NPV

101 days ago

A reader puts a bull case for Kefi Gold & Copper: target 7.4p per share

A reader puts together a bull case for Kefi Gold & Copper (KEFI) arriving at a valuation of 7.4p but saying it culd be far higher He asks when does one start arriving at an NPV with a 5% discount not a 10% discount? In my view never…

266 days ago

Tom Winnifrith Bearcast No2: Is Ariana at £35 million really worth more than $300 million?

This is a claim made in a video this week HERE. I discuss NPVs, assumptions, valuations, broker notes and where I see the shares going as gold powers on. But also what that paid for interview does not address an that matters.

4225 days ago

Green Dragon Misleading Investors – When is a decrease an increase? What a frigging joke.

This morning’s RNS from AIM Cesspit posterboy Greed Dragon Gas (GDG) plumbs new depths when it comes to spinning bad news as good. The company, its Nomad (Smith & Williamson) and its PR firm (Pelham Bell Pottinger, PR man James Henderson) should all be taken out and shot. This is such a total frigging disgrace in describing black as white. Words almost escape me.