Stephan Bernstein, CEO of GreenRoc, details the PFS results for the new graphite processing plant. Watch the video here.
Seems a few here talking their own book trying to obtain a better price.
Regarding PO price if they are buying FFB bunches cheaper for the local market as stated then profitablity will be maintained, you cannot have it both ways. During the past year local prices were sometimes above international but peeps forget that (intentionally in their posts).
In my view, if the cashews are sorted in H1 or progression is seen then could be one hell of a ride.
It's your own money and your choice but at present risk versus reward looks compelling.
Anyone think buybacks will be restarted???? I'd like them to be.
More news, about time the Beeb woke up as well.
https://www.bbc.co.uk/news/uk-scotland-scotland-business-67500411
More job losses for Scotland, well a lot of people foretold what would happen. Get a grip politicians instead of burying your heads in the sand. As for Scotlands first minister statement jeez pass the buck.
https://www.bbc.co.uk/news/uk-scotland-tayside-central-67497023
Anyone would think we are just an oil company looking at the share price, others see the potential i.e a lot of gas hedges falling away in the new year.
How about a full takeover of Britains biggest gas producer by a Mexican, the UKs politicians are just a laughing stock at present (that's all parties) and wokeness rules.
Expect our shorter friends to wake up shortly, but with oil were it is make an interesting day.
Stupmy, wouldn't surprise me if a Labour government changed track and decided to lower tax rate once they realise the serious implications of their green unaffordable agenda. Starmer will say anything and promise everything at present to win votes, but once reality bites it's a different playbook.
Didn't know we were a technology company.
7.8% better than any bank at present.
NM you know full well that a new share buyback will happen once this one is complete. In the long run it's the best course of action in my opinion.
Funny how some of the derampers appeared once the share started to fall, right on cue so to say. As for the share price tomorrow if it falls to much I will buy more.
FCF for the year was forecasted at $1 billion ( probably beat this ), I mean we are only valued at $2.9 billion that is undervalued with all the different projects around the world.
You have to also remember we will soon be debt free (if forecasts are correct) which helps in many ways going forward.
Might be about trying to spend the remaining money left for buybacks before a set date. Still expecting the same amount to be spent on another round with also divi amount the same, i.e $200m and $100m.
Still expect us to come good as quantity being bought back is large in anyones view.
If oil and gas stay were they are for the next six months, which by all forecasts they will then ??????
Miles you are correct and that in my mind is the beauty of share buybacks at this low price, however eventually more will be allocated to the divi, at what point this occurs I have no idea.
NM what would happen if a bid came in for the company, shorters scuttling to close???.
At this price others will be watching and anything can happen.
I'm lucky in the fact that didn't buy in until the shares had fallen considerably, but I'm prepared to sit it out now as shorting at this level becomes increasingly dangerous in my view.
There's a lot more upside than downside around this price but everyone will play it like a fiddle.
In the long run let's see, although you and Jefff won't be here or over on the other board by then.
NM still think buybacks are good in the long run at this price.
"My concern re Taconic is that their position was pretty static for months....something has spurred them into life"
Could be due to the amount of buybacks?????
Last throw of dice before debt free and IIs do start to buy in???????
Oil and gas rising so another roll of dice??????
Remember also a lot of shares have already been bought back, that's good news in my eyes.
NM, S77 does seem to know his onions, let's hope he's correct with this statement.
"Personally I can't see this carrying on much longer once we're debt free institution investors will return in my opinion and shorts will have to close."
Mad your putting some effort in I must say.
Chin up NM.