John @TwoUnity
Kenyan/British here for Housing and #Mintwit Founder of Unity Homes. Kenya Joined November 2018-
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$52m raised at an equivalent price of $8.72 CAD on the ASX no warrant. $mari.to Marimaca going into the next 12 months with a strong treasury.
A major mining company has a cost of capital of about 10% a junior such as Marimaca would be happy to have a cost of 15%.
A major mining company has a cost of capital of about 10% a junior such as Marimaca would be happy to have a cost of 15%.
$wrlg.v spent 3 hours trying to convince myself it would be a better plan than buying more $rio.v Today Rio is a significantly better price for what is on offer. Diversity...........
Railless light rail is actually a great idea, the best part about light rail isn’t the rail but the form factor and right of way and stations.
Railless light rail is actually a great idea, the best part about light rail isn’t the rail but the form factor and right of way and stations.
Mintwit picks and and shovels. And cheese.
Mintwit picks and and shovels. And cheese.
Abundance starts with electricity.
$mari.to A little thought experiment here. What cost of capital does Mintwit think Marimaca can access? (blended 50/50 debt and equity)
$mari.to Watching commentary on Marimaca with interest. The DFS was a clear miss with about $200-300m of NPV less than I expected. Very glad that exploration success and the associated sentiment is driving the price at the moment as without it I would be licking my wounds.
The "global south" isn't anything to do with being south.
Today in Utrecht a grim milestone was marked; for the 2nd year in a row, a Dutch activist group laid out children’s shoes & read aloud the names & ages of the children who have been killed by the Israelis in Gaza. Today they read 19k names. It took almost 6 hours.
England saved a huge amount of capital for other things not building castles.
This doesn't strike me as a company that is planning to sell out shortly.
#mintwit Kenya in discussions on converting some of its USD debt to Yuan. Very pleased with my gold mine. $rio.v
Perhaps management believed at some point the stock price would collapse if it became apparent that new open pit mines were not being permitted in Mexico. In which case this deal was very good for holders even if they did not like the medicine. Discuss? $Mai.v
Perhaps management believed at some point the stock price would collapse if it became apparent that new open pit mines were not being permitted in Mexico. In which case this deal was very good for holders even if they did not like the medicine. Discuss? $Mai.v

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