Charles Jillings, CEO of Utilico, energized by strong economic momentum across Latin America. Watch the video here.
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Lordsidcup....also another point....when you say our PROJECTS are worth $6B-$8B....this as far as i understand it is CAPEX....capital EXPENDITURE for both projects....not FINAL VALUATION...you can correct me if i am wrong....
lordsidcup...one thing i would ADD...YES right now.....we own 12% under consortium....but as far as i understand it....we still own the block 100%...so if a sale was made...we get 100% ( right now )....obviously....if we reach certain stage..i.e LOI signed achieving FINANCIAL CLOSE or at latter date COD being met.....then level of percentage would be different....i dont think its straight forward as 12% for all BLOCK VI...( just my thoughts )....either way its good of you to remind me.....with consortium partners we only carry 12% i was overlooking this FACT....THANKS
we're all on the same side here guys! Thar coal project worth $6-8 billion of which we own 12% so our stake Max $960 million which equates to 31p per share - dividend not out of the question.
Gold projects value who knows but 1Moz equates to 55p per share gross obviously we'd do a JV and minus extraction costs we could end up with say 20% of that so another 11p per share.
Either way I'm very confident we are incredibly materially undervalued at the current price!
dammyHill...i understand what you saying..but i am afraid i disagree...you have every right to put your views across...you seem to think..if you dont like my style/way of posting..then everyone else is most likely on same page..which aint true..with me...i happen to believe sentiment/momentum...is a must..especially when in an era you have s many traders rather than investors...traders lose interest..they want to make quick buck..and move on...my strategy rightly/wrongly has been to keep interest going...keep voulmes ticking...that can only happen if one is engaged in active discussions on social forums...for some reason you seem to think i make things up and mislead...i have just told you where and why i think m/c should be at high end....this idea of divi.....it was a speculation...from my part..but please note...this specualtion only came along...once i learned N memom is willing to sell the asset ( thar coal block VI ).....you tell me..if we was to sell THAR COAL BLOCK VI..how much would it go for?..i believe again rightly or wrongly..that it would be worth in access of £2BILLION ( the blocks around thar were about to be auctioned for $1BILLION-$2BILLION )..so i think its fair value..as we have come someway from just a plot of BLOCK which holds COAL....obviously if we reach certain milestones VALUE = GREATER..these are my opinions...and i believe in them....yours might differ...no problems in that..we are entitled to our own opinions..i have put up documents...for my figures....if you disagree...then instead of...of being a critic of posts ( which you have every right to ) then why dont you come up with your own figures
some links
N memon talks about possibility of selling ASSETS...including thar coal block VI at right time/price
https://www.youtube.com/watch?v=uyVwpiZdN54&ab_channel=DigDeepTheMiningPodcast
AUCTION links what these blocks could go for
https://customstoday.com/sindh-to-generate-4-6b-through-auctioning-new-thar-coal-mining-blocks/
https://tribune.com.pk/story/2064410/2-sindh-attract-4-6b-auctioning-new-blocks
True value of THAR COAL all blocks
https://nation.com.pk/11-Apr-2019/thar-coal-an-oasis-in-desert
https://pakobserver.net/thar-coal-reserves-to-produce-100000mw-electricity-for-300-years/?utm_source=rss&utm_medium=rss&utm_campaign=thar-coal-reserves-to-produce-100000mw-electricity-for-300-years
If Coal was CONVERTED into LIQUID form...PAK COAL 185BILLION TONNES of it ( THAR holds 175BILLION TONNES ) would equate to equivalent to 400BILLION barrels thats more than SAUDI/IRAN oil combined
https://www.youtube.com/watch?v=qfYI5Ga6zls&ab_channel=Rich****stanWithAbdulRehman
Where i can i put up links sources..these are not only links/research out there..there is plenty more
MY question again is...if we was to sell THAR COAL BLOCK VI...as N Memon our ceo has indicated we could at right time/price..how much would it go for..and..what do u think would happen to CASH generated ..SPECIAL DIVI??
Casper, there you go again telling us about the assets. Yes, we all know about the assets. We’re not dumb! That’s why we’re here! There is literally nothing apart from the assets.
I’m not aware of ever having changed my position on this. I have built a decent holding in this over a lengthy period, none of which I have ever divested. If you honestly think anybody could successfully trade this share then you don’t know a great deal about trading I’m afraid.
I have absolutely no problem with excitement, positivity, etc, it’s all good. But if ‘promotion’ (as you put it) lacks credibility, balance, or seems to have a particular agenda, then it does more harm than good and that’s what, in my view, many of your enormous number of recent posts do. It’s just my view and there are those that will agree with me and others who no doubt disagree with me. As you say, it’s a public forum and I can have my say just the same as you can have yours.
Fundamentally, credibility is important.
Dammay ...what have you contributed if anything at all??....u you ask why £2BILLION m/c........why are you invested....do you really know why you even bought....in this share...???.....THAR COAL ( all BLOCKS )...are worth MANY MANY BILLIONS....
BLOCK VI .....only two projects....POWER PLANT / and COAL to LIQUID PLANT....was suppose to be $6BILLION project combined ( CAPEX ).....go and do bit of maths.....and come back with some figures how much 1.4BILLION thar coal would be worth if turned in GAS/LIQUID...or even used as COAL to ignite POWERPLANTS across that region.....
Re-SPECIAL DIVI.......i have put up documents/news articles.....regarding how much these BLOCKS were being planned to be AUCTIONED for....each block between $1BILLION-$2BILLION........then again you wouldnt know.....
Its ppl like you....who dont contribute anything at all....yet criticise others who atleast if nothing else try.....
One wonders if you are trading this.....change your colours....depending on your position....
LOL...."saviour"......no.....this is not about me you or any one individual....its called sharing info collectively and promoting ....YES some of us might get bit over EXCITED over-enthusiastic....as long as the GOAL / AIM is the same ...i dont see any problem in that....
For you my friend.....their is a FILTER button....maybe you should seriously....consider using it....AIM chat forums...have all kind of ppl..using different styles/ways.....your way might not be mine.....or my way might not be yours....if anyone dont like reading any content from any individual ( FILTER )....
Fully agree , like most I believe it is not if we benefit,,, but when ,,, just a matter of time , but will be worth waiting for .
A faceless nobody appearing out of the woodwork and posting incessantly - including about this being $2bn market cap and paying a special dividend - isn’t promotion, it’s irritating, unhelpful lunacy. It’s clear you see yourself as some sort of saviour for the rest of us floundering, uneducated mere mortals. Newsflash: you’re really, really not.
mannnan....Ghost is around....
The problem with this share ...most hide behind their screens and opt not to promote...
When others like me try...they have a problem...
VOLUMES have to be created....INTEREST comes only when one notices a share and its potential...
For me i am not too fussed either way...as i am patient....and willing to wait until NEWSFLOW kicks in from both PAK/AUS...not long to go now.....just hang in there...
No volume again. Where is Casper
Your point being I guess booboo that you’ve therefore sold your holding and we shouldn’t expect to see you here again? Or are you just here to considerately trash somebody else’s shareholding?
Green coal omissions release 6 times the greater CO2 cos its only 60 million years old.
Haven't China in the last week announced NO overseas coal power financing ?
Defo not one for the grandchildren.
Don’t bother with booboobooboo it is a bot sent same message on 1st September.
GLA
Hope you’re refusing to travel anywhere other than on foot then? Also, get rid of your smart phone and laptop because the making of them contributes to global warming. Shall I go on?
Defo not a share for the grandchildren this one !