Member Info for gotabesirius

Look at the strike price though!

Big difference between mining in Latin America holistically and trying to gain traction in the Amazon rainforest. I'm a shareholder and hope they don't get any permits in this vital habitat

Exactly. All is good. Anyone who knows and understands this business will see these numbers in a positive light. Q2 is planting season and will see a dramatic uptick in demand. Remember, this product can't be stored by farmers so has to be applied when purchased/received.

As these not put/floor hedges?

"Board intends to pay an interim dividend in the second
half of this year in relation to 2023."

What market is the gas sold on? Any hedges in place? Thanks

https://www.thenational.scot/news/23321086.exploratory-drilling-rare-metals-kicks-off-aberdeenshire/

Look who CEO is!!

Another

They demand a premium cobalt product and that's what they're getting

Will the increasing chrome price lead to lower AISC For PGMs??

Obviously some activity on site last year with talk of drilling. Wonder if they've bought the license off Australian company that was originally involved?

google.com/amp/s/www.dailyrecord.co.uk/news/local-news/protest-group-launched-online-oppose-26054418.amp

Talnotry

Summary
Nickel-copper mineralization occurs near the base of a diorite intrusion close to its contact with hornfelsed Ordovician and Silurian shales and greywackes. The principal ore minerals are nickeline, gersdorffite, pyrrhotine, pentlandite and chalcopyrite with minor amounts of molybdenite, tellurobismutite, gold, sphalerite and argentopentlandite. Pyrite, marcasite, violarite and goethite also occur but are interpreted as later alteration products. Much of the pyrrhotine-rich mineralization at the base of the intrusion is in the form of blebs and interstitial aggregates with amphiboles, plagioclase feldspar, biotite, chlorite and quartz. Chalcopyrite-rich and nickeline-gersdorffite-rich mineralization occurs above this and immediately below unmineralized diorite in the form of patches, lenticular masses and stringers along joints and fractures.

The asset IS in the UK. Company confirmed so......

It's a UK based asset. My guess is it's something to do with Talnotry Nickel Mine in South West Scotland

The deal will have been brokered by our largest shareholder as it's his team running the show!

Interesting no move in GENL?

Oil pipelines undamaged....

John, have you nothing better to do?

Debt all but cleared. No major capex in 2023. Pricing at all time highs, product sales at all time highs, likely some capital return to shareholders this year. Price 60% off last year's high. What's not to like?

Agree, this will rerate this year, and if it doesn't expect buy backs!