Member Info for Tenantry

And in the time it took to pen that response the buys have ticked up to over 70000.

Nowt to see or worry about at moment in my opinion

Volume sold is 181000
Volume boughtt is 34000

The number of transaction is 49 now.

But I do appreciate what you are saying, these figures are very small trades as a percentage .

Regards and GLA

Looks like a simple move of office within Mayfair.
The new address looks like its part of a multi-office operation run by a few companies offering serviced accomodation.
Hopefully its a cost reduction exercise.

GLA

Following the last couple of days content and looking at the prospects and fundamentals there is no doubt things are getting tight with respect to the margins.
It would be really beneficial to understand the basics, how much mined, how much shipped, how many machines are working
I appreciate some of the financials may not be out just yet but I can see that if Met Coal price doesn't increase via steel requirements then this is going to remain tight for the remainder of 23 at least and we may see increased sell off from original IPO holders. It's been hard for me to look at lately as I have got a significant holding here at above IPO price so this may be a long hold at this time.
GLA.

Cheers Imlom, but paying down debt from coal sales is not share dilution.
It only means less money to pay dividend in my eyes.
Hereshopin may have picked up something in the BB, but not from the Company.

GLA

Cheers Hereshopin.
I will try to dig out recent podcasts and take another listen.
Don't recall anyone mentioning anything remotely like share dilution either directly or implied.
GLA

Thats what I thought,

But I was of the opinion I must have missed something when Hereshopin alluded to the potential plan.

Thanks, I was just trawling through the RNS and couldnt see anything.

Hereshopin

I agree things are getting tight.

However, where is "the plan to issue more shares" mentioned?

Many thanks Penstock.

Appreciate your efforts.

GLA

Sienna,
I am concerned at the "repair - parts awaited" for the 77.
I am perturbed at the comment about MBU sale at a low price and not actually just saying the sale of shares is happening.
What I dont know is if we are actually mining with 2 machines yet and whether the news is being held up until this possible deal between MBU and other party is done.
But calling it all a scam is suggesting there is no substance to the business and AW and others are getting gains in some other way at the expense of others.
I think the majority of PIs believe in the fundamentals, what we also probably agree on relates to wanting to understand why is there a protracted delay in 2HWM and increased production.
Until an RNS suggest otherwise we are stuck on the fundamentals of 1HWM 1 CM and the respective production figures they generate, but I believe that is still profitable, just not what we expected.
GLA

Scam ? Ichi, please explain your rationale

It could be perceived as good news.

Someone called Paul Greenhaugh has crossed shareholding threshold of 3% (TR1) which needs to be notified.

Regards and GLA

That hypothetical scenario fits with some dot joining I have done.
If you also hypothesize that if all the above hypothesis is in fact happening and that Comms is slowed / locked down to get the MBU / II deal over the line then as soon as it does get done the RNS indicating a new HWM is on site and has chomped coal for a couple of weeks and we get the update figures we could see the kind of re-rate we have been hoping for.
Cheers for the possible scenario Penstock and GLA.

Going to have to try harder than that PT12. JS was last year, we all know about that mots are over it, if it wasnt him selling it would have come via slowing news on production and price coal price drop.

MBU selling a stake and awaiting that outcome and then price and production is the story now not JS.

Keep popping in though!

So possibly an operational update soon to indicate we are running with 2 HWMs. or does it not warrant an RNS.
(All assuming the 81 is actually mining )

GLA

Thank you Mick.

Iw ill just crack on and buy on the market, I was hoping to see a possible drop in price due to the offering and get them cheaper after the event.
Heh-ho!

I will need to read up on the legal case, another missed bit of info in my research.!!!

Or possibly trains?

Cmon Penstock what's the cryptic 81-77comment. You playing with us?????

Cheers

Has anyone heard from their stockbroker about the repair offer?

As it is only open to existing stockholding in place on 2nd March I thought existing holders would have been contacted by their brokers.
I'm with HL and have heard nothing yet.

GLA

I believe Penstock indicated on the BC Facebook that parts were needed.
I'm not sure what the source was, but he does appear to have relationships within the community at Ben's Creek and I trust it is reliable.
GLA.