Member Info for Sumoskier

They should have that manufacturer on speed dial!the next twelve months could be massive!

I will need to listen again but I thought Leon said Sable was producing Cathode via local sources? If it is then a delay on Roan may not be an issue?

Mikie, whatever they provide has to be enough to get the SP off its ar*e!

Mikie, it would seem illogical to hold the meeting without an RNS before simply because nothing of any value could be discussed and it’ll be more of “it’s all coming tomorrow”? Personally I would like to know it’s arrived and is being banked at a fair pace!

I wonder if Bushy is going to be on the call to point out all the things they’re doing wrong?

Iky, in this market fact only in an RNS will move the SP. Nothing else matters!

BT, plainly Sable isn’t redundant? If it was why put it in the process flow?

No workings. I was just looking at the values you quoted? To get to 10p I was thinking the total would need to be closer to £100m if all were sold?

Can you clarify how you get to 10p? The values you quote don’t seem to make that possible? Thanks

In the short term glad we have Chrome to offset PGMs as these are a waste of time at the moment.

Gotreal, where did you get the 16% margin from? Is this based on 1.4m, or 1.7m tons output? Thanks Sumo

Mikey, I am curious whether there was any promise of RNSs re Roan before January at the AGM. I assume build is almost complete and we will be going into commissioning over the next few weeks? Just thinking that the SP is not going anywhere without news?

If we could get the Luansobe license authorised then we could really go on a good run!

So, having read the AGM output on the one side we have Bushy with the modules will fail therefore all money will be wasted and 3p will be on the horizon, and on the other is Leon with they will be successful, be a potential company maker and take the SP back to much higher levels! Place your bets!

Presumably we will find out in January!

Maybe the question on breakthroughs is whether any can be patented?

And my point is we are still guessing, as is the market, as to whether this is a material increase in margin?

Mikie, Good you can make the AGM. Can’t myself. I think the key point with the current SP weakness is PGMs are pretty much break even, there is little Copper so we are reliant on Chrome, and this didn’t show a widening margin, even though promised. This wasn’t positive either! Unless the Board can address this issue in an RNS I’m not sure how they change the SP sentiment, in which case we have to wait until the next financials which are months away.

HD, not sure the market missed it . I think it’s more the market doesn’t know the economics. Until they can see the effect on the financials can’t see that any value will be assigned?

Bushy, just wondered whether you’re attending the AGM? Sumo