Member Info for GeneralLevy

$140.80/t 65% FE pellets, the Q3 divi is going to be a big one imho

That’s normally when the action starts

I’ve no idea of any ferrexpo specific premiums, the current profit is staggering just based on $41 a tonne extraction cost and $130/t sale price of 65% fe using the seaborne spot rates

We should have 67% fe pellets in Q3 into the mix as well sold at a premium to the 65%

Maybe, maybe not

Malfunctioning, showing this as up today

I give up, thought I’d seen it all from my years in RRE

Wtaf

It happened a week ago when entitlement to the dividend lapsed, this drop isn’t to do with the dividend, this is simply Fxpo torturing its shareholders as per

https://www.ferrexpo.com/sites/default/files/attachments/Dividend%20Letter%202020%20interim%20%2026%20Aug%202020.pdf

Pretty sure the rebate for U.K. taxpayers is 20%, looks a pain but you only have to do it once a year and I expect it’s the first time you do it that’s the hardest

Anyone know when H1 results will be out here

Article states one of the bids is 40p, ooh yeah

GLAGLTH

Pretty sure it’s on the 5th on Wednesday as per their financial calendar on the website

Thanks :)

Silly question but looking at the Sqz 2017 presentation I take it BP’s “earn-out” share goes to zero after 2021?

I’d imagine the cash pile must be north of £130m by now

Hopefully not, but I think I’d get over it fairly quickly lol

Nah it’s just us Rre wideboys joining the party, afternoon all ;)

GLAGLTH

You can only do the application at the end of the year for the dividends collected during the year but will let you know how I get on, well worth it for a 20% rebate imo GLA

There’s a free app you need to download to open the form 86 it says which app is needed somewhere on that website

https://www.estv.admin.ch/estv/en/home/verrechnungssteuer/verrechnungssteuer/dienstleistungen/ausland.html

*15% moneybox, I’m claiming mine back that much is for sure