Roundtable Discussion; The Future of Mineral Sands. Watch the video here.
Angola are negotiating new fiscal terms which are even better for us not agreed yet, it’s possible we go back to mid 20’s. Also possible we go 30’s hoping for some good info tomorrow
Oil currently $91.22, one of my reasons for being invested here is seeing what improvements our board can make. Be nice to see on future results production going up.
If another deal is announced then surely 50/60p could be on the cards if oil stays so bullish
TBH Bres capex is going to be massive also they are the only graphite project I believe in Uganda must be a reason why no others exist. We should never be below there MCAP but no news smashed our price. Biggest thing BRES has going for it is 2 paid research notes.
£5.43m MCAP now if 'graphite' is going to be the hot commodity surely someone would try a cheap take over. Next door have a $10M prepayment as product so good. BRES is valued at double us on hopes of funding a DFS. Far better project here.
Proactive video, if they stuck the margin in rns woulda opened much stronger
Where does it say profit margin that high
Terry you have no idea about this company everyone on here prefers debt to dilution, the board are no mugs and will complete more deals and will be 40p+ soon unless oil falls of a cliff of the earth which is unlikely
Hydro power for region well advanced now
https://m.youtube.com/watch?v=pbpfiwbaj-M