Member Info for BushyTailed

Forward discounted cash flow.

That all it's about

It is transformational to be fair... It was a profitable pgm producer and now it's transformed into a loss making copper research facility

Well that'll be why infamous losers have been showing up here recently.

Terrible update

He did say it is too expensive but also said if they can't find a strategic solution, they'll also keep plodding along until the day comes they can self build.

When you're talking 130 million a year FCF from current operations then that could well be no less than 2 -3 years from now.

EM currencies set to rally against a softening dollar, when your head count is rising and your production profile is falling then the problem is extrapolated exponentially the larger your workforce.

That is an interesting one Twogoals. I started buying in here for the prospect of 3 working mines but following the last couple of years a self funded and debt backed dugbe might see me sell out until the company is back in to a similar situation as it is now, ie...pre commissioning and ramp up.

400 capex and rising is a hefty commitment at group level even on 60 million net earnings. I think would now prefer a sale or a JV with a big partner in exchange for royalty streams on all current and future discoveries. Both Yani and Kor have enough potential to lift us to mid cap status without dugbe.

And filtered.... Life's to short to perpetual engage with serial losers and trolls.

From the FRES board....

"carvegyber

Posts: 6,692

Price: 794.20

No Opinion

RE: Silver is on the brink of a major breakoutFri 14:30
Slater, you multiposting as doctor dong and ticking up your own posts again? LMAO.

Ark has a very good point however you try to argue it.... ROTF"

You've been found out, not only here but on the fres board too, you venomous multi account w anchor.

It is a good interview, my takeaway is Dan's comments on about yanfolila, his obvious embarrassment of 3rd party failures, runaway headcount costs and the fact that cost control was the main driver of lowering the aisc in Q4.

Secondly, we already know the grade profile had been improving with a higher gold price and his comments that yanfolila is "well on track" to meet guidance sounds like a beat, if I was to say to someone I was on well on track, it would because I'm ahead of the required target.

Despite official Yani guidance of 90k, I'd actually be surprised if it pulls in less than 110k, with an elevated aisc margin over 21/22 kicking off circa 50 million free cash flow, easily covering the 25 million a year to pay back koroussa.

Then, Koroussa comes on line and turns that 50 mill fcf into 60 mill net earnings. Will we pay back the debt in 4 years and accrue a huge cash pile or will we pay it off early over 2 years, this now being the only unknown going forward from here

"slater606

Posts: 1,003

Price: 788.00

No Opinion

RE: Silver is on the brink of a major breakoutToday 15:35
Carve the clown who’s called it wrong more times than Keith Neumeyer and Andrew Maguire combined…You were discredited and deservedly mocked here long ago for your idiotic musings and forecasts. Once a loser, always a loser, don’t give up your day job little man.

“Ark has a very good point”, his point was that silver will hit $50 with 100% certainty, who’s using the family brain cell today smooth brain?

Monkey hammer just came out for PMs again predictably, you little boys must have been born yesterday to get giddy again…"

Gaps mean nothing

Their biggest reward will be from an accretive SP as their retention scheme is tax free when held for 3 years from date of issue.

12p paid... so looks like the yanks buying this keep watching HUMRF for the forward price here

New Interview with DB

https://youtu.be/4h0Ii4Z2iHk

Ba ha ha multiple accounts much??

I very much doubt we went to the same school Sotolo, there wasn't anyone that I remember wasting their time eating crayons.

Anyway... I really do hope you get your money back sooner rather than later.

This is the problem, aside from the current cash position. Leon needs to do more to demonstrate the value of all these so called waste dumps he's been buying for roan. There is zero evidence to date to back up his 0.50% grade, with a fine process multiple of four.

You are killing this company Leon with all your capex and no returns

Well done shuggies, not in this time around. I was being greedy for sub 11p and never got matched

In fact, if owl is has sold 5 times and lost, he's still doing better than you, you clown.