Smart Money buying, page-68

First 68 Last

Share
Profile

Follow
tty

260 Posts.

2

22/06/18

15:50

Post #: 33888735
Share

Originally posted by brentv ↑

Yes CLA will be keen to increase news flows and detailed drilling reports after the share decline due to the delay in their scoping study.

Solid results from the northern drill sites would be very bullish for CAZ and confirm in my mind some at lease some level of viability for CAZ.

Don't get me wrong I am bullish as hell on CLA but if you look at their market cap of 106 Million dollars and CAZ's MC of 10.8 Million I know which company I would park some more of my Cobolt spec portfolio in.

CLA despite all it's not entirely undeserved hype is still some significant time away from a cobolt sale ( as is CAZ ) and when they do CAZ will be well positioned to leverage processing and refining infrastructure. It's hard to argue against BB's deft touch but Clive as you point out has extension Namibian experience and contacts and I also really like CAZ's choice to actually equity partner with a local producer. Point is I think CAZ may surprise the market with how quickly they can get things done once they know where to base their first mine.

I have a high probability in my thinking of CLA going gangbusters then a large cobolt consumer ( think BMW etc ) may be very interested in takeover play of CAZ. Imagine being able to mine your own cobolt for a market cap under 50 million dollars.

Good luck all and safe and productive travels Clive when you next have your boots on the ground.

Expand

Was at Gold Coast preso yesterday for CAZ and all praise for CLA, reckon both may surprise market at the end fingers crossed.

CAZ Price at posting: 5.0¢ Sentiment: None Disclosure: Held
6 Upvote

1 Great analysis

Reply

Top Stories

Week 47 Wrap: HotCopper users' most watched; Brent lifts on Putin's scary letter; RFK dents CSL

HotCopper Highlights: Your most watched stocks for Week 47, 2024

WC8

Pan Asia rebranding to 'clear confusion' after bagging $35M for Chile projects

LPE

Sales growth pushes Lovisa's fortunes (and shares) upwards

MIN

MinRes's Ellison knows he screwed up – for that reason, hunt for new Chair to be sped up

PYC

Scientific conference spotlights PYC's work on blindness disease treatment

GRL

To make modern missiles, you need 3D Printing. And in that gold rush, Amaero is selling shovels

DUI

Panic, paranoia, and gangland politics: HotCopper users react to Dubber's missing $26M

SIG

Dale Gillham's weekly wrap: Sigma-Chemist Warehouse merger creates pharma powerhouse

BTH

Bigtincan's Board backs Investcorp offer: Why a NASDAQ listing could be game-changing

There are more pages in this discussion • 27 more messages in this thread...

First 68 Last

Add CAZ (ASX) to my watchlist

(20min delay)
Last 1.3¢		Change 0.000(0.00%)		Mkt cap ! $6.458M

Open	High	Low	Value	Volume
0.0¢	0.0¢	0.0¢	$0	0

Buyers (Bids)

No.	Vol.	Price($)
4	906923	1.3¢

Sellers (Offers)

Price($)	Vol.	No.
1.4¢	485041	2

View Market Depth

No.	Vol.	Price($)
1	100000	0.025
2	100000	0.024
2	143478	0.023
3	320000	0.022
2	156893	0.020

Price($)	Vol.	No.
0.029	92582	1
0.030	148628	5
0.031	225846	2
0.033	54000	2
0.034	100000	1

Last trade - 16.12pm 22/11/2024 (20 minute delay)

CAZ (ASX) Chart

Smart Money buying, page-68

Top Stories

Week 47 Wrap: HotCopper users' most watched; Brent lifts on Putin's scary letter; RFK dents CSL

HotCopper Highlights: Your most watched stocks for Week 47, 2024

Pan Asia rebranding to 'clear confusion' after bagging $35M for Chile projects

Sales growth pushes Lovisa's fortunes (and shares) upwards

MinRes's Ellison knows he screwed up – for that reason, hunt for new Chair to be sped up

Scientific conference spotlights PYC's work on blindness disease treatment

To make modern missiles, you need 3D Printing. And in that gold rush, Amaero is selling shovels

Panic, paranoia, and gangland politics: HotCopper users react to Dubber's missing $26M

Dale Gillham's weekly wrap: Sigma-Chemist Warehouse merger creates pharma powerhouse

Bigtincan's Board backs Investcorp offer: Why a NASDAQ listing could be game-changing

Buyers (Bids)

Sellers (Offers)