Forum Topics DVP DVP Bull Case

Pinned straw:

Added a month ago

I prefer not posting on Develop as it does not appeal to anyone's radar here.

I guess it's because it is resources which appear to be rallying hard at the moment and people here are probably double dipping on tech and market faves lately.

Personally I don't see the volumes that encourage me to dip into any market darlings. Examples include AMZN, WES and BVS.

Anyway, Develop seems to have shifted back toward base metals which is a good sign as I originally invested for Sulphur Springs even though we know transport infrastructure will be a challenge. Key date will be June 2025. If nothing happens by then it will probably be a sell.

61ae75e49dd302d988ba907dcc9fde861cbf5e.png

Comp table to really "sell the story". I don't pay much attention to these

8f7b8f198a3d7f25836dc40f368e9c63ef5cab.png

Also the ASX comp has started and I recently bought in below 2.80 along with ALQ, mainly because no one talks about these here in Strawman so I'm going opposite of this site at the moment. Now both up which is good.

Market trend looks encouraging too.

ed56cfcf446adeb60aa00c1ec5f1f53c0bd53b.png

[held]

Slideup
Added a month ago

@edgescape post what your interested in, you don't need other peoples approval to make money. There are definitely worse places to be at the moment than DVP. I think plenty of people are following DVP, there just isn't a lot to add about it as it is just slowly getting on with Woodlawn, its mining service contracts and then Sulphur springs in time. Pioneer dome was a bit of a short term misstep but should come good over the longer term as a stepping stone to the next mine.

16

edgescape
Added a month ago

@Slideup one of my main concerns is the lack of information about resource stocks and mining a finite resource and overemphasis in anything non-mining. There's another one I am holding doing mineral sands which I haven't been posting about but seems to be surviving this market turmoil so far

My aim is to find productive commodities of limited supply rather than something that hedges against financial uncertainty. Appear we are lacking this skillset here

10

OliverC00
Added a month ago

Below is a link to a Livewire article written today by Callum Newman. Whilst it does have some interesting points on DVP. Including a $283 million tax loss carried by Woodlawn. I thought the most interesting part is the charictar assesment of Bill Beament and how agressive he is likely to be with capital allocation.

https://www.livewiremarkets.com/wires/the-king-of-kalgoorlie-is-baaaack?utm_medium=email&utm_campaign=Trending%20on%20Livewire%20-%20Thursday%2020%20March%202025&utm_content=Trending%20on%20Livewire%20-%20Thursday%2020%20March%202025+CID_9ff563c909b767b229d7b29653990a9b&utm_source=campaign%20monitor&utm_term=Read%20More

12