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Evbull, care to share a link to that scheduling info?
great to actually see that schedule in full... with all 9 of our planned slots... ty ev... (ob... you’re fired... lol)... tomorrow’s rns should be an interesting update...
any ideas who covers additional shipping costs if scheduling changes like this ?
Now that's what I call upscaling !!
Schedule update... the dates have been shifted:
TRAMONTANA not leaving until the 3rd now so looks to be taking longer than expected Marlin V is still straight after.
Our Pier 2 ship also now showing the 7th June, so possible that it is still going ahead (as it hasn't been removed).
Pier 1
TRAMONTANA 28/05/2021 SPC
MARLIN V 03/06/2021 IRON ORE
ULTIMAX 07/06/2021 WOODCHIPS
FORESTAL GAIA 13/06/2021 WOODCHIPS
BERGE GALDHOPIGGEN 19/06/2021 SOYA
UNAMGEN 23/06/2021 IRON ORE
DEV 27/06/2021 IRON ORE
DEV 01/07/2021 IRON ORE
DEV 09/07/2021 IRON ORE
DEV 02/08/2021 IRON ORE
DEV 12/08/2021 IRON ORE
Pier 2
DEV 07/06/2021 IRON ORE
DEV 18/06/2021 IRON ORE
DEV 15/07/2021 IRON ORE
Unless of course it's already waiting but not updated at the port yet.
e.g:
https://www.marinetraffic.com/en/ais/details/ships/shipid:714265/mmsi:538005156/imo:9679385/vessel:HTC_DELTA
MV is up next 1st Jun (tomorrow)
U is in on 5th June
Both Pier 1
Pier 1 Line-up
TRAMONTANA 28/05/2021 SPC
MARLIN V 01/06/2021 IRON ORE
ULTIMAX 05/06/2021 WOODCHIPS
FORESTAL GAIA 12/06/2021 WOODCHIPS
BERGE GALDHOPIGGEN 18/06/2021SOYA
UNAMGEN 22/06/2021 IRON ORE
DEV 26/06/2021 IRON ORE
DEV 30/06/2021 IRON ORE
Pier 2
DEV 05/06/2021 IRON ORE
DEV 15/06/2021 IRON ORE
I suspect if pier 2 on the 5th was going ahead we'd have a name by now.
labels are back on... mv and u are both waiting at the anchorage... who’s going where when...
Change of partner.... Marlin V... I hadn't heard it through the grapevine... :0)
Normal working day in Brazil so it’s change over day…. Still no AIS
Is Mr T leaving us already ??
Is that MV heading our way
Todays dancing couple is …….. Marvin V wearing a very natty two tone body suit
With a dusky double hooped neckline.
Her partner is Big Brig wearing a slightly tight black number with tyre effect hoops around the midriff.
Music will be https://www.youtube.com/watch?v=zQgOoiNndyU
(Note to self…. Take pills, Get out more)
lithium has had a puncture on his Ferrari he ust cannot get there in time
MZ locked and loading!!! Lock in those numbers!!!
Come on KM do the paperwork...
Start up those wheelbarrows!!!
Brig leading her by the hand .. Throwing her around a bit!!
Big Brig taking the lead role..
Round 3 of the dance off... music maestro
od dropping off at the same port as u’s last shipment... zhenjiang...
good but l still like 60p g/l
That's what i am here for.
you can calculate this very easily.
Cadence has around 150m shares outstanding.
Amapa project (27%) worth well over £150m to Cadence £1+ per share incoming once deal is done.
Thinking another way, chance of deal completion in your opinion e.g for me 90%+ x £1 = todays fair value of Amapa project In my opinon is 90p/share excluding all other assets which are worth much more than 10p a share.
At 60p a share you're only giving a <50% chance of completion + 10p of other asset values.
At 30p you're at about 20% chance. My conclusion is the market is massively undervaluing the chance of deal going through (not the value of amapa).
Once we have Amapa producing cash to Cadence and an increased market cap, the other assets become more valuable as we are able to fund them to production more easily. This could unlock more value and has the potential to lead to the £2+ per share and beyond within the next 3 years or so.
Far below the true probability in my estimation.
we are well undervalued we should be at least 60p plus now..
mega
Yup... Just need the BOD to sort the legalbeagles out.. Then happy days..
that would be 9.900000 per load x 14 that is if l am rite, bloody hell . meg dop
cannabis,
I hate people who take drugs!
customs, the police
(Mick Miller joke)