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Hum ! he was not keen to mention XTR full stop , the interviewers had to mention Australia ! The elephant in the room ,
He effectively kicked a sale of BR down the road by talking in general about mines with less than 2mt of contained Cu being bought up by the majors in 2024/25 when copper is higher and the majors start looking at anything above 0.5mt contained Cu.
CB also ramping copper by propagating the climate crisis narrative. He'll be buying an orange vest and sitting in roads next.
Bottom draw.
He really is a shameless thick skinned old shyster.
"Our patience is being tested"
You don't say Colin ?
Nevermind, keep taking the salaries...
Every time CB does a podcast, the SP takes a hit. Can we please just have radio silence until there is some real news to talk about?!?
CB needs to put real focus on Manica Gold here from this month forward. He has good marketing orientation and now is the time to direct that in a concerted way onto this project.
Manica - Fairbride therein - is coming into its sweet spot and needs better publicising, starting October 2023. It's this revenue/future further expansion that gives a clear opportunity for the xtr.l s/p to re rate into the 2 to 3p range in the short-term.
Earn your Xtract salary over the next 6 months by giving meaningful publicity to this core element of the Xtract portfolio please Mr Colin Bird !
Absolutely not to the extent that CB is Mattyashy.. (he's spread WAY too thinly)
Generally, categorically, there's nothing normal about the one and only Mr Colin Bird
I think a change of CEO would do wonders for this company.
As has already been said, he's spread too thinly, he's frankly an old man now and with all the will in the world not many people could do his array of companies justice at a much younger age than he's achieved.
Is it greed ? is it vanity ? Could it be both ?
He doesn't inspire confidence anymore but seeing as I'm deeper underwater than the Titanic I have no choice but to hold and moan about on here !
Without trying to be morbid, he's 80 next month so his life expectancy cant be much more than 4 or 5 years. His health and ability to do the job will be shorter, so I can't see him being able to continue for more than say 3 years?
He talks as if hes 50 re future timescales ie talking about the situation in say 2027 . Will he be around then !?
It does strike me he is trying to quickly buy as many lottery tickets as possible so he can leave this game with a bang and leave a legacy and reputation.
To be fair, I think he has already secured his legacy and reputation - just not in the way he would have wanted :)
A quick glance at the share price of all his companies will confirm his legacy.
Re Roasties
Biting my tongue
They so Any publicity is good to publicity
I beg to differ
my patience is wearing THIN
Wink 😜
NTM
Hope you don't mind me picking your brains.
Has agreement between MMP and XTR permanently changed?
What happened to £50k a month TOG costs to XTR with XTR earning 23% of gold produced.
There is £11.25m on balance sheet on H1 report
🔸Does this include 73% to MMP
🔸No Q2'gold sold in H1?
🔸Where on H1 report does it show payment or transfer of gold to MMP for Q1?
Re BR
🔸Not financially viable at current copper price if CApex is included
🔸Does this change when Copper price goes up? If so at what minimum price
Short and to the point answers will do
Yours cruelly
😈😈😈
“Short and to the point answers will do”
Don’t know that one 🤷
Make yourself useful ⚡
No essays
Re BR
🔸Not financially viable at current copper price if CApex is included
🔸Does this change when Copper price goes up? If so at what minimum price
Short and to the point answers will do
Yours cruelly
😈😈😈
Maybe you got this yourself Cruella.. or alternatively, if you feel you don't got this, then moving on to plan B might work instead!
Plan B : Autumn/Winter garage park your Manica analysis ...and just go with Andrew's and AndMillsy's figures instead!
PS: I think plan B is a good plan
🔸Says who and at what copper sale price?
🔸Pre concentration is the key to unlocking the low grade bill tonnages at BR that will bring them into play. If plant size can be reduced so is mining only half the amount of ore then CapEx and Significant OpEx reductions will also impact the NPV model. But yes copper price affects model considerably.
Not an essay 🙂
FFS NTM
WHY CANT YOU ANSWER SIMPLE QUESTION ⁉️
You say autumn winter. Does thing change in spring.
Why did NOT so dear C🎯l say in NUMEROUS podcasts and the cost to XTR is £50kna month
Will this agreement resume in spring 🌱?
If not why?
NTMU.
And he's also way over the hill. As regards Manica, whilst it's nice to see income coming in, I'm not sure that it, on it's own, will provide anything more than a comfortable lifestyle for CB and the board.
Somebody is definitely Manic a today.
J🌱Z
Need bitty of advice
Wanna get on same page as N🚫T so dear C,🎯l
Do I have for dinner
Porky pies
or
Toad in the HOVEL
.Yours cruelly 💙
Whilst I wage my WAR on CLARITY NTM
stockopedia just updated
Official
XTR gross profit margin UP from 40 to 59.4% - would have been high 60's if Q2 gold sold in H1
SALES GROWTH 127%
STicks out like SORE THUMB even more.
cash position as at enda H1 will not earn brown 🟤🟤🟤
In H1 report dear Joel could have given market cash position as at date of report cos NOW next official update til effing JUN24❣️
I wonder what numbers Stockopedia would give me if I sold one of my kidneys ...
Oh flippety FLIP🙃
Bitta humour whilst being MANICA to HILT!
Joel could have written
Co made £1.46m gross profit on £2.06 revenue!
Plus gold bars on effing balance sheet
And the list goes on ......
Think no one likes cruella anymore
How effing CRUEL of them❣️❣️❣️
Ma - looking at AIM and the markets these days then humour is all we have left. Thankfully I am not in HZM.