Roundtable Discussion; The Future of Mineral Sands. Watch the video here.
For me it is all about how much increase in production capacity can be achieved. For sure there is europe, but would be surprised if BH aren't planning in country capacity.
As a tester to see whether it was the scary plots that made our buyer up his/her game, below is a plot of profit vs number of users vs assumed profit. The arrows show £20M profit /year. At 0.1 p a shot, we just need 5.5 million, at 2p just 2.7 million !
https://postimg.cc/FYfkh8Tf
Wscared
anto
I hope you are right, but AC has lost us more money than this (schooner production licence) is worth.
Just to be clear, we have not been awarded any CCS licence, BP and Equinor have
https://www.energyvoice.com/renewables-energy-transition/ccs/uk-ccs/410933/nsta-award-bp-and-equinor-carbon-storage-licenses/
W#-\
https://i.postimg.cc/5NZqkKZD/bunteraquifer.jpg
The fields in the area left around 40 MMSCFD stranded gas. Schooner recovery is low, so upside there. Restart production with new infrastructure, appraise the Bunter whilst redeveloping. Makes sense, but would BP & Equinor want to work with AC given the way he has treated us ?
Dr
see what you mean
they share the same office address as these folk
https://vaneeghen.com/
W$
DP
MM's wanted some stock........
btw
Something I hadn't appreciated is flyfit selling FF in four benefit categories, with a different formulation for each
Travel, work, immunity, sport
https://flyfit.com/collections
W$
are r saying we're (i.e. HALO shareholders) gonna get some value from schooner ?
https://itportal.nstauthority.co.uk/information/licence_reports/databycompanyandblock.html
Maps updated
https://nstauthority.maps.arcgis.com/apps/webappviewer/index.html?id=cb3474a78df24139b1651908ff8c8975
Hi Dons, yes I am, when this comes love to share a Nazma curry with you !!
just noticed I was using the price for lypocene as quoted in the article (8000RM/KG) rather than for FF (6000RM/KG)
Makes no difference to the potential, it is massive if people are told about FF and enough can be supplied to met potential demand.
In terms of where we are on the journey, it is possible to calculate how much annual income DSM got from the PSA in 2021. The lower the cut of profit we get the higher the income DSM got (note, income, not profit). id est. if we get 1p a shot the total income is 10.8 times what we get (10.8p a shot), if we get 0.5p a shot total income is 21.6 times what we get (6000 RMB/KG, 150mg/shot 0.12 £/RMB)
From the cost per shot we can calculate how many users. 1p per shot has three times the users than for 3p a shot etc....
So for 2021 for scenario of 0.5p a shot to us, total income to DSM was £7.7MM for 196000 users. For scenario of 3p a shot to us to us DSM got £1.3MM and were 33000 users
https://i.postimg.cc/8PSdSmcv/journey.jpg
Please do your own calculations as mistakes do happen .......
W$
Don
I guess googling P/E ratios for various market sectors (drug/food) and factoring where we potentially are on the FF journey potential could give an indication. Fact is, we have never seen a business plan so have no idea at what point on the growth curve IF et al intend to exit .......
W$
I've put another scary chart together. This time put in cashflow (14.4p a shot) & % profit vs number of users.
Once BH get things moving and we start getting some decent cash in things should snowball for FF as profits are reinvested etc.....
Question is, when shall someone take us out and for what price ?
https://i.postimg.cc/sgZF6k0z/income.jpg
W$$