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1. What the margins on refinement of palm are? 2. What the likely capacity use of the plant might be in six to twelve months? Worst case, if 50,000 refined at $100 then year one profit might be £0.3-4m which means the share price is about right and should move slowly up next year. There were some good directors buys a couple of years back, now would be a useful time to see some more, no?
the price of crude palm is 900 us at the moment - does anyone know what the profit margin will be after processing or the likely capacity usage of the plant in a year's time?
anyone with level 2 looking?
three times the price of centamin?
This looks like the plan - no?
in next 2.5 yrs if the test beds work - which I suppose is quite good - also like EUA but know that permits are completely unpredictable...
question for me is when is the earliest this be producing?
By taking these legal routes, the company exhibits the extent to which it understands the cultures in which businesses operates outside the US. A government that wants to breach a contract can just change its laws. I cannot see where this is going - unless the company do a Churchill - ie start exhibiting a bit of politcal and common sense.
6 times 4.whatever dllrs is 16m mkt cap and current is 11 - U saying this a buy - sorry I'm an economist too...
looks like its coming down to what you wanted
can't tell - anyone know? methinks the former but its only a guess. The phase 2 was done on quite a large sample so one would hope that the larger phase 3 won't turn up any major surprise
Many thanks - helps a lot. Valuations in food range hugely but I cannot see how this could be worth less than 20m in 12 to 18 months time and it could climb to that just after commissioning - DYOR but I think it is likely to double in a year. Any other ideas? Biogem fuels are in process of fund raising and range looks good still.
Factory supposed to be commissioned by end of year - 200ktpa at 1k$ = 50m squid. A 10% margin would pay back factory costs in three years leaving 5m profit in 2014 and mkt cap of £100m cp current £13m. Looks worth a punt - even short term but iii says there is some arbitration thing due in summer - does anyone know what that is?
The capacity figures and price of palm are quite encouraging. Does anyone have a ballpark figure for output in 2011 or 2012. Palm sps seem to anticipate developments nicely - the alternative energy monika nearly put me off though.
discussion about this share?
Trending down gently as everything goes the other way. On the plus side directors buys, discount to coming profits eg digitallook screener - though the growth will not be quite as significant given recent warnings. Yes 34-30 might be a bottom but then where - up to 40?
Sounds right - but surprised the co have not discussed moving to HK - JETION have. I wonder if the company has much left to attrack HK? and I wonder why the co was keen for everyone to be assured the deal would go through. Could it be that they want share buyers to push SP without having to spend much cash? The discount to cash is beginning to look a bit extreme.
Look at Leyshon - if I saw a director deal now or some new stakeholder I would be very encouraged.
I suppose the cash has to be invested...
Given the takeover and nickel price, could this rebound?