Member Info for LUFC1111

500k of delayed buys going through too

Agree, I think it's a good deal and sets us up to push on the copper side..

Https://x.com/CriticalMinRes/status/1954859716842074266

I can see it, marked as a sell

Thanks Ed, good point

Even at double the current sp the mcap is around 5m.. for a fully funded business looking to produce within 12 months.. and what could be one of the largest copper deposits in morroco

They will have 108m USD in asset sales... of which around 33m is required for capital projects(largest being waste rock, if we stump 25m)... that leaves 75m or 56m GBP.. on that basis and I appreciate share price will fluctuate.. you could buy nearly 2b shares back.. that will have a material impact on share price as the copper story moves forward.

Edzi one question.. how did south Africa get to 2m tonnes and 40oz of PGMs.. who did that.. they will and can replicate in zambia.. let's not forgot the asset we are desperate to keep was built by this team

No directors talk interviews from leon?.. no webcasts?.

Agree, looks like they will pay some sort of dividend.. I would rather by 15k tonnes copper producer with expansion potential and focus on copper.. just need them to actual hit these targets

Given they have achieved 18m in non core asset sales that should be used for 2.5m roan upgrade and the other elements mentioned baring waste rock

So 5100 tonnes base... with projects underway, we should hit 15k tonnes.. 25m of sale proceeds to be used on waste Rock project.. I am happy with this.. producing 350 tonnes per month as we speak.. muted forecast but expected..

Forecast I'm looking for is 10k tonnes FY26.. if we sell SA then run rate towards 2k tonnes per month so FY27 is 25k tonnes minimum..

So hard to listen too, but it helps validate why I stayed in the stock.. he tells a very good story

After hours today lol, to give us some good reading for the weekend

Even if it doubles overnight, they will put some slant on it saying it still not profitable.. this circular going to be so biased.. feel gutted

Agree.. this is a joke.. no regard for shareholders.. the comms is terrible.. time for a change..

Https://x.com/CriticalMinRes/status/1950129736774013229

Further videos uploaded today on twitter

They have posted videos on twitter today.. onsite