RE: Presentation / Q&A Rescheduling26 Mar 2024 08:51
Listened to the presentation again this morning, looked at the SP and just keep thinking about the credibility gap. If JLP actually deliver on timeline surely this has to go significantly higher?
agree with ******, capex is cash out and hoped we are near the end of this re current chrome installations. now we should be able to generate cash in bank which should avoid placings!
Has anything happened with the Kalahari licenses? Thought we were supposed to find out the result of the SFR $4m spend at the end of Feb? Once again why no news?
Isn’t the real fundamental to get Roan and Sable running at max? My simple maths says 13k tons at $4k margin = $52m. IRH is great for volume but at 1/3 of the profit level?
I think we need sign off of IRH and then Roan fully up and running for the market to take notice. Past delays and issues have soured the reputation for delivery ?
I agree failure to deliver is holding the SP back as there is mistrust. I still think the earn from Copper is unclear. There are plenty of numbers on volume but little on real margin. Clarity here would be useful!