Ryan Mee, CEO of Fulcrum Metals, reviews FY23 and progress on the Gold Tailings Hub in Canada. Watch the video here.
"Jamie Dimon is running around telling folk rates will go to 8%"
you do talk rubbish mole_man99...TOTALLY misleading
Dimon said that " JPMorgan had plans for interest rates going above 8 per cent and as low as 2 per cent "
Dimon said that " large amounts of government deficit spending and past stimulus "may" lead to stickier inflation and higher rates than markets expect"
He DID NOT SAY that rate will go to 8%
£300m loss of Shareholder Equity for the year ....is clearly not sustainable ..given there is only £1 billion now on the books
They have to cut the Operating Loss in 2024, still too high
2 I don't envisage Sorrell et al selling out on the cheap."
no...he invested £40m to get it started , so he wont be keen not to get that back
"....towards the US and Japan "
well a boom in AI and a cheap YEN ...and you have the perfect reasons ....
" Hopefully, I am allowed to have an opinion rather than being shot down for having one ????????? "
Very amusing coming from you,SisterAct whose only purpose here is to shoot down other people´s opinion
" Assume XD on 6 June is for the usual 4.5c. "
yes - " the Board's intention is to maintain the final FY24 dividend in line with the prior year at 4.5c per share"
"So, what will the divi be on the next XD 21 Nov please? "
well the target ...is 4.5 Euro Cents for the whole year FY25 , so if they keep 50:50 with interim and final then it would be 2.25 Euro Cents - "The Board is targeting a dividend of 4.5c per share for FY25, with an ambition to grow it over time"
..but the actual amount will be declared after H1 Results
Well they do seem to firefight , rather than proactively manage ahead .... but scaling up is never a straight forward task
Bundred should have realised that Johnson was taking on too much and spreading himself too thin , ..and the need for that COO much earlier so that Johnson could step back and manage Operations better
Https://wise.com/ph/account/
listed on the stock market
https://www.lse.co.uk/SharePrice.html?shareprice=WISE&share=Wise-Plc
I sold my HOC during that time deciding not to get involved with getting any Aclara Canadian shares ....
" If the company were to pay a dividend, it will be in Canadian dollars and my bank doesn't accept cheques in foreign currencies so can't cash it. If I sell them, I will get $CDN for them and again, I can't get the cash. "
why cant you use a multi-currency account , wouldnt that work ?
I use WISE and have Dollars,Euro, Pounds, amongst others
The money they raised recently for Operational use did not look like enough given the problems they already had to solve, as other posters here indicated,at the time....it seemed very tight.....so it doesn't seem overly surprising they are indicating they will need more
Unacceptable to mix all these issues within 1 RNS and then not provide the full detail on the amount of cash used in the scrap problem or how much more it will be needed on going .... the vague term " a sizeable amount " is not good enough and an unacceptable treatment of shareholders
Disaster that they didn't get a COO appointed well before they did ...Easton seems to know more than the whole of the BOD combined
" London has no interest in PM stocks, well, until now. "
Of course it has.....The City makes money....and as there is no such thing as a bad market..they are happy to make money shorting ..or long playing ....they dont particularly care ... as long as they make a profit
Strong interest shorting or buying Options to knock the share price down and make profits when problems occur that warrant such moves ... they look for strong reasons to sell and make money as much as buy and make money
Bad news can always be good news to the City
" Its all about AI and flexible robots/drones now. "
yes, well there are plenty of articles out there in terms of what drones are and can be used for in warehouses.... but the fast pace picking of multi item supermarket orders isnt quite one of them...
" and the reduction of this large discount to the assets value "
If you looked at the huge book value forthe German assets and compared it to the recent German performance, you would think the assets were over valued
Have to hope they dont have to do any write downs on book values within the forthcoming end of year results
Have to see what they do with the book asset value for Spain too, and later Italy
Savage
yes , sure...as I say it is the Business division that needs to grow ... and that has been the problem .... and of course that depends on the economy .... but...as I suggest..if the economy goes belly up or struggles then the Business division will too I suspect ...so I have doubt about BT being a defensive stock in that scenario
In terms of Netflix use for you and me...there will new new codecs that will shrink the size of the data moved so you can stream a 4K movie or series with far less data than present .... H266 codec is already out there ...
" Italy might also follow Argentinas model of just defaulting."
OMG ...Follow Argentina model ...god help them ..a socialist disaster that finally is coming to its senses after a century of stupidity ..the country has great potential but my god how they wasted it all
With Putin it needs a Caesar moment to rid him from within...but they all have sold their souls to get their pensions and villas and dont have the courage ...they are all too within the system ... too many on the Putin payroll and no one trusts anyone even suggest anything against him..... only when the people start to starve and shiver will they do anything about it
" if Poland were to follows Hungary, Slovakia and Greece out the door I think the game would be up "
oh yeah ? ... they wouldnt dare ... they all suck as much out of the EU as possible .... without having to obey the rules..they love it...Slovakia is a mess, the talent all leaves ..The Hungarian forint collapses at every crisis , they depend on Euro stability ...Greece wouldnt stand a chance , again the talent would leave , end up owned by the Chinese with everyone working in the tourist sector serving foreigners
leave , let´s see what happens
" I see BT as a defensive stock for the year ahead "
if things go belly up , I cant see the shorters sparing BT - IMO
..what might save it is the CEO and some strong words on cost savings h .... but... I cant see her being too radical....and some good Business division growth
and it seems that Telecoms are right down the list on a number of funds sector priorities
Bankrupt ?
what with all FCF ,cash on hand and an used RCF?