Stemis
stemis3.bsky.social
Stemis
@stemis3.bsky.social
Strong results from palm oil producer #MPE. Fellow producer #AEP reports shortly. AEP on 2023 P/E of 7.7 with 40% of mkt cap covered by cash. 2024 to benefit from buyout of minorities which will add 13% to EPS. New div policy to payout >25% PAT. Price has started to move.
March 25, 2025 at 8:36 AM
Well followed, but consistent disappointer #RAI delivers the final coup de grace to it shareholders...and announces delisting. No tender offer. Price down 90% (to 0.75p v 56p admission). Another AIM success...
February 6, 2025 at 9:55 AM
#SLP share price on the move. The previous time I bought, the price was 43p and it had cash of 9.3p/share ($33.8m). It now has cash of 28.3p/share ($94.7m) and the share price is 52p so the actual business is around 30% cheaper. Looks like there's a buyer in size...
November 7, 2024 at 9:38 AM
northernminer.com/news/video-c...

There's certainly funding issues to be finalised, but Bilboe has an NPV (at 10% discount rate) of ~$310m using gold price of $1880/oz and a payback of just under 2 years. Current gold price is now > $2700/oz.

CMCL market cap at 1235p is $308m.
Video: Caledonia Mining targets 2025 Bilboes feasibility to chart growth course, exec says - The Northern Miner
Zimbabwe-focused Caledonia Mining (LSE: CMCL) will finalize a feasibility study for its Bilboes gold project early next year, CEO Mark Learmonth said in Caledonia Mining targets 2025 Bilboes feasibili...
northernminer.com
October 18, 2024 at 9:34 AM
2 key staff in #DGI9 's new investment manager, InfraRed, dip into their pockets to spend £100k each on beaten down #DGI shares, which trade at 39% of revised NAV. Vote of confidence?
October 15, 2024 at 9:19 AM