AVZ Discussion 2022

[JAG]

 

[JAG]

 

[Retrobyte]

My birthday on 1 September is starting to look more exciting than birthdays usually are at my age

 

[hedrox]

 

[Frank]

My birthday on 1 September is starting to look more exciting than birthdays usually are at my age

I hope it's a BFS Birthday Bash Retro style

 

[JAG]

 

[JAG]

 

[Dazmac66]

I am sick to death of hearing about all these corrupt pricks! That smug looking Eckhof dude needs karma to come calling. It will be a fine day when we hear the DRC Government have told all these opportunistic vultures to F#ck off back under their rocks. If the level of greed and disregard for the wellbeing of the long suffering people was made public you would imagine some machette justice being handed out! All power to Felix and his campaign to eradicate corruption - brave, dangerous work that none of us can really appreciate while observing from afar.

 

[JAG]

 

[JAG]

 

[JAG]

 

[JAG]

 

[JAG]

With a 10mtp mine and debt paid off, what would you expect dividends to be?

 

[JAG]

 

[Dazmac66]

With a 10mtp mine and debt paid off, what would you expect dividends to be?

Cedit to rrossingg on the crapper for this info posted this morning:

Few nice numbers in that report, like 1800 % gross margin lift.
I remember nige talking about investigating doing a hydroxide plant in one of his country tour night shows. At the time hydroxide/tonne was about7000-7500/tonne spod 5-600/t.
The time was about 2018 2019 back in those dark goldman sach BS days,
Now prices up lets say 10 fold.
Just listening to nige the other day talk of 250,000 tonne export.
I'm presuming thats hydroxide ?!
Just some back of envelope figures,
250,000 x 80,000 = 20,000,000,000 gross per year

at $7500/t back then was a lot better margin than spod.

so halve the gross make it 10bil ,divided by lets say 5billion shares
thats a $2 dividend
PE 5 ~$10
PE 10 $20
PE15 $30
I know there is a lot of unknowns, debts need to be cleared etc.
But I see some potential here.
I have not bothered with the tin.
I am looking forward to BFS Mark 2
GLTASH

 

[Dazmac66]

I would be no chance of working that out, my calculator doesn't have enough 0's!

 

[ptlas]

Cedit to rrossingg on the crapper for this info posted this morning:

Few nice numbers in that report, like 1800 % gross margin lift.
I remember nige talking about investigating doing a hydroxide plant in one of his country tour night shows. At the time hydroxide/tonne was about7000-7500/tonne spod 5-600/t.
The time was about 2018 2019 back in those dark goldman sach BS days,
Now prices up lets say 10 fold.
Just listening to nige the other day talk of 250,000 tonne export.
I'm presuming thats hydroxide ?!
Just some back of envelope figures,
250,000 x 80,000 = 20,000,000,000 gross per year

at $7500/t back then was a lot better margin than spod.

so halve the gross make it 10bil ,divided by lets say 5billion shares
thats a $2 dividend
PE 5 ~$10
PE 10 $20
PE15 $30
I know there is a lot of unknowns, debts need to be cleared etc.
But I see some potential here.
I have not bothered with the tin.
I am looking forward to BFS Mark 2
GLTASH

They're roughly my figures too.
With LOM potentially 50+ years, I think you're PE is very conservative

 

[Uglybob]

Based on those numbers, it sounds like in the future there may be many people doing more than just 'quiet quitting'.

 

[Tursty]

$2 dividend.....what you recon that would shoot the share price to? The moon? haha

 

[JAG]