Member Info for darientaylor

Comparison with AAZ: production@ AAZ 31820 oz, MTL 85744, market cap AAZ 82 mill, MTL 98 mill... P/E aaz 27, MTL 13..

so Either MTL is under valued by 50% or AAZ over valued by 50%.... its probably somewhere closer to MTL is undervalued by 30% at present and by year end. who knows.

So 85744 oz produced in 2023 at average of $1944/oz. if MTL produce the same amount of gold in 2024 at $2300 /oz thats $30 million more free cash flow plus $8 million on interest they wont be paying, that's nearly $40mill greater cash pile this year... or $110 million total free cash flow for this year, a complete no brainer gift at $120 mill market cap

Gold $2372. against an AISC of $1051 thats $1200 per oz profit on 20,000 per month. or $24 mill free cash flow per month so $additional $4 mill in interest is a drop in the proverbial. this is a cash monster in the making. about £60 mill free cash flow this year,. on a market cap of £100 mill. Thiis drop is a gift

Gold flying

BP will be taken over this year, nailed on..

Gold $2372. against an AISC of $1051 thats $1200 per oz profit on 20,000 per month. or $24 mill free cash flow per month so $additional $4 mill in interest is a drop in the proverbial. this is a cash monster in the making. about £60 mill free cash flow this year,. on a market cap of £100 mill. Thiis drop is a gift

Read the RNS. noo doubt you have a short

Listened to the webcast, very impressive

What is the brokers target price then

Bought more

Marked down and yet the buys are huge, so many unknown trades are buys and so many buys showing as sells. . this shoudl be moving back up soon

L2 loaded. move up coming. solid as a rock

None of which is out of the ground and may never happpen

Rmember 3 pm presentation

Loads of unknown trades are buys. one is mine

'get back to mining gold'?? dont think they stopped mining...

Its worth remembering that debt at end of 1st qtr 2023 was $69 mill... its now gone.. so $ 4 mill is a drop in the ocean in the bigger scheme of things, this is a cash monster in the making . markket cap just dropped $12 mill for this $4mill charge, just bought more

Jeezus. the negativity arppund the divi. I mean its terrible only having a 10% return to shareholders iin the qtr.... they are accelerating drill, so more production and more revenue earlier, I dont care about the capex, its what you do when expanding a business and out of free cash flow which BTW is up by 80% on last qtr.. give you head a wobble people

In the bigger scheme of things this is small beer. lets be serious MTL are generating huge cash piles at the current gold price, so as pain in the bum as this is, its a small blip on the road. so if they provide for this in the year end numbers next week its a profit of $36 million for the year rather than $ 40 mill. move on. keep digging and keep selling.

Love those numbers, doubled EBITDA, doubled net cash, accelerating drilling programme, well 18h on stream nexxt week, although much higher capex and dropped divi, but still a nett return to shareholders of oover 10%. what a well maanged company this is. onwards and upwards