Register
Login:
Share:
Email Facebook Twitter

Fund Manager Chris Bailey talks about an opportunist 2017 for investors Watch here

Fund Manager Chris Bailey talks about an opportunist 2017 for investors


BMR Group PLC Share Chat (BMR)



Share Price: 7.00Bid: 6.75Ask: 7.25Change: 0.00 (0.00%)No Movement on Bmr Group
Spread: 0.50Spread as %: 7.41%Open: 7.00High: 7.00Low: 7.00Yesterday’s Close: 7.00


Share Discussion for BMR Group PLC


Thread View

Please login or register to post a message on Share Chat.

Posts per page:


MS67
Posts: 803
Off Topic
Opinion:No Opinion
Price:7.00
RE: Quiet on here....
Today 10:58
what exactly is there left to say at this stage , we are in the dark while we wait for production
previously stated timescales on other matters seem to have gone out of the window , so who knows

was hoping to make the AGM but unfortunately at the moment it seems I have to work ;-(
 
brynjon
Posts: 2,044
Off Topic
Opinion:No Opinion
Price:7.00
Quiet on here....
Today 10:28
.....like that Bjork song. I hope we get an injection to build enthusiasm here before too long. The suspenders are killing me.....;@)
3cardbrag
Posts: 1,851
Off Topic
Opinion:No Opinion
Price:7.00
Off topic
Sun 10:15
Anyone know what's going on with the system for recording number of posts for individuals. I notice over last few days mine has jumped up and down, eg 1855, 1838, 1868, now 1842. Weird
3cardbrag
Posts: 1,851
Off Topic
Opinion:No Opinion
Price:7.00
Last post
Sun 10:12
Sorry - meant aim-sickness
3cardbrag
Posts: 1,851
Off Topic
Opinion:No Opinion
Price:7.00
Fireball
Sun 10:10
I think it's fair to say that their short to medium term bonuses are already in place in the form of huge amounts of share options at a good price with moderately stretching targets which, by and large, take no account of SP, although one might hope that SP would rise as said targets are met. Agree with you that any VOG/BLVN style bonuses before long suffering shareholders receive any reward would be anathema.
FireballXL5
Posts: 870
Off Topic
Opinion:No Opinion
Price:7.00
RE: Broker View
Sun 06:53
Direct Cost is estimated to be $120 per tonne input, down from $150. Product ZSH is sold as a finished product for agriculural use and is 21% Zinc. I'm not sure about the lead sponge. The Vanadium is again quoted to be a saleable product as currently valued in an RNS at prevailing market value. The slippage in plant build is mainly due to ZEMA. They are obviously tweaking design to accommodate recovery of other metals. I've calculated an EPS of around 2.3p per share to start with. This will rise significantly as production is ramped up. I have included a slug of cost for the Head Office. The EPS in 2020 based on the increased number of shares is about 9p should prevailing market conditions and the plan come together. All numbers are based on the information released and the proviso that management deliver the plant, Star Zinc and the recoveries and of course the political climate and market conditions remain favourable.
aim-sickness
Posts: 248
Off Topic
Opinion:No Opinion
Price:7.00
RE: Broker View
Sun 00:55
Well said minimil. As you mentioned, I agree any further slippages in plant and prodution could result in the death of BMR. There had not better not be any bonuses! At least untill we are making money and the SP is in a decent place.
Jeremiah99
Posts: 3,564
Off Topic
Opinion:No Opinion
Price:7.00
RE: Broker View
Sat 05:57
It would be good to see production some day, though I know it will take as long as it takes. I got in when the Mcap was around £50m, so a return to that valuation would be a minimum target for me personally.

Setting up a plant like this is not child's play so let's hope they have the right personnel in place with the right capabilities to deliver.
minimil
Posts: 429
Off Topic
Opinion:No Opinion
Price:7.00
RE: Broker View
Sat 05:12
Hi Jerimiah - Yup far east Asia, Malaysia truly asia. Used to be accused of being Anne Frank sad person stuck at mummy's home with no life in the middle of the night by some retards on another board i was on. I was in BMR back in the days 0f 2009-2010 when I bought in around 1p in old money saw it rise to around 7p then drop like a lead ballon to 4p at which point I sold out. Felt really sorry for the guys who decided to stick around now knowing what a crook the previous incumbent was. The warnings were out there after the two muppets presentation...
Company has moved on now and I am reinvested. My likes on the forum are from genuine investors seeing both sides. My hates are for rampers without foundation for what they preach.
Back on BMR key is getting pilot plant production going as early as practically possible. Being an engineer I appreciate all the issues, but it would be nice to see a level 2 plan for this project, something which is concering by its absence. Atb MM
Jeremiah99
Posts: 3,564
Off Topic
Opinion:No Opinion
Price:7.00
RE: Broker View
Sat 04:53
Hi minimil, I thought I was the only one around at this time. Are you in Thailand or summat? (I'm living in Goa)




Share Price, Share Chat, Stock Market news at lse.co.uk
FREE Member Services
- Setup a personalised Watchlist and Virtual Portfolio.
- Gain access to LIVE real-time Regulatory News (RNS).
- View more Trades, Directors' Deals, and Broker Ratings.
Share Price, Share Chat, Stock Market news at lse.co.uk






Datafeed and UK data supplied by NBTrader and Digital Look. While London South East do their best to maintain the high quality of the information displayed on this site,
we cannot be held responsible for any loss due to incorrect information found here. All information is provided free of charge, 'as-is', and you use it at your own risk.
The contents of all 'Chat' messages should not be construed as advice and represent the opinions of the authors, not those of London South East Limited, or its affiliates.
London South East does not authorise or approve this content, and reserves the right to remove items at its discretion.