Roundtable Discussion; The Future of Mineral Sands. Watch the video here.
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just read the post again before you start ******** on
His last article on xtract before this one has been the only exception from all the previous that have shown him to be anything but a master investor, with previous articles having mistakes and misinformation in them. He like many, had been drawn in by the early hype, without fully understanding the various assets.
Master investor my @rse
(no offence y’all )
He is not taken seriously to worry about this article being out there, you need to at least show an air of professional impartiality for your views to be taken seriously for that. He made it known he invested in xtract so can imagine is the same for his other investments that he commentates on.
KILL
You call JC article PR?
Wot planet are you on.
Aren't you ITCHing for cruELLA to pick it to bits and pieces?
Ask nicely that is all you have to do
Right or wrong the mere fact the article is out there doesn't help PR. Whatever JC's issues with XTR his said them now.
ROG
you've risen from the DEAD.
Ma was waiting for you on her fateful 2359 last post night
Addressed dear C🎯l
Whatever,
I'm just waiting for the spike, it will happen, it always does.
Sometimes it takes a year or two.
Id like the results of the study to be published before I resort to calling BR a turkey. I dont think its in doubt that it wont be the golden goose we were hoping for.
Seeing as this might be his Swan song, perhaps Colin was feathering his nest but my guess is that he believed he had been eagle eyed when the "Long Hole" returned good results along its length and he was sick as a parrot when it turned out to be a wild goose chase.
Personally im not going to sell up until all my ducks are in a row and the results of the study are published..... I believe these results will show us that BR will be saleable but at higher copper prices and importantly not as attractive as other opportunities that we (All) might have invested in over the period.
This might be one of those exceptions that prove the rule...... that a Bird in the hand is (Not always) better than 2 in the Bush(ranger).
ps. keep an eye out for those foxes in the Hen Coup....... apparently the filter better is better than chicken wire.
Flip
Just catching up on this week drivel.
blown over backwards on John cornford analytical skills.
shall I be so CRUEL to pick it to bits and pieces?
That would be for all LSE stocks he covers
Only if you ask nicely I will?
My name is cruELLA. Get used to it📍📍📍
Those famous words of Mark Twain. Sums up my 20 years of investing on AIM bar the odd exception.
He doesn't sound too confident on the XTR shareprice either, best not to tell MA. We don't want her on that dodgy stuff again.
Https://fortune.com/2023/08/28/copper-price-outlook-citigroup-boom-oil-rally-childs-play/
Am I KGB ?
Check the ticks
I think it's actually you.
I didn't know Dior owned a country, should have bought shares in that company.
jez
it's official. you are the biggest ******** on this forum.
at £13m mcap how much of br is priced in?
if our mcap was £130m you could have a point.
now give me a bit of time and let me back up the previous forecasts i made on fairbride numbers for h1
travelling up north for last housesit before i get out of this dior country
Prickly: He would NEVER pay you a divi when he can use the money to prolong the life of the company rainbow chasing.
After all he's drawing £130k a year just to do that very thing, keeping the gravy train running.
More patience required here, alas.. maybe lots more even..
CB certainly showing lots of patience here....to the extent that I hope he even remembers how much he's paying himself to maximize the share price here.
If the bifta in the coffee gives that much patience then lots here had better try it: Calm down our kidder with the Bifta :-)
Of course there's a point in optimising it now MaKGB, what if the price of copper suddenly went up 10% in a month ?
Wouldn't it be better to be ready with a completed study instead of being caught with our pants around our ankles ?
Read into it KGB, why wouldn't CB do that ?
Unless he has the same feeling as the majority of shareholders (reference shareprice ) that if would be so underwhelming that 1p would look like the sunny effing uplands.
We could potentially be drilling forever to prove the land we have.
Rainbow chasing at it's finest Ma
Wouldn't it be great if we managed to become a small gold producer delivering $ 5 m profit per year and returning half of that in divis to we long suffering.... with an SP of 3-4 p
God knows how much we have ploughed into BR $20m? And we seem no closer to ensnaring that elusive major . I am beginning to think the grades are just not enticing enough . I know CB reels off stories of the great Swedish copper mine also a porphyry at Aitik but he has been unable to sell BR and this is probably because of its inferior grades. Not to mention all the hype about 25 p and 2 million tons. I would just like to see some return for all the tens of thousands I have invested in CB please. The quality of discussion on this BB has sunk to a bantering bickering sideshow. It used to be so much more informative but i assume most of the serious investors have sold up and moved on. Leaving a n unhappy few desperately hanging on, like me.
>>I think zap was saying no point in optimising BR if it won't be sold for a year or so.
Just saying, is there a point in fully optimising ‘before’ approaching AA to negotiate a get out if either of the AA options are not going to be met?
They could do a potential phase 3 or optimisation phase after a conclusion if needed.
Just putting out the idea, I personally haven’t got a clue.
oh ma you really are as green as grass aren't you ?
figures can and will be manipulated.
£13m mcap ? what a joke that is
suddenly actually earning something will always look good percentage wise if you start with f-all
no point in optimising br ???????????????????????
wtf have we been banging on about for the last three years?
tie a bow around it ? rofl
suddenly a couple of years time is fine !
delusional just doesn't cut it magone.
winkety ****ety wink !!
It’s down to how much we will have to give away. Will just an increased NSR royalty cut it? Getting out of the legally binding agreement is paramount before anything can happen.
But once they do then are free to actively market
EXCUSE me Jez
MCAP £13M
Anticipated revenue H1 £5.4m UP 426% from H122
Gross Profit Margin 68%
not including Zambia Copper income or interest earnt from corp tax $
I think zap was saying no point in optimising BR if it won't be sold for a year or so.
Let's see what he says back
and you saying that doesn't warrant CB salary of £130k
Of course they are !
If AA kick it into touch they don't have any further control obviously.
We don't have to ask them to OK anything.
Not that they'll be much to OK if the much anticipated study doesn't come up to scratch.
How long overdue is that by the way ?
Better to let the S/Holders speculate about how bad it's gonna be than publish and confirm it maybe ?
After all CB has earned around £80k from our FB earnings whilst we've been waiting hasn't he ?
Nice work if you can get it.
ZAP
Last question promise.
If XTR go to AA with DTM deal and AA say no the XTR are free to approach another Major?
're cut in deal with AA thought subject came up at AGM?
The way I see the AA option now is, once they have the numbers that give a financial picture, along with the geological data is there any reason to wait to cut a sell on deal with AA if they are not going to persue the DtM if is going to be difficult to prove. The 2mt is out of reach if they will need to spend another £10m or so to get there. Is one or the other to trigger the process, so if neither, then is there any sense in fully optimising and waiting a further year or so?
You have a spot on imagination! I do actually have a F150 truck!
BR may have some optimising ahead before it is ready so will make a change for focus to be spread around the other projects towards increasing cash flow.
Yes agree ‘beaten track’ as far away from other people as possible.