Member Info for discopablo

I'm expecting production for the quarter to be announced in January rather than production for October to be announced in November.

Let's hope it's a good quarter. It was a real concern for me how low September was - was it about 25t in the end? One thing is for sure, the company cannot go on like that and expect the sp to rise very much.

Good news about Regua though. That could be a real boost next year. The interest payments to Blackrock are another thing that worries me. We probably owe them about 7m in interest don't we? We do need to get the mine up to speed. I appreciate I'm stating the obvious and we all know it, but come on MM and WRES - let's get motoring and if the production figures are good for October let's let the World know.

GLAH

I remarked on green boxes. My post was deleted. Really odd happenings atm on this BB.

Yes indeed, welcome back.

I've so many green boxes it's unreal. But I tell you what, all the posts are very pleasant reading and supportive of proper people.

Definitely keeping the filter on.

Blimey 3 already.

Watched the MM chat (can't really call it an interview!) and he did seem upbeat. Good news from him that LP is cash flow positive.

Loads of green boxes today! I'm with the filterers. Your posts today safety sum up my thoughts entirely. To think these people post negative comments to somehow help people is completely crackers.

Agree xcoder

Agreed. At first I thought I was being told by posters that the company was going private. Now I realise it's just a domain name bought by share bathers who know as much as other people who don't work there.

I missed this as it's not under the Live RNS tab above.

Bizarre that this isn't showing on this website. Anybody know why?

Fingers crossed that's the end of Atlas.

GUG - yes I know, thanks, hence me saying that i saw my error.

ah yes GUG I see my error. 100 / mtu was per the 2017 FID and of course is based on the production mentioned in the FID.

You've mentioned 248 / mtu but of course that's only because of the low production numbers in 2020/21. As production increases i see between 120 and 130 per mtu - thanks Tro for clarifying and thanks for reminding me of the Shard report.

So worst case scenario on 60t sales is opex of 600k, giving an EBITDA of $336k.

Shame about the ITDA!

opex i believe are around $100/ mtu, but don't know the fixed/ variable split.

I think we're all on the same page now ref revenue.

60t at say 300 per mtu is 60t at $30,000 = 1.8m.
Multiplied by 80% due to end product (not off take agreement) = 1.44m This then multiplied by 65% is $936k.

Thanks v much for your help GIT. See you at the 50p party.

Thanks GIT. is the 80% you've multiplied by a 20% price discount to spot rate of tungsten?

Humour me.......

40t of tungsten concentrate at 250 per mtu is 1 mill revenue right?

The 102k trade on Tuesday at 11.19 was a buy by the way, not a sell as reported on here. Fancied having a round number holding and 2k didn't really seem worthwhile.

GLA HOLDERS

Just averaged up. Over 2m turnover in August, 1m of which was 'normal' operations. Even without the big gems that's so much more than the current mcap. Think revenue last year was under 5m so we're looking at between 150 and 200% increase surely.