Member Info for jollyspeculator

gut feel/luck must be a major factor in sucess

no..just Jolly speculation ...best to keep powder dry for Jolly Mad Bottom c4.5p??

so nibbled

in background? 10m shares+? ..show up in a few days..perhaps?

too true...,to a non expert like me AISC often seems to underplay true all in costs ...an all in pretax margin of US$300-500*0.08m against an EV<US$m100m does look tasty given the runway of reserves and plentiful resources...even with substantial country, pog & on-going execution risks

yep..good and bad...but need more positivity lol

so rebought 18k @5.62...looking to increase back to 100k holding

good in parts...perhaps fairly priced?

shaking still...6.25p??

hold c6.5k @ close to nothing

tidy 10% reverse flip

not convinced that management has a grip ..albeit in challenging country ..the collapse in op margins is jarring...

here...excuses for weaker profits when peers are thriving (hvn, emr) & fx rate should be boosting

but discount of 30% makes A non-voting shares more attractive imv

getting closer to my target, so sell motivation weaker .....OPM has some strengths, and it could knock a fair amount off funding costs with its trackrecord, management, equity base and critical mass imv...why hasn't it? Does it need to recruit a heavy hitting cfo? @35-38p it may even become some other player's lunch

incl placing, margin pressure 38p to rebuy for technical bounce?

many thanks

what fcf are you expecting in 2018 & 2019? My concerns are that the placement may be a drag on the sp for a while & the npv of the revised mining plan is not that high relative to EV...20-30% rather than multiples (the npv discounts pre financings cashflows, no?)... ....and so I'm struggling for motivation to re-invest my profit taken here from the previous sp upcycle Yr thoughts welcome

not much new(s) in rns?

..