The latest Investing Matters Podcast episode featuring Jeremy Skillington, CEO of Poolbeg Pharma has just been released. Listen here.
Why did Centamin only take 42% of its profit after tax , why did a non controlling interest take 58% ? Profit attributable to parent 72 m, profit attributable to NCI 98m.
Any expectations as to when we get the MEIA other than 20/4/23, If its delayed or rejected i call 40p.
Any predictions as to when the dft outcome will be announced .
On page 33 of the H122 under income tax they state 90.9m of unredeemed capital carried forward, what is this? I don't see it under asset's, i see a 60 m deferred tax liability. Also on page 47 total operations aisc of 2023 what's the deal there? I conclude the main reason for the fall is due to Barberton mines aisc hitting 1850, Barberton mines account for 45% production, i also noticed the word restructure quite alot.
Should we see higher average PGM prices than 2022, as PGM mines will be producing less affected by Eskom and weather, also with China reopening there auto manufacturing sector will bring increased demand for PGM Is it still that all PGM's apart from platinum are in deficit, ICE demand isn't going away anytime soon, the suggested phase out of ICE is unlikely to occur in the forecast time because there's not the infrastructure to support the shift. Palladium is interestingly low, around 40% of Palladium comes from Russia, given the conditions I expect to see it higher, what are your opinions on PGMs and the factors affecting the price?
Should we see higher average PGM prices than 2022, as PGM mines will be producing less affected by Eskom and weather, also with China reopening there auto manufacturing sector will bring increased demand for PGM Is it still that all PGM's apart from platinum are in deficit, ICE demand isn't going away anytime soon, the suggested phase out of ICE is unlikely to occur in the forecast time because there's not the infrastructure to support the shift. Palladium is interestingly low, around 40% of Palladium comes from Russia, given the conditions I expect to see it higher, what are your opinions on PGMs and the factors affecting the price?
Cyclone approaching S E Africa, where are the Tharisa mines located on a N. E. S. West basis, any predictions on the possible effect on operations or is the Cyclone of no concern?
Ex dividend next week to be paid on the 16/03 , good dividend of 3.3 pence, i expect this to rise towards ex dividend.
Separately can you tell me what percentage of revenue comes from the main commodity they mine, and profit aswell. I have a Profit for the period estimate for 2023 of £36m , is this above what you expect?
South Africa power cut by Eskom any idea how severe they are i think its reasonable to expect lower production due to the above or possibly higher costs due to generator usage, nothing to panic about just pointing out the obvious what are your conclusions and predictions.
As Wres have filed for administration they can no longer be traded through JP Jenkins / Sharedeal active. Sorry for further bad news, but saves anyone else wasting time trying to sell them.
Yes been in Wres for a while Troajan. Do i have to open an account with JP Jenkins first.
Thanks Troajan
The delisting rns from the 25/5/22 stated they intended to admit the shares to an alternative trading platform did this ever occur?
How would the PGM's be affected by a China, Taiwan, US conflict , the majorityof pgm demand is from the automotive sector, Taiwan produces the chips necessary for automotive production , China is a major producer of automotives, this conflict would cause automotive production to fall significantly, maybe 75% globally which would impact PGM prices significantly. What is your opinion and do you know of any articles that have covered the above ?
Net assets have doubled over the last 2 years, production is up and increasing, profitability and cash flow is outstanding, strong net cash, great company, significantly undervalued, this will rise significantly.
I believe 360p would be fair value, with a pe of 10 and a market cap of 600 million.
In a previous rns they stated they sold 3400 s19j bitmain for 6m gbp = 1764 per s19j bitmain, they now sell 3840 s19j for 4.8m gbp = 1250 per s19j. How much are these s19j bitmain retailing for ,did they not buy 20k s19j bitmain for 63.4m gbp= 3170 per s19j , are they fire selling these to their best friends . They stated if the 27m raise did not go through they would review other financing options of which a number are available with board confident even if 27m falls through other options would provide working capital for the next 12 months.
How long until 60p, what is a fair mcap considering the current situation and that the companys operations are based in a war zone, what is there daily loss due to suspended operations any estimates, i dont recommend selling Ferrexpo at this price as i do think it is a good company. But i would like the sp to be lower to reflect the true situation so one could acquire more if one chooses.
Pre News?