The latest Investing Matters Podcast episode featuring Jeremy Skillington, CEO of Poolbeg Pharma has just been released. Listen here.
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?
I also assume the recent volatility has been of benefit to cmc ,do they hedge against their clients trades or are they exposed to being on the wrong side of the trade. Who other than Jeffries downgraded cmc and the recent profit guidance how far below expectations is it, ie 20 m ?
Where can I find the risks that are normally in the full year report, are they not in this one as this is only the Preliminary report?
Good to see the CEO, CFO and NED buying shares
Thanks for dropping the SP, good entry at 180, undervalued, profitable business, target 240, two months.
The Northern commercial court of appeal ruled to return 40% of the CURRENT share capital of FPM too claimants, separately FXPO say the 40% stake in 2002 now only amounts to 8.5% of current share capital in FPM . Regarding FXPO comments the court still ordered the return of the 40% of the current share capital in FPM . What percentage of production would this remove, is it also correct accusations of royalty payments amounting to 82m and 128m liability relating to Bank of F&C and 21m in ecological claims stand against FXPO, not including the multiple tax claims I've yet to add together + Zhevago. Opinions here this looks like quite alot not in FXPO' s favour.
Opinions on this company please ,what caused the FY loss of 118m in 2018 and 26 m in 2020 and the poor profit of 2.19m in 2021, is profitability going to be consistent over the next 3 years? What percentage of the UK population do they reach and what caused the takeover to fall through?
Thanks SiriusB