Member Info for BushyTailed

Alwaysone...

Cast your rule over the following for some undervalued PM producers at the moment.. IMHO of course.. DYOR

HUM
FRES
CEY
SLP

Yes, it's an option to convert the capital and interest of a loan into shares. Obviously to avoid dilution, you pay back the capital and interest.

What do you think a CLN is?

have you worked out what the equivalent interest rate is for ACAM selling at 16p? It's a tad more than using some of these supposed bonanza earnings to actually pay it off.

Hopefully they won't sell it... Kor for the short term is a hedge against losing Yanfolila to sanctions imo and a finance bridge to underwriting the build costs at dugbe.

If anything, I'd prefer it if they sold Yanfolila.

It is, i enjoyed it none the less ;-)

Also won't hear me complaining if it plays out that way

Not paying off the debt was the mistake sumo... Where's all the earnings gone?

It's not cherry picking... I posted several weeks before the gains where made that both SBSW and SLP would outperform as undervalued compared to jlp on pgm production.

Will take you 90 seconds to fact check.. I can find the posts for you, if you're not used to fact checking yourself?

Interesting but I'm gonnabthrow my hat in the ring and say "b0ll0x"

All those pgm and copper earnings and not a penny spent on debt it seems... Rather let the terms run and get the shareholders to pay for it.

2.8p what a joke, even I didn't see that one coming, diluting the earnings per share yet again, whilst other pgm companies are growing their earnings.

SLP up circa 35% SBSW. Up circa 60% since i last posted and JLP only just even at best. Probably all the saps taking investment advice from the resident ramping clowns.

Fundamentals suck and so do the technicals... You have been warned AGAIN!!!

*You are/you're

As in your apology is accepted lol

as a pgm business JLP is overvalued compared to SLP and SBSW.

I'll not bother posting the details of the massive gains whilst JLP has done nothing like I said it would. I noticed those who were vehemently attacking my opinion aren't around as much or bothered to apologise.

Remember... Overvalued, no copper and no chairman plus a new overhang from the 3p options. What a winner this is whilst everything else is going nuts.

Who'd have guessed that someone with a name like 'Playboy007' would have such a vivid imagination?

Good luck buying another million without anyone noticing again :-P

14 bucks off all time high

cheers swatton, seems reasonable enough for me as a line in the sand.

Still we should consider average oil price, this is currently 82 dollars versus the 76 dollars recorded in 2018... So not really an issue imo unless oil stays at these elevated levels for longer.

Agreed, I've been witness to the other side of it here, albeit I saw them as opportunities to add :-P

I've cited the fact there's only 400 million shares in issue as being a reason to buy and hold. The more you hold the tighter the market will get, the less there is available the bigger the impact that will be on the price.

Man be dripping in bare poon, like an absolute goat

But it still has to be backed by a physical holding somewhere, and even if the price is pegged, it can only be pegged to whoever controls the flow of the asset or who ever owns the most of it.

Who's going to hold the most of it would be the question? Even if the autocratic states decide to go their own way with a gold backed currency and the west goes their own way with a gold backed currency, each will need a central governing authority, and there'd likely be sanctions from buying commodities from opposing jurisdictions or investing in as each side battles to remain control of the flow of wealth. Maybe HUM's SMO initiative has a far bigger use than ESG than we realised?

Even in this mad polorized and unrealistic scenario the outright winner will still be the jurisdiction with the greatest purchasing power or GDP/per capita. A good example of this is the discount for oil and gas from Russia which hasn't attracted any bids since the 1st day of the war. Democracy is finally at work, forget the booths every 5 years that's but a thin veil. Money talks and where you vote to spend it matters, the self imposed "private sector sanctions" are doing much more damage than the government sanctions.

Freedom... The freedom to use of information and money to change the environment around you. It's worth dying for... Go Ukraine!!

The problem, I have with the reserve currency status going to gold from dollar is that commodity money is physical, heavy and cumbersome, not with standing the fact that it hamstrings a country's ability to grow an economy, as gold is finite, where as currency can be diluted.

Costs are pretty much fixed so production numbers over and above the guidance, have a consequence of lowering the AISC value over the guidance. 120k ounces should equal an aisc of roughly 1150, hence why I was asking if we could get monthly production numbers for yani

I don't have a link to the last web meeting I'm afraid.

Chirpy... They produced 5k ounces for the last two weeks of Q4 which is equal to 120k ounces per year, so essentially already back at full production. At the last shareholder web meeting. At the last shareholder web event, I asked if the FY22 guidance of 87-97k ounces was a gross under promise and could we have monthly production performance from Yanfolila via twitter, to restore share holder confidence in the guidance provided by the BOD against a back drop of perceived BOD failings.

In short they replied along the lines of "We are confident that the fy guidance will be met and we won't be tweeting monthly production updates."

I suspect until the market starts seeing evidence of stable production, we won't see a reasonable bid in the absence of any Kor and Dugbe updates.