Member Info for faramog

How does "s q u i n t " get word filtered ?

no dubby .. i have read the rules and have a copy of my post .. did not contravene any of it.. unless.. someone with a real s***** looks sideways at rule (d) "post any private communication, or part thereof, from any other person" .. where i referred you your dm to me telling me to go do some sex & travel !

i suspect there are a select few who can get anything deleted ... meanwhile .. you rock on chuntering the same guff, calling it research and pretending you are open to anyone's views (so long as they are the same as yours).

i find it ironic, that the loudest barkers of 'free speech' tend to be the most intolerant to it. i have nothing against you personally, sorry for your condition and you have every right to express your views. you don't have the right to constantly patronise of belittle anyone else for having a different view

Well DaisyDog2.. my post has not just been taken off thread but totally deleted

What a bunch of wet wipes .. enjoy the rub-a-dub ra ra show.. as I said.. any alternate view not allowed

goodbye

My point is the fall back of 'no deal' is around 14% dilution... Frankly, that is preferable to a large debt to us

To them, it is not... This is why the deal will happen and I am perplexed as to why, being so self evident, they are not just finalising it

Worth remembering that the $35M Orion CLN 'overhang' has a strike price of 17p... at current exchange rate (1.25) that would equate to a dilution of circa 165m shares (around a 14.5% dilution .... not that excessive

It's all in the RNS !!

It is most definitely not in Orion's interests to enact the conversion. It is very much in their interests to re-finance and take more shares in the end + a share of revenue

Funny.. but I don't remember the SA Reserve bank being involved in either the original loan or the purchase of Vanchem (a 'SA asset')

Has not really answered 'why' ?

Hopefully the interim will be in the next week or 2 - we shall see, but given it seems a view Orion take 6/7 month to review, really, I am not al all sure the Orion deal will complete until just before the deadline - we can only hope this is the last time some big finance like this hangs over the company (and many reasons to think future cash flows and holding values will prove to give a different approach

What if their preferred pronoun is not 'them' .. ?

Well .. they didn't under FM ... remains to be seen whether Craig (who clearly knows more about mining operations) can sort it

Sustained production increase reduces the cost .. a large amount of production cost is fixed ... or have folk not remembered that ?

The difference between a book break even (after depreciation etc as some keep howling 'not making a profit when in cash terms it was about BE) and profit (last year was very little increase in production ....

Solving the production consistency and maintenance schedule out will in itself alone (even at relatively depressed vanadium rates) put the bottom line into Black (not a huge amount mind.. but solid cash flow )

All IMO of course, DYOR, Day dream and howl at the moon 3 times a day

Lacuc-Filtered ... been on LSE 1 day and posted 68 times .. sad fecker

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I think @Phimx .. I have had enough of yer stirring nonsense ... green bin

Be more than 1.2m ... 40m odd was a result of the MUST CLN and his cost I think was higher than the very depressed rate ... but the general point of 4%ish pretty cheap is right .. he stands to make a packet

Realistic for me if not realistic for a buyer offer means I vote no !

It is all arbitrary as frankly we have been a big TO target a couple of times ... I suspect that boat has been missed for a while

Most are not .. just at a realistic price that reflects the future value

Pretty obviously Capa ... a basic google search brings up phim x and cycling !

Lets just remember that if (as I think we all expect, after all, why would Garnett have fought so hard and at such cost) Cellcube to float on Nasdaq next year, its value on IPO would likely be in 100's of millions of $.... our share would be worth perhaps 2x current nav (if it really floats high) .... so basically, 5p to cover a wacking great cash pile that could just be taken out at little risk.

No one is doing that

Periodically we get the TO doom merchants, and frankly, we were a big TO target last year I felt, but the re-structure of debt by a partner-player in for the long haul puts paid to that - Orion do very very well out of the deal, not just a 12% rolling interest, but essentially knocking 200m shares at an av of about 7.4 and a share of the sales value for I forget how many years

They gain nothing by not completing

What kind of illiterate piffle is this ... 'would you accept an offer for 5p ?' ... duh .. clearly not as that barely is firesale NAV

But I suspect an offer of 20+ might start getting enough interest, 30+ defo

Where does this share info come from ... unless you pay for a copy of the share register and again to compare, only know via TR1's ... surely

And into the bin SteveG76 goes... And on twitter .. even Marvin the Paranoid Android was more positive