RE: Great Times3 Jul 2022 23:40
Imo I think the addition in Tajikistan is more than likely transformational for this company, with a percentage on sales, a royalty service agreement and processing tailings.. I was trying to work out rough sales.based on 7000 tons ore mined and/or processed and sold each month, containing no less than 1.5-2% lead, 1.2-1.4% zinc and 27% fluoride, plus the likelyhood of 30g ton of silver, and 1-2g ton of gold, can anyone estimate..? And... it's all fully funded!
Let's not forget Baita, turning to mechanised mining, ramping up production, beginning the upgrades to the processing facility to cope with the extra ore... profitability should shortly come to this project.
What's next on the agenda...? JV in Manaila..? Zim diamonds back on table? Or some more in Tajikistan..?
Am aware we have a debt schedule to keep with a payment due shortly which is I believe covered (extra atlas payment..), the rest seems manageable, if not negotiable should more projects come to bear..
It feels imo @ 0.74p that only BP is priced in on current volumes, not ramp up mining.. Once Tajikistan begins tollout then this should see a fairer value in mcap.
I welcome constructive comments, not back to ****ging off bod or past attributes.
Good luck all