brendelly’s details
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The only negative from this report was the 55 million debt increase Q over Q...however cashflow increased 30% from Q4 keeping this effect less noticeable. Their debt guidance is 250 million, currently 245... |
5/8/2013 1:42:37 PM |
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Short term would be better off if the deal falls flat. FM has been lagging and this pop is overdue on existing assets. Good for a trade. |
12/19/2012 3:22:23 PM |
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Well thats that, Inmet believes the project is worth a significantly higher number, hopefully the FM board doesnt close that gap and over pay. As a shareholder of Inmet that is a pretty big opportunity missed considering the enormous CAPEX of Cob... |
11/29/2012 4:31:19 PM |
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Besides the obvious M23 conflict, the operations update says it all about lack of guidance and timing. The high OPEX is soley due to the miscalculated circuit production lagging 20,000/oz per year. They also stated that expansion is now back to 1... |
11/21/2012 12:15:37 PM |
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Interesting that they release updates on drilling program yet they have a hard time releasing operational updates on the Twangiza mine. There is one significant issue I have with the historical and current production targets from management. Ori... |
11/16/2012 5:37:35 PM |
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