Member Info for Selpec

Involvement of Anglo American makes Zambian copper project really diluted. Our ownership turns to 30% only. Hey what about negotiation skills?

If current copper price allows acquisition and 18p dividend, the market will react on lowering dividend %.

Honestly, RSW will be just speculation tool while yield is lower than inflation rate. Good company but still overpriced. Now investors are well spoiled with high-yield assets appeared on the market during last few weeks.

It's not a report. Disinformation. Why would Ferrexpo use bot-site to release such significant information. Why nothing on the official Ferrexpo site?

Probably it's positive AXL has not started with main reserves yet. Oil price might be better after summer.

The closer to production - the more attention. No surprise, it's going to be the biggest tungsten mine in England, and probably in the UK.

If Tungsten survives this year, it will be strategic company for the UK.

How long implementation might take?

It can be good horse in long terms if they sort current issues. However right now it's falling knife. Seems SP might go under 25.

Let's see if PAF reach 35p next week.

Thanks BlueDefender, you are right. Futures for gold are higher.

Very strange. Watching TheTechnicalTraders, they discuss gold chart which clearly shows max 2519$/oz today. In my area, sources show max at 2477$/oz then drop. I have feeling that USA and UK get different live data. How its possible?

Market is not ready for 30 yet. The figure will hit not earlier than August

Considering average annual gold price 2021$/Oz, my estimation for dividend gives 1.35 p this year.

Excellent. Not really clear why they brought negatives about delay in ventilation shaft if overall production target achieved. From my notes, the Target was 175-185kOz, while achieved 186kOz. AISC grew just 1.7% from previous year. Lower than inflation level. New guidance 215-225kOz means 21% up. Average gold price is not the best. Seems part of debt taken last year has been covered by gold with limited price.

I don't trade metals or bets as not clear how to count taxes for. Carvegiber, do have headache with HMRC report?

"£30M-£40M behind plan" is around 10-11% from capitalization. Reaction of the market is in line with the gap. The price seems achieved bottom.

Nice start of big run

SP responds on sentiments for gold price which is sliding down.

Divi payment will be biannual. More likely after AGM. It’s from shareholder FAQs on i3E site.