Member Info for faramog

@bearishlyB ... if you take a peek on The Bushveld Perspective, there are some articles explaining a bit of the chemistry and volumes.

Rather than give you an answer I would politely suggest you go read whats on there .. much of what you seek you shall find.

Ludeck ... as I understand it JSE has a requirement for using SETS. Currently on AIM we are under SETsq (allowing a lot of games). Toe dual list there must be fair and timely market sensitive information so having MMs delay lots of trade date in the UK to take advantage (maybe) of arbirage across currency & country) would just not be ethical, probably not legal and certainly would not work for anyone other than insiders.

My view is that trade must be under the same settlement & reporting rules.

I am in no way an expert, just a PI, but common sense says the system of operation on a dual list must be the same

I expect sets to ve sorted on JSE listing as its a requirement as I understand it for that exchange

Alfa - 8000 at 11:48:25 is a sell

knutsfordN... not had a 30p bash yet... but I feel a 1 pound bash will be expensive somewhere

bloody excellent Pdub

FekirT .. if RK is right then 160-200 by December should make your average look just fine - Unless you really know what you are doing then trading right now is a mugs game

exactly @Pat42 !! .... large tranches to SA II's is more about SA politics and unlocking than it is joe public

I am not adverse to dilution as a means to an end - it worked very well so far ... but I do question why. The company is making oodles of free cash and a lot more over this year. It does not dead a fund raise ... unless a shedload will be returned as dividends (now that again would be a heck of sweetener to the outstretched hands around a JSE listing

This story differs from War & Peace in that there is a happy ending to come ..

@UKsteveg - the costs for ramping to 5,000MTV are already known and orders placed. There are details in one or more RNS's last year - can't specifically remember but not that much.

The $100M is an estimate for a new kiln and associated systems at Vametco site.

added Kevwal ...

https://onedrive.live.com/view.aspx?resid=7CA08D1AD119BB44!349&ithint=file%2cxlsx&app=Excel&authkey=!ACwzApTR8TVzc8Q

yes ... our new furry friend has had a thread or so gonsky

well put BBN ... and lets not forget dividends ... every 10M paid out is basically 1p per share ... if circa 70M net profit is made and a top end of 20M of it paid out, that would be a 5% yield on current SP or around 2% on 100p ... very healthy initial yield and bound to attract attention.

not that I am suggesting this as funding investment is in my opinion more important

I rather expect the 2019 average SP to be somewhat higher that $80 though and rather closer to $100... but $80 demonstrates excellent profitability

only with hindsight !!

well Pdub & Strider ...

2019 sp ????? .... RichKen says 160-200 .... If Brits starts delivering, BE start delivering and 5,000 production rate gets announced I am not sure I would not bet against his prediction .... The majority of Corbyn cup estimations for 100 are around late August / Early Sept leaving lots of time for a 50%+ rise to the end of the year

priceless @bassguy ha ha

excellent .. well done Sanchez

cant agree fruitnutter.... all are welcome ... but a barrage of inane questuons instead of reading the vast material on TBP first and then seeking clarification is what gets hackles up.... its a bb to share info & views ... not seek the answers because someone is too lazy to at least try first

I didnt think you wer taxed on dividends in a sipp either as that would result in double taxation on taking monies out