Ferro-alloy Resources Share Discussion Threads

[mesb48] 10/5/2023 13:41

Not sure I learned a whole lot from that presentation. Need to relisten to the recording but think i noted a remark though that the existing operation performance really changes in May when I was hoping it was earlier this half. Could mean the next interim results are still loss making.

[wilo101] 09/5/2023 15:40

Yes, they are clever, honest, committed, hard working and have much skin in the game

[pugugly] 07/5/2023 08:05

The real question here is "Can you believe management" after so many glitches. Yes or no?

[t_headder] 06/5/2023 23:26

If they can get a similar recovery of 90% for the carbon they should, in theory get more revenue from that than the vanadium at 0.68% of resource and 7.5$ per lb. Problem is, it's really sticky and the particles are tiny, so it would be good to understand how the planned carbon plant works. I heard when there was a carbon black plant in Bristol you couldn't get the stuff out of overalls at all or off tools for months, it's made by burning crude oil with gas in an oxygen deprived tank so is expensive. Seems to me that purification will be tricky, which could reduce recovery factors. Will probably have to wait for feasibility for actual economic projections but I hope nick will shed some light on the matter next Wednesday.

[ttlance] 06/5/2023 16:57

The carbon at premium price (for use in rubber) will command a conservative £600 per tonne, which will equate to circa $70m revenue in phase 1. But if just for standard smelting briquettes then £160 per tonne. Would be good to know the progress with the premium carbon

[ttlance] 06/5/2023 16:50

Header, yes there are many vanadium projects planned to come on line in the next 5 years. Lets hope VRFB's take off as the market will be flooded with the stuff. Aramco in Saudi are currently in the process of building a huge facility to extract Vanadium from their oil refining process.

I was hoping for a revised increase on their by-products, particularly carbon but appears that these have reduced compared to the JORC results issued a few years ago (no mention of this in the RNS). These by-products would have acted as a much needed form of diversification. Any thoughts on this?

[t_headder] 06/5/2023 15:06

Just posted some questions on investor meet after registration; would be good to know how the carbon will be concentrated and also, how easy is it going to be to sell 10% of 2019 world vanadium demand in a market (largely titano vanadite) with increased competition from other projects, like one in SA that has just got an offtake and also plans to produce 20kt per annum with a $3.20 aisc which is in the feed stage and all these oil refinery catalysts knocking about.

[wilo101] 05/5/2023 01:50

its all about control, and keeping control and the good times being ahead

[softmallow] 05/5/2023 01:03

The man has just bought..millions of shares why ??? atb everyone....whoosh moments coming.

[ttlance] 03/5/2023 20:20

I’m estimating that there will be no further fundraise on the back of NBs confidence that the key issues have now been resolved. Real possibility the stock will reach 35p once funding has been agreed in Q2 2024.

Bearing in mind phase 1 won’t be generating any dividend for a couple years when operational. May become operational mid 2026. I can’t see this rising much more than 35p in the next 3 years. But for patient holders once phase 2 is operational, we could see fcf of £300m per annum, with 1 billion shares out standing, a £20k investment today will provide a £50k annual dividend.

[jailbird] 03/5/2023 11:27

As we saying earlier , NB buying shares may mean the plant will be cash flow positive this year .And VBR chairman has told him to open his wallet and support the share price now

[wilo101] 03/5/2023 09:31

Only good news for FAR from here, is the world's best by far

[ga_dti] 03/5/2023 09:19

Latest DT interview the Mineral Resource Estimate on ore-body 1, what to expect from bodies 2,3 and 4 later in the year, feasibility study results later in the year, what has been happening on site over the period and what we can expect from the company going forward -

[jailbird] 03/5/2023 07:37

Oh and how about you telling us why VBR have raised further $650m ?I give you a clue , it is just not for new investments

[jailbird] 03/5/2023 07:19

Clueless idiot I shall filter you as a person who attacks and starts with agressive language has already lost the debate Good luck with you 2p trade What has $650m to do with my point about "Confirmation that there are reasonable prospects for eventual economic extraction "

[megaman2] 03/5/2023 07:14

Jailbird you are complete fool for all to see..

Vision blue have attracted a further $650 million from investors to invest ...pmsl what are you talking about ...?? You are clearly confused and know very little about investing from this comment.

[ttlance] 02/5/2023 16:33

Listened to today's interview with NB and his demeanour has certainly changed; is more confident and optimistic that the current plant has been significantly improved.

Potential upside from here could be significant, certainly a good entry price now.

Might see some share price weakness if the world economy stutters. Hold for 5 years and investors cold be rewarded very handsomely.

[sos100] 02/5/2023 16:28

New proactive video

[ttlance] 02/5/2023 16:27

Yes, odd wording to be used, having exceeding the results of the prior report. I feel the significant purchase by NB trumps this however.

No detailed mention about the by products...

[jailbird] 02/5/2023 16:03

Ok read it again , the wording does not give me confidence thoughNever read "Reasonable"Used before Confirmation that there are reasonable prospects for eventual economic extraction by constraining the Mineral Resources to an optimised open pit shell (50 degree slopes and a revenue factor of 1) using a selling price for 98% V(2) O(5) flake of USD9.82 /lb

[jailbird] 02/5/2023 15:55

That was Q to buy in finally earlier

[jailbird] 02/5/2023 15:54

There is a turn up for the books Something positive finally

[ttlance] 02/5/2023 15:01

Certainly provides some confidence with that level of director buying.

Having looked at the numbers in the resource rns. Anyone noticed the by products resource has been reduced significantly, compared to the JORC standards reporting? Each of the 3 have been reduced by about 50%. Was hoping this would act as a hedge against the vanadium price, so not being solely reliant on vanadium. Aware that carbon was hopefully going to play a significant role too.

[mesb48] 02/5/2023 14:30

i guess that's a sign of a degree of confidence! helps when you sold a load at 30p mind.