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Ann: Change in substantial holding, page-11

  1. tomboy
    9,773 Posts.
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    03/01/23
    17:55
    Post #: 65514007
    Q2 will be a blowout -
    3 shipments
    NP UP 50% from Sept (9 to 13/14)
    production up
    mill throughput up
    costs way down
    EBITDA Revenue & FCF flowing strong & will be at record highs

    QR2 will release early Feb and will surprise the market imho

    Market doesnt seem to realise NP is UP 50% or PAN FCF has doubled. NUTS.

    PAN will RUN.
    Last edited by tomboy: 03/01/23
    PAN Price at posting: 17.5¢ Sentiment: Buy Disclosure: Not Held
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    lightbulb Created with Sketch. 1  Great analysis
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