Member Info for Gubby

https://www.marketwatch.com/investing/future/mffcv21?mod=mw_quote_recentlyviewed

Sorry MFFX1 for Nov?

Why LVX21 and not MFFV1 please?

Hi again coalfired, I ticked you up and I do mean the apology and I know I can come across as a bit grumpy sometimes.

It's quite annoyed me though, the fact that the posts have all disappeared-or does it mean they/it actually got booted off because they got rumbled? What are the rules?

Just to let you know it's BCrader and RealValueOnly, I presume most regulars knew it anyway, but it's good to play along..

Hi coalfired, it's just a theory, but you've probably just smashed it wide open...apologies..

I'm naturally very wary of people on the internet...there were actually another couple of recent posters that fitted the MO more...an excitable one and the straight man....anyway...even I think I'm sounding paranoid...the first statement was correct though-two of our favourite posters completely disappeared......odd...

.....and another thing, I'd say anybody that joined on October 5th, they are probably the same person......just saying....bored..

Especially as at least two of our favourite posters(poster), have disappeared....

What happens when one deletes a profile? Do all the messages go too....blimey can't seem to find either name....wow what a surprise. Did anybody else check the date they joined? Funny, very coincidental....anyway just saying because I'm bored...

They will undoubtedly be back here already.....oh dear, spelling and grammar, what a giveaway.....anyway as always D.Y.O.R. and good luck to all, even our dopplegangers. TGA All The Way. (price could do with a kick up the backside though)

Thanks for that clearing that up, Tedmak,

Whilst we're on the subject of my mistakes...maybe you can help....

In the past I've said there were no more liabilities...but haven't we got the rest of the derivative to run out too? There will be another R332m of a loss as the API4 has been so high? Is that right?

Also when we get our fat divi...what do they do with the spare cash? An even bigger div? Possible buy backs.....possible over payment to the green fund again as minimal capex for (they "said" 3 years but who knows).

"paid up"..I mean isn't there a pot or fund already set in place, but we are adding to it continuously to cover future liabilities?

Hi tedmak,

Thank you for your valued post and having the guts to post figures.

This is certainly not a criticism, but isn't the "green Fund" effectively paid up and in fact over-paid as such? So the cash we've been "given" by AAL and the cash earned in most of June is actually ours? I am certainly not "telling" , but asking.

I'm just saying because you might unintentionally be underplaying the value of the company, but I may be unintentionally overplaying it.

Still here BC, in fact picked a few more up just before close. :-)

I agree, disappointing, but probably their best attempt at a quarterly.....

I had thought that headway was being made with TFR, there have been multiple meetings and mentions of "improvements" and working with the mining industry within the last couple of months....so that's where my disappointment comes from.
I am glad however, that they let us know now rather than drop it on us with the results.
They have been proactive in dropping third party purchase/transport and prioritised "our" coal therefore maximising profit.
All in all, as negative RNS's go...it wasn't that bad, the company is still solid and TGA are still undervalued.

Hi Cloudy,

I think it's because although AAL have dumped their thermal coal assets, they are still a miner of metallurgical coal for steel production.

https://www.investingcube.com/glencore-share-price-forecast-as-it-eyes-an-all-time-high-shares/

https://www.proactiveinvestors.co.uk/companies/news/963285/china-a-go-go-share-price-movements-in-glencore-rio-bhp-and-anglo-are-a-bellwether-for-future-economic-trends-963285.html

Hi Stocky1,

They were saying on Sept 6th "It is currently not our plan to issue quarterly updates, thus the next set of results to be released will be the full year 2021 results."

https://twitter.com/acosgrove003/status/1412249517550977026

Sorry Dab's, if I'd have known you were so touchy, I wouldn't have responded.

"Shame on you", was a light-hearted jab that actually meant- "you need to read about the company", which I wouldn't have puplicly stated, but as we're back to name calling and aspersions towards mental health, I have no qualms about now.

I just believe the comment was uninformed and you've shown your lack of knowledge of the company, but we all have differing views. I am learning all the time and need to be corrected and set on the right path so when I read something, I sometimes question it.
It was just very apparent that you haven't done any work.

Other than that, I couldn't give an Aylesbury.

Good luck.

Also Dabbler..."inability to increase prouction", shame on you.

I don't "know", but I don't think we'll be having any kind of update of price relative information unless something rather significant with the company transpires. I wouldn't expect a quarterly, div is only per half so why?