Member Info for ForeverNever

The numbers they produced last qtr are insane. I keep having to take a look at them.
$18m free cash flow on what $1742 average gold price. Imagine getting in the region of $1900....

Eitherway loan will be rapidly paid off with a possible FCF of $60-80m USD per annum all for a mere 31m mcap.

For me the next real catalyst will be life of mine extension. If we can get this whilst paying large chunks of the loan off we will be laughing.

I'm adding more, it will mean averaging up but this is literially going to be a cash cow....

Going to dream big and collect as many as I can. I can see that light at the end of the tunnel.

It's the forward looking statements that interest me and they all look great. Record breaking bookings, beating 23 forecasts etc etc

Airlines are now clearly over the worst. Lots of growth potential here over the next 12 - 24 months I feel

Trek, west country is amazing. Couldn't believe it was part of the UK
Don't go during the gritter season though. Its beyond painful.

Pretty happy with being in the fast lane for growth!

Divi to be issued once numbers firmed up too.

How long before 1000p....?

Hey Trendz.

Yes I liked the holdings too. I also liked the p/e ratio, the growth over the last few years and the fact they could see some bumper wins from the likes of VW claims.

This may go to 100 again but I will buy that. Its far to low. I have also just read the company was in IC for possible take over target. Lots of possibilities here.

Thought I would say hello. Very compelling investment here with little down risk.

Just couldn't say no. Look forward to the continued story and later discussions.

Honestly, if they cap the savings to 100k in an ISA I'm gone. That will be the straw that breaks the camels back for me.

Another country can have my money. I'm not paying more tax to keep people out of work.

Not that I pay too much attention to Motley....but its positive

https://www.fool.co.uk/2023/01/12/the-superdry-share-price-is-up-50-in-a-month-yet-i-think-its-still-a-bargain/

Thanks for the update. Didn't watch it but plan to. I assume a recording is on the website?

Any comment to the appalling SP?

I just hope it holds until I can buy a few more. Only need 2 more weeks!

Agree with Sparky. For me I am in MTL with as much excitement. Has had its bad times which have all been sorted and now expect some big news this month.

All IMO and DYOR

Why are you both setting our expectations so low here?

Nothing but downward pressure for quite some time now. Way off the ATH.

Even a possible sale of the business hasn't produced anything positive for the SP.

Be interesting to see the end of Year results and whether the management target has been maintained.

Thank you. Now I have read it I recall reading it some time ago.
Here's to a good 2023!

Happy NY all

Moving on to the lower interest repayments next year are we still tied in to paying off the loan with all profits apart from what is needed to keep the business afloat or do the terms change slightly? It's been a while since I read through so can't recall whether there are any condition that change other than the interest.

Happy New Year all....

Hi T_D

Yes you are correct, here is an earlier link from 22nd Nov:

https://seekingalpha.com/news/3773356-tremor-jumps-on-report-of-potential-takeover-bid

Interesting Sky then published it in Dec also...

Well that initial purchase was poorly timed!

Personally I thinks it's a terrible time to make this suggestion. Why spend millions on another acquisition to then put the for sale sign up? I really don't understand the logic especially in the current environment.

There will no doubt be parties interested but they will be wanting a deal. Whilst I have not been happy with the BoDs self awarding policy the company itself has grown and has a great future. Surely after all this effort you would want to squeeze everything out of the business before selling. This now will have private equities circling as they will see value. I guess the BoD have given themselves so many freebies they have enough to have an easy life rather then multiply the companies value over the next several years....

Based on the SP performance doesn't look like the market is convinced we will be sold at a heavy premium!

Taken a small holding. Believe this has been oversold as a covid stock. Love the growth this company is doing based on conventional tests.
Margins look good, it's in expansion mode, been over sold and in a relatively niche market I.e Joe blogs can't just set up and compete against you.

Will slowly add to this one. But the downside risk must be minimal now.

Proposed London 2023 ULEZ expansion will include Heathrow Airport !
Complete and utter madness.

****

How the hell is a Boeing 777x going to comply with the ULEZ requirements. They'll be charged a fortune! Right I'm selling no way can iag pay for ULEZ too! Scandalous