Member Info for chique

I doubt it's true anyway

Who didn't comply with Minsk?

This could potentially be good for a peace deal especially if Poland want a slice of Ukraine and work out some sort of security deal with Russia

The leadership of Poland has begun to work out scenarios for the de facto dismemberment of Ukraine

 This statement was made by the director of the Foreign Intelligence Service (SVR) Sergey Naryshkin. He also reported that:

 - In Warsaw, they are inclined to the need to go beyond the previously planned deployment of the Polish "peacekeeping contingent" in the west of Ukraine
 
—Polish authorities are convinced that the US and UK will be forced to support the plan for the dismemberment of Ukraine

so what was the feedback?

actual cash cost per ton is 12 AUD as it contains 20% depreciation etc

which thread was that about getting back in etc?

so is timydogy also jrewin?

still not got your 30k shares back yet ewin

There are still lots of buys showing as sells , my buy shows as a sell

I always suspected the market would mark us down a bit on y/e 21 results , this was the reason for my comment a while back about not making an accounting profit. We also get the typical sell on news traders.

When the current sales figures are absorbed by a wider market we should start to get a decent rating

downtoearth - we benefited from a February surge as the price increases worldwide were hitting and good to see 47k for what is normally s slower period for sales, last year q2 was 17.8k tons for q2

20% of cost of sales - Depreciation and amortisation

Mix of people trading at the moment some sellers on accounts and buyers on current sales figures

taverham , you will have seen those in last years accounts - we have significant growth from there

I agree but if we can see a good road ahead with 25% increase on last year I see the rest as a bonus, if market remains tight due to energy costs which I think it will then we should see another sales price uplift in 2023.

The good thing is that we are building up what will be an accelerated loyal base due to economic conditions faster than we all thought.

At first glance for accounts pretty much as expected , an accounting loss and they have included impairment of over 3M

Sales price at end of year approx 57 AUD with a cost of approx 14 AUD

For this year y/e 2022 with the sales price uplift on 2 occasions we should now be selling easily for a 25% uplift on this figure which will give us a sales price of 71.25 AUD and revenue on 200,000 tons of 14.250,000 AUD

Cost per ton of 14AUD I would imagine will drop as they have advised that greater volume will bring a reduction in cost of sales.

So profit for 2022 should be in the region of 9.5 million AUD and approximately 5 million GBP

This should support a share price of around 40p

If we use these figures for a forward PE on sales of 300k tons then we are looking at an AUD profit of approx 15 million and a GBP profit for y/e 2023 of approximately 9 million.

So this year we really should be seeing the benefit of a forward PE of around 80p , if we assume sales of 300k in 2023

All told I am feeling quite comfortable with the figures.

This is just a first glance and am still digging into detail

Inflation in Spain jumped to 10.2% in June, hitting a 37-year high

They said UKR was a special case also and that they would respond to Finland but were not overly threatened , or some such words

Hey roxy

48,173 shares traded now - those pesky MM still shaking the tree as you said :-)