Member Info for Tenantry

To be honest would havebeen better for me to listen only.

Phil Carrol very professional, Kev Hornsby good direct questioning but he looked like he had just come in from a shift in a garage, Coughing fits and very unprofessional.

Targetting 1mT washed per annum in 23. Not expecting current operation to exceed that figure, butthey are looking at aquiring other opportunities
January hopeful of 2nd HWM in situ to work that 80kT per month figure up
November hit 40 Kt after moving HWM to new Permit which included output from underground.
Site engineer working new permits so no delays when moving to new areas.
MBU MI targeting dividends and repeated what he heard from AW which was a hopeful interim div in June 23 and main Div in Dec 23
Integrity seems to be only customer but AW seemed very comfortable that they will take everything they can get.
Seems like some good networking happening as they are meeting a couple of local senators who have been informed of the increased employment opportunities.

WHI doing a research note for possible issue in Jan

GLA

You can cross me off the list...

Is it likely that an RNS may precede the Webinar this evening?

Nope missed the lows,
I got a little more though considering confidence of Rod buying in

Yes Penstock, very reasonable to use that measure, it can accommodate a whole host of production hiccups and hopefully will allow us a little surprise when production figures are released.

GLA

Penstock, I think the efficiency of the washplant has improved those figures also, so whilst I recognise its easy for the maths to look at 80KT gives us 40KT I think it is something in the order of 80Kt gives us just shy of 50KT.

Cheers and Happy Thanksgiving to any of our American Share Holders.

A while back AW commented that he was going to get an appraisal of the business done to establish its true value once the new permits were in place or something to that effect? (only my recollection)
Is this the sort of thing thing that the broker will be doing?
I have suspected that we are being lined up for a T?O, but hope that we are not.
More publicity outside of the BC bubble would be good I think, but as a lot have commented we need to see the financials and establish regular railcars leaving the site.
I'm in for the long haul and hope WHI are going to get things moving.

Agreed Penstock.

The train should take the strain but when it cant the business seems to have contingency, was it also the case that Integrity paid for the trucking such was their need for the coal?

GLA

Lincolnshire.
Thanks for your response but I wasn't the poster suggesting we were getting close to capacity of storage, to be honest I've not seen that on the BB so not sure where your coming from on that issue.
I am though interested in our storage capability, but not as much as I am on the revenue stream.
Ben's Creek might be massive but if we have to double handle the coal to allow for storage the profit per ton is impacted.
PS I know it's stored outside, I'm from Northumberland so I've seen enough coal and **** heaps to understand the scale of these things, but you want it in the right place, possibly in line with permit requirements.
Let's just keep our fingers crossed that Bens Creek have seen a couple trains and we get the coal to our customers.
GLA

Anyone have any idea how much can be stockpiled safely on the site.

We could do with Ben getting their own train set!
That would be great news...increased train scheduling to match up with increased production.
I'm sure the team are doing all they can.

ART is this share your tasking for the day?

Yep, In as best as I could. Approx 6K shares shares

GLA

All, There wont be too many investors who weren't around at IPO who won't be down. I'm currently 43% down. I have moments when I do wonder???? but I'm of the opinion this will make money for late PIs as well as the IPO investors.
The work and investment in infrastructure that has been put in will support the production of a plentiful quality product with strong market demand in the coming years. Well thats my belief!!
I'm holding fast and getting the odd top up in whilst I can.
GLA

Tacet, does the fact that you post on this BB about "psycology" put you in the 20 % of critcial thinkers or the 80% brainwashed "sheeple" bracket.

I'm even cautioning myself about buying more at this low level.
I want to buy in more because in the absence of any negative information the price offers such an opportunity where the info and plans we have seems a bargain, However I would like some news regarding train schedule, production update offtakes pipeline before I commit more funds.
GLA

Coal price is another variable that could impact us but seems to have stabilised and increasing marginally.

Aimofthegame, I agree with the thrust of your comment, but I make it a 30% fall ( There and thereabouts) since permit approval RNS.

Its all about the train deliveries now, we've got everything else in position for the current customers.
Permit for 299 Acres
Mining plant and increasing production capability
Yellow Iron
Rail Line
Washplant.
We're Hiring staff (not sure if that is anything that could hold us back at the moment)

Am I missing anything?

A view most definetely...
Sorry if you feel I was overreacting, I dont think I was, but like all holders I'm slightly concerned at the fall, however I felt that a degree of negativity at the small drop today was a bit OTT towards Penstock personally.

Probably I am a bit sensitive.... apologies! ...sleeping dogs and all that!.

GLA

Hereshopin, thats a rather selective extract of what was actually said.

"I don't think it will sink or even that it can sink any lower than 24p" is what was actually said and in my opinion was definitely not a prediction.

GLA