Member Info for K3VMC

WLFE went down the pan. ORM is looking a bit vulnerable. If ORM gets mothballed due to their higher production costs v lower WO3 prices, that is a reasonable percentage of the “free world “ supply gone.

Director’s purchase, but only from Mrs Masterman.

GIT, this low tungsten price will not last for ever. TP report uses a level $300/mtu APT price, but demand will increase while China produces less and exports less.

Getting back up to $360/mtu increases the npv from 1.07p to 1.7p.

Undoubtedly, there is a view to balance this report.

$67m revenue and $38m ebitda on the cards.

And I was ridiculed for coming up with smaller estimates!!

155% upside from here is a bit on the low side, for me, but why not focus on that? No point in stressing over a couple of grand in sells.

Rod, tweet me your email.

Add mine too!

Really Kev? 100 sq km!

Wow. I would never have guessed it was that much!

Two thirds the area of Greater London? Fabulous!

X

MG thought we would be much higher by now, like most of us here.

But no, he hasn’t lost faith and is holding loads.

Oldie, I just want to hear that the concentrator and the MCC are up and running. That is the start of the ramp up. It also means that the Junta can start its plant audit, to pay out the €5.32m.

10,000 hectares, not 100,000 hectares!

Still 100 sq km, at any rate.

100 square kilometres.

That is about two thirds the size of Greater London.

Bring on LP, then Régua, then Sao Martinho. 100,000 hectares is a decent enough area to find minerals in. Especially in Spain and Portugal. There has to be a good reason for buying another ten million shares, when you already own over a billion.

Safety, you and I have been to .La Parrilla. How many square kilometres does the mine, as we have seen it, cover? Five, ten, twenty?

The resource is open on all sides and at depth. LP is humongous!!!

Now, what is the total size of our exploration licences?

Clue. It’s big.

Chaser, thank you for playing nicely!!!

Much higher!!!

La Parrilla production licence is 1,551 square kilometres.

Oldie, I would like to say how close you were.

Not close.

Still no attempts? Not even in thimblefuls?

No, it isn’t Byron Pirola’s.

2.5m is a buy.

Jaf

“I don’t play games like that. If I knew, I wouldn’t have asked the question.”

Ok, so I don’t actually care what he is paid. If you would like to do your own leg-work, then please go ahead.

Furthermore, not only have I been presenting wres in a fair and reasonable way, imho, but I have also been defending you against allegations of trolldom, in the sure and certain knowledge that you are primarily a nervous, nervous Nellie.