Member Info for Bfdinvestor

Chaetroll sees to ignore that he was long in October, 30 odd percent down on 800k shares

Star squillionaire investor that he is

Potatohead your post illustrates exactly why all this conjecture is pointless and self defeating

Firstly you are making an assumption that the spod price we receive is based on the spot price on the shipping date. This may not be true, it could equally be based on a weighted average across the previous week or fortnight.

We haven't received the final payment yet so we don't know what the final price per tonne received will be.

We equally don't know the dry weight of the cargo . The price we receive is based on dry weight not the wet weight transported.

We also don't know the level of impurities which is also factored into the final price.

I suspect, given how long the product was sat around, this shipment may not be totally representative of future shipments.

Unless you expect the three parties to publish the full offtake agreement, which I don't, we aren't going to get a full understanding of likely cash flow until we are a few shipments in

Donald Rumsfeld.

It amazed me at the time that most people thought it was a dumb statement

Comical

Which RNS stated Steve had left the business

Which RNS stated the pit was flooded in December

Which RNS stated shipping first product was by 28 November

Nothing stops you lying does it fake flipper?

Chaebol you have posted way over 600 times just on here in the past 30 days. My post count in that time is about 25% less than yours and I post across multiple boards, all of which I'm invested in.

You are simply delusional and obsessed.

It's ok though because apparently you will soon be in Texas where you informed us all the other day that there is no internet, so you can have the break you so clearly need

And your AI still can't get it right.

We also get the Semnet consideration shares back.

Why are you bringing up a placing as a coin toss Kat, that is complete nonsense

Oh, and the amount being recovered from Semnet isn't 800k dollars.

No Kat the opposites wouldn't be positives

Maybe you should ask the actual question

And once again you should check your supposed AI. The price to sales ratio is nowhere near 6.6x.

Market cap is £10.46m, last full year sales were 2.153m. As the old saying goes, do the maths.....

It's bizarre, baby jesus is averaging more than 20 posts a day just on this board. Less than 8 hours between his last post yesterday and his first post today.

Makes me glad I'm not a squillionaire like he claims to be, imagine if doing what he does is the most exciting part of your life.

There is something deeply wrong

Oh dear troll corner have come up with another piece of stupidity

Kodal aren't saying anything of the sort

Hopefully, at some point soon, the mods have to me take appropriate action against the fake flipper

Potatohead I'm confused

The current spod price is way above where the floor price will be, so why do you think urgent clarification is required?

We know we are targeting 5.5% spod, the exact grade will vary a bit by shipment, so what else do you need to know.

The price we receive is dependent on spod price at the time and grade, so there is no way we can know what the price will be yet.

Nope bon Scott you used what simplywallst described as their deliberately pessimistic view to imply that things were bad here. In essence you claimed that you were linking to their base case. Which, ofcourse, you weren't

You were just doing your usual pointless trolling and dissembling

So Chaetroll finished posting at 22.46 last night and is back on it 6.21 this morning

He seems now to be comparing himself to Jesus.

Looking at his posts today, there seems to be nothing of any value, just wild swings at other posters

LSE should probably give him a temporary suspension for his own mental wellbeing

Not at all bon Scott I'll leave the anger to you, along with the Tradey fetish.

Simplywallst state it's a pessimistic view of the outlook, that is simply a statement of fact.

There is a world of difference between guessing and achieving steady production month after month.

Name plate achieved and maintained increases confidence in cashflow massively. The announcement i doubt will have a big sp effect immediately, but it's a massive risk reduction

Interesting that you choose to post a link that simplywallst refer to as a pessimistic view.

New year same old uninvested troll I guess

Great to see our economics improving as we head to name plate

Alternatively you could just read an RNS Kat

Then you might not publish so much rubbish

Do you believe Kat's AI to be correct chaetroll

1. The Cash Position

In their last major financial filing (covering the period ending late 2025), GST reported a cash balance of approximately US$1.8 million to $2.2 million (approx. £1.4m - £1.7m).

All my days are good thanks Chaetroll

It comes of focussing on positives and not wishing misfortune on others.

Maybe Kat can speak for themself

They do claim to be some honest broker and paragon of virtue after all