focusIR May 2024 Investor Webinar: Blue Whale, Kavango, Taseko Mines & CQS Natural Resources. Catch up with the webinar here.
Glad to hear it busterboy, boulby are spreading the gospel for polyhalite, hopefully their "niche " market works for them ( their word, not mine) best of luck. Jesse
Agree with all you say chilting , personal preference is for a strategic partner, sort of feel we will be "home and hosed " if that's the outcome regards Jesse
You PAAA, are correct, and it's becoming more obvious by the day,approaching meltdown? PS does McCrumb own a holiday home in Spain set amongst the pines? Regards Jesse
Just goes to show who? You are not showing me anything I do not know, if you can be upset by a report of an unrelated engineering company going pop, maybe,just maybe, this share is a bit too racy for you, may I suggest Lloyd's LC? Regards Jesse
Yep! Great thought, regards Jesse
Jog on matey, and while your at it, get your self a new financial advisor. Jesse
Quite right, scotman, M for muriate, M for mothballed, big difference ATB Jesse
Hi milo, I've always thought so, just prior to signing finance deal for stage two or alternatively just prior to first production depending on their risk appetite, plus factor in FOMO.... more than one running the rule over this puppy, I guess everything hinges on a decent stage two, the way the company are going about building a mine is awesome, no issues for me on that front ATB Jesse
Make that appychappy. :-). Jesse
Well said greedy, plenty of idiots about, must be due an uptick. Regards Jesse
Yes, it's a binary bet for me, all or nothing if stage two is deemed a success then it's just a question of how and when to divest, my cunning plan is to sell one third into the spike for my immediate needs and leave two thirds in my ISA till first production, sell another third, then draw down year by year, the last bit is my squander money ATB Jesse
Bit early in the morning, but you get my drift It will be quite a momentous day when the first delivery leaves port. ATB Jesse
Yes ballio,a highly significant step change, a new era, Sirius minerals enters new waters and plays its part in feeding the world, no small statement
Hi KOH, not too keen on events however we are where we are, I think it's down to Strabag who determined the the size of the TBM also uprated lining strength as part of the offloading deal, the company thought this was the best way to go long term, the whole tunnel project has been outsourced hence the price restructuring, and yes it's a lot of unexpected money to find at this stage, maybe further down the line it may be viewed as a smart move....ATB. Jesse
A cost overrun is when you pay more for the same item than was previously agreed, the tunnel is being enlarged, strengthened and outsourced, therefore de risked, yes it cost a lot more, yes I'm not particularly happy, but it's not "like for like and pay more " I guess there's a bigger picture to be looked at , down the line and all that. ATB Jesse
LITC,yes, I agree, i was referring to the current price of MOP, going forward poly4 could be fetching $210/30 per tonne, although the price of SOP may fall away somewhat as we begin to attack its core market, just for clarification, ATB Jesse
Hi m3 I think your $240 was for MOP, I think in time that figure can be reached, let,s face it , it's a better product, I'm going to leave it at that my head hurts. :-) regards Jesse
Hi milo, Ali baba are offering it at between 530-550 dollars a ton min. Order 50 tons, best I can do, I seem to remember some time ago it was over 700 dollars a ton, hope this correct ATM cheers Jesse
Stokey, the procurement and planning processes are complete, this company is predominantly owned by PI,s from a FOMO point of view I would expect some major international investors on the scene sooner rather than later, not necessarily a takeover just heavier involvement. ATB Jesse
Given the current volatility ref. Brexit etc, I would have thought a potential suitor/predator might think about picking up a chunk of Sirius....low sp, favourable exchange rate.....double cheap, just thinking out loud ....,ATB. Jesse