Member Info for faramog

I know... And how much profit compared to bushy ?

Down 27% on an RNS saying "Fevertree Drinks said that annual revenue growth of 10 per cent would be below its expectations, after it was hit by subdued Christmas trading." .... so not loosing, just not growing faster than China !!!

Shows the premium placed on its future earnings potential .... not top of AIM for much longer

If that happened.. is expropriation, the SA will go like Zimbabwe and get zero external investment

@aisee.. under what mechanism would Ramaphosa be removed... Other than a general election. Inline the previous president who was do blatantly innept and corrupt Ramaphosa's big problem is he is still fighting a corrupt and incompetent bunch of marxists in the ANC

A fair observation Drifter... But a big lesson was learned... Don't assume old plant and operational ways are easy to scale.

What was found was plant that had been repeatedly patched up and just was not up to sustained higher rates. Cue significant capex to upgrade and plant management changes... Nameplate 5k MTV is now what 2021/2 and even then there is no plan to sustain that rate but rather produce at around 4.4k with the flex to update if needed

A lot more mature operation..

@AW1 we used to maintain a tracker of holders in the days when we felt FM needed to know he had some defence against attack. At one point a little over 50% of the company could pretty well be confirmed as owned by around 300 holders. Added to that the friendly big blocks FM had links with, there was no realistic possibility of a speculative buy out.

We have stopped bothering last year but if I total those holders in 2019 who confirmed stakes in that year alone it totals 105M. Adding in those not last year but I know have very large holdings (and added to ), we get to somewhere between 180-200M. Add in the big blocks and not hard to add another 200-250M.

So with some confidence it is perfectly possible to deduce that at least 40% of the company (and probably a lot more) is owned by around 150 holders or institutions.

So frankly, 300k of shorters is the ripple of a mosquito right now. There is always the chance of a speculative push, but as several have replied over the months on this, the price to extract the shares would be well over 100p.

FM knows this ... that is why he can just ignore the SP and get on with the day job.

Did you do your homework on TBP ?

with vanadium prices on the rise, imminent Q4 data .. reams of good news.... you keep them shorts open boys !!

We will not laugh at all

sadly Yazz was a one hit wonder .. unlike Bushy .... Vanadium, Tin, Tantalite, BE, Leasing .. etc etc etc

another great value post @alwaysone ... maybe you should look on the Bushveld Perspective. Alfa did a nice analysis and shows the Nitrovan advantage ... ie you need a lot less of it. The premium is a small premium compared to gaining 'normal' Vanadium and appears to have been setup eons ago. Commercially Bushveld really should be charging a lot more for it.

No off you jog and do your homework ... the answers are already there ...

Great find Sanchez.. that is really interesting

Because Numpty.. he is an idiot

BSE that is

Yes.. he of the force feeding a burger to his daughter during the base crisis in the 90s

Loved he said... When we stop building crap houses !!.. penny dropping then !

Hopefully better than the 'hundreds' of leads on the REDt pipeline !

Last year we got the Q4 Operational update on 30th Jan. If they manage to follow the past then 13-15 days time !.... at which point our dissector in chief (BBN) with no doubt forensically go over it so we end up with pretty well the final year figures bar a few quid .

I would hope we get some BE, Mokopane and Lemur updates in short order as well

@Lui39 .. I feel the frustration ... long & strong !

JogJ.. not sure I remember FM 'crowing'. He did mention the SP, but as we know it has not been any focus. with the one exception of the emergency RNS when a big short attack was going on.

FM and the BoD are focused on the long term building of value and an integrated world class platform.

I am sure FM is a bit irritated that all the good news has yet to translate for his shareholders, but other than that, he is doing the day-job !

yes Yachty .. not sure I will be able to get there but if I do will take a few facts with me !

thanks .. found on another page ... that says it closes at 6pm .. but I am guessing it stays open for these