focusIR May 2024 Investor Webinar: Blue Whale, Kavango, Taseko Mines & CQS Natural Resources. Catch up with the webinar here.
Cant buy on IG!!
Looks like we're not far off from a major update on operations. In addition, the resource upgrade report 1/3 of the way through. Could be very substantial and a huge catalyst. Hold on tight and will look to add on the dips. The real growth story is about to unfold and be realised. SP rise will be significant imo.
Amazing stuff. If all goes to plan, this is a £1.5bn valuation co in the making based on PE of just 10!
This is a buy all day long. Turnaround play, clearly. Gold will break $2000 at some point. Too much artificial suppression.
Makes sense BigK.
Looks like order/s being filled.. starting to push up strong..
Many will grab this opp to buy in or add, I suspect :()))). Bens at the point where the Journey will start in earnest and will have enough acreage to the extend LOM extensively. As referred before by an earlier post, a third HWM will likely be needed albeit no official mention of it yet. However, it's prefectly logical to add one more. Meantime lets be having the railroad certified and the 2nd HWM operational first. Doubling of
2 shifts 2 per hwm, washed coal rail roaded to integrity. Then I expect a massively enhanced agreement with integrity and or, with another party once integrity agreement is being fulfilled.
Watch this space, very optimistic that BEN will astound us with FCF generation. Very exciting times.
Nice addition to our acreage. I like this statement:
Bens Creek will be obliged to mine, remove and sell a minimum of 36,000 tons of coal within six months after commencement of mining operations on the property.
Looks like we KNOW the coal is there and it's contigious to our existing acreage. Huge cost savings and max profits. Certified operation of railroad will kick this into orbit as production will quadruple imo and delivery facilities will be able to support it. Really liked todays update. Ben on the cusp of a huge rerate.
See you all at £2+ no way I'm slicing this. The NEED and hence demand for met coal is only going up. LETS GOoo BEN :()))))
Based on the recent news. Expect this to continue as the capital prog unlocks wells and production.
Superb Tsz, 28% increase in NOI and more impoetantly to me for a very longterm hold perspective:
o Proved plus probable developed producing reserves ("P50 PDP") increased 262% to 60.1 million boe, total proved ("1P") reserves increased 163% to 85.3 million boe and total proved plus probable ("2P") reserves increased 185% to 154.1 million boe, compared to the prior year.
Blow your mind off!!
One word WOW!!
EOG RNS,
Their board is abolutley 100% confident in Serenity deal. They are 'unerring' in their opinion about what Serenity is all about.
Am prepared to wait on this one. The right assets and as mentioned by Rafauo train sign off anytime. AW did say it was almost down to formalities of sign off. Beaucrats will take their sweet time to sign off. In addition, start of spring will give us a very strong run for the next 7-8 months per AW, especially with doubling up of shifts and then adding the 2nd HWM and poss doubling up of shifts again, blending higher grade to get B+ premium rates; additional offtake agreement/s expected. A lot of news to come. Sub £1 is very attractive to me. Looking at ways to cut others in my P/f to add more here. A no brainer imo.
Just listened to the podcast again. I like AW's approach. So far he's delivered on everything. In talks with a number of parties for a quality acquisiton, a Ben Mark II asset class wow and when that lands, SP will go mental imo. Am all in, locked, loaded and waiting.
Will be surprised if this doesn't do a bag. Not in but good luck and outstanding news today. Think this may get taken out.
I reckon, I might join you Captain. A top up looks appealing. A bit of a no brainer, given the news that we're waiting on. With the right news we'll hit 150p +.
MMs took the mick by dropping it on that. Primed to scale £1 now. Just need a bit of news and sub £1 will be history.
If i had warrants, I'd exercise now as massive updates inbound..
Lol:
Metallurgical coal, also known as met coal, coking coal, or steelmaking coal, is a vital ingredient for making steel, iron alloy, carbon and other metals used in everything from buildings, tools, trains, planes, and automobiles, to cookware, cutlery, surgical tools and implants.
Look at what BHP say as how important it is. INFRASTUCTRE SON.