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Guy
're BR
You wrote
♦️Don’t know da that was the intention given at last years AGM to strike while copper price is low
It wasn't last year AGM but THIS YEAR. I was there.
What has changed SO SO much in less than two months
As for other assets I agree wholeheartedly. Been writing about it for months.
You can call me CRUEL from now on
Good evening to YOU too Guy♦️
Interesting pointers on KAKUYU. Will it make enough to pay for $2m drilling campaign?
You saying we are nearly there to approach AA whilst copper price is low ?
H1 results can't come fast enough hoping it's 3rd week Sep and not 2nd October
All too wishy washy GUYS .
Regurgitating bits from my posts over the last few months NOT good enough
Try this to get ARTS all RACEY 💔💔💔
BARE MINIMUM I AM EXPECTING. NOT PRICED IN ZAMBIA COPPER AND GAVE LOW BALL ESTIMATE FOR SMALL Mining outfits..
🍓H123 GROSS PROFIT £3m UP A Whopping 1276% H122 £218K.
🥦Gross profit margin Manica 68%
🎯Sales Growth min 505% now XTR ranks no ONE outta 200 metal miners
Let's see if we get PR with results to KICK start long awaited SP rise.
Fink you will agree dear C🎯l and team warrants a pay rise
From Italy with l💔've
Cruella
Listened to Roasties
Many resource stocks in same boat
Looked at momentum ranking for Metals & Miners it is a super LOW of 34 (99 the highest)
XTR 26 (was 8 a couple of months ago)
ARC 46 (UP 22 last 30 days
GOLDPLAT 8
GLR 34 ( up 17 last 30 dsys)
APF 8
BZT 0 (Never seen 0 before)
Ok that explains everything.
Just hope they don't all shoot up together
DOC
You my new best friend . You called me CRU . trying to get in head of dear C🎯l and figure out his game plan.
All I can come up with is him FLUSHing out rif raf📍😡😡😡
Jez am top poster on here glad you get me now🦊🦊🦊
You mean the more they put through the mill they lesser the cost?
Next question would be if 5/6/7 T virgin rock per month costs $2.60 lb then
How much more is needed to go thru mill to get leg down in cost per lb
I hope the BIRD will give a concise trading update on copper. production - targets and strategy
Ma
un peu mechant se soir
Hi FLIP
You mentioned yesterday Sandfire announced AISC for Kalahari GLR of $1.47 Lb
I now GUY gave ball park figure of $2.60 for KAKUYA - why the big difference? especially since it is coming from stockpile?
Thanks Ma !!
Totally agree FLIP.
Grow the business using profits from gold and copper income. Since business model is capex SUPER light then earnings will grow fast.
I use term profit, Sales growth and Gross profit margin to compare like for like with other companies performance. I am not expecting any dividends from XTR apart from a special one for BR whenever that is sold.
BR no more drilling and will become a mine says Dear C🎯l at AGM.
Reading up on Empress today . Like the royalty business model alot. It said that MMP have now got export license for gold - anyone knows the advantages to us?
dear C
That is what value investors do NTM
Number crunch to see what share price should be as fair value.
With growing companies such as XTR you revise every time there is a change in income.
Ok you don't like my new name . bTW there is only one L in daniela!
Thanks Flip
I think you will find SANDFIRE scalling back on their operations as they over exposed themselves after $1.4b acquisition copper mine in Spain. It was mentioned at AGM.
Re BR deal if no deal to be had then why is Kjeld still working as NED he has no pay and not even allowed to buy shares in XTR
Think it's high time we work out a forward value for Mozambique Gold based on Q2 results and then target production of 100kg a month. Once we see maiden income from KAKUYU we can add that to mix to.
Guy
I know you've written So much on BR what is your take on what to expect.
I thought DTM when copperprice is low then if dear C🎯l thinks best to wait for higher copper price to do the deal then I think that would be a good POA to maximise returns for shareholders
Wise strategy FLIP in investing in a number of companies . That is my plan too when BR is sold.
Talking of BR you think NO sale to a MAJOR?
I thought we are waiting for financial models to be released after which XTR will approach AA with DTM.
I remember at AGM dear C🎯l wanted to approach AA when copper price is low.
What is your take ?
Just thought I would post REVENUE v GROSS profits figures for H1 - highlighted for your ease of reading JEZ!!!
Note numbers are converted to GBP
C:\Users\homeboy\Documents\DearColco\xtr REV v Gross Profit H1 22.PNG
Imagine the EARNING surprise when compared with:
H1 22
$5,551,847 Revenue
$3,776,798 Gross Profit.
Just thinking of a scenario whereby my figures are widely out.
6th April Podcast dear C🎯l gave $700 AISC.
for me AISC is sum of all costs including PTAX ,Land Sett, & Team on Ground costs.
Will be interesting to see how it will be delivered - With PR or Without??
Morning FLIP
Read the super long fulmer post on ARCM. Very interesting .
Not sure I understand the badblood bit with dear C🎯l though.
Isn't ARCM cash position of £611k a concern going into a JV? I ask cos i note zero revenue snd estimated loss this year of £8.5m for year ending 22 and reported loss of £5.5m for 2021.
Stockopedia gives it a value rating of 1 out of 100 - XTR has a value rating of 43.
However ARlM momentum indicator is 41 up 10 points last 30 days so it looks like it could be on the move.
XTR also up on momentum but lagging behind ARCM on 26
Their MCAP is £30m .
With a Mca
Hi MAD
Thanks for getting the BLUE sky winnings we have at Manica.
Blue sky winnings based on 66kg of gold a month with current POG at $1946 an ounce.
Next target is 100kg a month - need to see if we have an uplift in production Q3.
Let's not forget their are BIG uplifts in revenue at Manica too.
Hoping next leg up will be revealed when H1 results are announced
Yes I saw licenses held by AFP.
Could the end game be FQM buys back licenses from XTR GLR and AFP to increase mine KUMBALA bought from KIW?
ARC isnt that a JV with ANGLO?
certainly got lots of studying to do!