PEM 0.00% 35.0¢ perilya limited

Ann: Quarterly Activities Report , page-17

  1. 123 Posts.
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    I also try to find positive things but since I´m a holder I have to be even more critical, anyhow here some comments to your last posting:
    1.) debts: If that´s really the case Potosi/Silver Peak has to be really very profitable to get the money back in a reasonable period,
    2+3.) If you check the average prices they stated in Q3 report + changes compared to previous quaters and Q4 => Perilya gets a very little premium (~2%) for the hedging compared to what the received in average for Q4.
    5.) Only agree if the increase in debts does not come from Potosi. Otherwise it is the opposite: spent a fortune for developing Potosi...
    6.) majority chinese, well I´m not sure if that is an advantage...
    7.+8.) I dont see a takeover + I´d prefer to keep the money in the company instead of paying a dividend

    Perilya earned 5.4 MAUD in the first 6 months (after tax) including a negative sales adjustment of 6.3 MAUD. Prices increased in the second half year + no negative sales adjustment => >15Mio AUD, correc`t? did I forget something?
 
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