Member Info for corbine

sachs latest broker report feel free to share- and also let me know why their conclusion is neutral? thanks-corbs:-)

http://www.investegate.co.uk/sierra-rutile-ltd--srx-/rns/director-pdmr-shareholding/201308300700248124M/

thanks-borrowed :-)

Sierra Rutile posted a first-half pretax profit of $3.8 million, down from $56.7 million. Sales fell 33% to $66.4 million, from $98.7 million, primarily due to lower market pricing. Rutile production was in line with full year target. In the first half rutile output was 51,985 tonnes, 22% higher year on year due to the contribution from Lanti Dry Mining. During the period a 70,000 tonnes rutile supply agreement was signed with a leading pigment producer. First-half Ilmenite by-product production was up 45% to 14,962 tonnes. "We are pleased with the performance in the first half, with rutile production on track to meet our full year target and a continued focus on effectively managing our cost base and disciplined investment," said CEO John Sisay. "Going forward, we believe that there are substantial near-term opportunities to reduce per tonne costs. In addition, our recent efforts have resulted in the elimination of a significant amount of near-term capital requirements, whilst at the same time ensuring that we retain flexibility to develop our growth plans. "Whilst our financial performance in the period was affected by lower mineral sands prices, we have a strong pipeline of new business, exciting growth options and a strong balance sheet, all of which means that we look forward to the rest of the year with confidence". http://www.investegate.co.uk/News/sierra-rutile-h1-pretax-profit-falls-to--3-8m/451785/

cost per tonne coming down - great additional tailings-zircon etc-dry mine news all good. Rutile receipts per tonne i suspect are less than some commentators would have wished for explained the credit line? not forgetting not too far away srx capable of 250,--- tonnes per annum. kenmare yesterday got spanked. how will market react today? north america and russia need working on. russia? come on vlad.. :-) home grown. eps less than some have predicted. so still work in progress-rutile sponginess is the main issue? at least srx can continue the builds and ramp ups etc even with spongy rutile prices. just a couple of quick thoughts- great company-imo what about agribus-green gold-and the rare earth decisions-studies? a reminder please srx? and what happened to the barge? corbs musing:-)

for past 6 months- getting spanked-owch.. http://www.investegate.co.uk/kenmare-resources--kmr-/one/kenmare-resources-plc---2013-half-yearly-report/20130828070041H5154/

Team SRX-Once the $additional $30 mill is announced, any chance, or is it worth while, getting a revised remodelled broker note, just in time for the November presentation? from even one of your brokers - after all they are very comprehensive and thought out unlike much of aims tripe notes :-) (imo) gets whats you pays for eh Mnsr Sisay?

yet? your sisters busy... http://www.investegate.co.uk/secure-trust-bank--stb-/rns/notification-of-major-interest-in-shares/201308271255175439M/

with todays rns- are we to get the additional $30 million announced shortly too? working capital to include??? :-)

thanks- not stuck in traffic in/out la linea? then ;-) wonder if theyre about to pick up another asset? of sorts? or something rns wise, about to make sense, as to the facility- ?? ;-)

yes- i agree. Might put the gib thoughts of further pala attempt to buy out srx back a while- allow the expansions and ramp ups to come into flowline first, especially the additional dry minings - green gold agribusiness and maybe some rare earth decisions? still watching those trades with interest. thinking its one of three investors that come to mind - gibbos gone quiet? ;-) Good to see you back xj- recharged? :-)

dyo ;-)

and of course arbb ;-) (amongst others) keeping in sector vector too ;-)

didnt expect this- does this explain recent sells? why ask for money when recently they were musing about paying a special dividend? very recently mentioned on multiple occasions? last year cash flow was up, production up, records broken, have they got the dry mining and all other projects up too quick, during drop in rutile prices? if the money is to help through those stages and help reduce the cost per tonne with production as mentioned in recent presentations -then thats fine as the reward far outweighs the cost and working capital. sets the stage for srx to become top tier amongst peers? interested to see how the market reacts. wasnt on my swot either. corbs musing your thoughts please Xanadu-j/Gib rock and long time holders?? thanks

knocking at 375 in multiples- is that you gibbo? fed up with the la linea police stopping the traffic for an eternity? ;-)

helps ;-)

climbing-marvelous and hows your stb doing?

thousand has gone- first time of asking :-)

£10 - a little more pushing and shes there :-)

northwards? level 2 doesn't offer clues? ;-)