The latest Investing Matters Podcast with Jean Roche, Co-Manager of Schroder UK Mid Cap Investment Trust has just been released. Listen here.
BACK
Shareprice means NOTHING - talk MCAP from now on
MCAP from £68m to £12.7m is it because
📍3rd year ZERO placings
📍Gross profit margin for gold sales at at 31DEC22 is 40%
📍Sales growth as at 31DEC22 219%
📍ZERO debt
📍BR - NO more Drilling - awaiting financial models - dear c🎯l saying BR will be a mine
📍Maiden copper income from Zambia - risk capital $65K
📍H1 results to show $5.5m Gold sales up 458% from H122
go on BACK give it a BASH from list above tell ME which of above caused MCAP to fall to £12.75m FROM £68m
CRUELla
OLD
Good to see you!
You say the same ones here bullying and putting DOUBTS to genuine shareholders - one person said to me last week they felt awful for all the comments made about me - good job I have nerves of STEEL!
Would really like for genuine shareholders to post their questions on here - they don't for fear of being ridiculed
Thanks Guy
I get it calcs below are just ball park figures.
I need to get un understanding of HOW income is generated and HOW much XTR has left to GROW the business ORGANICALLY.
At the end of the day XTR only risked $65K to achieve this income with NEWSTYLE way of doing deals.
OTHER COMPANIES
Capex
Workforce
Equipment
Question
At what point would it be economically viable to build own plant?
How many tons of virgin rock would be needed on monthly basis at what minimum grade - i.e would 1% be profitable if we didnt have to truck it 70km down the road to KABWE?
You keep on mentioning MARCH PRESENTATION - not sure i have seen this can you send me a link.
Any idea on when H1 results are released?
thanks as always
KAKUYA income Final followed from post 3SEP 0945
Hallelujah just realised these are MONTHLY FIGURES🐞
SCROLL down for Quarterly 🐯
♣️Below total income figures using AISC of $2.60LB & current copper price of $3.84 LB
♣️Haulage calculated at $500 per 30T rock
monthly
📍5 T
$478,401 (385,808 X $1.24)
➖ $83,000
TOT $395,068
📍6T
$574,082 (462,970 X $1.24)
➖ $100,000
TOT $474,082
📍7T
$669,763 (540,132 X $1.24)
➖ $116,000
TOT $553,763
Of which XTR 60% PROFIT SHARE per Quarter is
(Above totals x 3 months) x 60%. N
✅5 T
$711,122
✅6T
$853,347
✅7T
$996,773
From the above to be deducted 30% corp tax to be paid JUN24 when finals released.
Wanna know if Joel will earn interest on corp tax and at what rate.
To achieve above XTR only risked $65k capital.
Eat your ARTS OUT
CruELLA
♦️♦️♦️♦️
JEZ
Gold production as per rns 6th July
Q1 140kg
APR 68kg
MAY 66Kg
JUN 70kg this was announced in a podcast
No guidance for Q3 wether production has increased or stayed the same for Q2
Guy
Please SCROLL down to this AM Posts and tell me if calculations for KAKUYU are now correct
Thanks
BACK
let's put a forward value on FAIRBRIDE based on 📍100kg gold production per month
I gave a FORWARD VALUE OF £102m which is 12p a share.
Current ratios for 200 metal miners
📍PE 8
📍Sales growth 12.8%
📍ESP growth 7.63%
Go on have a BASH and show your workings out.
cruELLA😎
Good morning Guy
Revised income figures based on your AISC $2.60LB. I have used today's POC $3.84 PER lb
Virgin Rock T @ 3.5% average grade
5000 175 T CU
6000 210 T CU
7000 245 T CU
Çonverted to ILBS
175 T = 385,808
210T = 462,970
245T = 540,132
PROFIT PER LB = $1.24 ($3.84 - $2.60)
$478,401 (385,808 X $1.24)
$574,082 (462,970 X $1.24)
$669,763 (540,132 X $1.24)
XTR 60% PROFIT SHARE of above income
$287,040 for 5T virgin rock
$324,079 for 6T virgin rock
$401,857 for 7T virgin Rock.
Guy is the above correct?
If so then Corp Tax of 30% can be deducted and set aside as an accumulative amount to be paid once finals released in Jun24.
I wonder what % rate Joel can get?
Perfect timing Joel - to be an EARNER and NOT a payer of interest??🎯
KAKUYU income
NTM
?📍Anybody taking any notice of her calculations need their heads examined
??❓And wot is this supposed to mean?
ZAP thanks will recalcute everything based on $2.6 CU LB
As for all your other constructive comments NOT
am NOT impressed.
Think you are ALL due a SHOWDOWN
WATCH this space
📍5 -7 KT virgin rock pm
📍3.5% CU deduct 5% processing etc
📍$500 per 30T truck ($100k pm) Haulage
📍60% profit share
📍30% Tax
Based on 6000 TOM
✅ 210 tonnes CU (6000 x 3.5%)
✅10.5 T lost for stripping and processing (210 x 5%)
✅$1,690,962 Revenue (199.5 T CU x $8,476 )
✅$100k Haulage (6000T / 30) x $500
✅$954,577 is 60% profit share XTR (REV- Haulage) x 60%
Jeez dear C🎯l remember when I plucked OUTTA air $1m income figure for KAKUYU?
You questioned it ❓❓❓
Look guessed nearly RIGHT ✅
📍So cash flow $954,577 per month
📍30% Tax $286,373 deferred PMENT til finals released?
Dear JOEL will be earning TOP interest on above each month. NOT like John Cornford NUMPTY miner picks where they are all shelling out OUTTA WATER amounts for CAPEX & Interest🤣🤣🤣
C🎯l and team you are A LEGEND
Flip
Just catching up on this week drivel.
blown over backwards on John cornford analytical skills.
shall I be so CRUEL to pick it to bits and pieces?
That would be for all LSE stocks he covers
Only if you ask nicely I will?
My name is cruELLA. Get used to it📍📍📍
jez
it's official. you are the biggest ******** on this forum.
at £13m mcap how much of br is priced in?
if our mcap was £130m you could have a point.
now give me a bit of time and let me back up the previous forecasts i made on fairbride numbers for h1
travelling up north for last housesit before i get out of this dior country
EXCUSE me Jez
MCAP £13M
Anticipated revenue H1 £5.4m UP 426% from H122
Gross Profit Margin 68%
not including Zambia Copper income or interest earnt from corp tax $
I think zap was saying no point in optimising BR if it won't be sold for a year or so.
Let's see what he says back
and you saying that doesn't warrant CB salary of £130k