The latest Investing Matters Podcast episode featuring Jeremy Skillington, CEO of Poolbeg Pharma has just been released. Listen here.
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Until the Tanz government pull their finger out we can't progress. Regarding the 16% stake.
Comparison -
Blackrock IRR is 36 percent
Blackrock TGC (total graphite content) 7.8 percent
Module 1 Capex $225 million
- - - -
Armadale Capital IRR 91 percent
Armadale Capital TGC (total graphite
content) 9.8 percent
Capex $40 million
Acp is tremendous value, a no brainer.
It’s most welcome Ceri, MB must be most pleased with his work to achieve that size rise.
The shares rose about 20% yesterday. Does nothing please you, Amtech. It is quite a big rise !
Dan, they spent nearly £600k for that profit
I’ll lift my mood when MB starts earning his money.
Amtech i think you need to sell up. There seems to be nothing to lift your mood, & all you see are downsides. I believe you ought to get out at the earliest opportunity.
Whatever dilution we have, it's going to be less the $33 million cost of Power Lines, right Amtech?
I'm talking about Capex Dilution here. Raising even $50 million debt is exponentially easier than raising $100 million in debt.
BKT have the higher costs, so they have the much higher dilutions.
As for working capital dilution, we do have listed investments as TraderDan01 has mentioned.
I know you don't like a little bit of good news AmTech, but it's here, it's positive, and now let's see how ACP starts to develop.
Loss? The holdings increased by £456,000 during that period, and seeing how the indices have only gone u since, one could presume that the holdings have continued to do well.
What sort of dilution are you expecting Amtech?
Wont even touch the sides even if they sold it at a loss
Did they not report £1.6million in listed investments in their half year report?
So are you saying ACP won’t have monster dilution Dee? Come on that’s a daft statement they have nothing in the coffers and what there is MB has his hands on it. Smaller Capex does not equate to smaller dilution, it’s relatively. Wait until ACP get round to updating the DFS for the 4th time Capex will have doubled.
This is a clear and final indication of that Grpahite has big potential in this region and we will have a great vlue!
Thanks
Armadale up 30 percent.
Could we see the giddy heights of 1p today......
Gone NT to buy.
Https://blackrockmining.com.au/loan-approval-from-industrial-development-corporation/
Blackrock mining $113ml loan approval
https://twitter.com/BlackRockMining/status/1768425074066165836?t=01DkzgtSUUnlFNNHwIOhlQ&s=19
I would also add, there's likely to be a monster dilution over at BKT
It's one of the reasons you're sometimes better off being second to the prize.
You have the luxury of a smaller capex, and therefore smaller dilution, and easier finance.
Blackrock have finally signed off on finance!!!
Let's see roads, hydro-electric, and reduced infrastructure requirements for Armadale.
Let's see some progress in the upcoming months!
It's been a hell of a long wait!
https://cdn-api.markitdigital.com/apiman-gateway/ASX/asx-research/1.0/file/2924-02785313-6A1198491
Maybe white smoke being seen above the Blackrock office!?
Maybe MB was seen opening the shutters in the office, must of closed them again now.
Good volume of shares going through again.