Member Info for faramog

Headancer ... a 6% yield on a share price of 1089p is approx 65p/share

In current value that would be around 724M in cash terms paid out. At 1089p the MCAP would be circa 12B .. it is pretty left field .... 20K MTV at av sale of $150/kg, 5% misc costs, 7% royalt and gives a post tax Net of circa $1.4B.. 700M gbp would be about 70% of the profit.

pretty wacky .. but by no means beyond possible

not me .. I get seasick ... got an eye on a plane though and if Ophidians prediction of >ten quid comes off I may build a Mosquito LOL (only cost about 6M ha ha)

wow Ophidian ... 30x from here ... and there in lies perhaps the greatest challenge spreading the word - just the shear scale of where we go from here.

I feel another ginger biscuit with my coffee is not too extravagant right now :-)

l @Brasi .. that broker clearly showed how he used his large fee's ... !! get rid

your Q12 @Ophidian ... what an excellent point to make

8) why is the Vanadium price not likely to return to sub $100 within a 3-5 year timeframe
9)Expansion of capacity targets - how much will that cost ?, how may it be paid for ?, How much profit will it make ?
10) Vanadium Electrolyte Leasing - why this build future revenue streams and what is its future value ?

@onefcc ... 1.3p moment ? ... sorry.. being a bit dim today - don't get the point

found him ... in absolute time he come up at 2:56:28

Great wee talk:
expanding processsing capacity to 10,000 in 3-5 years
energy storage 2.5B rand in next 3 years (about 133M gbp).. aquiring assets, developing them and scaling up

I did .. and have listened since .. very interesting

1:58 - land reform

-Fair and equitable reform
-transformation development and stability
-provide certainty to those who own land and to those considering investing in SA
-reafirm the protection of property rights - SA is very committed to property rights prohibiting arbitary removal and to protect investors ... your investment in SA is safe

at 1:35 its Ramaphosa .. anyone got an idea in the long youtube recording when FM is on ?

Buts just listening to Ramaphosa he is speaking very well

another article from this site ... https://www.outsiderclub.com/secret-behind-fords-model-t-could-power-every-home-in-america/2914

his link has a bigger page summarising ...

https://secure.outsiderclub.com/o/web/178130

nice update ... does anyone have a handle on the Phase 2 costs and timeframe ?

not a great surprise Tyfoon ... perhaps the penny is now dropping how truly bad Zuma was .. even to his own party. Personally speaking, I do feel that there is a substantial discount applied to valuations based on this so while we lament the current SP, it is, perhaps, not far from its real market value after the implicit discount

@alfa ... 35,525 at 11:23

6 of your monster posts @BBN .. I shall get popcorn first then ...

lets just remember ... the SP has never gone past SPA's current target (whatever it was)... we all I think rather agree the fundamentals point to a fair SP of at least 3x current price.

There are very strongly held views and I have some (not least my confusion on why the word 'Bushveld' seemingly has to be dragged out of JM), but I do rather suspect Fortune has a plan and in some way the brokers are playing their part. I just find it irrational to be different from that view.

All this bar-room-shouting at each other is not changing anyone's view on SPA or JM ... can we just agree to differ and focus on actual fact, news and some of the very perceptive analysis we get on the board

slight profit reduction on various currency headwinds, improved debt position and lower risk overall through disposal of higher risk peripherals ... and down 17%

.. sentiment is all it seems

@RazorShultz .... And what can shareholders do to defend against it aside vote in the corporate action

For one thing, record or confirm holding on the tracker ... the bigger the PI block voice, the stronger FM's hand is.

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

@mrremmy ... this link does not work ?

I was inspired to tweet this https://twitter.com/harvrem/status/1055159372882608130?s=21