Member Info for BushyTailed

Could do with getting rid of Goita now that Wagner are hightailing it to Ukraine to support Russian troops

Not to worried about predicting AISC's for future cashflow as there's two many variables to consider that move the needle both ways. I do however find that calculating a net earnings ratio to be a reliable indicator.

HUM have a decent grade and a low cost producer, imo I think we can expect 20% net margin with all three firing, similar to CEY prior to their horrendous 50% profit share, therefore on 300k and various gold prices we have...

ounces@ 300,000.00 Revenue 20% Net Earnings
$1,850.00 $555,000,000.00 $111,000,000.00
$2,200.00 $660,000,000.00 $132,000,000.00
$2,400.00 $720,000,000.00 $144,000,000.00
$3,000.00 $900,000,000.00 $180,000,000.00
$3,500.00 $1,050,000,000.00 $210,000,000.00
$4,000.00 $1,200,000,000.00 $240,000,000.00

On a PE of 10 with gold at 4k then we have £6.00 a share. Could we get 4k gold, some say it's possible.

Where' you getting this from Bonker?

"Sustainable's final 9.1m dump to 0%"

Cheers GH and Bonker...

We suspected some buying going on, nice to see the confirmation... fingers crossed we get some more TR1's from other II in due course.

Anyone have an idea about the TR1 from Ruffer, doesn't disclose what the actual change was?

Sumo...

The conversion and repayment terms of the CLN were bilateral.. What it demonstrates is JLP's "Ability & Willingness to pay" to an investor these are big big pints for assessing a company's credibility. 3 years a long time in the transformation of a company at the point of inflection they had ample time to refinance or even service from FCF.

Leon didn't want to pay it because he's not a shareholder, it isn't his money.

I'm sure I remember someone saying that earnings would be down circa 35% against rising energy costs.

14's are knocking on heavens door now

Lol wrong board... that was for the JLP bored :-P

I'm sure I remember someone saying that earnings would be down circa 35% against rising energy costs.

14's gone now... Oh dear

"It means no one else knows how to do it like that."

Gotreal, recovery processes are going to differ by location and geology. Every single process is proprietary in that case.

"proprietary"
adjective
1. relating to an owner or ownership.
"the company has a proprietary right to the property"
2. (of a product) marketed under and protected by a registered trade name.
"proprietary brands of insecticide"

JLP do not own anything and neither have any protections been sought or filed. By definition JLP have zero proprietary Intellectual Property, Inventions or Brands. This is fact of law and language anything else to the contrary is merely an unsubstantiated claim. Before you reply back with even more vacuous waffle, here's what unsubstantiated means...not supported or proven by evidence.
"unsubstantiated claims"

JLP didn't invent chemistry you clown

massively overvalued.

Leon needs to put up the production capacity, grade and costs for the concentrate they have already produced. Remember there is NO down stream cobalt revenue unless the concentrate can get turned into cathode.

Chemistry is not proprietary, they haven't invented anything.

It was a rhetorical question ;-P

Is dugbe DFS due by any chance?

We still going on about cora?

Their grade is pony,not to mention you still have extraction and transport costs before you even think about processing. That alone would impact yanfolila aisc considerably, contrary to juxtaposes warped perception.

Cora exists because HUM thought it was best to deleverage jurisdiction risk whilst also contributing to the funding of yanfolila without further dilution to hum shareholders.

Now yanfolila is debt free and Korrussa was purchased for 10 million and fully funded on bank debt for 8% and Dugbe dfs due in a matter of 2-3 weeks again without any cash burn or dilution.

Those who are pricing of yanfolila as zero in respect of jurisdiction risk will have absolutely nothing to worry about.

Biggest worry for me is Goita going full tonto before Kor is producing.

Going through now

Filter me then Frogyboy, Not only will you see less (as is desired) but the information on your screen will also be more convenient I imagine.. win win surely?

Same as me then, how much of that are you willing to give back before throwing in the towel then?

What's your average Charttopper, presuming you're an actual investor, rather a than an ARCAM ramping chat bot?

I'm guessing it's my fault it's down 30% from the 20p highs then and not the fact that Leon bundles everything he touches with Hernic being the only exception.

I'll take that as a compliment, you give me far too much credit.