Roundtable Discussion; The Future of Mineral Sands. Watch the video here.
Salient point. Perhaps it needed Beaty and team to take a fresh look from the outside in - can understand MC for being slightly blinkered after all these years and wanting to do it with locals onside. It will be interesting to see how the prospect of missing out impacts some, though if working at the mine regardless then another win-win. Good start to the week.
A step change in production/presentation. Assured and to the point. Not expecting the re-rate just yet (too many false dawns!) but it is definitely heating up. As others have mentioned, could be good to get an updated AISC given POG and Oil currently to see if can shift from $700. I'd assume we can only quote 'official' figures as per PFS etc...
Over 100k across 6 years - christ, what a ride. Saw consolidation, golden alligators, �2 early on and the bounce from 19p through to 90p Sold a few, traded averagely, lowered my average to 50p ish I've probably checked this board daily every day �2 is a worst-case for me, I'd like to see �4 eventually if additional resource proven up... Who knows.
OK so it is another firm - HUM, which Strider pointed out a while back. Just poured first gold. Multiple districts, decent amount of gold and is valued at around £125m. AISC of around $700 and production around 130k p/a, so some similarities.... NPV as £228m / 7.5x our current MCap / CNR equivalent of £3 Now clearly there are differences as well as similarities, however input appreciated - is 7/8x from here the realistic aim if/when built and funded? Seems meagre after all these years? Thoughts? (Merry Christmas to all regardless)
https://uk.linkedin.com/pub/jeffrey-karoly/11/619/482 Anybody care to look in to the fates of his previous firms?
In my time in condor I have moved jobs, married, bought a house and had a baby. All whilst underwater here trying to average down where possible. Fatigue hits after a number of “surely this time” false dawns! Has to come good one day... right?!
i own expn shares and i work at the company also what we've seen is the markets appreciate that expn is a far more diverse beast than credit-checking and therefore much more able to withstand pressures within the FS space movement in to more complex marketing, better technology alliances should see this continuing expn versus its uk competitors simply dwarves them perhaps look at gbg as a potential take over and call credit if/when they list i don't rate equifax
i held GB until recently - the 50% profit was too good to turn down at the time i work for one of their main competitors; GB are the only real credible threat (ie competing on not just cost) - they are tiny in comparison mind - thought process was either buy-out or grabbing of incremental share slight concern around their acquisition of Capscan - ie £10m is a lot to pay for a sales database / low renewal revenue stream
are out - 16% revenue growth and 10% organic profit growth this year. great company as a 'steady' share
never seems to be any good news re the safety or production... sheesh.... currently 40% down on my investment unfortunately!
has stopped production in parts.... not looking good here are we?! :(