Mondinho
30 Jul 2015
Re: Production Report People seem to be abandoning ship! Let's hope it is out of pure frustration at the delay rather than a something they know that we don't! 
S
Mondinho
30 Jul 2015
Production Report I thought we were getting a production report today? It seems to have moved to the 13th August
Madoff Jnr
25 Jul 2015
update....? Should get an update shortly......3 months since the last.Fingers crossed/
DustinHoff
19 Jun 2015
Re: and now....... ...I'd suggest given Mr. Willsteed is in his mid-70's he's taking time to focus on family..
Madoff Jnr
17 Jun 2015
and now....... they're jumping ship.....?Madoff j
DustinHoff
19 May 2015
2015 Assessment [link]
mr2c280
27 Apr 2015
Re: Horrible figures Mine production bounces up and down so not too worried about that. The cogen plant has been a disaster from the start -- nice idea but didn't work out. Running low on working capital is a concern.This was probably the most negative IFL report I've read but not a huge reaction from the markets. My guess it the only thing that will really affect the sp is the price of chromium and IFL has no control over that.
Madoff Jnr
26 Apr 2015
share issue...? reckon we're about to get one....a serious dilution or more bank negotiations or worse-the endMadoff j
Madoff Jnr
24 Apr 2015
Horrible figures mine production down and now running out of money so can't afford to install cogen plant....?Didn't see any positives and nor do I think did the markets....?any comments......?
forwardloop
23 Apr 2015
Numis maint 25p tgt MaintainInternational Ferro Metals Ltd Buy 25 733.3% Numis Securities LtdAquarius Platinum Ltd Outperform 27 204.1% BMO Capital MarketsLonmin Buy 297 122.3% AlphaValue
daressaalam
04 Mar 2015
Re: Angels with dirty faces... Huh.
forwardloop
27 Feb 2015
Angel 14p tgt [link] boutique SP Angel expects production at International Ferro Metals (LON:IFL) to recover in the second half after a challenging first and puts a 14p a share valuation on the shares (current price: 4p).Rating the stock a 'buy', the broker said the first six months saw both furnaces in Buffelsfontein, South Africa being temporarily suspended due to health and safety incidents at the smelting operations.But SP analysts says they expect production to recover in the six months to June 30 this year in line with management guidance for production of 200 to 205,000 tonnes of ferrochrome due to an accelerated supply of high grade ores and stable delivery of chromite and improved furnace performance."The temporary nature of issues experienced in the first half has been confirmed as operating costs fell to more normal levels of R7.23 per bound in December last year," the broker noted.Looking ahead, it reckons stronger ferrochrome imports into China and an increase in nickel prices and solid stainless steel production are expected to help FeCr prices and IFL operating margins after 2015.Recent depreciation in the South African rand is also helping to cut costs, it said.Construction of a new furnace may potentially increase annual ferrochrome capacity by 40% at 12% lower operating costs, the broker also noted.SP Angel's 14p valuation is based on a number of assumptions, including that ferrochrome prices recover steadily from US$1.08 per pound in the first quarter of 2015 rising at a conservative 3% per year from 2016 onwards.Also that the South African rand continues to depreciate beyond R11/US$ 4% pa.The company posted a first half loss of £9.8mln (R176mln) compared to a profit of R31mln profit (£1.72mln) in the first half of 2014, while net debt rose from R338mln (£18.83mln) at the end of June to R451mln (£25.12mln).
forwardloop
29 Jan 2015
info [link]
daressaalam
29 Jan 2015
Re: another reason.... I like this kind of appraisal - the name - it does indeed pack a big punch, and now with a 35% increase in sp it sounds even better. And here I am, still 78% down - bought in when the great name had a great price.Used to buy comics for the same reasoning - they made me laugh rather than cry though.However, if one is to put a buck on stainless steel going up, one might look at Hill and Smith, seriously though.......
Madoff Jnr
26 Jan 2015
another reason.... OKtupid I know but I like the name....International Ferrous Metals sounds like it should be in everyone's portfolio....?Anonymous
