then where are the clamouring hoards of Funds and II's in this ... thought FM had some lined up. What about the contacts of our non-exec director ?
I see the logic... it fits the facts... but I am not at all convinced that there are no bigger players who buy in yet. One meeting with FM and looking at the books would surely tell them .. or are they really that lazy ?
exactly @pb940 .. her ladyship only requires that sufficient funds are in the current account and she can pay for her many sewing weekends away with 'the girls' - she cares not how I put it there !
- although my November report of a 5 grand sewing machine has overturned and she cancelled the order... hurrah .. more Bushy golden nuggets
excellent points @zeusFurla... occasional reminders the price window we can be fairly confident about is 2-3 years is no bad thing... one of the reasons FM has always banged the 'lowest cost' producer mantra.
Not sure 10,000mtv in 2 years is fully achievable without rapid brownfield development.. but we shall see.
lots of big news to come in Q1... Q4 results, lemur update, electrolyte update, Mokopane licence, Brownfield plan (Brits), Eskom test results, JSE listing.. etc etc etc
There is a Norwegian ship that does lots of relatively low speed manoeuvring. They converted one of the 3 engines to electric drive off battery (Lithium I think), so much of the low speed work is off battery leaving the diesels to be run at their most optimum and efficient points.
If memory serves there was a decent fuel saving that paid for it
Hey Inner-Harmony ... not sure why who are calling out the best informed BB on LSE full of rampers, but no ramping on #BMN .. just a lot of facts. Lets take a favourite. At the Xmas break there were furry types who rocked up banging the drum of a grant crash back to below $30/kg . The so called 'ramping was just putting actual facts.
A grossly undervalued company making oodles of free cash with a likely EBITDA better that 60M (in its first proper year. In 2019 its a heck of a lot more than that.
Still .. check out https://www. thebushveldperspective .com/ for a collection of well researched and factually backed up data ... or just read the bb and ignore the furry types