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NN price you saw have been a glitch Ramp? Just saw they announced a $2BN share buy back at RUB 27,780 per share on 27/04 (day before our EGM result) and current price on google is RUB 27,412.00 for me.
NN share price £258??
Thought it was ~$37..
NN’s share price is around £258 so you can see why it’s a $7 a share dividend. Whereas our share Is minute in comparison. Don’t think we can start guessing dividend of 2.50 as not proportionate to compare. Just keeping it real.
I am hoping for £2.87 which equates to $11 billion for a full sale
I would be ecstatic with that number
Tr1ck la chouffe is certainly not bad:)
I hope we will be soon updated
The outcome will be positive anyway
That´s the reason why we stayed over here
My trust is DS only hold 400,000,000 shares:)
So if he will sell our company it will not be for peanuts
Good evening everybody
Casa
I'll be having a La Chouffe or ten when this resolves itself.
Though most likely in De Blaue Druif in A'dam.
Although I'll probably have a few Ginette in Vertigo in the Sablon too.
Tricky
Given the risks in extraction and the differences in valuations between seller and bidders that is likely to cause, I think the idea of a sale price including a contingent value component would work for both sides.
There is no way today of accurately npv'ing the in-ground resource. There is no direct historical comparator. Investment committees don't like finger in the air figures.
So we make use of the time dimension with a suitable ongoing risk/reward mechanism.
I've done it on much smaller contracts (sub £bn) and it can work to the advantage of both sides.
DYOR
GLA
Tr1ck
No I am from country where De bruyne come from:)
No orange for me:)
All a bit vague the more times you read it. Don’t get me wrong I’m positive here and trust the board to get us a great outcome, it’s just like ‘potentially, possibly etc. We are shareholders and it’s time we were privy to more than we are now that a deal is allegedly more or less agreed.
Casaeurasia you happen to come from a country where orange is a favourite colour?
The next RNS will value us for sure..
If you look to the facts till now 2Moz WK
2Moz MT..
104 Moz Rosgeo deal but not sure ho to value
The prospects for MT are way higher (13 Moz extra)
Other Voltechundra prospects were also on the radar..
They worked for sure on extra value because I can´t imagine this will be sold in the way on the current prices..
Facts of the possibilities were already stated but never archieved as a certainty..
I agree that we have to update this before we can talk about £'s..but do you really think they didn´t do this before we will be selling something..
Why there is no more buying pressure I don´t understatement.. all the recent RNs´s and possibilities should bring us way higher even without the numbers..
Maybe I am too long in here and got too much info during those 2 years but it is all based on eerlijk RNS´s or DS interviews
Sbrace totally agree, now is not the time to hold back information ! The rns has left alot questions unanswered. Hopefully more news this week, early next week the latest
Ibyb what npv have you got ?
Share request that’s what I have been trying to say all day.We know something is going to happen now from the Rns just not sure what.Then the sp will start to move faster.
We really should be told something about anything ASAP now. It’s all a bit weird that some info hasn’t come over to us since the fsp end.
Only the fully updated proven resources will give us all any any idea of what the company is worth lock, stock and barrel.
Let's hope that update comes soon.
Your principle is correct t but in reality there are 20years returns on extracted value so I’d suggest the numbers are actually higher than I’ve used as I’m being cautious.
DYOR
GLA
Tr1ck
If you value at the current price of 26_28p for Wk and MTvalued each at 2Moz and you know MT has an additionele 13Moz and possibilies to an extra 25 Moz as we discussed over the last 2 years..rising PGM´s from 700 to $2900 /ounce for r palladium, Rh from 5000 to almost 30000, and way much higher in the future..Rosgeo deal 75% platinaequiv 104 Moz
And all the rest of minerales in the ground for free
If you value like they did for the 2Moz only 27p then an update can bring us at least at these prices..don´t forget if mine like it looks now those 104 Moz by ourselves we will go for 75% gains in our own pockets
then £6.72 is a gift IMO
casaeurasia £6.72, how do you get to that valuation? £18.5bn? 24x the current MCAP
I just don't understand how you get there.
casaeurasia, my initial estimate in 2019 based on NPV, shares in issue, dilution etc was circa 30p. Considering we've been floating around the price mark for some time shows how resilient the share price has become. I'll definitely take it as a big +.
As for why the SP hasn't moved beyond it is down to two reasons in my view.
1. Sentiment, lots of people have made money on this penny stock and cashed in a tidy profit. I can't recall our published company valuation in 2018/19 and considering we've been having that many announcements and published articles, I won't even attempt to find it on google - that said, most people will be currently sitting on their free float and very few people will be chucking their life savings at the current price until we have a firm NEW valuation with rosego's assests built into the mix.
2. Is the sale happening? I think we're almost there but the market will remain cautious until it is confirmed. I've been in a similar position before and up until it's firmly announced about what the heck is actually happening, I expect to be hopping in the 20's for the near future.
My back of a fag packet calculations suggests that a sale price should be circa £1.20 to £1.80 but what the heck do I know?
Best of luck, i'm dying to cash in what I have left as i'm sure most of us are.
It’s held here because anything could happen, as long as people are selling, it’ll remain where it is. Certain big companies will want this not to move until they know what they’re getting then it’ll take off.
Agree Arsenelles... But we have had countless positive rns and it has done nothing for the SP...... Only one stating they have sold something will shift the SP.
I agree with you but why on earth is our SP still 28p
We are heading to the end..I hope when the deal is done we must be valued at hopefully at a way higher price otherwise the div could never reach £ prices..
If we sale MT it would be hard to see if we don´t get £2 or less..
My FSP target full sale £6.72
Still hoping for that ..but the long way would guarantee us a lot more..but it´s time to get rid of those pences..
Updates ,updates,updates,facts plz
Twisted
They can release the RNS up till 18.30 so plenty of time still and we know they love an out of hours rns
I’d be very surprised and disappointed at anything under £2.50 as a dividend. They said it is a substantial dividend- look at NN dividend payments on actual mining. $7 a share. This is a massive sale and not going for anywhere below £3 imo