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2021 EPS was 0.572c, at 940p that is 20 times earning.

Hopefully this can continue for the next two years due to outstanding long term gas cash.

The seeking alpha article is talking about small volume differences. The price of silver is up 20% in the last three months. This incremental margin drops through to the bottom line as does any rise in the price of gold or silver. It doesn't really matter if they mine slightly less silver as they are still growing volme next year.
And because this company is not a one trick pony, it cannot be ignored when gold and silver prices rise.

Gold futures for early next year are higher then today's price, which I think means that the market thinks that the gold price is going up.
Additionally Fres silver volume should be higher next year if they ever get the power going. This will be offset by lower gold volume. But they should also benifit from lower energy costs in 2023.
I think the biggest reason to be negative is the up-down trading pattern over the last twelve months.

Which does debunk the lack of good management hypothesis.

Costs was good at 7%. I think these were reasonable results. A bit slow on the new projects, but the slope is upwards. Now it depends in the price of silver and gold.

Costs seem under control.

As long as they are not making loses, which I highly doubt.

They wil definitely have higher costs. I think around 10%-15% total Cogs based on last year.

FCF, and I think their COGS is not that bad, but it is my opion

Has to be with refining and US gas and brent

Not if their ASIC is $1000-$1200, they do much much better then break even.

No maybe I am wrong, but it does seem to have a awful lot of cash

Obviously because they are banking $300m a year after dividend at todays price, and 20% of their Market Cap is cash.

BP has a much broader relationship with Roneft including selling their products in western countries and providing knowhow.

They aren't going to try and grab BP's shares they lose too much.

Really good news. Their long term strategy is working. They will also get economies of scale across the two projects.

Obviously, if China demand destruction is happening, I would like to be the "very first" person to know.

So Jmak1912,
Ok, so it doesn't show in iron ore. Which commodity does it show up in then ? Copper seems good.

Jmak1912,

You say that China is facing demand destruction for iron ore, and I do understand your narrative, but that doesn't seem to be reflected in Dalian spot pricing, which is rising not falling.

Zac,

I thought you said you were going to sell at 381p ? Hopefully you can now move on to some better sector.