Member Info for Bazzaman

Myepic - Simon had a long vacation from 25th November to 4th January but is back today. I would expect him to start publishing a number of his shares updates as a lot of news flow came during his vacation. I'll keep a lookout for when they start flowing.
BOL

Nice summary, very excited about this product for 2022.
GLA

Hi Velo, yes my profit figures were EBITDA. Happy to use your net profit numbers and as you say we will only really know the H2 challenge after the Q2 numbers are revealed at the end of January.
BOL

Looking at comparisons between 20/21 and what 21/22 may bring from a profit perspective. Taking 20/21 first Q1 17,972 ounces and $28.8m profit, Q2 18,363 ounces and $29.1m profit, Q3 17,420 ounces and $58.7m profit and Q4 16,289 ounces and $28.7m profit. So, 70k ounces for the full year gave $145m in profit.
Q3 clearly benefitted from the tick-up in the basket price.
Management stated when announcing Q1 results for 21/22 that they were confident that 70k ounces would still be met for this f/y. In Q1 15,771 ounces and $13.6m profit. For Q2 the question is what will production be and will the basket price be better or worse than Q1?
Clearly for Q3 I would not expect the basket price to be anywhere near last years which makes H2 challenging.
Market expectations are looking for around a 20% dip overall in full year profits which means a target of $115m for the full year and with Q1 only contributing $13.6m then the next 3 quarters need to be very good if market expectations are to be met.
Cash position at end of Q1 was very good and basket prices should improve into H2 but still a big challenge IMHO to get anywhere near market expectations which seems reflective of the current SP.
GLA

https://twitter.com/OpenOrphan/status/1475723207604850692
Great summary of 2021 by ORPH, looking forward to a successful 2022.
GLA

https://twitter.com/OpenOrphan/status/1475360863741792260

https://twitter.com/OpenOrphan/status/1474273703454203916
GLA

https://www.independent.ie/business/history-of-pandemics-indicates-omicron-is-sign-covid-has-peaked-41176331.html
GLA

tomorrow, could we get a RNS ahead of the AGM?
GLA

Good luck for later today Tom, all the very best for Xmas & New Year to you & the family.

The Research note is an interesting read though, easy to get by providing your e-mail details.
GLA

FINNCAP reiterate target price of 44p.
GLA

Next live Presentation is 20th January with Proactive.
GLA

https://www.tekcapital.com/investors/#RESULTS-CENTRE
GLA

Just listened to the CF Q&A session, pleased with his comments. Plenty going on and thanks for sharing Elric.
GLA

We have his Q&A with CF coming out tonight, looking forward to the update.
https://twitter.com/LEMMINGINVESTOR/status/1469308149203193856
GLA

https://www.proactiveinvestors.co.uk/companies/news/968837/christmas-stocking-fillers-with-nigel-newton-of-bloomsbury-publishing-968837.html
Great sharing from Nigel. GLA

CF on the Poolbeg presentation reaffirmed ORPH news will come before Xmas to satisfy shareholders. 11 working days to go then.
GLA

Poolbeg are on second at 6.30pm.
GLA

Presentation scheduled for tomorrow at 6pm.
GLA