Roundtable Discussion; The Future of Mineral Sands. Watch the video here.
You can't be doing too well for your company that has a similar business model, if you spend all your time on BBs and twitter commenting on other companies.
They have finance lined up from several funds/sources for several projects and looking for more projects.
Wow, why are you trying so hard to trash the news today. Not sure any of you know what DKE is positioning itself as.
This will be the first of many deals where DKE oversees purchase/construction of different assets that are financed by funds after long term income. They have lots of funds at their disposal, for the right projects. This deal is one of the first of many due. This isn't going to make them an £100m company but the cumulative effect of deals will soon have the SP appreciating rapidly. New CEO has spent the last few years doing these deals for an American Billionaire, including hotels, distribution centres, education and energy projects.
It's no surprise many people don't know what DKE do, their PR has been very poor, hoping Matt the CEO will now start to correct that.
Earache do you have brain ache as well, You seem to like arguing when you are shown to be wrong, do you think that will change the outcome?
You are conflating the total value for ORPH, against the value of 1 share in Hvivo and what that would be valued now.
Prop,
I believe, as I said the other day, that JP's plan seemed to be to get more than just the start up costs from the JV partner, to get more cash to bolster the balance sheet and I am sure reward the BoD.
A bank loan sounds much better, but they won't lend more than is needed, especially when the collateral is a lease that has not had a great production history.
DVH, makes a good point, however JP said in a previous interview the JV could be for more than the start up costs with SML taking out some of their investment . I think (and this is from memory) he mentioned 50/50 JV would mean $7m to SML from JV partner.
If that happens that would be absurd, when the start up costs are $3.1m, we don't need to give away so much of LCCM if it really is such a good asset. There is still no proof it will produce at the levels stated in their studies.
DVH, makes a good point, however JP said in a previous interview the JV could be for more than the start up costs with SML taking out some of their investment . I think (and this is from memory) he mentioned 50/50 JV would mean $7m to SML from JV partner.
If that happens that would be absurd, when the start up costs are $3.1m, we don't need to give away so much of LCCM if it really is such a good asset. There is still no proof it will produce at the levels stated in their studies.
DVH, makes a good point, however JP said in a previous interview the JV could be for more than the start up costs with SML taking out some of their investment . I think (and this is from memory) he mentioned 50/50 JV would mean $7m to SML from JV partner.
If that happens that would be absurd, when the start up costs are $3.1m, we don't need to give away so much of LCCM if it really is such a good asset. There is still no proof it will produce at the levels stated in their studies.
The Learner,
Re the Cobre figures, the BoD decided to add the payments to them a few months back, to claim a rise year on year for that period. You might remember my emails to JP and the RNS correction (which was still wrong). Once they had added those figures it would now mean the year on year figures would have gone down now, so they have taken the Brendagate payments out so they can claim a rise. Complete Chicanery.
Today's RNS also had a little bit of that, stating LCCM was three times as valuable as they assessed when they acquired it. Not sure we ever saw those figures back then so are they real? In the interview today (3 mins in) JP states the copper price 'was about 2.60', however the Exchange of Contract RNS from 25/1/2018 states this,
"Copper prices have demonstrated a strong resilience during 2017 and copper is currently trading at or near to 12-month price highs. Current spot price is reported as US$3.24/lb copper." The February 2018 Presentation on the website also states the price at $3.24/lb. So is JP using different figures to come up with a lower figure for a better comparison? He wouldn't adjust figures to suit, would he?
But you do need kindergarten lessons, you looked on the same day of his trades, seemingly unaware that many larger trades are delayed until the next day, as I tried point out to you.
Your ignorance will continue when you are too busy trying to pick others apart rather than reading and understanding their posts. You mustn't judge everyone by your own poor standards
Ooops, calm down lads, Earache, at about 5.15pm each day there are a raft of delayed trades put through from the previous day. On Tuesday there were 4m of them reported from Monday's trading, tonight there has been 1m reported.
Normally LSE has these trades on their feed and the date which shows them from the previous day, however today and yesterday their feed seems to have stopped just before 4pm.
If you go to another well known financial BB and look at the last trades reported on 23rd Feb you will see them all there. The ones at 17.15hrs are from the previous day.
Ooops, calm down lads, Earache, at about 5.15pm each day there are a raft of delayed trades put through from the previous day. On Tuesday there were 4m of them reported from Monday's trading, tonight there has been 1m reported.
Normally LSE has these trades on their feed and the date, however today and yesterday their feed seems to have stopped just before 4pm.
If you go to A Different Very
Have you seen the delayed trades announced after close tonight from yesterday? Lots of trades of 83-85k shares in the high 29p range. LSE trade screen not showing them but if they did they look likely to be early buys from Monday morning
That's it Cornish it is below 2.5%, so we may never know, could have come from the placing or an existing large holder/Director even?
Prop, serious???
Looks like some sort of transfer, one the sell, the other the buy.
Exploration licences often require some expenditure on exploration being done during the licence period, otherwise Companies would hoard potential tenements without having to do anything, stopping others from doing so and leaving local and national governments without any potential revenues (dormant licences rather than worked ones, which could then move onto actual mining at some point). They want these licence areas explored and developed, not sat on by hoarders.
You seem to flip flop more than djryan now bitcoin.
You really have shown your true colours....Just another ramping/deramping trader....
What's worse it seems that previously, most of his time was spent texting Brenda...
@Graham__Hannah
5h
Find an undervalued explorer stock with one of the largest undeveloped #tin resources in the world in its portfolie
#Cornwall #redmoor springs to mind
Now what's the name of that company Thinking face
23m
****egic metels? SML
Spot on m8
#sml
@SML_Minerals
Need to get their fingers out if their arse and at least post some pics of a bird flying.over the license or something
Sammybow, you got me filtered? Only I posted about that yesterday morning.
It means they have had several clients take out spreadbets and they have had to take a position to cover that, as no-one is likely to go short the Company at .4p levels.