Member Info for Banzai

This has been plus and then minus 10% for weeks now. Seems it doesn't take much activity for that swing to happen.

Demand is coming back and commodity prices continue to increase. Sometime soon the SP oscillation will stop, hopefully trending positive from here.

It's a matter of timing Winster, and how long your investment window is. Yours is obviously wrong and short. That's unfortunate.

My timing was terrible too.

Stiil, there are strong assets in a diversified portfolio in this stock. Demand is having a shakey return.

Stay on for the long term climb or cash out at a loss. Difficult decision if you don't have the patience or if you need what cash is left.

Whatever, don't let it spoil your happiness.

You'll be saying rainbows do deliver next. To be sure!

I bought more yesterday, but I'm not worried about the bottom or where it is. The top is WELL north of here in my humble opinion.

If you want a less humble opinion, ask BHP what they think of the prospects for met coal.

Copper price back above $8k... the demand is returning.

LUCKY520, The agm came first. Is that good or bad?

"Well if everyone here wants to know if the final model is good or bad, you will know by which comes first, the AGM or the model!!"

Shearclass.
The offtake price is not fixed so they can't quote a price. It based on 20(?) Day moving average. So coming from a high level the average remains above market rate.

Expectation is that market rate will remain significantly ahead of the patience of this board to wait on the positive conditions so eloquently put in the recent video message.

If a fixed price has been agreed for a few trains, all well and good. Profit margins are still well ahead of that we were excited about at IPO.

Opportunity to top up, patience to double up. In my opinion of course.

https://audioboom.com/posts/8109392-the-sunday-roast-season-finale-portfolio-roundup

12:20 in they have convinced a lot of people "the assets are still there, the assets are very good"

With proven copper and gold reserves - its a strange question.

Thanks 19th hole.

If you read back the thread some interpreted the Sunday Roast discussion was positive. My interpretation was a little different. Which I offered.
The SP has gone down so I'd say I'm not the only one who interpreted in a similar regard. News is news , even the Sunday Roast platform used by the CEO, so I think people and traders do listen.

Q4 term I believe in this, GLA.

Shares and funds are being raised in UK and USA markets.

For me, the downward change in SP is in reaction to the hesitance in the answers. The output was corrected to "there or there abouts", so below target. SP needs the commodity price to come back to move positive. Stock dumping was not confirmed as complete. And lastly the message of use your cash to make money elsewhere as there's nothing to see here until after 6 weeks, read delay.

All these encouraged the dip from the podcast. This is short term and will come back when these conditions are cleared. Q4 at the earliest in my opinion.

What you're saying is BMG need some cash and want collect the 2M ASD by selling 10% of TDL. NCC don't want them to sell/say they can't sell as the 10% is no more due to changed contract term to royalties? Is that what you mean overtrader?

I'm still confused... if there is a contract it should be pretty clear who can do what. Yes?
Secondly, that being the case, why such big hit to Caerus SP?

"why we are waiting for US approval?"

My 10 cents opinion.... to launch a multi million £€$ marketing campaign with a major questions still open would put the campaign in jeopardy.
Any adverse comment from the US trial, even if the overall US trial is a success, would be elevated on the campaign platform by competitors to the detriment of the campaign effort.

It's best to wait, then design the campaign in full knowledge, with no open questions.

We will be going up against some big players in a huge market. We can't enter the fight with our pants round our ankles.

Enjoy the summer!

I don't come on here much but last time we were waiting on the railway, then the train, ...First delivery. Seems we have now progressed on to "we need financials". Duh!

The resource is proven, plans are in place, equipment and capacity are increasing. We have cashflow. And an offtake agreement.

What now.... enjoy your summer!

Have some patience and wait for the market to come back to us. Good luck.

At this price one would think that the majors would be looking to buy out the asset for the coal that's in the ground, let alone for an Operation that's generating profits.
Strange days of opportunity we are in, who knows where its going.

You do realise you are talking to yourself and it's not very interesting.

BBB79 watch the podcast again (if you can bear it)
Facts..
1. Train is ready
2. Track is ready
3. Coal is being produced
4. Washplant is fully functional
5. Clean coal is stock piled (lots of it)

Ask yourself what is at the other end of the railway line? Its a ship, one that will take a lot of coal.
Ask yourself about global shipping and the challenges of schedule and availability of vessels.
The train can't go until the ship is in the Dock (no point moving a stock pile from onelocation to anther, only to have to reload on a ship when it arrives).
I would guess that Bens terms will negotiated to dock/ship, but they won't be reponsible for said ship, and its arrival.
There is uncertainty in shipping. But the certain things in place (1-5 above) are in control by Ben.
When the ship arrives, two days is all it takes to fill it, was the certain message I took from the Podcast.

"Experts on youtube"...... seriously.

Check the shipping schedule. We have a train and a railway.

It's a boat we are waiting on.