Member Info for nomlungu

Troajan,

Are you aware that the Preliminary Economic Assessment [PEA} filed for MAFL's Portuguese deposit was built on production of 1.1 million ounces of Silver at $18 an ounce. At today's price of $27.40 an ounce it increases cash from the mine by $10m a year. Over the 9 years the PEA was written on this increases the free cash flow of the mine by nearly 40% if this Silver price is sustained.

And MAFL sits at a m/cap of less than £3.5m.

Part of the way I judge my investments is by geopolitics - it is looking as though the Democrats have won both Senate seats in Georgia; if so Biden will control both chambers of American politics and will face fewer obstacles to implementing his plans. And that includes signing back up to the Paris Accords.

I appreciate that many oppose the concept of "The Green New-Deal" but leaving politics aside it will mean the rebuilding of the American electric grid to handle Ultra High Voltages and move renewable energy from where it is made to where the demand is. That takes a lot of Copper.

And a fair portion of the renewable power will be generated by Solar power - now that takes a lot of Silver and my reading is that this is going to significantly increase demand [green hydrogen requires green energy]. When the PEA was written [which only took into account the North Zone] it was written on the assumption of annual production of 1.1 Moz @ $18 on oz.

The uplift in Silver prices alone equates to $10m a year - it just makes the mine so much sweeter even before the South and Central zones are factored in.

Personally I hope that the holders need to sell more than the market can absorb as I sold my trading parcel recently and would always appreciate another opportunity to buy at under 9p this month.

Looks like the GOP have been told no thanks in Georgia; if so the "Biden Basket" should have sustained gains. Silver is very important in Solar Panels... Some of you will be weighing your bars and wondering when to cash in?

My post last night on the 0DOG board has been deleted. Azkoyen [the company behind the board] is a Spanish manufacturer of vending machines... Why the post was deleted is beyond me as there has never been a post on that board until I made one yesterday. Maybe it was the company?

So what happens if Tecan Group complain?

Wildcat? I had a quick look when they were listed - they sold 25% of issued shares at 0.1p [600m] in an IPO raising £600k. There is no other details of what was raised for the other 1.8 billion shares, but they may have been issued at par value which is 97% LOWER.

It looks as though the only asset is the cash raised at IPO - they are looking for an acquisition so are just a cash shell paying management from that £660k pot. At 0.6p that makes £600k worth £15m.

Double bubble, toil and trouble? Rampers Delight!

It was just a dumb immigrant...

Maybe a board for conspiracy theories?

https://www.lse.co.uk/ShareChat.asp?ShareTicker=0NUT&share=Leasinvest-Reit

Suggested board for NUTs conspiracists?

Very small particle matter in the soot - not good; even worse if you get some sort of respiratory problem.

If he flies in the day before inauguration then his is still US President. A big **** you to the Fishy Woman maybe, and he does like saying Foxtrot Oscar to people he does not like. A bit cheeky though...

Another fine example of GOV incompetence - "Mother fears son could die as Brexit stops medical cannabis supply". And the DHSC did not even have the decency to advise the family directly. Would this have happened if this was the child of a rich or politically CONnected person?

https://www.theguardian.com/politics/2021/jan/05/mother-fears-son-could-die-as-brexit-stops-medical-cannabis-medicine-supply

LIVE: Trump Supporters Converge on Washington, DC at Freedom Plaza Ahead of Wednesday's Events

https://www.youtube.com/watch?v=s5ScxwgOxAg

A good few days to be on leave if you are a copper in DC. Trump is going to address the crowd tomorrow - some might get whipped up into a frenzy. Anyone trying to exercise their 2nd amendment rights will be in for a big surprise.

PHC did an Investor Meet presentation recently - I highly recommend anybody interested in PHC's products to watch it.

https://www.investormeetcompany.com/

jaffjoon,

It is going to take a few years before significant free cash flow is generated, but is not inconceivable that annual dividends could be in excess of the current m/cap. Biden wants to see the US Agriculture industry become carbon-neutral and less polluting and Brazil wants to sell as much soybean as they can grow so many factors are in PHC's favour. Getting regulatory approval in the EU will be the "biggie" but they have not even started applying as far as I am aware.

I have been buying and selling into rises for a few years now and am still expecting a leg up over the next few weeks before worries of a placing start driving the price down again. How high it will go before retreating is an unknown.

Qwerty59,

It might be set up already? 0DOG?

https://www.lse.co.uk/ShareChat.asp?ShareTicker=0DOG&share=Azkoyen-Ord

I don't know - there is potential for significant yearly free cash flow in excess of the current m/cap,

The upside is many, many folds but selling into established agri-markets is hard as incumbents defend their markets. There is also still a potential cash flow problem. Looking at how Eden reacted for a noddy badge I am hopeful...

yippee!

The approval was expected but still good news to see it come through.

Placing should no longer be an issue.

I think Turkey comes first as management seem to make a pot of gravy for themselves every month - they might like some meat to go with?

The article relates to the US but is still relevant in as much as the health US Market has a serious impact on the Western World's economies:

https://www.axios.com/unemployment-benefits-taxable-tax-refund-b38dbe43-fb0f-4413-a4cf-cf6a93e8546d.html