Member Info for JAdams5000

Glad I cut short

Umm yes I’ve done the work and seen their numbers. Lee and others on here won’t refute that the free cash evaporates compared to this year… they just don’t want it talked about on here

Wonder how far it drops

You clearly haven’t read any of the broker notes or engaged with the company.

Look at the forecasts for free cash. They collapse compared to this year. I will certainly remind you and everyone else when it materialises. I imagine most of you would have exited by then though

Production DROPS big time

Grades drop

Tax increases in Philippines

Don’t be sucked in by only the positives that are highlighted and the true reality

Production jumps big time

Grades drop

Tax increases in Philippines

Don’t be sucked in by only the positives that are highlighted and the true reality

Arb just tracking

Suspect they were looking After fil who reduced slightly

Catching a bid because peel and BTIG who were doing the volume yesterday not today. Looks like they’re done

Closed my short from 105 (day of news) this morning.

Purely because it’s over extended based on the numbers.

You will probably do very well from here, feel

Sorry for those though pre the newsflow

I am presenting the reality that others on here don’t want to accept

Mtl will start have debt into next year

Mtl has declining production and declining grades

Mtl management have told you to forget about life of mine extensions now. That’s a major downgrade ahead

Tax rates are going to kick in which will dramatically reduce cashflows here

This peaked this year and when the comparatives churn out in future you’ll see exactly what I mean. Others here are trading and exiting but of course never admitting to that

Better options in the crypto space

Will send this to 5p area im afraid

Can’t buy Argo, I’d say better risk reward now after r the move that’s happened here

Would say Argo probably a good addition here

Got to be mad to own this

Nothing to move the needle

And no surprise they announced it late

Cash has barely dropped since last update so market gets confidence from that as expectations were quite a bit lower.

Shows house getting in order. Finally

Difference is you will get the outlook

But essentially adjusted ebitda is showing positive swing in H2 and cash has hardly dropped. It’s ahead on these fronts