tag:blogger.com,1999:blog-3774757551172385279.post4558538089209331219..comments2022-06-18T13:07:22.518+03:00Comments on Thoughts Of A Private Investor: Sold Talvivaara and BYDUltraLonghttp://www.blogger.com/profile/03225826814527103739noreply@blogger.comBlogger2125tag:blogger.com,1999:blog-3774757551172385279.post-31301168690716187652012-05-13T15:08:35.358+03:002012-05-13T15:08:35.358+03:00I also like the prospects of Talvivaara, but at th...I also like the prospects of Talvivaara, but at this point of time I see my money yielding better elsewhere.<br /><br />To begin with, Talvivaara has been delivering mainly disappointments lately. Death of an employee due to excessive gas levels, Big environmental problems (releasing way more chemicals to nearby lakes etc. then it should) and most importantly they have been constantly missing their targets regarding ramp-up of production.<br /><br />Talvivaara is utterly dependent on Nickel price. At this point of time the macro picture is less than rosy so that's also why I tend to put still more money to defensive picks.<br /><br />Talvivaara also has only one mine. If it would be shut down even for months they would be in big trouble.<br /><br />Also, to my understanding Talvivaara is only feasible with the current method of extracting metals from ore (bioheapleach). That involves a lot of chemicals so they have no other choice but to get their act together.<br /><br />If they do, I might buy in again.UltraLonghttps://www.blogger.com/profile/03225826814527103739noreply@blogger.comtag:blogger.com,1999:blog-3774757551172385279.post-34670098109656859732012-05-05T13:46:54.440+03:002012-05-05T13:46:54.440+03:00Why get rid of Talvivaara? Can you tell us more sp...Why get rid of Talvivaara? Can you tell us more specific why? Do you think that their goals are too far or unreachable or.. environmental issues, nickel price? <br /><br />I have quite a lot of Talvivaara shares in my portfolio. I started bying them this year late february well above 3,5 euros and been bying them on monthly basis ever since. I will keep on picking them and have patient with this company.Anonymousnoreply@blogger.com