Member Info for K3VMC

No point in me coming up with anything. Not unless I use zero for the amount of concentrate produced over the next ten years.

Can’t be having optimism on this board!

NMH19 is not in the secret WRES twitter group.

DH

"Next week, we know:
We have a MM interview
We have our AGM

Hopefully
some site news/photos and or video
Broker note
Hailmary pass.... lol
Enjoy the weekend guys ... gla"

Note, he says "We Know".....Broker Note. I can only assume that this has come from your secret twitter group ?

Basic English comprehension. I have put an extra couple of lines in, to help you.

Safetyman regularly predicts RNS - global warming is affecting herring entrails, making them harder to read at dusk. At least you left a suitable timeframe between your guess and the RNS.

DH

“Broker note will be available I'm sure but again, its non independent so might hook in some newbies”

Noted.

DH. Too many words.

Never invest in dogs.

Oldie, cash flow is reality, as they say.

Boredom. Investors bore easily.

stealthy, the no-dig thing is working out better than the dig thing. To be fair, I have always used raised beds and loads of compost, but I used to cut squares of the top two inches, turn that upside down, then add the compost. The way CD strips, covers with cardboards and plants is definitely easier and quicker.

Only problem so far has been to quality of compost. I will make a lot more next year, but bought loads fthis year. Some of it is not very vigorous, but many veg growers have had aminopyralid problem from weed killer used to kill ragwort, so avoid stuff sold by councils.

The multi-sown beetroot was surprisingly successful.

Good morning Jaf!

I am all for expressing opinions!

And providing balance!

My understanding is that consolidation will happen around the same time as dividends, precisely because the usually damage the share price. Fewer investors will sell out, if it means missing the madden dividend.

This is the last day to exercise warrants. I was wrong when I posted that there might be 30m warrants left. There was a RNS that someone exercised 21m+, so I think they are 99.9% gone.

I don’t care what the price is today. If we are still at this price in two or three weeks time, I will have a moan myself. But not until them.

Bargain price setup we definitely have. When we were at LP last September, the plan was to double the number of spirals on the old concentrator. I don’t know if that was done at the time, or if that could be the enhancement they are talking about now.

ORM has to clear 80m of overburden to get to the good stuff! Plus, it has had to have its banking covenants waived.

So much for sexy drone photography. For all the huff and puff about getting into profitable production way before we did, investors stand a reasonable chance of being diluted out of the remaining 30% of Barra that they own.

ORM has had six or seven placings, the last one in June 2015 for 99.7m something or others.

ORM says cash flow is a problem.

ORM may very well need a placing.

I don’t think the term “another placing” is inaccurate. Sorry if that touched a nerve.

ATB

Looking at it again, ORM will probably need another placing, with little prospect of getting to good grades. Luckily, we have a very low strip ratio.

“Looking at the broader picture, two reputable metal research groups are suggesting short to medium term tungsten supply deficits and price rises. While the tungsten supply-demand fundamentals in the western world are relatively transparent and the deficit predictions in this market seem well founded, the situation in the Chinese market remains less transparent, but a summary of the Chinese situation by one forecaster is encouraging: "there is potential for a supply deficit in 2019 and 2020 as output from existing mines looks set to decline; ore grades at some of the larger and older Russian and Chinese mines are falling as resources become depleted. Importantly, there are no plans in China to bring online new tungsten mines to replace these depleted deposits".

Looking good for us.

Redsaint, no complaints from me on that front.

Having a bad day.

Makes me grateful that the CEO made the extra grade control drilling and ensured ample cash resources for the ramp up period!

Mother, no Prosecco, no olives. Sad, but true.

Listened to the May 21st interview. “We are commissioning the jig and mill”. This “will ALLOW production to increase from 20t to 40t”. Someone else can take him to task over that, but I mis-interpreted that.

thechaser, yes, I interpreted his proactive interview as production going from 20t to 40t, not as allowing them to go from 20t to 40t, so I am disappointed in that, but happier about Régua.

Red, he said they commissioned once with water, then again with ore, so your point makes good sense to me.