Member Info for ConsDoms

thanks 121
I do find the potential here difficult to grasp.
Thats an interesting comment 'GlobalData predicts the ALL market will grow from $1.46 billion in 2019 to $2.26 billion in 2029 across eight major markets – the US, France, Germany, Italy, Spain, the UK, Japan, and China'.
Do we know the size of the market for HEMO CAR T (treating AML) - it must be beyond this potential $2.26 billion? The broker note indicates Yescarta revenue of $456m and Kymriah at £278m in 2019.
CDs

Mac
that POAZ area - do you follow the suggestion that has 39MOZ potential in addition to the 104MOZ?
thank you

enjoy JJ
sounds great.
cheers

Tigra

great post

good luck Portsmouth!
speedy recovery

UTB

TruthF
Identify one comparison with SXX.
If you said that you were wrong then and you are wrong a second time for repeating it.
SXX blew over £1bn and were still nowhere near the resource (in fact 1mile vertically through the ground from the polyhalite).

thanks EE
Ill take a look at that.
I dont mind TMS challenging resource / value and I dont believe anyone did answer his question.
Im not as knowledgeable as some on here but Im happy with my research on SSW as a guide on the value of proven / probable.
Best
CDs

TMS
I dont think the question you pose is unreasonable (I cannot give you a straight answer).
I do note the SW mine was over 30years old when acquired however - what of the $2.2bn paid was for an aging mine and what was paid for the proven / probable and the inferred. Im assuming, (never wise), that the value of the mine infrastructure was a relatively small part of that deal.
CDs

TMS
Thanks for your workings.
Have you considered making comparisons with other sales?
What about the $2.2bn paid for Stillwater. I believe it equated to $111 per proven / probable oz. back in 2017.

CDs

Ssccss
thanks.
appreciated

morning all
I have a little interest here and was encouraged by the interview with Sarah Lowther.
Feel free to tell me to DYOR but I just wondered if any body could explain in simple terms current situation with Mint.
There are currently 524m shares in circulation - what could that increase to if Mint exhaust the arrangement?
thank you

thanks DaveH
what I cannot quite determine is the distinction between 'proven / probable' reserves and what is 'resource' or best guess.
more reading required on my part.
ftsedow post to power of 78 looks useful
cheers

thanks for the responses
mac4671, that link indicates Implats bid (2019) was double that of Sibanyes per oz which perhaps accounts for the Stillwater debt mentioned and increase Pd. value. ($1600 seems a reasonable average the for Pd. price in 2019).
$2800/$1600 x $200/Moz gives $350/Moz as a current buying rate x 2Moz at MT = $700,000,000.
Perhaps Im only seeing what I want to but current market cap doesn't really account for much beyond the proven and probable....so what value the 40Moz at MT, 104Moz in the JV. and the other resource...
Cheers
Con

evening all
In 2017 Sibanye paid Stillwater $2.2bn for 19.9Moz proven and probable reserves which = $111/Moz buying rate.
Palladium nearly 4x the $700 it was then but platinum increase only c.15% .So updated buying rate of $200/Moz say (conservative?) gives $400,000,000 against the 2Moz proven and probable reserves at MT (£300,000,000).
EUA sits at £750m which by these rough numbers suggests more than 'proven and probable' is factored in to some degree.
However £450m difference seems wholly inadequate for potential resource of 40Moz at MT plus 104Moz in the JV. Is this wrong?
Cheers
UTB

well said biglad
this is gambling for intellectuals (not that I can claim to be one of those)
based on what we know is in the ground yours and my £20k may spin to 40/60/80 but then again nobody can predict the goings on of this week...

Mambare 1,529kt x $16,780/t say = $26.66Bn @ 41% = $10.5Bn
Wowo 1,325kt x $16,780/t = $22.23Bn - but Im unclear on what CRCL could access

if you are just starting to dig around as I am the below link would be of interest

https://www.corcelplc.com/news-research-events/broker-research/

Regards

Afternoon all
I was following an EUA link on twitter and CRCL were mentioned.
The vision looks interesting and is obviously all the rage but obviously a few here have their concerns about some of the folk at the helm.
From what I can see the 100mW Burwell will not be generating until 2022 - so no obvious income stream until then?
And what of the 1.53MT Ni at Mambare do CRCL actually have rights over at the moment - what does 41% 'interest' mean?
Still feels like its worth a punt at 1.1p ???
Many thanks

my mistake Toine

thanks Shuggy - little doubt as far as you're concerned!