Member Info for westie50

Thanks Fuku. Although I provided the link, it should be noted it was Bradley who should be applauded for such good research. The potential remains massive here

Phattrader - I'm sure you're not wrong in your estimation. My £1 quote was in jest but in actual fact I have no idea of the value of the company as a t/o target.

The NPV has potential to be doubled over time as well. Personally I think 20p-25p is a little conservative. There's a broker quote which gives 24.9p pre financing plus the financing requirement of just $400m which is extremely small for a potash play given declines need to be built as opposed to shafts.

I'm sure there'll be a percentage of dilution to go with the finance package but again that should become clear over the coming months.

I think the BODs are very keen to bring this project to production at which point with a potentially very short payback period, it could become very lucrative. If it gets that far, i'm sure it'll be worth a lot more than 25p

https://www.angloamerican.com/media/press-releases/2020/11-12-2020

A general article from AAL. It just crossed my mind that following their SXX acquisition, maybe they've cast an eye over us as well? They can have us for £1 a share!!

https://twitter.com/BradleyEaston5/status/1350024047543922689?s=20

A really good series of tweets by Bradley on twitter. The maps really do set out or potential assets as clearly as i've seen for a while. That should get potential investors excited!

Many thanks Chisler, much appreciated. ATB. Have a good weekend

And that delayed buy of £93k just popped up says something as well

Excellent summary Slurms thanks. Sets out where we are and where we hope to be by then end of the year very nicely.

I've been trying to find an avenue where I can keep tabs on the potash price. Does anyone have a link or can help?

TSP is absolutely clueless and constantly spouts rubbish. The placing shares haven't even been admitted yet is he were to read the RNS

Possibly China's love child??

The only thing i'm sure of is NvS will seek to secure the best deal possible for us shareholders. So if the means a JV now followed by a sale of the rest of the assets next year then so be it.

The only one who will pick holes in that is china virus himself. He probably hunkered down in his little bat cave for now though after a depressing 50% + rise this week. Cant be good for the digestion!

You're not wrong there Fulmar!!

MP is another one in the same vein as TSP. They turn up on a board with little knowledge about the stock, spout rubbish then disappear again.

I think it's fair to say the herd have arrived!!

Pretty much spot on ATI. The silly part about it is, you don't actually have to see this as a long term hold anymore to make good money. A deal could be just a few weeks away and that'd see us well into double figures.

Lew82. I’ll second your EML quote. Possibly longer term but a one off opportunity in that sector

If that happens Tony, at 0708am i'll be putting in my NO vote. We're worth more than that

Do we know who the 250k seller is? Any clues? Not exactly helping things

TSP has many agendas on many boards. He hasn't a clue generally.

Way too early to top slice for me. Double figures at least before i consider that

Fulmar you post from 1212 was as spot on as ever.

Guys why the feck are you selling now? If you've got stop losses then you've only got yourselves to blame

My thoughts exactly Slurms. I’m heavily into
ARCM as well although this has become my biggest holding. If I see Arc into double figures then I’ll put some more here.

Re my previous post - of course Ed McDermott is NED with us

You're not being negative James. There's always a bit of harmless frivolity when good news lands.