Member Info for Dave77

Pdub maintenance shut down strike and covid !

Was a decent year with production!

Did BMN not have an average Q3 and Q4 2021 of 1018 Mtv?

Not sure that part of your post is warranted.

Wonder what their AISC will be as wages in Finland are sky high.

Strong chance we will not know until Thursday. Got to have it figured out in over 2 weeks.

I thought I had noticed another poster mentioning about cargo ships entering US in Feb?

By the end of this week and $70 by next Thur!

To confirm, we don’t sell to China do we?

BMN sells most of its product to USA and a little in the EU, the rising markets.

H2 2021 was 2018 Mtv
Vanchem with the new kiln to go up by 1500 mtv

Hi f they don’t repair the other Kiln at this time of high V price

Production could be as much as (using figures in RNS for H2 and future)

5536 MTV, at average $55 x 5536 x 1000 = $304,480,000 Rev.

FM has got to be looking at that.

Coffee cups and Ben Alder today, Chris other days on BE.

Know what we actually need here is a comprehensive update on all parts of the business, from Mok, to Iron, to Lemure, to Be, to Kiln 3, hopefully leaving the repairs to the other Kiln to later in the year.

An update with a upwards revision of production instead of the conservative one, an actual one based on Q1.

A financial update due to the higher V price and what it means for the company.

Pay off the court case in cash, get them to ….

All of that, show the market in black in white where we are going.

Caution spot on, send that email if not done so.

In fact we should all send one!

My problem is your posting and negativity at every turn and for that reason, filtered. BMN and Largo are you biggest holdings, you would not think it to read your posts.

Mr glass nearly empty, ffs

Ok mystic Meg. The world is suffering high inflation and with oil price, a basic loaf goes up, so it’s no secret that cost may have increased a bit.

You will hear about the sale of the stock pile being sold at higher V prices and V prices being up what could be 100% by the end of the month.

Yet another doom monger on these boards, go tell me, you have no invested here!

Know what, I’m not giving you any more air.

Although the amount that MAY be converted into shares is not a huge amount, I do agree I would prefer just to pay them with cash and see the back of them.

Sorry, 2 rand, 10p- Diesil

Please ignore afredah, the cost of diesel in South Africa is up 1 rand from November, 5p.

BMN costs have gone down this year.

Production is up.

Guy is a rocket clearly with some issues.

Anthony 60s by Wed.

Any wild guesses what could be said?

Will be over $55 by end of day Friday, today will be $52.75,
From around 7days ago that is $10 rise
From around a month ago that will be a $16 rise

Each $ at conservative production of 4400mtv annual production is $4.4mill rise in BMN revenue.

This will hit $60 by Wed 16th!!!!

A 55% increase in 6 weeks. Sp will have some catching up to do.

14s to break, then we are off .

Na na, na na

Repeat