (CEB), Karelian Diamonds (KDR), MX Oil (MXO), Rare Earth Minerals (REM), SolGold (SOLG), together with some share price targets.

BCN
BCN

Bacanora clinches US lithium deal with Tesla Motors - looks worth a flutter

Tesla Motors, US maker of electric vehicles, has agreed to buy lithium hydroxide for its batteries from AIM-quoted Bacanora Minerals' (BCN) Sonora lithium project in northern Mexico. Financial and other details of this agreement, which is for an initial five years and renewable after that, remain for some reason shrouded in confidentiality, but Colin Orr-Ewing, Bacanora’s chairman, calls it ‘a vital and monumental step forward in commercialising the large lithium resources which the company holds.’

BCN
BCN

Zak Mir's Great Request Show: Armstrong Ventures, Bacanora Minerals, Imaginatik

If you want me to analyse a stock for you just drop me a line at sqmir@hotmail.com - Today I look at the shares of Armstrong Ventures (AVP),  Bacanora Minerals (BCN), Imaginatik (IMTK) and offer some share price targets.

Zak Mir's Bulletin Board Heroes - Bacanora Minerals, Greatland Gold, Landsdowne Oil & Gas, Sirius Minerals, Teathers Financial, Tern

Featuring Bacanora Minerals (BCN), Greatland Gold (GGP), Landsdowne Oil & Gas (LOGP), Sirius Minerals (SXX), Teathers Financial (TEA), Tern (TERN)

BCN
BCN

Back Bacanora - lithium is the future of batteries

Other commodities may be plunging and testing six-year lows. But lithium, in demand for storage batteries, mobile devices, electric vehicles and ‘smart electricity grids, is proving a notable exception so far, with prices paid by key Chinese users this year ranging from $5,000 (£3,205) to $6,500 a tonne, up from $3,000 at the turn of the century. That is why entrepreneurial Bacanora Minerals (BCN), backed by controversial David ‘Gatwick Gusher’ Lenigas’s Rare Earth Minerals (REM), is setting up a starter operation at its Sonora project in North East Mexico.

SP Angel Morning Mining Note; Bacanora Minerals, Beowulf Mining, Capital Drilling, Metminco and Premier African Minerals

John Meyer of SP Angel this morning comments on Bacanora Minerals (BCN), Beowulf Mining (BEM), Capital Drilling (CAPD), Metminco (MNC) and Premier African Minerals (PREM) as well as offering a detailed macro view on the news that is shaping global mining and the AIM mining pond. 

BCN
BCN

SP Angel Morning Mining Note: Amur Minerals, Bacanora Minerals, Central Asia Metals, Rio Tinto, SolGold, Savannah Resources, and Xtract Resources

John Meyer of SP Angel this morning comments on Amur Minerals (AMC), Bacanora Minerals (BCN), Central Asia Metals (CAML), Rio Tinto (RIO), SolGold (SOLG), Savannah Resources (SAV) and Xtract Resources (XTR) as well as offering a detailed macro view on the news that is shaping global mining and the AIM mining pond. 

BCN
BCN

Zak Mir's Bulletin Board Heroes - Featuring Bacanora Minerals, Metal Tiger, North River Resources, Rare Earth Minerals, Red Emperor, Range Resources

Featuring Bacanora Minerals (BCN), Metal Tiger (MTR), North River Resources (NRRP), Rare Earth Minerals (REM), Red Emperor (RMP), Range Resources (RRL)

BCN
BCN

Mexican wave for Bacanora

A bullish resource update from Bacanora Minerals (BCN) for its Sonora lithium project in Mexico has comforted fans who have fuelled the shares’ AIM rally from below 40p in late November to 88p now. Chaired by veteran sector player Colin Orr-Ewing and backed by equally entrepreneurial fellow AIM counter Rare Earth Minerals (REM) and its colourful Australian boss David ‘Gatwick Gusher’ Lenigas, the company says ubiquitous consultant SRK carried out the report on Sonora, identifying an indicated resource estimate of 1.2 million tonnes of lithium carbonate equivalent (LCE) with an average 2,200 parts of LCE per million parts of rock plus a more tentative inferred resource estimate of 6.3 million tonnes with 2,300 parts per million.

BCN
BCN

Bacanora Minerals bounces onto AIM

Early birds and arbitrageurs got the worm when Bacanora Minerals (BCN) floated on AIM on Friday 25 July, with a £4.75 million fund raising at 33p. This is little more than half its price on the Toronto Venture Exchange, where it has traded for three years, and it surged immediately to 82p, to give a stock market value of some £65 million. The company, steered by veteran entrepreneur and chairman Colin Orr-Ewing, is out to commercialise two projects in Mexico, to produce two versatile products, borate with applications ranging from fibreglass to skin cream, and  lithium, for electric vehicle batteries, and insists the float price was agreed in May before excitement about the London issue sent the shares soaring in Canada.

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