Member Info for bigkahuna

https://www.***************************/dg-innovate-accelerated-route-to-market-video/4121107870

https://www.***************************/dg-innovate-accelerated-route-to-market-video/4121107870

The addressable market is £trillions and DGI is minuscule.

JH I'm focused on dividends, that is why I bought this share. AW only needs to make $42 a ton to pay the 10p dividend he has always talked about. We have had $20 rise in the coal price in the last few weeks alone so it looks well within their capability to pay the 10p dividend.

It is impossible to know but judging by the massive vol in the days following the placing and the tick-up in the price I would guess not much. When it goes through 22p it will all be gone. Then this should re-rate strongly imo.

Wow that is $20 up in the last few weeks. When the second high wall miner is producing BEN will be on a run rate of 1m tons pa, so the extra $20 = $20m a year on 5x = $100m which equates to $0.285 (23.5p) additional on the share price. But hang on the current share price is only 21p. It should be way more than 43.5p. The market has got this wrong imo. When the last bit of placing stock is flipped this will go quite quickly.

There was a bid for 400,000 at 9am now again 400,000 to buy ar 20p at 11am. This is going to break higher soon.

I reckon there will be 2p in June and 8p in Dec, especially after another big rise in MET Coal B to $300!

I reckon there will be 2p in June and 8p in Dec, especially after another big rise in MET Coal B to $300!

Some investors were paying 0.145 late today when the offer was 0.14. That's a good sign and should bode well for next week. Most people paid 0.5 and it should never have got sold down to this level.

XPF is a super growth stock IMHO, next year 2xEV/EBITDA and 10% yield. But they are moving more to own-operated sires which is way more profitable. Also now they are taking bigger sites thus splitting costs across the two businesses. They are still a huge beneficiary of weakness in the retail property market and get phenomenal deals on great sites. It is easy and cheap to clone Boom and Escape Hunt across the country and then Europe, and then the World. A surefire 10-bagger IMHO.

I think WHI are being very conservative on dividends, AW has mentioned several time a 10p dividend for this year to March 24 that will be a yield of 35% and growing. The share price should go back over £1 but its the dividend I'm interested in. You don't need a huge position to retire in comfort. One for the SIP for sure.

I bought more today. This has nothing at all to do with the Company, how much coal we mine, how much we sell or how much money we make. The expected 10p dividend gives us a 50% yield at this price, that will do for me.

They must be planning to sell the Company.

Yes he's been a pain but he has let us buy very cheap stock every day for weeks now. The Met coal price is ticking up, production is increasing rapidly, cost of extraction is coming down, a 10p dividend is on the cards for 2023, this is a gift at this price.

I bought a bit more today, expect to see the shares pick up over the coming months as production picks up.

Now is the time to buy this stock, the market is bad but value will win through, this is worth several times the price today imo. Currently on 1x EBIT with huge 30% yield.

The last person to sell shares will be the Company's biggest shareholder. He has actually increased his stake over the last 11 months. But if someone wants to bid for BEN they can make a deal with him which would have to be over £1 imo.

There are a lot of crazy investors here. This news is excellent and BEN can now quickly build production to a million tons per annum and deliver profits in excess of the market cap. This move is so wrong, I've bought a bit more today.
Also the yield will be about 30% at this price.

That is 1m tons per annum, at $277.5pt = $277,500,000 sales with about $175m profits. If MET Coal does move up again it goes straight to the bottom line. I expect a move in coal to over $300 over the next couple of months and BEN to follow it up.
BEN is still a baby, not even a year old yet. Great business IMO.