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Shandypants, I thought the same however if all they did was give out less freebies how would they have increased revenue in the qtr by 56%. They haven’t just stopped giving out freebies/reducing the price, they have charged more per prescription sold. Whilst the sales are down in the qtr a 56% increase in revenue is all that matters. Growing the revenue each qtr to cash flow positive is the goal

Can sell all at 3.225p. Nice 13% rise from yesterday. Market likes it!

41k prescriptions is less than Q3. I suspect it’s a change in sales strategy to target higher pricing. Net result on revenue is the same so a good result. I wonder is there is a seasonal slow down in Dec. We will find out more tomorrow

It’s ‘go woke, go broke’ though isn’t it?

Would the same closed period apply for agreeing a placing?

Presentation was ok. No fluff, just stuck to what was in the results and explained/clarified a few points. Q&A was really good with lots of questions answered and again not getting carried away. Seem like a good team with their foot on the ball now from a cost point of view so will let the results do the talking. Ticks all my boxes for investment: no debt, sensible valuation and management are being conservative. Won’t suit the traders looking for hyperbole but I think it’s a going to be a great recovery/growth story (albeit not as quick as had previously thought).

Paul’s interviews seem to have this effect on share prices. Was just sell on news yesterday so great opp to buy now

Why would there be a takeover. Surely the price is rising due to hopes of a continued turnaround and expectations of new orders, improved profitability and hence improving guidance? Should start to hear more as we progress through the year

SP action odd with a large spread on the back of Tin heading north. I wonder if they are look at a raise in the background

Listen to the numerous interviews around the Resourcing Tomorrow 2023 conf at the end of Nov. Segilola drill results, Douta drill results and Li drill results all signposted before end of 2023 yet nothing to date. Hopefully not holding back on poor results. That said I’m more interested in the production update and delivering in line with guidance

What’s going on with these trades we’ll below the bid coming through today?

Is that another 3 month delay for Gilar?

Both feet now in the 80s. Setting up nicely ahead of some key updates over the next few months

Even the ‘approach’ announcements have no effect on sp now given recent shenanigans. I’ll take a ‘board recommended offer’ at c.20p so I can reinvest in other undervalued shares

I like to think of it as Shanta being underpriced rather than Centamin overpriced. In fact I think the whole sector is undervalued right now. That may change if gold holds up and inflation continues to fall/stay lower

Whilst a higher gold price would be nice it’s still almost $2k/oz and Shanta are producing 100koz/yr+ with an AISC of $1k. It’s a cash machine

More important is producing 28k oz gold a qtr. This should see Shanta debt free this year and then with gold price doing what it’s doing making significant FCF going fwds

Why is CEO recruitment taking so long? What could be the reason(s)?

Did you read the RNS? He literally confirmed he’s a shareholder. Read to me like he’ll hold for now

What’s changed? The planned sales for this year and more importantly the average sale price ie less revenue. Hopefully they beat guidance on sales starting in the Q3 update next month and the actions they are taking significantly increase the sales price quickly into 2024.