Member Info for Hazbeen

More than a year lost due to Covid - swings and roundabouts , pandemic has
Also boosted commodity prices .now we have the supply and demand story unfolding

I am still waiting for some unexpected news that will blow down Nickel prices but I do not see
Happening unless there is a major global recession

That is an interesting point

ESG, interest rates and commodity prices all paying a big part in investment decisions.

No investment means low supply and higher commodity prices
We know demand is not going to decrease

I see another one today.
As we watch paint dry, the impatient sellers shares are being bought up.
I expect this is how IIs will increase or buy in new positions

Did you ask about expansion of phase 2?
Did you ask about AISC gold price now ? As a producer Co should tell you
Gone silent on that idea . That would gave been a game changer

RNS - Co acknowledging this is a concern by this RNS , will update further if needed .
Unbelievable re this has started now .
This is the cost of higher commodity prices

This Co has no interest in shareholder value or market reporting.
Should be quarterly updates now.
No mention on phase 2 expansion to increase production figures to over 100k oz.
Debt mountain to remain for some time

cyberhub,

i hope you are right. It is a good thing that FAR resources are in the South and not in the North.
However this could escalate and I would not ignore the potential impact here to sentiment.

The government has throttled the internet and may explain why the Cos website is not not available.

The streets of kazakhstan are in chaos heres why the west should be watching

https://www.atlanticcouncil.org/blogs/new-atlanticist/the-streets-of-kazakhstan-are-in-chaos-heres-why-the-west-should-be-watching/

Why is this a concern you may ask .
Well only if it became a bigger problem . There is still much money that needs to be raised
For construction later . Need this region to remain stable for foreseeable future to attract investments .

Let’s hope DFS remain on track for Q4.
I do not see this a time to be adding yet based on current news

May be short lived , but still highlights risks
The protests shook the country's image as a politically stable and tightly controlled nation - an image it has used to attract hundreds of billions of dollars in foreign investment in its oil and metals industries.

Come on man

FAR Limited (ASX:FAR)… not the same Co !!!

Yes great post Trek,

“ Get the 2D’s, a SP pop and bookbuild.”

That’s is how I see it too .
Still a high risk /reward investment case here

Where is that feeling ..in your anus?

??

Djm,

Clueless

SMTM,

For now i think it depends what value you put on the IP. So glad it is patented.
As long as there is no more dilution for new projects, I do not see a problem in growth.
Any idea when one or all of these projects complete so licence fees and royalties can start to come in?
And yes the market will look forward to these

thanks for the reply SMTM.
I agree with your comments, but I think it will take some time.
I am not sure of the timelines for completion of these projects, but these will determine when real revenues start coming in

if thats you best reply/answer, then maybe it is too soon top buy in

Many ignorant investors look at the share price. I look at the market cap.
Their IP is the main value here for now

They have a strong patented IP, and high value has to be given to this
Seemed to have the tech at the right time, and are now deploying it.

But i need to see decent revenues and profits start to come through and not reliant on dilution but debt if needed in the future

Correction 1.4 billions with £110m mkt cap at this price.
All the projects are highly cash intensive and benefits will be achieved on completion of projects when re-occuring revenues will start to come through.
The offtake is great but will take some time before we see gain from the offtakers agreements but will be in many millions +
I am not sure how many projects are in the pipeline, but each one has been and will be dilutive

All,
Are there any broker forecasts or research notes?
I do not want to get into any fanciful figures here, as over 1.2 billion shares in issue with mkt cap over £100m now

Great potential here is undeniable, with airline agreements, but so not know next 12 recenues.
Longer term project plant is obviously being built to meet demand later in a few years.

500k trades today with L2 still strong
Very odd trading
Only theory I can come up with could be MMs on the lower bid spreads are filling orders at 6p ish levels
Over 3m in just 500k trades