H1 questions, H2 answers11 Sep 2018 13:31
A few big questions for me posed during H1 with answers expected in H2. I am very much looking forward to definitive answers.
1. What has Michael Kirkwood actually been doing since his announcement?
2. What other contracts are BE working on besides Eskom?
3. What does the BE business plan really look like. (Cashflow, capex, revenue and profits etc)
4. Sojitz (hinted at since March) - has that deal happened or is it in progress? MK involved?
5. JSE - What timescale are we actually working to?
6. Mokopane - with the much discussed Limpopo office reopening, we must be well within our rights to expect the mining right soon so can we therefore expect news on Chinese deals and greenfield?
7. Brownfield? What and when?
8. What is our timescale for 10000mtv?
9. What is the plan beyond recent speculation for Brits once the resource is confirmed? Obviously seems likely to support phase 3 and electrolyte production. Let's hear it in black and white, along with the resource results.
10. When will dividends be confirmed and how much will they be?
11. When can we practically expect to hit production numbers near our run rate and resulting from our expansions. Hard to answer for obvious reasons but I am sure we all want to know.
We are in for a busy end to H2.