Pensana Share Discussion Threads

[yumyum] 13/11/2020 14:40

...or the update....with the good news about why the actual BFS is still not ready.....

[cyberbub] 13/11/2020 14:19

BFS incoming on Monday perhaps??

[mustafa15a] 13/11/2020 12:28

Great and by Monday targeting 100

[stopps] 13/11/2020 12:27

Gone vertical!

[yumyum] 12/11/2020 13:38

I have decided to buy a few again. Will wait for the BFS (or at least an update on the - delayed - BFS) before further decision.

[yumyum] 12/11/2020 11:49

Thank you cyberbub. That makes sense.

Thank you Chinasyndrome. Do you not think Stage I and II go together, and then Stage III the refinery ?

[chinasyndrome] 11/11/2020 22:01

My understanding is that there are "Green Investment" Funds in both Europe and the UK that are loaded with cash and are screaming out for ESG compliant Projects to invest in. I don't think it will take very long to find sufficient Funding to complete both Stage I (the mine) and Stage II (the Processing plant).

[cyberbub] 11/11/2020 12:13

Usually it takes a while after the BFS is published - the funders have to read it! But given the very positive economics previously trailed, and the existing agreement with Chinese banks to provide 85% debt funding, I don't expect it to take very long - 2 or 3 months maybe?

[yumyum] 10/11/2020 12:55

Do you think fundraising will be done at the same time as BFS (or BFS update) ? If not then at which stage would you expect that ?

[cyberbub] 09/11/2020 09:03

Could be worth keeping an eye on the Aussie news, as I expect it will be announced there first, overnight UK time?

[1jbrisky] 09/11/2020 07:36

PM8 up more than 10% overnight. BFS in focus this week.

[chinasyndrome] 07/11/2020 06:10

They could probably get at least a few Mwhr out of Brussels alone :)

It will be a tight market place if Biden manages to realize his plans ~ I hope Longonjo/Coola will be able to keep up with the ESG compliant supply !

[mt262626] 06/11/2020 16:14

The only thing that will be Yummy will be the share price in 12 months time

[rvsy2] 06/11/2020 16:01

Sc and HerlatPlease see my post 399 I am convinced YY is an agent provocateur and should be ignored

[scaramonga88] 06/11/2020 14:48

Bit silly your posts YUM YUM, hopefully you're not a granny

[herlat1] 06/11/2020 14:43

Your post: "The new Kalgoorlie refinery (processing plant if you prefer) has ordered the big kiln and is expected operational in mid-2023."

[yumyum] 06/11/2020 13:04

What were my suggestions on Lynas and MP ?

[herlat1] 06/11/2020 12:29

YUMYUM you seem to have a lot of opinions about Pensana eg Capital Cost share dilution etc but you get vague very quickly when asked to back up your suggestions on Lynas and MP.Would it be correct in saying that you don't really have an interest in Pensana and that your interests lie elsewhere?

[yumyum] 06/11/2020 11:39

Lynas....I have zero idea their costs. I am sure they will try and con the government into some kind of support. Worth a try ! Pensana will try and do the same in the UK.

[herlat1] 06/11/2020 11:25

That's correct YUMYUM Pensana issued shares to the Angolan SWF and not to general investors who buy and sell. Hence the laudable intention of keeping the register tight! Well done to them! You still haven't shared with us your thoughts on what the Capital and Operating cost will be for Lynas's plant in Western Australia? Do you think they will need Government funding to help them out?

[yumyum] 06/11/2020 09:36

etf2....not a bad strategy.

China, I have zero relationship with the competition.

Further on dilution - I need some help because it is not clear to me in the annual report for year ended June 2020 - the management have been given/earned a lot of shares over recent years....but I am not quite sure the exact amount. Approx 18 million shares as 'performance rights' issued to employees? There are virtually no options which is good.

[etf2] 06/11/2020 06:11

Yum Yum, I think Chinasyndromes charts highlight the direction of travel, every move up makes Pensana more of a buy. If you like Pensana and intend to buy why not buy 25% - 50% now and then add provided the BFS is positive?

[chinasyndrome] 06/11/2020 00:49

No you have not stated your relationships with the competition !