Member Info for Mostyn

I was just trying to get a picture of confirmed gold production for march given tonnes throughput at 2g per tonne. Those were true figures given by Dan, which I think can easily be achieved and exceeded this year. All other costing are uncertain to me until I see their accounts.

If you extrapolate some figures from the last rns on 19th march and assuming HUM can run the mine at march's throughput and head grade or better (easily achievable) for a full 12 months at todays gold prices thats $150,000,000 Income. Approx. More than current MCap.

My views on sp being held are 2 things: 1. Life of mine 2. Waiting for first gold sales to make it all official and an update. Drilling around yanfolila is underway to increase resources and update on gold sales is probably a matter of days away. So the company are ploughing ahead. So in a month or so if the sp isnt higher I will revisit my thinking. But im expecting significantly higher sp

Dont get me wrong, im out so will be a little biased. And hope for a lower re entry point as Despite recent contract wins in India and Oman, the back log stands at $10billion approx, whereas this time last year it was closer to $15bill. Price of oil is much higher now mind. But then if this massive project in south america comes off then the sp will rocket regardless of other affairs

Dan Betts knows gold, his family have such a long history in the business in the uk. He's heavily invested himself, so us p.I.'s and the board have a common goal. This company will hopefully be one of those shares on aim that just jumps in the blink of an eye and like so many others; asos, rkh, wand to name a few, catch everyone by suprise. The fundamentals are sound. There will be massive free cash this year.

Haha yeah, I banked a nice profit last week, been in and out a few times. This share has saved me actually. Made losses on Clln and bnn amongst others and this is my shining light. Pfc is in a trading pattern of sorts. It will end and eventually take its rightful place above 800p in due course, but as long as sfo issue is going and with the fact the order backlog is steadily reducing, I might get another chance after ex div to jump back in. If I dont, best luck to all holders. This is a good company

With all the M&A and consolidations R1 have been doing, we now have every chance of hitting targets and beyond. Im watching this space with interest. As for stt, our resident deramper, he/she is just so plain boring, it puts a damp squib on this board. As soon as I see a stt1 post I switch off. So so boring and underhand

Once it goes ex div, I reckon it'll start a downward trend back into the mid 400's. If it does, I'll be topping up big time

Stt1 Literally millions of businesses are effected by GDPR. Not just R1. A micro brewery I know with sales of £300,000 are having to alter their use of data and the flexibilty to maintain active digital mailing lists. So big and small, lots of companies will be effected. TLY (aparently you are invested in them) will also have costs associated to this and may also be put under huge stress if changes to nhs outsourcing (which are being discussed at the moment) come into force. R1 will be ahead of the game. You should stop worrying about it mate.

This company could be sleeping with Carillion very soon. The only difference is that carillion kept announcing project/big contract win right up until good night! LUCE isnt!

Completely agree with you stt1. "going forward from march" their revenues cash and profits will exceed all expectations.

R1 & YuMe are a great fit and really will create scale. Both boards want it too and have completely bought into the idea. There's such positivity and renewed drive. Both returning to profit and further synergies to create more. We're going to be a big boy and then a bit further down the line when wpp decides they want us it'll cost over a $billion.

In the next month. Once YuMe deal closes I expect we'll rerate significantly higher. If there was any chance rthm could reverse into YuMe's US listing, we'd really pop.

If that were the case you'd have both a larger share pool and heavier debt. Which puts enormous pressure on cash flow and sp. I do prefer a reduced all cash offer to all the shareholders in YuMe, but R1 should not create further dilution

What a nice little divi before xmas. Hohoho, some more shares for me. Yum yum

I should mention that R1 also trades with both fb and google to various degrees. Many moving parts

Rhythm 1 actually has a good chance of becoming a very big boy. They have consolidated and expanded in a nearly monopolistic market (against likes of google & fb etc) and we should see some steady revenue and profit increases soon, then boom. Sp breakout

Stripping out sold assets, we have like for like growth across all segments. Great divi declared and cash in the bank. Solid company, if a little boring, but I like that.

New bid coming soon. But also, we might reverse into a bigger entity. Positive times.

I do. The new role out in the Uk and expansion in Romania mean cash generation should be strong. Balance sheet is good. Divi is stable. I would say 1100p is a realistic target.