Member Info for Freedom4Uall

Why hasn't Q1 been released yet?

H1 2021 Revenue 314 , Profit before tax 104, Unsure of Net profit after tax 75? Dividend 4 cents,

H1 2022 Rev 334, PBT 124, NPAT 101, Div 3c.

H1 2023 Rev likely just under H1 22, unsure of PBT and NPAT ,but do not believe it will be lower than H1 21, i do not think the dividend will be lower than 3c, separately i predict net asset growth for FY at around 130m putting Net assets at 750m, hopeful to see 1 BN by 2025.

"We'll be friends forever Pooh won't we "asked Piglet,," even longer "replied Pooh.

Expected interim dividend?

Marstons is currently valued at 233m, but the board received a 690m offer in 2021. From the period May 2022 to now i have noticed significant position building from numerous institutions. Covid is over and good profitability is forecast for the foreseeable future, the board rejected the previous offer and the issue I have is no one on the board is a significant shareholder, thus it could be fair to say the interest's of the board are not aligned with shareholders. I would welcome a hostile takeover as the board is failing to bring value to shareholders, institutions would vote in favour of a good offer and so should we.

Net debt forecast 100m by 2025, i do not understand why, because of this one cannot buy here, any explanation?

Any numbers on the hedged electricity and gas costs and how do these numbers compare to 2019 gas and electricity costs? Hedging is good but you can also end up paying more if prices fall, so im wondering if they hedged at a good level, opinions please .

Short term trend may likely be downwards because global markets are too high and i sense a catalyst which will cause market's to tank.

The very favourable thing about Tharisa, is its diversity as although pgm prices have dropped the rise in chrome prices has pretty much offset this. It will be interesting to see how much Tharisa grows over the coming years.

According to market screener est eps for 2023/24/25 is 7 , 4 and minus 1, with net debt 4 m, 52m and 101m, why is net debt forecast to reach those numbers?

Stop drinking tap water, as Russia hasn't actually declared war and has sent in third world mercenaries if you haven't noticed.

Many thanks Mike, any thoughts on chrome price rise offsetting pgm production and price decline?

Hopefully Ukraine and Russia consider China's solution. America should also consider it instead of only having an interest in prolonging the conflict, in reality Russia will not give up it's newly acquired land nor will it lose a conflict on it's doorstep. Hope for peace soon, we shall probably see it as America has other issues to contend with such as Taiwan and also has anyone heard the contested regions of Ukraine are allegedly rich in rare earth elements.

H1 22 91.8k pgm at 2592 and 776.7 k chrome at 175 equals 237.9m and 135.9m equals 373.8m, but stated H1 22 revenue is only 334m, separately to that tried to work out H1 23 numbers ,77k pgm at 2216 and 787.9k chrome at 247 equals 176.6m and 194.6 m, H1 23 v H1 22 chrome production flat but price up 38% ,pgm production minus 15%, pgm price minus 15%, trying to work out how this all comes together, is it possible that chrome price increase offsets pgm price and production decline? Anybody have any numbers?

Expectations as to Q1

Not 2024 forecast but mid term forecast.

2024 pbt forecast is almost double the pbt of 2023, sp will move up as the mcap will move to reflect the very positive and high 2024 pbt guidance, Will be interesting to see how high the sp goes.

No Immaculada approval to be announced, Hochschild soon at 45p and a rights issue aswell.

Thank you for that feynzz

Anyone with a better understanding of the roughly 1.3 m shares sold by insiders care to elaborate?