The latest Investing Matters Podcast with Jean Roche, Co-Manager of Schroder UK Mid Cap Investment Trust has just been released. Listen here.
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Managed to last 4 days this time !
Well done !
PMSL
Oh jeez Jez
You sound just like 8 year old Denise LOL ❣️
I'd like to know too please Mr Bird.
The continuing economic study by independent consultants Optimal Mining will model the impact of TOMRA pre-concentration on the overall economics of the Project, while we also consider other pre-concentration routes for Bushranger ore and we look forward to releasing an updated economic model for the Bushranger Project."
Yes agree there needs to be more transparency when reporting income.
Would expect to also see some resistance to any fall back having that income for support you would think around the 3p range going by others.
As for BR it appears the key to unlocking its bulk low grades will be down to the performance from pre concentration and the reduction in CapEx and OpEx that will all have positive effect on the NPV model. It is a fast developing technology that is already seeing the tech leapfrog existing performance from sensor based arrays in accuracy in detection and speed of separating the bulk batches, so will have good chance that there will be other tech out there that will outperform the current tech results already or if not later anyway. But as a concept it’s looking really promising.
I hope you're right Howezap, however the figures seem to be as elusive as ever and when we do get them they are sufficiently vague in how they are arrived at to make most people more suspicious.
If we get out of the doldrums of 1.35p and get back to 4p some will say "look ! a 300% increase, what more do you want ?" when all we'll have done is got back to where we were before the "great reckoning" by Steve whatshisface.
The droves will "pile in" when they see a spike opportunity and then "pile out" again when it runs out of steam.
I'll be one of them probably and get back in when it drops back.
BR should come good but it will be quite a while I think and there is only one person making a a regular income here and that's "Dear Col"
Jez>>I didn't say they were wrong, I said they were misleading when taken out of context.
Don’t believe that is really the case, you mentioned “a long period of zero to actually having an income.” They have had revenue from the the alluvials prior to YE’22, to support a credible increase in sales growth that will see a further increase next year on assumption that Kakuyu is running ore to pay for more extensive exploration there, along with seeing consistent nameplate capacity from a matured stable feed grade at FB.
All in all these indicators only help to raise the profile of the company and to be at the top has got to be likely to attract curious investors looking for undervalued companies where there is value to be found when they all return in droves ready to pile back in. 😉
Cruet:
I'm actually from Nth Yorkshire, maybe why I have a low tolerance for bullshi t
Shut the door then
ok smart incestuous **** from norfolk
data mined
ev less than mcap zero debt
gross operating margin
sales growth %
sales growth higher than previous period reported
outta all metals and mining subsector 40
xtr ranks top for sales growth 219%
2nd 40% gross profit margin
when applying above filters there were only 5 stocks ranked including xtr
get your bury brigade to bury my posts.
done my bit
cruella not so bella gone for good
I didn't say they were wrong, I said they were misleading when taken out of context.
See Ya
Pleasure ALL mine.
Stats come from Stockopedia NOT me. Last year XTR ranked 7th outta all metals and subsector. Posted it on TG before i was removed cos WET BLANKETS kicked off at ROASTIES.
someone on here connected with me so will post to IT to show not making stuff up
SEE YA
"One last snippet of info XTR ranks 5th for sales growth outta ALL METAL & MINING subsector."
A snippet indeed, if you take a short period of time, start it only when it goes from a loong period of zero to actually having an income you are bound to have impressive growth as a percentage.
However if you earned a quid last year and earned 2 quid this year you have a 100% increase in revenue.
It doesn't mean your performance is better than someone who went from a quid to 2 quid last year and only made £2.50 this year, it just means you had a crap year last year.
See Ya
Youre right Jez
Noone should trust noone on this site.
I came on rhis site with my analysis backed up by numbers.
My analysis can only be incorrect if the information i based my analysis from i e rns and dear C🎯l is incorrect.
Think its a HIGH time i went incognito forever.....as ONE cant trust NO-ONE
Been an absolute laugh
One last snippet of info XTR ranks 5th for sales growth outta ALL METAL & MINING subsector.
Prediction after H1 results XTR Will rank NO1
good luck to ALL of you whoever you are
cruELLA on her way to grave
☠️☠️☠️
I go back to Julia Creek and the oil shale. Then lost with the Turkey oil debacle (all pre CB). A fellow investor on another board yesterday posted something like, a pessimist is an old investor with a lot of experience. AIM can be painful !.
Last post was very good and on the money.
Oh I’ve been here since 2009 the when we were an energy company good at finding water in Turkey.!!!! Andy was the man
More code then ?
Who are the "fake investors with agenda" ?
I ask because from where I'm standing it's your posting history, especially at the beginning with all your "I know something you don't" waffle that looks rather like you are the fake with an agenda.
An agenda none of us have figured out as yet because it's all "code".
I don't think even you know as it's OSV parrot fashion.
You really have a slim grasp of what you are invested in here, it's patently obvious by the puerile questions you ask.
Wink Pffft !
Jez
Let me spell it out for you.
Real investors means not fake investors with agenda
Wink wink
What do mean by Real investors danni ?
I’m willing to bet I’ve got more “invested” here than you do don’t start mimicking that idiot osv by gaslighting posters here
Oh dear must have been another Bob. Yes was back row to the left.
Anyway was nice to be amongst REAL investors
dani ♦️
Not me, never been tall and slim. And cannot ever remember uttering words chartered accountant in my life, but yes realise yiu were on back row, left side as we sat, I was in middle.
Hey Bob
Thanks for detailed reply. M7ch appreciated. I too believe based on what ive learnt along way at BR there will be a resource in excess of 2MT. It needs to be proved up which means way more drilling an investment.
Like strategy of building income at Manica . Would love to know protections when plant expansion done and we get 50/50 stake.
Intrigued at end game plan for ZAMBIA Copper. In the meantime team C🎯l creating income which i hope will pay for lion share of drilling program.
Sector metals and minets momentum at low of 34 out of 100. XTR momentum now at 32 risen from 26 a couple of weeks ago. Hoping will increase substantially in run up to H1 results being announced.
I was on back row. Weren't you tall slim gentleman who spoke to me at the end of AGM? You asked if I was a chartered accountant LOL.
dani ♦️
Exactly that Bob, the footprint of the whole development will be immense, they certainly would not want to design it over the top of an underlying ore body, hence why the other large ‘outlying anomaly’ to the west of Ascot would need to at some point, be confirmed with some drilling that wether it is pay or not. There was hints to doing this in a previous RNS. That will be seen, but there is certainly time and is highly unlikely they will just park up the project until copper prices rise sustainably whilst they can continue to evolve the project.
Also with bulk ore sorting the plant needs to be as close to the mine face as possible to be at maximum efficiency with less hauling of all pay and non pay material before separation. They will also need to design waste dumps and low grade storage that will be put through later, these would be quite large in scale.
Everything changes with the use of BOS in a new plant but can see an ever evolving mine design that will probably be quite different from this conceptual design if and when it is at DFS and detailed mine planning phase. Something we won’t have to worry about!
Hey also need to find somewhere to put the plant