Member Info for darientaylor

Its nailed on that EEE will be taken out by one of the big companies before they get to the point of a mine

A takeover isn't out of the question here. get the licence sorted I think there will be takers.

Https://www.proactiveinvestors.co.uk/companies/news/1093118/small-cap-movers-sound-energy-finally-gets-the-message-from-morocco-pack-up-go-home-move-on-1093118.html

8 weeks until copper production kicks off. projected $165 million revenue in first year at 65% nett margin, plus the gold and silver as a bonus..

Hopefully the ASIC will drop as production increases and costs drop, on the basis of 27c that will give us $1.08 eps on a full year basis of 80p so trading at a ridiculously low P/E of around 3.. onwards and upwards

IC is a paid for rag.. just cut and paste the text from the article

Millionaire maker..

There is a price cap which has already beenn provided for $50 milll

For each period, the bonus is a percentage of Polimetal’s EBITDA from the previous 12 months, with escalating tiers and caps based on the average copper price (USD per tonne):Copper Price Threshold (avg. over 12 months)

% of EBITDA

Cap

> $9,000/t

10%

$10 million

> $11,000/t

15%

$25 million

> $13,000/t

30%

$50 million

also at $14000 copper there is no added costs.

It is not a flat payment at $14k — it is still a percentage of actual EBITDA (subject to the cap). Higher copper prices would normally drive stronger EBITDA (via higher revenues), making it more likely to hit or approach the $50m cap per period.

The bonus uses the daily average closing LME copper price (in USD per tonne) over the full 12-month window.

Payment is due within ~3 months after each calculation date (with possible short delay in care & maintenance scenarios).

There is no higher tier beyond $13k — $14k (or even $20k) triggers the same 30% / $50m cap.

Copper at an all time high. up 43% in the last 12 mnths

Lthium up 202% in the last year, 64% since jan 1st, up 24% in the last month.... the value of the asset grows.....

They should state exactly jow yhe error occurred.

Copper up 35% in the last year.. the economics of this copper mine are mind blowing. $6.2 per pound, cost $2.6 per pound 17,000 tonnes this year. plus the gold and silver. do the maths.. forward P/E of 3

Serabi Gold has much better metrics than this. 12k oz gold, paying a divdend and more cash on aa P/E of 6 and on a fraward P/E of 3.

A 7% \(\text{TiO}_{2}\) cutoff grade is considered very high-grade for typical large-scale titanium mining operations, particularly when compared to standard deposit types

All done with an average gold price of $3481, its been $4800 that's 30% higher.. to be fair I expected a 10 cent divi..still numbers are robust and now trading on a P/E below 5 with a dividend. With 15% higher production, 30% higher gold price looking good, just look at Qtr 4 numbers with a EPS of 25 cents,now add 40% and mutliply by 4 ...thats what this year will pan out to be, £1 per share, or a P/E of 3.5

Full year results this week..

10p monday

Looking good now

2.4 million at $78 per oz x 30%... so that's £56 million or £42 million.... market cap £15.5 million..... do the maths

50% rise today