Member Info for perroverde

The other oke to keepnan eye on today is NCCL - should bag on news - if it ever happens that is

Morning all morning Babbler. HVO - i'm still in 'luckily' only since low 20s and only small but miight do more if price drops any further. Agree something odd - £20m cash, £13m mcap - yes there's a burn but not THAT hot. Unless the departed CEO left a cheeky turd in there which we've missed, and it is after all yet another 'cure for death' company (which I'd promised myself never to touch again!)... MATD could be good for a binary 'will it-won't it' punt. HNR - looks promising might have a sniff round that today.

Nice one Dan, congratulations. Genl - looks positive (should have kept more of that one - doh!), IOG - Routh excercises some options - encouraging but probably means no more news for a while.

Morning Hope you had a good weekend. You didn't miss much! Anyone else struggling to log into Spreadex this am?

Nighthawk - you may have seen this already, but me and a mate got our calculators out on Vast and its new mine at the weekend: PPGM is currently running about 20,000 a year. This generates $26m a year. Call it $13m after costs. We get 25% so $3.25m to Vast. Eureka (the new mine) will run 70,000 a year. Generate $91m a year. $45.5m after costs. We get 23.7% so $10.7m to Vast. Massive! Now factor in the plant being upgraded and ppgm going to 50,000oz - $65ma year. $32m after costs. We get 25% so $8.12m to Vast. Vast will be getting $18.8m just from zim in the next 12 months...... With a lot to come on Romania And the market cap is down on the news.... Jeez...

Happy St George's Day one and all. A good day to slay some dragons....

Nighthawk - no idea re Friday's lack of movement on moderately momentous news, but then the Vaster's SP has confounded me (and a lot of other people) for a long time - which doesn't put it in a minority of one as far as AIM shares go of course lol - but there are clearly a couple of big holders who trade the backside off it. Friday's RNS did come very late in the trading day albeit not quite after hours - I'm guessing there was a bit of 'POETS day' about it - I doubt you'd have found me back in the day on a sweaty dealing floor at 4pm on the first proper sunny Friday afternoon of the year! My gut feeling says it could be interesting this week for Vast though...

Morning all. Nowt showing from any of 'mine' this morning yet. That or the machine monitor has slept in again.

ORT - agree - the market cap is indeed officially a farce (that's not a ramp just a fact based on fundamental research and the new news). But it has been a farce for a good while now. Is there a word for 'extra farce'?

Thirdman - quite right - it's a fantastic deal - just to reiterate what our old mate MMAF said yesterday after he got his calculator out (am sure he won't mind being quoted!): PPGM is currently running about 20,000 a year. This generates $26m a year. Call it $13m after costs. We get 25% so $3.25m to Vast. Eureka will run 70,000 a year. Generate $91m a year. $45.5m after costs. We get 23.7% so $10.7m to Vast. Massive! Now factor in the plant being upgraded and ppgm going to 50,000oz - $65ma year. $32m after costs. We get 25% so $8.12m to Vast. Vast will be getting $18.8m just from zim in the next 12 months...... With a lot to come on Romania What's our market cap again...?

Yes nice to see you back - and with your calculator out, MMAF - not been on here myself either but also still here, lurking (and holding)! This deal is very nice indeed IMO, the sp reaction confounds me. Can only assume everyone was out in the sunshine so missed it.... Lee please pass on regards and thanks to AP.

Giving the Show a miss too this year (too much grass to cut this weekend before rain forecast). But if I had been I'd have loved a word with Andrew Prelea at the Vaster - just been doing some numbers with a mate on the new Zim mine announced yesterday - folk don't seem to realise/care what a massive deal it is - we think it looks like it will generate over $10m/year profit to Vast. PIJoe if you're going it might be worth having a chat to him. Meanwhile the share price fell of course...

Babbs didn't go to Thailand for the weekend did he...?: http://www.dailymail.co.uk/news/article-5637493/British-tourist-drops-dead-heart-attack-watching-girls-Thai-strip-bar.html

Not a squeak from any of mine - never really looked at MTL - back to the chainsaw and mowing today for me then, rain forecast for pretty much all next week

Morning morning.

Me too. Been sweating over a bonfire and trimming bushes with a chainsaw this afternoon. So not pretty. It's a good job we can't post photos on here.

Have a good one Babbs going anywhere nice? Sunny up North here today, can recommend it!

HVO I just had a look through it - agree Babbs it looks wrongly priced - doesn't mean it can't become even more 'wrongly priced' of course!' so just bought some small for a bit of fun. Anyone here in Rainbow? Just been told to have a look at it....

Slaughtered on the IMM this morning, made a bit back with sb's on the bottom. Thought IOG would have reacted better on that news but seems to be off everyone's radar these days - one day it'll wake up (I hope!). Expected a drop at VLS today but it went up. Typical. AST and VRS worth a look at these levels?

Morning. VRS looks nice - no clue what 500g is actually worth mind you! FRR - messy, was looking at that last week glad I sat on my hands. Wipeout for me on the National (again!). Have a good day and week all.