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Looking forward to mezzanine funding and the start of the build!
Zeus capital audio note out. valuation around 20x current levels.
********************* = “research-tree.com”
https://*********************/media/audio-note-alkemy-capital-investments-plans-to-develop-large-scale-refining-of-critical-minerals-for-the-global-battery-industry-21-03-2024/id/20415
Zeus capital audio note out. valuation around 20x current levels.
********************* = “research-tree”
https://*********************/media/audio-note-alkemy-capital-investments-plans-to-develop-large-scale-refining-of-critical-minerals-for-the-global-battery-industry-21-03-2024/id/20415
zeus capital audio note out. valuation around 20x current levels.
https://*********************/media/audio-note-alkemy-capital-investments-plans-to-develop-large-scale-refining-of-critical-minerals-for-the-global-battery-industry-21-03-2024/id/20415
Https://www.directors talkinterviews.com/alkemy-capital-investments-plc-attractive-stream-of-dividends-and-plenty-of-potential-upside-say-zeus/4121147579
summary of the zeus report:
https://www.***************************/alkemy-capital-investments-plc-attractive-stream-of-dividends-and-plenty-of-potential-upside-say-zeus/4121147579
Everyday more and more bullish, at last
Bought some more yesterday and again today! It seems to have been a long wait( been here since 2022) but the next few months should be transformative if/ when funding lands as hoped. Share price rise ought to be dramatic with so few in issue.GLA.
Nice to see some colour on the share - zeus broker note probably more technically interesting. Looks like it's all about the mezzanine funding for train 1 (phase 1) because everything else is in place, planning, permission, support industry etc.
Note estimates 12-27x return if 24,000 tonnes processed annually at 50% NPV approx 2027-2029
Looks like Alk got finally noticed. Tick up
Snippet
"Project financing discussions positive – Alkemy reports strong interest from global infrastructure and funding partners for financing of Tees Valley Lithium. We expect updates shortly."
"Revenue – Base case modelling assumes a toll fee of $7,000/t of lithium hydroxide monohydrate (LHM), with a range of $5,000/t to $9,000/t. This implies $168m of revenue each year at the base case fee ($7,000/t). This range is based on discussions with various potential customers, and metals and minerals trading partners. Hence, we adjust the economics of the model via revenue line assumptions on fees."
… is out - published on research tree
We don't know much news yet, but Syrah Resources Ltd's presentation on the 13th still has "MOU for JV development of large-scale AAM facility in the UK."
Sorry missed that Early Bird! was on a different thread - well spotted!
UK Gov on our side too:
https://finance.yahoo.com/news/british-battery-plants-given-cheap-194728106.html
Https://www.telegraph.co.uk/business/2024/03/10/british-battery-plants-cheap-power-china-dependence/
Been keeping an eye on this share with a small holding just after the recent raise. Just spotted:
https://www.thenorthernecho.co.uk/news/24154099.teesside-freeport-named-top-performer-government-data/
"The results come just a week after the Freeport secured it newest investor in Tees Valley Graphite, who signed a deal to base their operation on the Wilton site. " i.e. ALK is that investor (MOU with Syrah).
So the non binding MOU with Syrah for the JV to build Wilton AAM facility (graphite plant) at the Wilton International Chemicals Park (inside Teesside Freeport).
And then TVL's (100% owned by ALK) state-of-the-art lithium processing plant also at the Wilton International Chemicals Park (inside Teesside Freeport)
Looks like they chose a good spot for the two facilities.
*IS
Meanwhile ALK down 10%... it's painful
4,817 shares trade that just sold bought on Monday
Cant wait till this hits 500p, as per CEO's prediction on Mezzanine funding
Its close, hes proved it with PRE, now do it with ALK
Mkt cap of ALK a fraction of PRE's
And he said funding easier to sort with ALK
Certainly don’t think any of us would be surprised if it turned out JLR was the OEM we were the preferred European refiner for…
Will shareholders see news of MOU with Tata Soon?
https://www.bbc.com/news/uk-england-somerset-68412570
Absolutely - great news. Also good to see Zeus taking us on as a client. Both bode well for us getting mezzanine finance signed off in the next 3-6 weeks or so
PRE debt funding landed. Can only be a good thing here... we await patiently for Mez financing.