RE:Between now and tomorrow 5c EBITDA loss maybe 6cYou make my brain hurt. The quarter will be a disaster. only possible positive would be some sort of clear statement on a path forward to weather the next 24 months. but i doubt we will get that....
VerificateASAP wrote: Big deal
Saving 13$ million annually
The ceo needs too converse with all of us.
Cobalt cash
Jv dividend
Interest delay or payment on piks
we Have no news
Waiting on bondbuyback.
At 28600 tons. Contraction from 32000 tons is not a big drop
We have 2 gas wells providing more electricity with 25% higher more power electricity rates being delivered in 1st quarter on the power division
How about more news on expansion of power or more wells added with volumes too power division?
What about energas receivables of 88$ million
anything Paid back in year end?
Cuba needs too pay up too increase our drilling fortunes in the future for the oil and gas division
Oil & gas exploration is slow. Cuba is not paid much in 2023 from energas.
How can we get through it?
Paying us in full while they need too stop building hotels on our dime.
The Cuban government knows we do great as partners but tomorrow will be a critical news event
I sure hope Binedell strives too achieve the realities too all of us with common this low.
It's mispriced. I don't care.
I buy more. I am so happy
If it goes lower I'll buy even more cheaply
I prefer too say 1.72 per share on net value of assets cannot be discounted
29c compelling value on production of what?
32000 tons too 34000 plus 1500 tons of ni hydride in the 4th quarter of 24?
I am wondering after so many years of reporting the annual production quotas they are being delivered at the same time as earnings released
Cobalt deliveries better not be delayed as binedell has not communicated it either
It's business as usual.
Could there be a financial chattel mortgage against the refinery in Alberta? They could easily borrow money from this particular asset? I am not familiar with covenant policies!
Are we restricted by the long covenants?
We need too buy all the 26 debt back Asap
It's a waiting game. Who profits? Bay street makes zero on sherritt? Zero volume. Zero finance fees on no activity
It's a whole different ball game from 2 decades ago.
I leave myself too the mercy of all the sophisticated owners of sherritt who don't care about the asset value of sherritts 1.72.
Let alone we know the refinery situated in Alberta is in a g7 nation bound by the laws of Canada. Nobody can seize the refinery
Also nobody can seize our joint venture stuffed with 565$ million of liquidity and inventory in the Bahamas JV
No information but Cuba cannot seize these assets either.
I'm tired of watching nothing get done.
Between the refinery and the JV we stand at a few billion dollars in rotating assets
Enough rambling
Goodnight.
I'll be diligence later people
stay Tuned