Member Info for Gwillerz1978

It's like a cash machine this share...just a shame the share price doesn't reflect the brilliant yield!

I agree Vulcan. Surprised there hasn't been further reaction here. A solid result in the circumstances. Happy holder here and looking forward to dividends and capital growth in due course

Hope so. I'll be topping up further if it does. Can't see it though. Looks like a solid medium term hold to me with excellent yield and capital prospects

I'm in IPF too and have also now moved into Investec (INVP). I like both of these for strong medium term recoveries. Still looking for others too but struggling at the moment

Thank you for the info Ragnarlothbrok. Cheers

Does anybody know when we can expect to hear about the refinancing of the 2021 bonds / when it is due to be completed? Thanks

Looking forward to seeing the update on Tuesday next week. Will they show net debt? Trading seems to have been very strong and we have been selling down inventory over and above production. Divi paid is also slightly lower compared to last year. Any estimates on the level of net debt at half year?

I don't see an MBO taking place. He wants to grow rockrose significantly. To do that he will need debt financing. This won't be as easy privately. I see a major acquisition taking place with debt.

I agree on the dividend. I think it will be a big negative if cut but I can't see it growing this year. If I get a further divi it will be reinvested again at these ridiculously low prices!

Looking forward to waking up to the next RTO. Ideally serica or spirit please?...

Is it realising fxpo is still making shed loads of cash?

What are people's thoughts on dividends on Wednesday? Will they do another 6.6 final + 6.6 special? I'm also wondering whether net debt was correct in the TU? Seems coincidental it was exactly same as mid year?

Rookie / nkotb.

Totally agree with both and to be clear I'm an investor in both. Both excellent companies with management teams and assets. I agree sqz would require a premium. If a deal can be done if certainly be positive about it. Not sure if it's possible but I can only hope...

Please buy serica....would be a fantastic larger company as a combination!

Really hope so. Will be interesting to see guidance for this year too. Production increase, currency benefit, cost benefit from production increase and strong pricing. Debt could be significantly reduced this year

Any thoughts on what the full year Ebitda will be next week?

Thanks Maksym your updates are very helpful. Can help but think that with this update and the higher values produced in January 2020 that our costs per tonne of production must also be looking better...

Hi lankstarr. We get a rough $40 to $50 premium per tonne on top of the 65 fe price due to the quality of our pellets. I'm sure more seasoned posters can expand more on this.... I understand the quality of our ore makes it far cheaper to process by our customers.

Thanks Maksym great news

Hi Maksym where is this info from please? Thanks

Thanks badger

Does anyone know what the expected production net to uog will be when it come online in q3 /q4? Thanks