Member Info for scott1690

I look forward to the day when the selling pressure is lifted.

Disappointed with that response regarding buyback. Must have a plan for the cash, they have tendered for the nickel mine in greece

I believe so, I have done alot of research and find it very strange that the price is not moving along with PGM prices

Only reason I can think off

Yes buy

Yes I read that, but still like to spend many hours, days researching before purchasing and I calculated 240p. Let's see on the 10th March

Been Buying last week, work out NAV to be around 240p. Look forward to results next month

Bottoms in. Great LT value, look forward to seeing future cash grow.

Purchased at 1bl Free Cash flow I'm not bothered about trying to catch the bottom

From a TA perspective its very rarely you see so much bullish divergence on a chart on multiple TFs

Yes agreed, looks like they should be adding 1bl to cash flow and with the thought of moving to 20mt its seems a no brainer even after the share price surge last year at under a 2bl mcap, thought I must of missed something

I see and then your adding them together. I'm just trying to work out for myself as Jp morgan stated cash flow will be in excess of 1bil a year, and if true then there is a huge mistake in the share price even after the strong performance in the last 12mth

Is it seabourne, domestic or portaide please

Thanks just researching but trying to see where you got $238 per tonne?

Not that I don't believe you I like to fully research before heavily investing

Where can I find the pellets price?

I work out roughly 34 mil this year for capex and dividend. $35 boe (average) cost $14, 28,000(average) boepd 2021. Tax not Inc.

Inc Capex, dividend, BKR payment. Based on yearly average of $35/boe.

2021 cash flow increase £125 mill

2022 cash flow increase £240 mil (not including tax)

Mcap £330 mil

Think under the agreement for BKR Asset R3 had to have a workover. "A contingent payment of £16.0 million is due to BP Exploration Operating Company ("BPEOC") upon a successful outcome of work to bring the Rhum R3"

Not sure why brokers have set such low price targets 134 & 157. Have they not looked past 2021

No major capex commitments in 2022 that I can see.

As stated in the RNS "cash flow set to increase materially"

Don't need to be a rocket scientist to see that.