Member Info for oldblue1973

one thought are they test mining the sands? at the moz licence to see if the grade is good? done at 2nd feb?

https://clubofmozambique.com/news/public-consultation-for-tzm-resources-heavy-mineral-sands-projects-in-pebane-zambezia-208750/

humm sizeisum...my isa is bigger than your isa :-(

but alot off minerals ands project are on route soo......ore price may drop...

https://www.alignresearch.co.uk/wp-content/uploads/2020/04/Pathfinder_Update_Align_April_2020.pdf

study looked at a project where annual production consisted of 1.245Mtpa ilmenite,24,000tpa rutile and 65,000tpa zircon. Estimated annual revenues from this level of production were US$246 million based on the following commodity prices: ilmenite(US$125/t), rutile (US$677/t) and zircon (US$1,148/t). The commodity prices used were
considerably below the then market forecast for each product.

zircon 1630....rulite 1753.....ilmenite 300?....crunch some numbers....

https://stockhead.com.au/resources/mineral-sands-prices-are-rising-and-ilmenite-is-the-hot-new-kid-on-the-block/

so with the GDP of mozambique being 15 biilion.....do we effectly own quite a bit off it :-)....persoannly i would off taken the 80 million offer....lol

and the damages might be for the old NPV which is 1 biilion....think i did a calc the NPV with new mining numbers should be 3-5 billion NPV (mining ore price up) so is it a bit light??....:_)

and with that im off to feed to squirrels.(the RNS if it drops will most proably be CANNED and have been nomaded over several days most large ones have been 7am)....hay worse hobies whilst waiting....knitting....basket weaving......crochet...lol

not the possible outcome that can be....let talk about RNS baby....lol

https://www.lse.co.uk/rns/PFP/update-re-bilateral-investment-treaty-claim-z04u5y9w1zx6rco.html

The pack has been developed by Travers Smith LLP, the Company's solicitors and draws on detailed valuation mechanisms from Versant Partners LLC ("Versant"). Whilst the detail behind the valuation remains legally privileged, the Versant analysis assesses a range of successful scenarios with valuation ranges from a minimum of US$110m for an ex-ante damages award through to US$1,500m for an ex-post damages award. The Versant valuation supports the US$621.3m of estimated losses, detailed in the Company's 12 April 2021 announcement, that has been notified to the Government of Mozambique. Whilst the Company is confident in its position, Shareholders should be aware that there is no guarantee that this, or any, amount will be recovered, should the Company refer the matter to the ICSID.

you droll about somones elses warrants ill droll about the above

you did exactly the same post on 16th feb thanks for that

lets talk about warrants baby lets talk about you and me and the good times and all the.....

but yes shed load off warrants expire 11th may or there abouts...most are the 'old board'...so if they want there sweetener the news better be soon or its gone.....5 weeks effectivly and there warrants gone and thats including the time for the RNS and the news being good enought to hold at 5p+ ish and being held with the all the warrants being done

7 weeks into years placing and counting.....if at 11may will be 12 weeks for 3 months into the new years placing...next guaranteed news in results early june....getting silly

my mistake ignore below (somelinks seem to change....hint hint)

https://www.lse.co.uk/rns/PFP/half-year-results-e48msma59zr4dat.html

Share options

1.25p ..... 11 May 2022 .... 19,000,000

Share warrants

0.50p(1) .... 11 May 2022 ... 12,833,334

1.50p ... 11 May 2022 ... 41,846,153

so yes if we dont have something by 11 may they lose all warrants/options

very good oldschool did mention this on 28th april

copied

expiring options

our old friend the chief off the shhh police (maybe in jail with rest)

https://www.lse.co.uk/rns/PFP/issue-of-equity-proposed-board-changes-7gep5mmbvunrrpj.html

old board 19 million

https://www.lse.co.uk/rns/PFP/result-of-gm-issue-of-equity-hb7po0ti14iioqu.html

so we have AGM comin up april-may-june

june start results RNS

but more imortantly i think is the 'old board' warrant expiry 11th may!!!! :-)

data to 31st march

https://markets.ft.com/data/equities/tearsheet/profile?s=PFP:LSE

time will tell....or when we finally get the RNS to tell us what the board are doing....but i think they are checking everything or maybe it being held up at GOV level (BIT will have to be signed off)

really surprised TZM dint go for the 80 million 'sod off' offer....each to there own maybe not on table now after the 5mnths

but we will see when or if the BIT goes in....

so thats a 70% chance off getting 1.5 BILLION....:-)

all in the RNS all in the RNS sometime hidden....like this

https://www.lse.co.uk/rns/PFP/bilateral-investment-treaty-claim-8211-legal-opinion-r1dgbl4jdji2r1y.html

The Opinion predates the Company's licence title holder update announcement of 11 December 2020. The Board does not believe that the change of name of the Licence holder would adversely affect the prospects of establishing liability on the part of the Government of Mozambique

The Board is pleased to note that the Opinion, which is confidential and legally privileged, is consistent with the Board's expectation that, subject to the interpretation of the facts and applicable laws as they are currently known to the Board and Counsel, there is a 55-60 percent prospect of establishing liability on the part of the Government of Mozambique in a BIT claim under Article 2(2) and 2(3) of the BIT

the top bit say to me that the % chance is greater than 55-60% as this 55-60% was before they moved the licence therefore it is likley to be somewhere about 70% but we will find out for sure when this damn BIT goes in as it will have all the new legal stuff and number with it

ahh the loney is back ohh joy...