Member Info for faramog

the whole market is pretty red today with nearly everything down (some a lot)... so actually holding up quite well really

Tomorrow (barring a big retrace) FB ..

https://twitter.com/faramog/status/1339920418006810624

seems a bit different to the new supposedly virulent strain here .... let us hope its not that bad not least for the lives it will alter

If you watch the recent vid interviews, FM details the answer to this very question ...

@CowboyI

If memory serves, the nameplate capacity of Vametco is around 5,000 max with a sustained rate around the 4,400-4,600 when all works done.

For Vanchem I think a little less when all 3 kilns in operation. A total sustained rate circa 8,400-8,600 is when I think we end up. However, the Orion funding does not include the 3rd Kiln and some other works, but gets ups to circa 6,000-6,400 (about 50% more than current rate). The rest is expected to be funded out of operational cash flows.

Details may vary a little, but current funding puts ups around the 6-6.5K range in 2-3 years and 8.5k range perhaps another 18 months ...

All depends a bit and one thing FM did make clear in the recent interviews was keeping production levels growing at a sustainable level. In once sense, the absolute numbers are not that important - just that it is growing at a solid rate of increased profitability, lowering costs and increased diversity of income streams

200B R .. wow ... that is over 20x the WB funding for renewable storage....

I would hate to ask how it got in that mess given it has a monopoly... !

Somtam67... Ruddy auto correct again.. sorry

Simran.. I used to keep the spreadsheet but we stopped 18 months ago really... Served its purpose

Well done of the increase... Not doubled but overall a fair few more in the last year for me too

When frankly if a person was to invest pretty much of the drivel these idiots come out with then their dosh will no doubt be extracted from them in due course.

There is little positive about it - the article points to a couple fo ratios and says .. look, its a buy .

We know it is, but in general, armchair investors get exactly what they deserve... caveat emptor

don't forget Lionel Greens magnificent 'big picture'

https://www.lse.co.uk/profiles/lionelgreen/ 03 Oct 2020 12:30

Almost written by a bot or some receptionist on a tea-break. Even a couple of basic relevant details missing - like the huge funding in place for a 50%+ production expansion, or the significant holdings in VFRB box-pushers that are reporting orders seemingly every week.

Just a lazy article for the cardigan armchair investors thinking of 'risking a grand' .... terrible piece

ta Libero .... so long as the SP finished 12.75 or higher on monday then there will be a GC event (that is a 15% drop from todays close of course) - and we would have to have 9 trading days at the same level to unwind that.

As I have previously said, I take charting with a bit of a pinch of salt (especially on AIM), but DC and GC events are supposedly pretty significant, so hopefully a nice blue run up to Christmas

and again, 16:23 and 16:29 for ... wait for it ... 3 and 5 shares ..... wow .. big spenders

will see soon as the auction ends

Interesting ... 15:51, 15:58, 1605, 1611 for 161, 258, 300 and 10 shares

Tiny amounts to keep the up-trend ?

Each to their own circumstance, each to their own plan ...

Good luck CharlieDog ...

FFN ?

no prob Libero ... I can picture you jumping up and down with excitement .... I had a look at the 200ma and 50ma .... yes .. very very positive movement ...

https://twitter.com/faramog/status/1339920418006810624

I much preferred somed Edam and a mouse in clogs

if you are over 55 and subject to LTA and any tax .. yes .. its a form to your provider