Member Info for verdeceleste

John 2015
Actually it's not all that clever - I did it two and a half years ago and IMO the shares are worth buying at this price.
If the bonds get away then in the long run a few hundred million overspend and/or a few months delay don't make as much difference as the price Poly4 can be sold at
Verde

Fred
Quite right - I'm certainly not signing
Verde

Just to back up Scotman
Look at SXX just a month ago on August 12th - the shorters pushed the price down by over a penny to 8.32p but the low trade was 7.5p
Who was it only got 7.5p? - someone who had a stop loss ?........
Verde

Chesh
You really should ask HL for some commission
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Bigtibbs
Highbridge announced in June that it was getting out of the hedging business so they will be gradually unwinding all their short positions
Verde

Bigtibbs
In the words of Dr Spock "this is normal"
Verde

If memory serves me correct there was meant to be a £2 party in the West Indies
A £5 or £10 SP in 20 years time is perfectly possible - just needs the price of potash to go up enough and the exchange rate to go down enough
This is not a deramp
Verde

If they can flog dog collars for three hundred quid maybe we should have them selling the bonds
Verde

Bridgewater also do a "Tree and Shrub" fertalizér which is a Poly4 blend
They seem to be a pretty efficient firm and the Poly4 really does work
If you need a cheaper alternative for spuds try horse sh*t
Happy growing
Verde

Fred
They have to notify every 1% change up or down
That's over 70 million shares
Is that a large amount ? :-)

Verde

As one of the 5% - Thank you Myo
Though the bashers will ignore any actual facts
Onwards and downwards
Verde

PolyMiner
Your arithmetic re conveyor is way off
In due time Myo will give precise numbers
Meanwhile I am filtering you
Bye!
Verde

Trinityman
Thanks - all is clear now - the bashers no doubt had to take the kids out to enjoy the sunny weekend at the end of the school holidays :-)
Verde

sorry but I've not been paying proper attention -
WHY is there going to be a storm?
will somebody please explain
thanks
Verde

JR
only a year and a bit ago there was talk of having the £2 party in the West Indies
but that won't be for 10 years and I probably won't last until the £5 party

you should stop all this ramping and just get putting wine down for the £1

onwards and downwards

Verde

Thought the bashers had vanished for now
never mind the filter button is to hand :-)
Bye
Verde

Life on Mars
You may be just one digit off --- 31.13p has a nice symmetrical look :)
Verde

ffc
go back to the first planning application (refused) and note budget at that time (no tunnel etc) and I seem to remember Woodsmith should be producing by now :)
Verde

good job us sheepsies are pretty brainless
lol
Verde

Too much negativity around here nowadays so to point the sheepies in the right direction..........
Although I bought into Sirius the week after planning permission was granted it was only after Stage 1 financing that I really researched the project and started investing heavily (for me) in the shares. This gave me a nice spreadsheet of forward cash flows etc which was last updated post dilution in May. This morning I happened by chance on that spreadsheet.

Now make three assumptions - all IMO pretty likely
1) the initial bond deal goes through
2) CF pushes straight on to 20mtpa
3) Poly4 will eventually sell at full price - not the big discount inherent in the TorP agreements

Now look at the cash flow and profits 10 years from now - gobsmacking!!

Not only will we be having a £1 party but the £2 party will be IMO in 2029

One problem - life expectancy tables only give me 50% chance of being there - but the rest of you enjoy

Verde