Pensana Share Discussion Threads

[yumyum] 18/12/2020 12:38

Well,I agree with you really Chinasyndrome re the other wannabes.

[chinasyndrome] 18/12/2020 04:32

Yumyum your Ko Ko is deranged, Trump has already offered to buy Greenland and was knocked back,besides which the Chinese already have their fingers on it. Peek will be (brown paper bag)expensive as the Prez' has already been conditioned by Barrick and Pensana is too tightly held by shareholders who already know what Longonjo is really worth. I did hear RBW are looking for a buyer though, Ko Ko could buy them easily.

You would not get my shares now for anything less than A$20ea. Because once the BFS comes out in around 4 weeks time, I think we could well see an EBITDA ~ US$4B, NPV US$1.5-2B and an IRR 150+% giving the Company an EPS of US$1.30+

If you then apply MP's PE Ratio to that, Pensana will leave them for dead, and we still have at least one more 'Substantial Resource' in the back pocket.

[yumyum] 17/12/2020 19:47

herlat1...MP !

[yumyum] 17/12/2020 13:46

...or maybe as Chinasyndrome suggests....GGG ? Who do you think MP should buy ? Maybe Pensana, Peak and GGG ? MP capitalisation went up US$200m so far today (might fall back later of course, as they are massively overvalued....but the market price is the market price).

[yumyum] 17/12/2020 13:41

If I was MP would buy Pensana right now, for shares. Let's say @ £2.00 (but forced to increase to £2.50).

[yumyum] 17/12/2020 09:33

MP is now capitalised at US$4.5 bn (£3.3 bn approx). Pensana might produce more NdPr than MP in 2-3 years' time.

[chinasyndrome] 16/12/2020 09:49

Flag or Pennant ?
And how long will the Tail be ?

[cyberbub] 16/12/2020 09:14

Looks like a flag forming on the chart possibly?

[robbiekeane] 15/12/2020 12:21

Scaramonga88 - No I believe his exact words were "sometime in January".

[swanvesta] 15/12/2020 11:48

China, I think it's simply that people tend to focus on their differences rather than what they have in common. Indeed, politics is the worst arena for that [because even if your politics are broadly similar, you still have to divide people to vote one way or the other.] But I would rather suffer the obvious games of someone like Trump rather than the much more sophisticated deception of his opponents.

[scaramonga88] 15/12/2020 11:28

Did PA give a date?

[yumyum] 15/12/2020 11:11

That is good news. Thank you robbiekeane.

[robbiekeane] 15/12/2020 11:07

Good assured presentation from Paul. Investor Magazine will release recording later this week. BFS on target for January.

[the deacon] 15/12/2020 10:12

PRE presenting first

[yumyum] 15/12/2020 08:55

cyberbub, fair point on re recyclability of wind turbines.

Thank you rustle2. edit : PRE are not presenting are they ?

[chinasyndrome] 15/12/2020 08:37

I would not call it "Fighting", but when an Agent Provocateurs claims to support you while busily dropping hints about your failings and how much greener the grass is on the other side of the fence they need to be stomped on or at the very least Exposed.

Donald Trump has done this World a huge disfavor with his Alternative Truth gambit, Market & thought Manipulation have become accepted tactics in achieving your Goals by any means possible, including outright lies and denial of the actual facts !

One consequence of this is that people tend to reject their opponents views on every other matter they have ~ case in point Uranium, yes it has problems and I personally would prefer to see Thorium replace it, but both are a thousand times more acceptable than Coal and Oil !

[rustle2] 15/12/2020 08:12

Presenting today at UK Investor Magazine Conference

[swanvesta] 15/12/2020 07:56

Have you noticed that people always want to fight? They assume an extreme position, and mark a line across from an opposite extreme position. I often wonder where the middle ground is. How can the distance between two extremes be so razor thin?

[chinasyndrome] 15/12/2020 03:12

Yumyum, you are deliberately muddying the waters, Molycorp has nothing to do with this other than it is the remains of their Ore Resource that MP are mining; I suppose the fact that Molycorp ended up broke is probably an indication of how good the deposit isn't.

No you said MP/Fortress was already in Profit, a blatant untruth, a Company does not reach Profit status until it has mined more value than it cost to set up. But I am beginning to think MP is just a distraction, I have asked for your thoughts on Greenland several times now and you have never replied.

Considering Greenland's extremely Toxic Ore and its not insubstantial Chinese part ownership, how are they ever going to get EU/US approval to export their concentrate to China ? Perhaps that is why you are so Pro Uranium ? And even if they can get it processed in China, they will never get fair value for it ~ case in point NdPrOxide (what China sells) prices have risen 50% since June, NdPr Concentrate (what China buys) price has remained stagnant !

Good job Pensana's BOD had the foresight to take the next step with the Saltend Refinery, even if it has delayed the BFS SLIGHTLY.

[yumyum] 14/12/2020 23:45

To be clear MP is crazy overpriced. Pensana is crazy underpriced (when we get a BFS).

..and a financing deal to make it all happen. The delay is very bad, very, but hopefully the new BFS will make it all worthwhile. That is my bet.

[yumyum] 14/12/2020 23:36

China,

A new company is a new company.
Your ancestors are not your responsibility.

I think you blocked your mind. I am sorry for your suffering,
but you have to move on.

To be clear MP is crazy overpriced. Pensana is crazy underpriced (when we get a BFS).