Seeking Alpha


Send Message
View kengps' Comments BY TICKER:
  • Allied Nevada Has Bottomed Out [View article]
    Actually ANV most certainly IS making progress to expand production of the Sulfide Gold. An economical process has been identified, and a pilot plant is under construction to confirm the process. As they state, if the pilot plant proves feasibility of the process it will require only $100M in Capex as opposed to the original estimate of $1B. I think this information is not being properly valued in the current stock price.
    Mar 4 02:52 PM | 4 Likes Like |Link to Comment
  • Recent Developments At Allied Nevada Make A Buyout More Likely [View article]
    Anybody care to comment on the new "AAO with Trona" study results? I'm no chemist, but looks to me like the Sulfides can be processed for a capital cost of $100 million/$4 ton as opposed to the $1 Billion/$10 ton cost I was hearing about before.
    Jan 31 02:06 AM | Likes Like |Link to Comment
More on ANV by kengps