I agree the dissolution of the JV was a great move and should add circa $2m a qtr our bottom line or thereabouts.
my thoughts previously were the Dec qtr would be average...not a disaster but average as we move towards new crusher, next phase of the ramp up getting sunergies for the lead in head count.
i would look to the march qtr and particularly the june qtr as major profit and cash flow deliverables...Mt Carbine hitting it strides was always proected to be making around $20m a qtr this coming calendar year from memory (Morgans research) and with Spain now part of the equation having a lower cost per mtu than Mt Carbine and output increasing do we see a qtrly profit in the next 12 months hitting $30-$40m? Keen to get thoughts from a few of you. Where are you scottm et al.
i look to Oaktree as invested at 9c...they are not looking for a hobby industry or a 30% return...they are looking at a long term macro driven industry and critical mineral requirement that will deliver them multiple times their 9c per share cost.
smarter men than me in the room
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Last
3.5¢ |
Change
0.001(2.94%) |
Mkt cap ! $93.69M |
Open | High | Low | Value | Volume |
3.5¢ | 3.5¢ | 3.3¢ | $13.51K | 393.6K |
Buyers (Bids)
No. | Vol. | Price($) |
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2 | 29706 | 3.4¢ |
Sellers (Offers)
Price($) | Vol. | No. |
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3.6¢ | 150000 | 1 |
View Market Depth
No. | Vol. | Price($) |
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1 | 14706 | 0.034 |
7 | 1180585 | 0.033 |
3 | 313750 | 0.032 |
2 | 508000 | 0.031 |
4 | 786699 | 0.030 |
Price($) | Vol. | No. |
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0.036 | 150000 | 1 |
0.037 | 26315 | 1 |
0.038 | 275640 | 2 |
0.039 | 1110000 | 3 |
0.040 | 445847 | 1 |
Last trade - 15.17pm 20/06/2025 (20 minute delay) ? |
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